PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Asit C Mehta - Ace Bespoke
S&P BSE 500 Total Return Index
29 December 2017
50,00,000
4.54
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.35% |
9.45% |
11.59% |
21.43% |
22.07% |
14.02% |
Aequitas - India Opportunities Product
NIFTY 50 Total Return Index
1 February 2013
10,00,00,000
4063.58
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.31% |
22.16% |
35.85% |
43.67% |
46.12% |
32.87% |
ProfitGate Classic Compounders Equity Strategy
S&P BSE 500 Total Return Index
1 October 2023
50,00,000
667.87
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.30% |
14.97% |
-3.60% |
NA | NA |
18.73% |
Microsec - Opportunities Fund
S&P BSE 500 Total Return Index
5 October 2018
50,00,000
58.64
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.23% |
6.23% |
21.53% |
12.93% |
19.69% |
17.78% |
ValPro Balanced B
NIFTY 50 Index
5 July 2021
50,00,000
3.72
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.22% |
9.06% |
-4.24% |
8.41% |
NA |
2.84% |
Valtrust equity hybrid funds
S&P BSE 500 Total Return Index
31 March 2023
50,00,000
0.81
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.15% |
9.76% |
2.51% |
NA | NA |
22.87% |
Sundaram Alternate - Rising Stars
S&P BSE 500 Total Return Index
25 November 2009
50,00,000
74.85
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.14% |
15.35% |
1.20% |
7.17% |
18.36% |
13.71% |
AlfAccurate Advisors - AAA Focus Plan
S&P BSE 500 Total Return Index
17 November 2014
50,00,000
12.43
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.11% |
4.59% |
3.70% |
13.62% |
16.43% |
14.40% |
Angel One -Ionic PIPE Strategy
S&P BSE 500 Total Return Index
8 January 2025
50,00,000
49.51
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.03% |
7.19% |
NA | NA | NA |
7.52% |
Motilal Oswal - Ethical
S&P BSE 500 Total Return Index
8 June 2021
50,00,000
71.2
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
2.95% |
10.29% |
-10.92% |
16.33% |
NA |
13.13% |
