Customised Debt Portfolio is a debt portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 23 Jul 2024. It manages ₹140 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +9.58% over 1 year (+13.21% since inception). The minimum investment is ₹10 Crore. The fund manager has not been publicly disclosed.
AUM
₹140 Cr
Minimum investment
₹10 Crore
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)
₹140.22 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
23/07/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.94%
3 Months
+7.17%
1 Year
+9.58%
Since Inception
+13.21%
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.