Custom Portfolio 5 is a debt portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited, launched on 3 Sep 2019. It manages ₹1.02 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +4.59% over 1 year, +7.22% over 3 years and +5.52% over 5 years (+6.28% since inception). The minimum investment is ₹1 Rupees. The fund manager has not been publicly disclosed.
AUM
₹1.02 Cr
3-year return
+7.22%
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)
₹1.02 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
03/09/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
-0.03%
3 Months
-1.42%
1 Year
+4.59%
3 Years
+7.22%
5 Years
+5.52%
Since Inception
+6.28%
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 5
What are the returns of Custom Portfolio 5?
Custom Portfolio 5 has a 1-year return of +4.59%, a 3-year return of +7.22%, a 5-year return of +5.52% and +6.28% since inception. Past performance is not indicative of future results.
What is the AUM of Custom Portfolio 5?
Custom Portfolio 5 manages ₹1.02 Cr of client assets.
What is the minimum investment for Custom Portfolio 5?
The minimum investment for Custom Portfolio 5 is ₹1 Rupees.
When was Custom Portfolio 5 launched?
Custom Portfolio 5 was launched on 3 Sep 2019. It has a 6-year track record.