DPMS - Income Portfolio
DPMS - Income Portfolio is a Debt Portfolio Management Service launched by Klay Securities Private Limited on November 2021. Managed by IAN DSOUZA, the fund holds ₹22 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹5000000 lakh, with a Management Fees: Upto 1.75%% fixed fee and Hurdle Rate: 7% Profit Sharing: 15%% performance fee. Trailing returns: 8.22% (1Y), 8.73% CAGR (3Y), 8.44% since inception. Performance data as of July 2026.
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DPMS - Income Portfolio
Klay Securities Private Limited
22.17 CR AUM
DPMS - Income Portfolio
Klay Securities Private Limited
22.17 CR AUM
CRISIL Composite Bond Index
Benchmark
4yr 7mo
Age
DEBT
Strategy
Management Fees: Upto 1.75%
Fixed Fees
Hurdle Rate: 7%
Profit Sharing: 15%
Variable Fees
1st Year: 3%
2nd Year: 2%
3rd Year: 1%
Exit Load
CRISIL Composite Bond Index
Benchmark
4yr 7mo
Age
DEBT
Strategy
Management Fees: Upto 1.75%
Fixed Fees
Hurdle Rate: 7%
Profit Sharing: 15%
Variable Fees
1st Year: 3%
2nd Year: 2%
3rd Year: 1%
Exit Load
ian dsouza
Fund Manager
DEBTStrategies
akshat kumar
Fund Manager
DEBTStrategies
1OF2
What is this fund's investment objective?
Investing only in securities rated investment grade and above (BBB- and above at the time of investment) by any SEBI registered credit rating agency.
How has DPMS - Income Portfolio performed?
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1M IA return
1.60%
1M benchmark return
2.35%
Alpha
-0.75%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
1.60%
1M benchmark return
2.35%
Alpha
-0.75%
1M Wealth multiple
1.02x
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