SRE Shield PMS

Thematic · Portfolio Management Services

SRE Shield PMS is a PMS (Portfolio Management Services) strategy, in the thematic category. It has returned -2.41% over 1 year, +5.99% over 3 years, +6.19% over 5 years, as reported by the fund manager. It manages about ₹25.9 crore. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-6.79%Benchmark -6.03%
3 months
-3.95%Benchmark -4.91%
6 months
+9.58%Benchmark +2.13%
1 year
-2.41%Benchmark -7.09%
2 years
-5.81%Benchmark -5.29%
3 years
+5.99%Benchmark +6.06%
5 years
+6.19%Benchmark +6.38%
Since inception
+8.64%Benchmark +10.84%

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

Strategy facts

Category: Thematic
AUM: ₹25.9 Cr
Inception: May 2018
Minimum investment: ₹50 lakh
Number of Stocks: 77
Portfolio Manager’s Name: Nitesh Chand
Portfolio Manager’s Experience: 20 Years
Portfolio Manager’s Qualification: MBA (Finance)

Common questions

What are the returns of SRE Shield PMS?

SRE Shield PMS has returned -6.79% (1 month), -3.95% (3 months), +9.58% (6 months), -2.41% (1 year), -5.81% (2 years), +5.99% (3 years), +6.19% (5 years), +8.64% (Since inception). Periods over one year are annualised.

What is the minimum investment for SRE Shield PMS?

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