PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
S&P BSE 500 Total Return Index
Inception
3 June 2024
Min. Investment
50,00,000
AUM (₹ Cr)
359.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.35%

11.71%

-2.26%

NA NA

5.17%

Shriram Future GEMS
Equity: Mid & Small Cap
Benchmark
NIFTY 50 Total Return Index
Inception
17 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.35
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.30%

21.62%

NA NA NA

26.02%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 November 2024
Min. Investment
50,00,000
AUM (₹ Cr)
89.86
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.30%

16.57%

NA NA NA

18.90%

Wallfort-Diversified Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 November 2018
Min. Investment
50,00,000
AUM (₹ Cr)
315.19
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.19%

36.47%

3.55%

45.88%

46.23%

26.86%

ithought - CO-IN
Equity: Large Cap
Benchmark
NIFTY 50 Total Return Index
Inception
5 March 2021
Min. Investment
50,00,000
AUM (₹ Cr)
28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.10%

5.52%

15.24%

NA NA

9.19%

Benchmark
NIFTY 50 Total Return Index
Inception
15 June 2015
Min. Investment
50,00,000
AUM (₹ Cr)
129.84
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.84%

16.79%

6.20%

13.49%

19.22%

13.65%

Benchmark
NIFTY 50 Total Return Index
Inception
23 June 2023
Min. Investment
50,00,000
AUM (₹ Cr)
34.93
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.75%

16.04%

-0.50%

NA NA

14.09%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 October 2015
Min. Investment
50,00,000
AUM (₹ Cr)
38.65
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.73%

13.02%

13.01%

4.99%

7.54%

12.40%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 March 2022
Min. Investment
50,00,000
AUM (₹ Cr)
1.32
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.55%

15.15%

15.33%

NA NA

11.09%

Tulsian - PMS
Equity: Large Cap
Benchmark
NIFTY 50 Total Return Index
Inception
1 April 2020
Min. Investment
50,00,000
AUM (₹ Cr)
327.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.51%

16.13%

-7.45%

20.34%

34.18%

NA