Customized Family Office Approach PMS: Returns, AUM & Details
Edelweiss Asset Management Ltd • Multi Asset
Customized Family Office Approach is a multi asset portfolio management service (PMS) strategy run by Edelweiss Asset Management Ltd, launched on 23 Sep 2015. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +7.31% over 1 year, +6.91% over 3 years and -0.48% over 5 years (+3.33% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+6.91%
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
23/09/2015
Trailing Returns
Trailing returns
Period
Return
1 Month
-0.06%
3 Months
+4.20%
1 Year
+7.31%
3 Years
+6.91%
5 Years
-0.48%
Since Inception
+3.33%
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 Customized Family Office Approach
What are the returns of Customized Family Office Approach?
Customized Family Office Approach has a 1-year return of +7.31%, a 3-year return of +6.91%, a 5-year return of -0.48% and +3.33% since inception. Past performance is not indicative of future results.
What is the minimum investment for Customized Family Office Approach?
The minimum investment for Customized Family Office Approach is ₹50 Lakhs.
When was Customized Family Office Approach launched?
Customized Family Office Approach was launched on 23 Sep 2015. It has a 10-year track record.