PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
LIC MF - Value Equity +
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
17 May 2013
Min. Investment
50,00,000
AUM (₹ Cr)
7.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.23%

22.52%

24.87%

22.44%

12.23%

10.20%

Benchmark
S&P BSE 500 Total Return Index
Inception
28 August 2023
Min. Investment
50,00,000
AUM (₹ Cr)
30.96
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.22%

-6.91%

3.93%

NA NA

12.54%

Ladderup-Proud PMS
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
12 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
113.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.20%

7.70%

4.90%

NA NA

15.30%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 January 2025
Min. Investment
50,00,000
AUM (₹ Cr)
37.26
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.16%

0.34%

NA NA NA

0.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
9 April 2024
Min. Investment
50,00,000
AUM (₹ Cr)
0.82
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.16%

0.09%

2.46%

NA NA

9.73%

Benchmark
NIFTY 50 Total Return Index
Inception
19 January 2023
Min. Investment
50,00,000
AUM (₹ Cr)
143.14
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.15%

6.53%

-8.30%

NA NA

17.58%

Benchmark
NIFTY 50 Total Return Index
Inception
20 June 2019
Min. Investment
50,00,000
AUM (₹ Cr)
363.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.15%

2.92%

-9.62%

17.56%

23.03%

19.35%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 December 2006
Min. Investment
50,00,000
AUM (₹ Cr)
326.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.15%

0.92%

1.89%

19.19%

22.44%

13.16%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 March 2023
Min. Investment
50,00,000
AUM (₹ Cr)
79.58
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.14%

3.61%

-15.33%

NA NA

24.17%

Benchmark
NIFTY 50 Total Return Index
Inception
1 September 2021
Min. Investment
50,00,000
AUM (₹ Cr)
12.77
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.14%

-7.85%

-1.42%

11.26%

NA

5.31%