Liquid Fund Portfolio is a debt portfolio management service (PMS) strategy run by Sundaram Alternate Assets Limited, launched on 13 May 2019. It manages ₹25.57 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +4.50% over 1 year, +5.75% over 3 years and +5.34% over 5 years (+4.28% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹25.57 Cr
3-year return
+5.75%
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)
₹25.57 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
13/05/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.46%
3 Months
+1.80%
1 Year
+4.50%
3 Years
+5.75%
5 Years
+5.34%
Since Inception
+4.28%
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 Liquid Fund Portfolio
What are the returns of Liquid Fund Portfolio?
Liquid Fund Portfolio has a 1-year return of +4.50%, a 3-year return of +5.75%, a 5-year return of +5.34% and +4.28% since inception. Past performance is not indicative of future results.
What is the AUM of Liquid Fund Portfolio?
Liquid Fund Portfolio manages ₹25.57 Cr of client assets.
What is the minimum investment for Liquid Fund Portfolio?
The minimum investment for Liquid Fund Portfolio is ₹50 Lakhs.
When was Liquid Fund Portfolio launched?
Liquid Fund Portfolio was launched on 13 May 2019. It has a 7-year track record.