Real Estate Yield Maximizer Portfolio PMS: Returns, AUM & Details
Aditya Birla Sun Life Amc Limited • Debt
Real Estate Yield Maximizer Portfolio is a debt portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 17 Sep 2018. It is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are -68.10% over 1 year, -26.17% over 3 years and -10.99% over 5 years (-8.91% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
-26.17%
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
CRISIL Composite Bond Fund Index
Inception Date
17/09/2018
Trailing Returns
Trailing returns
Period
Return
1 Year
-68.10%
3 Years
-26.17%
5 Years
-10.99%
Since Inception
-8.91%
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 Real Estate Yield Maximizer Portfolio
What are the returns of Real Estate Yield Maximizer Portfolio?
Real Estate Yield Maximizer Portfolio has a 1-year return of -68.10%, a 3-year return of -26.17%, a 5-year return of -10.99% and -8.91% since inception. Past performance is not indicative of future results.
What is the minimum investment for Real Estate Yield Maximizer Portfolio?
The minimum investment for Real Estate Yield Maximizer Portfolio is ₹50 Lakhs.
When was Real Estate Yield Maximizer Portfolio launched?
Real Estate Yield Maximizer Portfolio was launched on 17 Sep 2018. It has a 7-year track record.