Vedartha Neo Equity Portfolio is an equity portfolio management service (PMS) strategy run by Bandhan AMC Limited, launched on 11 Jul 2017. It is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +6.71% over 1 year, +13.18% over 3 years and +10.53% over 5 years (+8.53% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
3-year return
+13.18%
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)
N/A
Benchmark Index
Nifty 500 TRI
Inception Date
11/07/2017
Trailing Returns
Trailing returns
Period
Return
1 Month
-2.92%
3 Months
+1.45%
1 Year
+6.71%
3 Years
+13.18%
5 Years
+10.53%
Since Inception
+8.53%
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 Vedartha Neo Equity Portfolio
What are the returns of Vedartha Neo Equity Portfolio?
Vedartha Neo Equity Portfolio has a 1-year return of +6.71%, a 3-year return of +13.18%, a 5-year return of +10.53% and +8.53% since inception. Past performance is not indicative of future results.
What is the minimum investment for Vedartha Neo Equity Portfolio?
The minimum investment for Vedartha Neo Equity Portfolio is ₹50 Lakhs.
When was Vedartha Neo Equity Portfolio launched?
Vedartha Neo Equity Portfolio was launched on 11 Jul 2017. It has an 8-year track record.