Portfolio Plus is an equity portfolio management service (PMS) strategy run by Anand Rathi Advisors Limited, launched on 19 Oct 2011. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -1.35% over 1 year, +7.57% over 3 years and +4.79% over 5 years (+7.99% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+7.57%
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)
N/A
Benchmark Index
Nifty 500 TRI
Inception Date
19/10/2011
Trailing Returns
Trailing returns
Period
Return
1 Month
-1.17%
3 Months
-0.48%
1 Year
-1.35%
3 Years
+7.57%
5 Years
+4.79%
Since Inception
+7.99%
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.
Portfolio Plus has a 1-year return of -1.35%, a 3-year return of +7.57%, a 5-year return of +4.79% and +7.99% since inception. Past performance is not indicative of future results.
What is the minimum investment for Portfolio Plus?
The minimum investment for Portfolio Plus is ₹50 Lakhs.
When was Portfolio Plus launched?
Portfolio Plus was launched on 19 Oct 2011. It has a 14-year track record.