Dynamic ETF Allocation Portfolio Conservative is a hybrid portfolio management service (PMS) strategy run by NJ Asset Management Private Limited, launched on 22 Jan 2021. It manages ₹0.28 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +7.05% over 1 year (+5.33% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.28 Cr
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)
₹0.28 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
22/01/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.31%
3 Months
+2.56%
1 Year
+7.05%
Since Inception
+5.33%
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 Dynamic ETF Allocation Portfolio Conservative
What are the returns of Dynamic ETF Allocation Portfolio Conservative?
Dynamic ETF Allocation Portfolio Conservative has a 1-year return of +7.05% and +5.33% since inception. Past performance is not indicative of future results.
What is the AUM of Dynamic ETF Allocation Portfolio Conservative?