Valentis Advisors Private Limited • Debt
Valentis Debt Staggered Investment Fund is a debt portfolio management service (PMS) strategy run by Valentis Advisors Private Limited, launched on 18 Jan 2021. It manages ₹5.65 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +6.28% over 1 year, +4.38% over 3 years and +4.64% over 5 years (+4.65% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +0.39% |
| 3 Months | +2.66% |
| 1 Year | +6.28% |
| 3 Years | +4.38% |
| 5 Years | +4.64% |
| Since Inception | +4.65% |
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.
Book an intro callValentis Debt Staggered Investment Fund has a 1-year return of +6.28%, a 3-year return of +4.38%, a 5-year return of +4.64% and +4.65% since inception. Past performance is not indicative of future results.
Valentis Debt Staggered Investment Fund manages ₹5.65 Cr of client assets.
The minimum investment for Valentis Debt Staggered Investment Fund is ₹50 Lakhs.
Valentis Debt Staggered Investment Fund was launched on 18 Jan 2021. It has a 5-year track record.
Description
All Valentis Advisors PMS strategies →Browse all PMS strategies in India →