Sphere is a multi asset portfolio management service (PMS) strategy run by Ithought Financial Consulting Llp, launched on 16 Dec 2021. It manages ₹904 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +16.88% over 1 year and +25.74% over 3 years (+21.54% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹904 Cr
3-year return
+25.74%
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)
₹904.41 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
16/12/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+7.56%
3 Months
+2.57%
1 Year
+16.88%
3 Years
+25.74%
Since Inception
+21.54%
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.