PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Agreya Momentum
Equity: Large Cap
Benchmark
NIFTY 50 Total Return Index
Inception
31 August 2018
Min. Investment
50,00,000
AUM (₹ Cr)
252.94
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.13%

3.98%

-0.79%

14.84%

16.27%

12.83%

Benchmark
NIFTY 50 Total Return Index
Inception
4 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
11.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.13%

8.03%

7.33%

NA NA

19.81%

Benchmark
NIFTY 50 Total Return Index
Inception
13 August 2018
Min. Investment
50,00,000
AUM (₹ Cr)
314.76
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.13%

8.05%

13.15%

20.87%

23.99%

16.55%

Karma Capital Lotus
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
22 February 2023
Min. Investment
50,00,000
AUM (₹ Cr)
19.73
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.12%

7.99%

9.44%

NA NA

28.32%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 April 2025
Min. Investment
50,00,000
AUM (₹ Cr)
51.89
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.10%

4.60%

4.30%

NA NA

4.50%

Benchmark
NSE Multi Asset Index 2
Inception
25 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
32.87
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.08%

4.96%

2.09%

NA NA

8.97%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2018
Min. Investment
50,00,000
AUM (₹ Cr)
117.54
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.07%

9.69%

-6.49%

24.84%

24.01%

NA
Handpicked by PAWealth
Carnelian Capital - Shift Strategy
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
6 October 2020
Min. Investment
50,00,000
AUM (₹ Cr)
4878.67
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.07%

5.20%

-3.52%

29.24%

34.45%

35.15%

Benchmark
S&P BSE 500 Total Return Index
Inception
6 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
76.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.06%

4.68%

-13.03%

17.92%

NA

15.07%

Benchmark
NIFTY 50 Total Return Index
Inception
10 January 2017
Min. Investment
50,00,000
AUM (₹ Cr)
1341.69
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.06%

4.06%

2.42%

13.61%

14.58%

17.90%