Liquid Portfolio. is a debt portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 22 Mar 2020. It manages ₹19.05 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +6.39% over 1 year, +4.05% over 3 years and +4.25% over 5 years (+4.21% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹19.05 Cr
3-year return
+4.05%
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)
₹19.05 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
22/03/2020
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.67%
3 Months
+3.19%
1 Year
+6.39%
3 Years
+4.05%
5 Years
+4.25%
Since Inception
+4.21%
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 Portfolio.
What are the returns of Liquid Portfolio.?
Liquid Portfolio. has a 1-year return of +6.39%, a 3-year return of +4.05%, a 5-year return of +4.25% and +4.21% since inception. Past performance is not indicative of future results.
What is the AUM of Liquid Portfolio.?
Liquid Portfolio. manages ₹19.05 Cr of client assets.
What is the minimum investment for Liquid Portfolio.?
The minimum investment for Liquid Portfolio. is ₹50 Lakhs.
When was Liquid Portfolio. launched?
Liquid Portfolio. was launched on 22 Mar 2020. It has a 6-year track record.