Customised Discretionary Portfolio - Multi-Asset is a multi asset portfolio management service (PMS) strategy run by 360 ONE Asset Management Limited, launched on 31 Jul 2012. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +412.09% over 1 year, +67.33% over 3 years and +36.84% over 5 years (+29.98% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+67.33%
Minimum investment
₹50 Lakhs
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)
N/A
Benchmark Index
Nifty 500 TRI
Inception Date
31/07/2012
Trailing Returns
Trailing returns
Period
Return
3 Months
+56.92%
1 Year
+412.09%
3 Years
+67.33%
5 Years
+36.84%
Since Inception
+29.98%
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 Customised Discretionary Portfolio - Multi-Asset
What are the returns of Customised Discretionary Portfolio - Multi-Asset?
Customised Discretionary Portfolio - Multi-Asset has a 1-year return of +412.09%, a 3-year return of +67.33%, a 5-year return of +36.84% and +29.98% since inception. Past performance is not indicative of future results.
What is the minimum investment for Customised Discretionary Portfolio - Multi-Asset?
The minimum investment for Customised Discretionary Portfolio - Multi-Asset is ₹50 Lakhs.
When was Customised Discretionary Portfolio - Multi-Asset launched?
Customised Discretionary Portfolio - Multi-Asset was launched on 31 Jul 2012. It has a 13-year track record.