Electrum Customised Portfolio is an equity portfolio management service (PMS) strategy run by Electrum Portfolio Managers Pvt Limited, launched on 4 Dec 2020. It manages ₹67.44 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +12.07% over 1 year, +25.21% over 3 years and +27.52% over 5 years (+31.01% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹67.44 Cr
3-year return
+25.21%
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)
₹67.44 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
04/12/2020
Trailing Returns
Trailing returns
Period
Return
1 Month
+18.91%
3 Months
-0.18%
1 Year
+12.07%
3 Years
+25.21%
5 Years
+27.52%
Since Inception
+31.01%
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 Electrum Customised Portfolio
What are the returns of Electrum Customised Portfolio?
Electrum Customised Portfolio has a 1-year return of +12.07%, a 3-year return of +25.21%, a 5-year return of +27.52% and +31.01% since inception. Past performance is not indicative of future results.
What is the AUM of Electrum Customised Portfolio?
Electrum Customised Portfolio manages ₹67.44 Cr of client assets.
What is the minimum investment for Electrum Customised Portfolio?
The minimum investment for Electrum Customised Portfolio is ₹50 Lakhs.
When was Electrum Customised Portfolio launched?
Electrum Customised Portfolio was launched on 4 Dec 2020. It has a 5-year track record.