PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
CRISIL Composite Bond Index
Inception
27 May 2024
Min. Investment
NA
AUM (₹ Cr)
49.97
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.76%

4.59%

9.90%

NA NA

11.29%

Benchmark
S&P BSE 500 Total Return Index
Inception
6 December 2023
Min. Investment
50,00,000
AUM (₹ Cr)
45.2
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.75%

4.50%

-17.91%

NA NA

5.92%

Benchmark
NIFTY 50 Total Return Index
Inception
3 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
64.99
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.75%

4.84%

NA NA NA

2.73%

Benchmark
CRISIL Composite Bond Index
Inception
21 June 2024
Min. Investment
50,00,000
AUM (₹ Cr)
63.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.74%

4.51%

9.82%

NA NA

10.23%

HSBC Aspire Portfolio
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
21 September 2023
Min. Investment
50,00,000
AUM (₹ Cr)
60.33
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.73%

5.26%

-0.94%

NA NA

13.02%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 May 2024
Min. Investment
50,00,000
AUM (₹ Cr)
20.79
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.68%

6.95%

-2.67%

NA NA

8.78%

Benchmark
S&P BSE 500 Total Return Index
Inception
10 July 2023
Min. Investment
50,00,000
AUM (₹ Cr)
280.18
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.67%

8.35%

-12.57%

NA NA

16.11%

Benchmark
CRISIL Composite Bond Index
Inception
26 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
5.11
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.67%

4.16%

9.09%

NA NA

9.40%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
82.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.66%

6.49%

NA NA NA

-0.41%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 November 2022
Min. Investment
50,00,000
AUM (₹ Cr)
33.35
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.66%

6.27%

-6.05%

NA NA

18.09%