Custom Portfolio 17 is an equity portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited, launched on 27 Jan 2022. It manages ₹2.99 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +11.58% over 1 year and +24.32% over 3 years (+17.71% since inception). The minimum investment is ₹1 Rupees. The fund manager has not been publicly disclosed.
AUM
₹2.99 Cr
3-year return
+24.32%
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)
₹2.99 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
27/01/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+2.46%
3 Months
+14.37%
1 Year
+11.58%
3 Years
+24.32%
Since Inception
+17.71%
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 17
What are the returns of Custom Portfolio 17?
Custom Portfolio 17 has a 1-year return of +11.58%, a 3-year return of +24.32% and +17.71% since inception. Past performance is not indicative of future results.
What is the AUM of Custom Portfolio 17?
Custom Portfolio 17 manages ₹2.99 Cr of client assets.
What is the minimum investment for Custom Portfolio 17?
The minimum investment for Custom Portfolio 17 is ₹1 Rupees.
When was Custom Portfolio 17 launched?
Custom Portfolio 17 was launched on 27 Jan 2022. It has a 4-year track record.