PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Concept Investwell - Legend
S&P BSE 500 Total Return Index
28 July 2009
50,00,000
23.98
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.84% |
1.84% |
-0.04% |
8.14% |
11.32% |
11.76% |
Sanctum Wealth - Indian Olympians
NIFTY 50 Total Return Index
16 September 2016
50,00,000
67.56
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.83% |
8.00% |
-3.62% |
10.48% |
14.22% |
11.23% |
ELEVER INVESTMENT ADVISER PRIVATE LIMITED - FACTORCAPRO PMS
NSE Multi Asset Index 2
17 July 2025
50,00,000
3.43
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.83% |
NA | NA | NA | NA |
2.66% |
Fyers Genesis Fund
S&P BSE 500 Total Return Index
23 September 2024
50,00,000
17.78
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.83% |
7.32% |
6.98% |
NA | NA |
6.38% |
NJ-BALANCED ADVANTAGE PORTFOLIO
NIFTY 50 Hybrid Composite debt 50:50 Index
1 December 2021
50,00,000
200.35
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.82% |
5.43% |
-0.95% |
12.57% |
NA |
9.84% |
CRISIL Credit Index
8 November 2016
50,00,000
92.36
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.81% |
4.84% |
10.96% |
11.26% |
11.28% |
10.65% |
SageOne Large and Midcap Portfolio
S&P BSE 500 Total Return Index
1 April 2022
50,00,000
187.04
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.80% |
10.00% |
-3.20% |
21.80% |
NA |
19.50% |
Kotak - Small & Midcap Fund
NIFTY 50 Total Return Index
30 April 2012
50,00,000
46.79
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.79% |
3.61% |
-5.14% |
12.91% |
19.33% |
16.09% |
Asit C Mehta - Ace Ten Trillion Opportunities
S&P BSE 500 Total Return Index
29 December 2017
50,00,000
9.67
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.77% |
3.77% |
0.84% |
28.19% |
27.81% |
18.75% |
Capitalmind - Adaptive Momentum
NIFTY 50 Total Return Index
1 March 2019
50,00,000
522
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.76% |
-1.22% |
-11.70% |
10.46% |
17.35% |
18.54% |
