Credit ALPHA is a debt portfolio management service (PMS) strategy run by A K Wealth Management Private Limited, launched on 8 Feb 2019. It manages ₹0.51 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +10.55% over 1 year, +9.24% over 3 years and +9.23% over 5 years (+9.53% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.51 Cr
3-year return
+9.24%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹0.51 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
08/02/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.59%
3 Months
+5.47%
1 Year
+10.55%
3 Years
+9.24%
5 Years
+9.23%
Since Inception
+9.53%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Credit ALPHA has a 1-year return of +10.55%, a 3-year return of +9.24%, a 5-year return of +9.23% and +9.53% since inception. Past performance is not indicative of future results.
What is the AUM of Credit ALPHA?
Credit ALPHA manages ₹0.51 Cr of client assets.
What is the minimum investment for Credit ALPHA?
The minimum investment for Credit ALPHA is ₹50 Lakhs.
When was Credit ALPHA launched?
Credit ALPHA was launched on 8 Feb 2019. It has a 7-year track record.