ACTIVELY MANAGED TOTAL RETURN PORTFOLIO
ACTIVELY MANAGED TOTAL RETURN PORTFOLIO is a Debt Portfolio Management Service launched by PATERSON SECURITIES PRIVATE LIMITED on June 2024. Managed by prasannabidkar, the fund holds ₹63 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹500000 lakh, with a AMC Charges 0.3%% fixed fee and 0%% performance fee. Trailing returns: 10.33% (1Y), 5.96% since inception. Performance data as of September 2026.
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ACTIVELY MANAGED TOTAL RETURN PORTFOLIO
PATERSON SECURITIES PRIVATE LIMITED
63.44 CR AUM
ACTIVELY MANAGED TOTAL RETURN PORTFOLIO
PATERSON SECURITIES PRIVATE LIMITED
63.44 CR AUM
CRISIL Composite Bond Index
Benchmark
2yr 1mo
Age
DEBT
Strategy
AMC Charges 0.3%
Fixed Fees
0%
Variable Fees
1st Year 2%
2nd Year 0%
Exit Load
CRISIL Composite Bond Index
Benchmark
2yr 1mo
Age
DEBT
Strategy
AMC Charges 0.3%
Fixed Fees
0%
Variable Fees
1st Year 2%
2nd Year 0%
Exit Load
prasannabidkar
Fund Manager
DEBTStrategies
What is this fund's investment objective?
Scheme code creation
How has ACTIVELY MANAGED TOTAL RETURN PORTFOLIO performed?
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1M IA return
1.04%
1M benchmark return
2.35%
Alpha
-1.31%
1M Wealth multiple
1.01x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
1.04%
1M benchmark return
2.35%
Alpha
-1.31%
1M Wealth multiple
1.01x
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