Steptrade SME Fund is an equity portfolio management service (PMS) strategy run by Steptrade Share Services Private Limited, launched on 9 Feb 2024. It manages ₹0.26 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +4.55% over 1 year (+4.13% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.26 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)
₹0.26 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
09/02/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
-0.76%
3 Months
+30.27%
1 Year
+4.55%
Since Inception
+4.13%
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.