Excel PMS by Karvy Capital: Returns, AUM & Details
Karvy Capital Ltd • Debt
Excel is a debt portfolio management service (PMS) strategy run by Karvy Capital Ltd, launched on 7 Nov 2016. It manages ₹73.06 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +0.08% over 1 year, +0.10% over 3 years and +0.11% over 5 years (+0.10% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹73.06 Cr
3-year return
+0.10%
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)
₹73.06 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
07/11/2016
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.01%
3 Months
+0.03%
1 Year
+0.08%
3 Years
+0.10%
5 Years
+0.11%
Since Inception
+0.10%
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.
Excel has a 1-year return of +0.08%, a 3-year return of +0.10%, a 5-year return of +0.11% and +0.10% since inception. Past performance is not indicative of future results.
What is the AUM of Excel?
Excel manages ₹73.06 Cr of client assets.
What is the minimum investment for Excel?
The minimum investment for Excel is ₹50 Lakhs.
When was Excel launched?
Excel was launched on 7 Nov 2016. It has a 9-year track record.