Specialise Strategy is an equity portfolio management service (PMS) strategy run by Prabhudas Lilladher Pvt Ltd, launched on 18 Jun 2009. It manages ₹1.66 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -28.01% over 1 year, -7.84% over 3 years and +5.01% over 5 years (+6.96% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹1.66 Cr
3-year return
-7.84%
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)
₹1.66 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
18/06/2009
Trailing Returns
Trailing returns
Period
Return
1 Month
-7.61%
3 Months
-20.76%
1 Year
-28.01%
3 Years
-7.84%
5 Years
+5.01%
Since Inception
+6.96%
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 Specialise Strategy
What are the returns of Specialise Strategy?
Specialise Strategy has a 1-year return of -28.01%, a 3-year return of -7.84%, a 5-year return of +5.01% and +6.96% since inception. Past performance is not indicative of future results.
What is the AUM of Specialise Strategy?
Specialise Strategy manages ₹1.66 Cr of client assets.
What is the minimum investment for Specialise Strategy?
The minimum investment for Specialise Strategy is ₹50 Lakhs.
When was Specialise Strategy launched?
Specialise Strategy was launched on 18 Jun 2009. It has a 16-year track record.