Asset Management Company
Morningstar
Morningstar is a SEBI-registered asset manager. PMS Sahi Hai tracks 4 of its 4 PMS strategies, scored on the same basis as every other house.
4 strategies₹75 Cr trackedAvg Nyra 6.3
AUM tracked
₹75 Cr
Strategies
4
4 PMS
Avg Nyra Score
6.3
Best 3Y CAGR
13.5%
Morningstar - Active Aggressive Plus Portfolio
Fund managers
About the house
How Morningstar invests
Across the strategies PMS Sahi Hai tracks, Morningstar runs multi asset mandates in a blend style, with ₹75 Cr under watch and a track record stretching back 7 years.
Its strongest three-year run on our shelf is 13.5% CAGR on Morningstar - Active Aggressive Plus Portfolio, net of fees. Every strategy here is graded on the same comparative basis (including returns, risk, manager tenure, fees, concentration, transparency and AUM fit), so Morningstar can be read side by side against any other house on the platform, sales deck excluded.
Categories
Multi Asset
Styles
Blend
Minimums
₹50 L (PMS)
Strategies from Morningstar
Morningstar - Active Aggressive Portfolio
Multi Asset · Blend
3Y 12.7% · AUM ₹27 Cr
6.3
Nyra
Morningstar - Active Balanced Portfolio
Multi Asset · Blend
3Y 9.8% · AUM ₹7 Cr
6.3
Nyra
Morningstar - Active Growth Portfolio
Multi Asset · Blend
3Y 11.2% · AUM ₹34 Cr
6.3
Nyra
Morningstar - Active Aggressive Plus Portfolio
Multi Asset · Blend
3Y 13.5% · AUM ₹7 Cr
6.3
Nyra