Debt Mandate is a debt portfolio management service (PMS) strategy run by HDFC Asset Management Company Limited, launched on 5 Jul 2013. It manages ₹466 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +8.47% over 1 year, +6.01% over 3 years and +8.57% over 5 years (+8.25% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹466 Cr
3-year return
+6.01%
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)
₹466.07 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
05/07/2013
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.28%
3 Months
+4.36%
1 Year
+8.47%
3 Years
+6.01%
5 Years
+8.57%
Since Inception
+8.25%
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.
Debt Mandate has a 1-year return of +8.47%, a 3-year return of +6.01%, a 5-year return of +8.57% and +8.25% since inception. Past performance is not indicative of future results.
What is the AUM of Debt Mandate?
Debt Mandate manages ₹466 Cr of client assets.
What is the minimum investment for Debt Mandate?
The minimum investment for Debt Mandate is ₹50 Lakhs.
When was Debt Mandate launched?
Debt Mandate was launched on 5 Jul 2013. It has a 12-year track record.