ISEC Conservative Portfolio is a debt portfolio management service (PMS) strategy run by ICICI Securities Limited, launched on 17 Mar 2021. It is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +31.81% over 1 year, +18.28% over 3 years and +12.41% over 5 years (+12.41% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+18.28%
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
CRISIL Composite Bond Fund Index
Inception Date
17/03/2021
Trailing Returns
Trailing returns
Period
Return
3 Months
+24.54%
1 Year
+31.81%
3 Years
+18.28%
5 Years
+12.41%
Since Inception
+12.41%
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.
Frequently asked questions about ISEC Conservative Portfolio
What are the returns of ISEC Conservative Portfolio?
ISEC Conservative Portfolio has a 1-year return of +31.81%, a 3-year return of +18.28%, a 5-year return of +12.41% and +12.41% since inception. Past performance is not indicative of future results.
What is the minimum investment for ISEC Conservative Portfolio?
The minimum investment for ISEC Conservative Portfolio is ₹50 Lakhs.
When was ISEC Conservative Portfolio launched?
ISEC Conservative Portfolio was launched on 17 Mar 2021. It has a 5-year track record.