Custom Portfolio 3 is a debt portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited, launched on 23 May 2019. It manages ₹5.03 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +7.73% over 1 year, +7.89% over 3 years and +6.17% over 5 years (+7.10% since inception). The minimum investment is ₹1 Rupees. The fund manager has not been publicly disclosed.
AUM
₹5.03 Cr
3-year return
+7.89%
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)
₹5.03 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
23/05/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.44%
3 Months
+2.04%
1 Year
+7.73%
3 Years
+7.89%
5 Years
+6.17%
Since Inception
+7.10%
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 3
What are the returns of Custom Portfolio 3?
Custom Portfolio 3 has a 1-year return of +7.73%, a 3-year return of +7.89%, a 5-year return of +6.17% and +7.10% since inception. Past performance is not indicative of future results.
What is the AUM of Custom Portfolio 3?
Custom Portfolio 3 manages ₹5.03 Cr of client assets.
What is the minimum investment for Custom Portfolio 3?
The minimum investment for Custom Portfolio 3 is ₹1 Rupees.
When was Custom Portfolio 3 launched?
Custom Portfolio 3 was launched on 23 May 2019. It has a 7-year track record.