Premium India Mixed Ultra Conservative is a hybrid portfolio management service (PMS) strategy run by Credit Suisse Securities (India) Private Limited, launched on 12 Sep 2019. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +7.84% over 1 year, +8.58% over 3 years and +7.33% over 5 years (+8.56% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+8.58%
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)
N/A
Benchmark Index
Nifty 500 TRI
Inception Date
12/09/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.69%
3 Months
+4.17%
1 Year
+7.84%
3 Years
+8.58%
5 Years
+7.33%
Since Inception
+8.56%
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 Ultra Conservative
What are the returns of Premium India Mixed Ultra Conservative?
Premium India Mixed Ultra Conservative has a 1-year return of +7.84%, a 3-year return of +8.58%, a 5-year return of +7.33% and +8.56% since inception. Past performance is not indicative of future results.
What is the minimum investment for Premium India Mixed Ultra Conservative?
The minimum investment for Premium India Mixed Ultra Conservative is ₹50 Lakhs.
When was Premium India Mixed Ultra Conservative launched?
Premium India Mixed Ultra Conservative was launched on 12 Sep 2019. It has a 6-year track record.