Multi Asset Dynamic Portfolio PMS: Returns, AUM & Details
PL Asset Management Private Ltd • Multi Asset
Multi Asset Dynamic Portfolio is a multi asset portfolio management service (PMS) strategy run by PL Asset Management Private Ltd, launched on 7 Jun 2021. It manages ₹21.66 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +16.07% over 1 year and +15.28% over 3 years (+10.10% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹21.66 Cr
3-year return
+15.28%
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)
₹21.66 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
07/06/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+9.04%
3 Months
+4.37%
1 Year
+16.07%
3 Years
+15.28%
Since Inception
+10.10%
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 Multi Asset Dynamic Portfolio
What are the returns of Multi Asset Dynamic Portfolio?
Multi Asset Dynamic Portfolio has a 1-year return of +16.07%, a 3-year return of +15.28% and +10.10% since inception. Past performance is not indicative of future results.
What is the AUM of Multi Asset Dynamic Portfolio?
Multi Asset Dynamic Portfolio manages ₹21.66 Cr of client assets.
What is the minimum investment for Multi Asset Dynamic Portfolio?
The minimum investment for Multi Asset Dynamic Portfolio is ₹50 Lakhs.
When was Multi Asset Dynamic Portfolio launched?
Multi Asset Dynamic Portfolio was launched on 7 Jun 2021. It has a 4-year track record.