India Story Consistent Compounder PMS: Returns, AUM & Details
Harmoney Finserv India Private Limited • Equity
India Story Consistent Compounder is an equity portfolio management service (PMS) strategy run by Harmoney Finserv India Private Limited, launched on 5 Apr 2017. It manages ₹11.32 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -0.40% over 1 year, +10.08% over 3 years and +10.36% over 5 years (+5.15% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹11.32 Cr
3-year return
+10.08%
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)
₹11.32 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
05/04/2017
Trailing Returns
Trailing returns
Period
Return
1 Month
+9.09%
3 Months
-5.00%
1 Year
-0.40%
3 Years
+10.08%
5 Years
+10.36%
Since Inception
+5.15%
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 India Story Consistent Compounder
What are the returns of India Story Consistent Compounder?
India Story Consistent Compounder has a 1-year return of -0.40%, a 3-year return of +10.08%, a 5-year return of +10.36% and +5.15% since inception. Past performance is not indicative of future results.
What is the AUM of India Story Consistent Compounder?
India Story Consistent Compounder manages ₹11.32 Cr of client assets.
What is the minimum investment for India Story Consistent Compounder?
The minimum investment for India Story Consistent Compounder is ₹50 Lakhs.
When was India Story Consistent Compounder launched?
India Story Consistent Compounder was launched on 5 Apr 2017. It has a 9-year track record.