Aditya Birla Sun Life Amc Limited • Debt
PMS for PFs & Special Mandates is a debt portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 14 Feb 2025. It manages ₹29,495 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +7.04% over 1 year (+8.83% since inception). The minimum investment is ₹50 Lakhs. The strategy is managed by Vikas Agrawal.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +0.57% |
| 3 Months | +3.43% |
| 1 Year | +7.04% |
| Since Inception | +8.83% |
| management fee | Not specified |
| performance fee | Not specified |
| hurdle rate | Not specified |
| exit load | Not specified |
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.
Book an intro callPMS for PFs & Special Mandates has a 1-year return of +7.04% and +8.83% since inception. Past performance is not indicative of future results.
PMS for PFs & Special Mandates is managed by Vikas Agrawal at Aditya Birla Sun Life Amc. The strategy manages ₹29,495 Cr of client assets.
PMS for PFs & Special Mandates manages ₹29,495 Cr of client assets.
The fee structure for PMS for PFs & Special Mandates includes: management fee: Not specified; performance fee: Not specified; hurdle rate: Not specified; exit load: Not specified.
The minimum investment for PMS for PFs & Special Mandates is ₹50 Lakhs.
PMS for PFs & Special Mandates was launched on 14 Feb 2025. It has a 1-year track record.
Description
All Aditya Birla Sun Life Amc PMS strategies →Browse all PMS strategies in India →