Strategic Debt (Long term) is a debt portfolio management service (PMS) strategy run by Capitalmind Financial Services Private Limited. It manages ₹49.46 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +2.55% over 1 year, +6.67% over 3 years and +5.78% over 5 years (+6.18% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹49.46 Cr
3-year return
+6.67%
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)
₹49.46 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
--
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.87%
3 Months
+2.08%
1 Year
+2.55%
3 Years
+6.67%
5 Years
+5.78%
Since Inception
+6.18%
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 Strategic Debt (Long term)
What are the returns of Strategic Debt (Long term)?
Strategic Debt (Long term) has a 1-year return of +2.55%, a 3-year return of +6.67%, a 5-year return of +5.78% and +6.18% since inception. Past performance is not indicative of future results.
What is the AUM of Strategic Debt (Long term)?
Strategic Debt (Long term) manages ₹49.46 Cr of client assets.
What is the minimum investment for Strategic Debt (Long term)?
The minimum investment for Strategic Debt (Long term) is ₹50 Lakhs.