PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
AXIS SECURITIES KAIZEN
S&P BSE 500 Total Return Index
15 June 2023
50,00,000
542.16
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.97% |
-1.36% |
-6.41% |
NA | NA |
20.11% |
AXIS SECURITIES ALPHASENSE AI
S&P BSE 500 Total Return Index
10 October 2023
50,00,000
10.78
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.96% |
-0.10% |
-10.57% |
NA | NA |
8.11% |
Ionic Allocate Portfolio - Aggressive
NSE Multi Asset Index 1 (50:40:10)
24 March 2025
50,00,000
39.29
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.96% |
11.30% |
NA | NA | NA |
16.15% |
Girik Capital - Multi Cap Growth Equity Strategy
NIFTY 50 Total Return Index
3 December 2009
50,00,000
1672.47
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.95% |
5.69% |
1.16% |
22.48% |
21.46% |
20.02% |
Valcreate-IME Concentrated Microtrends
S&P BSE 500 Total Return Index
1 April 2023
NA
38.05
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.94% |
9.11% |
-7.17% |
NA | NA |
20.32% |
Pace-smart alpha
NSE Multi Asset Index 1
31 July 2024
50,00,000
3.38
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.94% |
9.70% |
3.00% |
NA | NA |
7.04% |
Agreya Total Return Enhancer
S&P BSE 500 Total Return Index
22 February 2021
50,00,000
93.48
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.94% |
10.69% |
0.47% |
17.11% |
NA |
16.99% |
Crisil Composite Bond Fund Index
25 February 2025
50,00,000
96.48
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.94% |
5.75% |
NA | NA | NA |
9.64% |
Purnartha One Strategy
NSE Multi Asset Index 2
4 September 2023
50,00,000
10.8
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.93% |
7.11% |
2.44% |
NA | NA |
8.55% |
Geojit - Advantage Portfolio
S&P BSE 500 Total Return Index
13 June 2003
50,00,000
1081.1
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.93% |
6.23% |
2.58% |
12.86% |
21.38% |
21.40% |
