Entrust Family Office Investment Advisors Pvt Ltd • Equity
Dividend Yield Approach is an equity portfolio management service (PMS) strategy run by Entrust Family Office Investment Advisors Pvt Ltd, launched on 26 Nov 2019. It manages ₹751 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +3.58% over 1 year, +24.91% over 3 years and +23.13% over 5 years (+21.71% 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 | +0.20% |
| 3 Months | -2.33% |
| 1 Year | +3.58% |
| 3 Years | +24.91% |
| 5 Years | +23.13% |
| Since Inception | +21.71% |
| performance fee | Variable Fees: AMC :- 0.15% Hurdle :- 0% Profit Sharing :- 0 to 10% :- 0.10% 10 to 20% :- 0.15% +20%:- 0.20% |
| 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 callDividend Yield Approach has a 1-year return of +3.58%, a 3-year return of +24.91%, a 5-year return of +23.13% and +21.71% since inception. Past performance is not indicative of future results.
Dividend Yield Approach is managed by Mr. Rajmohan Krishnan at Entrust Family Office Investment Advisors. The strategy manages ₹751 Cr of client assets.
Dividend Yield Approach manages ₹751 Cr of client assets.
The fee structure for Dividend Yield Approach includes: performance fee: Variable Fees: AMC :- 0.15% Hurdle :- 0% Profit Sharing :- 0 to 10% :- 0.10% 10 to 20% :- 0.15% +20%:- 0.20%; exit load: 1st Year :- 3% 2nd Year :- 2% 3rd Year :- 1%.
The minimum investment for Dividend Yield Approach is ₹50 Lakhs.
Dividend Yield Approach was launched on 26 Nov 2019. It has a 6-year track record.
Description
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