Multi Asset Allocation PMS: Returns, AUM & Details
Buglerock Capital Private Limited • Multi Asset
Multi Asset Allocation is a multi asset portfolio management service (PMS) strategy run by Buglerock Capital Private Limited, launched on 24 Jul 2020. It manages ₹0.97 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -8.56% over 1 year, +8.71% over 3 years and +6.53% over 5 years (+6.50% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.97 Cr
3-year return
+8.71%
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)
₹0.97 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
24/07/2020
Trailing Returns
Trailing returns
Period
Return
1 Month
-0.28%
3 Months
+9.04%
1 Year
-8.56%
3 Years
+8.71%
5 Years
+6.53%
Since Inception
+6.50%
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 Multi Asset Allocation
What are the returns of Multi Asset Allocation?
Multi Asset Allocation has a 1-year return of -8.56%, a 3-year return of +8.71%, a 5-year return of +6.53% and +6.50% since inception. Past performance is not indicative of future results.
What is the AUM of Multi Asset Allocation?
Multi Asset Allocation manages ₹0.97 Cr of client assets.
What is the minimum investment for Multi Asset Allocation?
The minimum investment for Multi Asset Allocation is ₹50 Lakhs.
When was Multi Asset Allocation launched?
Multi Asset Allocation was launched on 24 Jul 2020. It has a 5-year track record.