FCI LLP Wealth Optimizer is a debt portfolio management service (PMS) strategy run by Fractal Capital Investments Llp, launched on 8 Mar 2021. It manages ₹11.18 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +8.54% over 1 year, +9.14% over 3 years and +8.62% over 5 years (+8.42% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹11.18 Cr
3-year return
+9.14%
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)
₹11.18 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
08/03/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.62%
3 Months
+4.04%
1 Year
+8.54%
3 Years
+9.14%
5 Years
+8.62%
Since Inception
+8.42%
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 FCI LLP Wealth Optimizer
What are the returns of FCI LLP Wealth Optimizer?
FCI LLP Wealth Optimizer has a 1-year return of +8.54%, a 3-year return of +9.14%, a 5-year return of +8.62% and +8.42% since inception. Past performance is not indicative of future results.
What is the AUM of FCI LLP Wealth Optimizer?
FCI LLP Wealth Optimizer manages ₹11.18 Cr of client assets.
What is the minimum investment for FCI LLP Wealth Optimizer?
The minimum investment for FCI LLP Wealth Optimizer is ₹50 Lakhs.
When was FCI LLP Wealth Optimizer launched?
FCI LLP Wealth Optimizer was launched on 8 Mar 2021. It has a 5-year track record.