Dynamic gems PMS by Tradeswift Broking: Returns, AUM & Details
TRADESWIFT BROKING PRIVATE LIMITED • Multi Asset
Dynamic gems is a multi asset portfolio management service (PMS) strategy run by TRADESWIFT BROKING PRIVATE LIMITED, launched on 6 Mar 2024. It manages ₹46.58 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +9.96% over 1 year (+9.59% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹46.58 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)
₹46.58 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
06/03/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+16.40%
3 Months
-4.92%
1 Year
+9.96%
Since Inception
+9.59%
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.