Premium India Mixed Balanced is a hybrid portfolio management service (PMS) strategy run by Credit Suisse Securities (India) Private Limited, launched on 22 Oct 2020. It manages ₹82.66 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +5.31% over 1 year and +10.58% over 3 years (+8.64% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹82.66 Cr
3-year return
+10.58%
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)
₹82.66 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
22/10/2020
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.33%
3 Months
+4.53%
1 Year
+5.31%
3 Years
+10.58%
Since Inception
+8.64%
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 Premium India Mixed Balanced
What are the returns of Premium India Mixed Balanced?
Premium India Mixed Balanced has a 1-year return of +5.31%, a 3-year return of +10.58% and +8.64% since inception. Past performance is not indicative of future results.
What is the AUM of Premium India Mixed Balanced?
Premium India Mixed Balanced manages ₹82.66 Cr of client assets.
What is the minimum investment for Premium India Mixed Balanced?
The minimum investment for Premium India Mixed Balanced is ₹50 Lakhs.
When was Premium India Mixed Balanced launched?
Premium India Mixed Balanced was launched on 22 Oct 2020. It has a 5-year track record.