Custom portfolio 11 is a debt portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited, launched on 6 Jul 2020. It manages ₹5.5 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +5.49% over 1 year, +7.40% over 3 years and +5.65% over 5 years (+5.65% since inception). The minimum investment is ₹1 Rupees. The fund manager has not been publicly disclosed.
AUM
₹5.5 Cr
3-year return
+7.40%
Minimum investment
₹1 Rupees
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)
₹5.5 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
06/07/2020
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.50%
3 Months
+0.23%
1 Year
+5.49%
3 Years
+7.40%
5 Years
+5.65%
Since Inception
+5.65%
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.
Frequently asked questions about Custom portfolio 11
What are the returns of Custom portfolio 11?
Custom portfolio 11 has a 1-year return of +5.49%, a 3-year return of +7.40%, a 5-year return of +5.65% and +5.65% since inception. Past performance is not indicative of future results.
What is the AUM of Custom portfolio 11?
Custom portfolio 11 manages ₹5.5 Cr of client assets.
What is the minimum investment for Custom portfolio 11?
The minimum investment for Custom portfolio 11 is ₹1 Rupees.
When was Custom portfolio 11 launched?
Custom portfolio 11 was launched on 6 Jul 2020. It has a 5-year track record.
Notification
Description
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