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
4 May 2015
Min. Investment
NA
AUM (₹ Cr)
137.06
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.23%

7.03%

-6.71%

20.23%

18.31%

18.86%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 November 2022
Min. Investment
NA
AUM (₹ Cr)
49.1
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.21%

2.78%

0.01%

16.29%

NA

15.64%

Benchmark
S&P BSE 500 Total Return Index
Inception
24 September 2004
Min. Investment
50,00,000
AUM (₹ Cr)
8.14
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.20%

11.98%

-1.15%

18.76%

19.61%

14.62%

Benchmark
NSE Multi Asset Index 1
Inception
4 June 2019
Min. Investment
50,00,000
AUM (₹ Cr)
86.12
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.20%

4.55%

12.79%

11.07%

13.15%

14.14%

Benchmark
S&P BSE 500 Total Return Index
Inception
16 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
16.47
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.20%

-0.11%

-8.90%

NA NA

-9.95%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 February 2012
Min. Investment
50,00,000
AUM (₹ Cr)
82.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.14%

23.45%

-0.41%

23.92%

22.77%

17.80%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 January 2012
Min. Investment
50,00,000
AUM (₹ Cr)
136.16
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.14%

1.25%

-3.51%

14.14%

18.04%

21.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 February 2022
Min. Investment
50,00,000
AUM (₹ Cr)
104.63
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.13%

3.76%

-8.93%

21.89%

NA

28.02%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 November 2013
Min. Investment
50,00,000
AUM (₹ Cr)
3550.43
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.12%

-0.56%

-1.16%

12.44%

15.34%

20.57%

Benchmark
NSE Multi Asset Index 1 (50:40:10)
Inception
30 March 2022
Min. Investment
50,00,000
AUM (₹ Cr)
49.39
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.12%

3.45%

3.55%

21.19%

NA

17.82%