Floater PMS by Trustline Holdings: Returns, AUM & Details
Trustline Holdings Pvt Ltd • Hybrid
Floater is a hybrid portfolio management service (PMS) strategy run by Trustline Holdings Pvt Ltd, launched on 1 Jul 2012. It manages ₹21.02 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +4.43% over 1 year, +9.11% over 3 years and +11.05% over 5 years (+10.41% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹21.02 Cr
3-year return
+9.11%
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)
₹21.02 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
01/07/2012
Trailing Returns
Trailing returns
Period
Return
1 Month
+6.98%
3 Months
-2.16%
1 Year
+4.43%
3 Years
+9.11%
5 Years
+11.05%
Since Inception
+10.41%
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.
Floater has a 1-year return of +4.43%, a 3-year return of +9.11%, a 5-year return of +11.05% and +10.41% since inception. Past performance is not indicative of future results.
What is the AUM of Floater?
Floater manages ₹21.02 Cr of client assets.
What is the minimum investment for Floater?
The minimum investment for Floater is ₹50 Lakhs.
When was Floater launched?
Floater was launched on 1 Jul 2012. It has a 13-year track record.