Asset Allocation with Dynamic Rebalancing
Asset Allocation with Dynamic Rebalancing is a Multi_asset Portfolio Management Service launched by AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED on April 2015. Managed by DILIP KUMAR JHA, the fund holds ₹199 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh, with a AMC Charge:1%% fixed fee and 0% performance fee. Trailing returns: 5.65% (1Y), 16.72% CAGR (3Y), 11.46% since inception. Performance data as of July 2026.
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Asset Allocation with Dynamic Rebalancing
AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED
199.11 CR AUM
Asset Allocation with Dynamic Rebalancing
AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED
199.11 CR AUM
NSE Multi Asset Index 1
Benchmark
11yr 3mo
Age
MULTI_ASSET
Strategy
AMC Charge:1%
Fixed Fees
0
Variable Fees
0
Exit Load
NSE Multi Asset Index 1
Benchmark
11yr 3mo
Age
MULTI_ASSET
Strategy
AMC Charge:1%
Fixed Fees
0
Variable Fees
0
Exit Load
dilip kumar jha
Fund Manager
MULTI_ASSETStrategies
Dilip Kumar Jha is a Director and key promoter of Aarohan Holdings and Advisors private limited, an active investment firm based in Hyderabad, India. He is involved in the financial management and governance of the company.
prabir kumar chatterjee
Fund Manager
MULTI_ASSETStrategies
Prabir Kumar Chatterjee is a key promoter, director, and the CFO/Chief Compliance Officer.
1OF2
What is this fund's investment objective?
Asset allocation is the key to long term returns. We create a portfolio of low corelation asset classes and dynamically rebalace it to ensure good return at low risk.
How has Asset Allocation with Dynamic Rebalancing performed?
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1M IA return
1.70%
1M benchmark return
1.70%
Alpha
0.00%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
1.70%
1M benchmark return
1.70%
Alpha
0.00%
1M Wealth multiple
1.02x
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