Wealth Protector Multi Asset Strategy PMS: Returns, AUM & Details
Composite Investments Private Limited • Hybrid
Wealth Protector Multi Asset Strategy is a hybrid portfolio management service (PMS) strategy run by Composite Investments Private Limited, launched on 18 Jun 2021. It manages ₹58.23 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +0.94% over 1 year and +7.31% over 3 years (+7.10% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹58.23 Cr
3-year return
+7.31%
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)
₹58.23 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
18/06/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.37%
3 Months
+1.01%
1 Year
+0.94%
3 Years
+7.31%
Since Inception
+7.10%
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 Wealth Protector Multi Asset Strategy
What are the returns of Wealth Protector Multi Asset Strategy?
Wealth Protector Multi Asset Strategy has a 1-year return of +0.94%, a 3-year return of +7.31% and +7.10% since inception. Past performance is not indicative of future results.
What is the AUM of Wealth Protector Multi Asset Strategy?
Wealth Protector Multi Asset Strategy manages ₹58.23 Cr of client assets.
What is the minimum investment for Wealth Protector Multi Asset Strategy?
The minimum investment for Wealth Protector Multi Asset Strategy is ₹50 Lakhs.
When was Wealth Protector Multi Asset Strategy launched?
Wealth Protector Multi Asset Strategy was launched on 18 Jun 2021. It has a 4-year track record.