PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NSE Multi Asset Index 2
Inception
7 April 2022
Min. Investment
50,00,000
AUM (₹ Cr)
35.43
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.76%

8.09%

1.06%

17.60%

NA

13.76%

SRE - Shield
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
31 May 2018
Min. Investment
50,00,000
AUM (₹ Cr)
32.39
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.75%

7.67%

8.97%

11.50%

12.83%

10.24%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2013
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.75%

12.26%

9.13%

21.20%

21.90%

NA
Magadh - Future Stars
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
2 August 2021
Min. Investment
50,00,000
AUM (₹ Cr)
66.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.75%

3.19%

1.72%

30.32%

NA

22.46%

Benchmark
NIFTY 50 Total Return Index
Inception
1 September 2008
Min. Investment
50,00,000
AUM (₹ Cr)
74.82
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.73%

3.69%

1.21%

6.35%

9.98%

14.26%

Benchmark
S&P BSE 500 Total Return Index
Inception
26 June 2023
Min. Investment
50,00,000
AUM (₹ Cr)
130.52
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.71%

13.50%

-9.85%

NA NA

22.99%

Benchmark
NSE Multi Asset Index 2
Inception
7 April 2022
Min. Investment
50,00,000
AUM (₹ Cr)
11.4
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.70%

6.50%

NA NA NA

5.52%

Dynamic Equities-Bluechip
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
19 March 2024
Min. Investment
50,00,000
AUM (₹ Cr)
39.6
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.70%

4.45%

4.21%

NA NA

20.45%

Benchmark
S&P BSE 500 Total Return Index
Inception
6 February 2025
Min. Investment
NA
AUM (₹ Cr)
15.12
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.70%

2.40%

NA NA NA

3.50%

Geojit - Freedom Portfolio
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
23 November 2011
Min. Investment
50,00,000
AUM (₹ Cr)
204.51
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.68%

4.79%

2.40%

7.62%

12.77%

13.68%