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
11 April 2023
Min. Investment
50,00,000
AUM (₹ Cr)
78.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.05%

10.42%

-1.27%

NA NA

20.56%

Qode Growth Fund
Equity: Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
5 March 2025
Min. Investment
50,00,000
AUM (₹ Cr)
39.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.04%

13.87%

NA NA NA

18.36%

Benchmark
Crisil Composite Bond Fund Index
Inception
28 August 2023
Min. Investment
50,00,000
AUM (₹ Cr)
277.84
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.04%

6.57%

12.27%

NA NA

15.21%

Ayan-PriceBridge Upswing
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
12 December 2022
Min. Investment
50,00,000
AUM (₹ Cr)
214.52
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.04%

3.11%

-0.79%

NA NA

13.18%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 July 2022
Min. Investment
NA
AUM (₹ Cr)
49.91
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.04%

3.65%

5.07%

16.05%

NA

17.62%

Benchmark
NIFTY 50 Total Return Index
Inception
17 March 2009
Min. Investment
50,00,000
AUM (₹ Cr)
895.54
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.02%

5.97%

8.04%

20.61%

22.82%

16.48%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 April 2016
Min. Investment
50,00,000
AUM (₹ Cr)
353.15
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.00%

11.77%

10.51%

20.46%

18.35%

14.52%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 September 2017
Min. Investment
50,00,000
AUM (₹ Cr)
193.45
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.00%

25.18%

24.91%

19.23%

14.04%

9.87%

Benchmark
S&P BSE 500 Total Return Index
Inception
12 September 2017
Min. Investment
50,00,000
AUM (₹ Cr)
388.64
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.99%

6.13%

-3.63%

NA NA

22.67%

Benchmark
CRISIL Credit Index
Inception
27 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
124.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.98%

3.91%

8.16%

12.17%

NA

9.85%