Purnartha One Strategy PMS: Returns, AUM & Details
Purnartha Investment Advisers Private Limited • Multi Asset
Purnartha One Strategy is a multi asset portfolio management service (PMS) strategy run by Purnartha Investment Advisers Private Limited, launched on 5 Sep 2023. It manages ₹12.28 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +7.99% over 1 year (+7.61% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹12.28 Cr
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)
₹12.28 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
05/09/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+9.98%
3 Months
-0.78%
1 Year
+7.99%
Since Inception
+7.61%
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.