Investment Approach 1 is an equity portfolio management service (PMS) strategy run by Surefin Financial Consultants Private Limited, launched on 16 Dec 2016. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -0.18% over 1 year, -0.07% over 3 years and +0.34% over 5 years (+7.87% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
-0.07%
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)
N/A
Benchmark Index
Nifty 500 TRI
Inception Date
16/12/2016
Trailing Returns
Trailing returns
Period
Return
3 Months
+0.02%
1 Year
-0.18%
3 Years
-0.07%
5 Years
+0.34%
Since Inception
+7.87%
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 Investment Approach 1
What are the returns of Investment Approach 1?
Investment Approach 1 has a 1-year return of -0.18%, a 3-year return of -0.07%, a 5-year return of +0.34% and +7.87% since inception. Past performance is not indicative of future results.
What is the minimum investment for Investment Approach 1?
The minimum investment for Investment Approach 1 is ₹50 Lakhs.
When was Investment Approach 1 launched?
Investment Approach 1 was launched on 16 Dec 2016. It has a 9-year track record.