PMS

Invesco Caterpillar PMS

Mid & Small Cap · Portfolio Management Services

Invesco Caterpillar PMS is a PMS (Portfolio Management Services) strategy, in the mid & small cap category. It is managed by Mr. Neelesh Dhamnaskar. It has returned +18.71% over 1 year, +16.31% over 3 years, +16.50% over 5 years, as reported by the fund manager. It manages about ₹84.92 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+5.09%Benchmark -0.09%
3 months
+11.51%Benchmark +3.86%
6 months
+12.77%Benchmark +1.43%
1 year
+18.71%Benchmark +4.72%
2 years
+2.78%Benchmark -0.11%
3 years
+16.31%Benchmark +12.09%
5 years
+16.50%Benchmark +10.91%
Since inception
+12.31%Benchmark +13.05%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Neelesh Dhamnaskar
Category: Mid & Small Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹84.92 Cr
Inception: 26 June 2006
Minimum investment: ₹50 lakh
Allocations: %
Large Cap: 7.56
Mid Cap: 27.64
Small Cap: 59.84
Cash: 4.96

Common questions

What are the returns of Invesco Caterpillar PMS?

Invesco Caterpillar PMS has returned +5.09% (1 month), +11.51% (3 months), +12.77% (6 months), +18.71% (1 year), +2.78% (2 years), +16.31% (3 years), +16.50% (5 years), +12.31% (Since inception). Periods over one year are annualised.

What is the minimum investment for Invesco Caterpillar PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Invesco Caterpillar PMS?

The fund manager is Mr. Neelesh Dhamnaskar.