Who is the fund manager for Customised Portfolio Approach 3?

The fund manager for Customised Portfolio Approach 3 has not been publicly disclosed. The strategy is managed by Trivantage Capital Management India Private Limited.

What is the AUM for Customised Portfolio Approach 3?

The Assets Under Management (AUM) for Customised Portfolio Approach 3 is 0.14 as of the latest available data.

What is the fee structure for Customised Portfolio Approach 3?

Detailed fee information for Customised Portfolio Approach 3 is available on request from Trivantage Capital Management India Private Limited. PMS schemes typically charge a fixed management fee plus a performance fee above a hurdle rate.

What are the 1-year and 3-year returns for Customised Portfolio Approach 3?

Customised Portfolio Approach 3 has delivered a 1-year return of +5.33%, 3-year return of +5.35%, 5-year return of +4.09%. Past performance is not indicative of future results.

What is the minimum investment for Customised Portfolio Approach 3?

The minimum investment for Customised Portfolio Approach 3 is 50 Lakhs. As per SEBI regulations, PMS schemes require a minimum investment of ₹50 lakhs.

Customised Portfolio Approach 3 Returns, Portfolio & Fund Manager

Period	Return
1 Month	+0.37%
3 Months	+2.73%
1 Year	+5.33%
3 Years	+5.35%
5 Years	+4.09%
Since Inception	+6.80%

Fund Manager

Assets (AUM)

Benchmark Index

Inception Date

Verified Trailing Returns

Fiduciary AI Qualitative Insight

Market Intelligence

Estimated Sector Allocation

Standard Management Fees & Hurdle Rates

Before committing a large capital, speak to a SEBI Registered Investment Advisor from Foliyo who can help you get a zero-commission, lower-fee on PMS.

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