DPMS - Income Portfolio PMS: Returns, AUM & Details
Klay Securities Private Limited • Debt
DPMS - Income Portfolio is a debt portfolio management service (PMS) strategy run by Klay Securities Private Limited, launched on 29 Nov 2021. It manages ₹23.14 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +7.09% over 1 year and +8.59% over 3 years (+8.30% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹23.14 Cr
3-year return
+8.59%
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)
₹23.14 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
29/11/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.80%
3 Months
+3.47%
1 Year
+7.09%
3 Years
+8.59%
Since Inception
+8.30%
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 DPMS - Income Portfolio
What are the returns of DPMS - Income Portfolio?
DPMS - Income Portfolio has a 1-year return of +7.09%, a 3-year return of +8.59% and +8.30% since inception. Past performance is not indicative of future results.
What is the AUM of DPMS - Income Portfolio?
DPMS - Income Portfolio manages ₹23.14 Cr of client assets.
What is the minimum investment for DPMS - Income Portfolio?
The minimum investment for DPMS - Income Portfolio is ₹50 Lakhs.
When was DPMS - Income Portfolio launched?
DPMS - Income Portfolio was launched on 29 Nov 2021. It has a 4-year track record.