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
18 November 2016
Min. Investment
50,00,000
AUM (₹ Cr)
174.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.41%

7.35%

-6.13%

10.63%

16.76%

13.32%

Benchmark
CRISIL Credit Index
Inception
1 July 2014
Min. Investment
50,00,000
AUM (₹ Cr)
71.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.39%

2.30%

6.14%

6.65%

8.07%

11.10%

Benchmark
NIFTY 50 Total Return Index
Inception
26 August 2019
Min. Investment
NA
AUM (₹ Cr)
74.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.37%

8.76%

-2.70%

14.80%

18.98%

16.44%

Benchmark
S&P BSE 500 Total Return Index
Inception
13 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
410.64
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.35%

4.49%

-13.06%

31.67%

NA

28.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
16 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
4.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.35%

1.46%

-1.81%

NA NA

-3.81%

Benchmark
NIFTY 50 Total Return Index
Inception
7 October 2022
Min. Investment
50,00,000
AUM (₹ Cr)
212.8
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.34%

8.10%

40.40%

NA NA

30.10%

Benchmark
CRISIL Composite Bond Index
Inception
29 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
26.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.34%

2.28%

4.95%

4.63%

NA

3.62%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2014
Min. Investment
50,00,000
AUM (₹ Cr)
1176.99
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.34%

8.12%

10.79%

22.13%

21.90%

15.08%

Benchmark
S&P BSE 500 Total Return Index
Inception
22 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
91.22
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.33%

4.76%

-3.81%

12.41%

NA

12.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
13 March 2014
Min. Investment
50,00,000
AUM (₹ Cr)
36.01
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.32%

6.94%

-5.43%

17.43%

18.16%

16.72%