Entrust Family Office Investment Advisors Pvt Ltd • Equity
Deltabet Equity Approach is an equity portfolio management service (PMS) strategy run by Entrust Family Office Investment Advisors Pvt Ltd, launched on 1 Nov 2021. It manages ₹20.44 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -4.33% over 1 year and +0.92% over 3 years (+4.58% since inception). The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Rajmohan Krishnan.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +6.50% |
| 3 Months | +13.09% |
| 1 Year | -4.33% |
| 3 Years | +0.92% |
| Since Inception | +4.58% |
| management fee | Fixed Fees: AMC Charge :- 1 % |
| performance fee | Variable Fees: AMC :- 0% to 1% Hurdle Rate :- 15% Profit Sharing :- 10% |
| exit load | 1st Year :- 3% 2nd Year :- 2% 3rd Year :- 1% |
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.
Book an intro callDeltabet Equity Approach has a 1-year return of -4.33%, a 3-year return of +0.92% and +4.58% since inception. Past performance is not indicative of future results.
Deltabet Equity Approach is managed by Mr. Rajmohan Krishnan at Entrust Family Office Investment Advisors. The strategy manages ₹20.44 Cr of client assets.
Deltabet Equity Approach manages ₹20.44 Cr of client assets.
The fee structure for Deltabet Equity Approach includes: management fee: Fixed Fees: AMC Charge :- 1 %; performance fee: Variable Fees: AMC :- 0% to 1% Hurdle Rate :- 15% Profit Sharing :- 10%; exit load: 1st Year :- 3% 2nd Year :- 2% 3rd Year :- 1%.
The minimum investment for Deltabet Equity Approach is ₹50 Lakhs.
Deltabet Equity Approach was launched on 1 Nov 2021. It has a 4-year track record.
Description
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