Debt Portfolio Plan is a debt portfolio management service (PMS) strategy run by Trust Investment Advisors Pvt. Ltd., launched on 26 Nov 2007. It manages ₹2.74 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +17.27% over 1 year, +36.65% over 3 years and +22.85% over 5 years (+11.31% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹2.74 Cr
3-year return
+36.65%
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)
₹2.74 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
26/11/2007
Trailing Returns
Trailing returns
Period
Return
1 Month
+11.64%
3 Months
+11.89%
1 Year
+17.27%
3 Years
+36.65%
5 Years
+22.85%
Since Inception
+11.31%
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 Debt Portfolio Plan
What are the returns of Debt Portfolio Plan?
Debt Portfolio Plan has a 1-year return of +17.27%, a 3-year return of +36.65%, a 5-year return of +22.85% and +11.31% since inception. Past performance is not indicative of future results.
What is the AUM of Debt Portfolio Plan?
Debt Portfolio Plan manages ₹2.74 Cr of client assets.
What is the minimum investment for Debt Portfolio Plan?
The minimum investment for Debt Portfolio Plan is ₹50 Lakhs.
When was Debt Portfolio Plan launched?
Debt Portfolio Plan was launched on 26 Nov 2007. It has an 18-year track record.