Sirius Advisors PMS returns since its inception.
| Performance as on 31th July 2024 | ||||
| 1 Year | 3 Year | 5 Year | Since Inception | |
| Sirius Advisors PMS | 35% | 21% | 22% | 19% |
| Nifty 50 TRI | 28% | 18% | 19% | 13% |
| Alpha | 7% | 3% | 3% | 6% |
Portfolio Allocation as on 30th April 2024
| Portfolio Allocation | |
| Asset Class | % Asset |
| Equity | 74.0% |
| Cash/Liquid Bees | 26.0% |
| 100% | |
The Date of Inception is 15th April 2015.Returns calculated are net of expenses and fees.
As mandated by SEBI, returns are calculated on a time-weighted basis (TWRR) on aggregate portfolio.
Returns over 1 year are annualized based on NAV