ISEC Balanced Portfolio is a hybrid portfolio management service (PMS) strategy run by ICICI Securities Limited, launched on 1 Feb 2021. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -7.68% over 1 year, +8.81% over 3 years and +8.34% over 5 years (+8.10% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+8.81%
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
01/02/2021
Trailing Returns
Trailing returns
Period
Return
3 Months
-14.55%
1 Year
-7.68%
3 Years
+8.81%
5 Years
+8.34%
Since Inception
+8.10%
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.
Frequently asked questions about ISEC Balanced Portfolio
What are the returns of ISEC Balanced Portfolio?
ISEC Balanced Portfolio has a 1-year return of -7.68%, a 3-year return of +8.81%, a 5-year return of +8.34% and +8.10% since inception. Past performance is not indicative of future results.
What is the minimum investment for ISEC Balanced Portfolio?
The minimum investment for ISEC Balanced Portfolio is ₹50 Lakhs.
When was ISEC Balanced Portfolio launched?
ISEC Balanced Portfolio was launched on 1 Feb 2021. It has a 5-year track record.