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
13 December 2021
Min. Investment
50,00,000
AUM (₹ Cr)
110.31
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.33%

2.69%

-21.09%

6.34%

NA

6.29%

Benchmark
S&P BSE 500 Total Return Index
Inception
8 August 2019
Min. Investment
50,00,000
AUM (₹ Cr)
2.83
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.34%

2.96%

-9.22%

NA NA

21.49%

Benchmark
NIFTY 50 Total Return Index
Inception
25 November 2019
Min. Investment
50,00,000
AUM (₹ Cr)
99.82
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.37%

3.95%

-1.43%

11.18%

12.51%

12.10%

Benchmark
Crisil Aggrestive Credit Debt Term Index
Inception
31 August 2016
Min. Investment
50,00,000
AUM (₹ Cr)
10
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.38%

6.52%

-0.30%

2.26%

3.40%

5.69%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 September 2018
Min. Investment
50,00,000
AUM (₹ Cr)
4026.45
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.39%

5.61%

-4.53%

12.83%

17.67%

16.29%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 December 2021
Min. Investment
50,00,000
AUM (₹ Cr)
141.61
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.39%

-0.50%

0.45%

6.23%

NA

0.04%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 June 2021
Min. Investment
50,00,000
AUM (₹ Cr)
210.29
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.40%

10.46%

4.05%

17.51%

NA

15.47%

Benchmark
S&P BSE 500 Total Return Index
Inception
8 December 2017
Min. Investment
1,00,00,000
AUM (₹ Cr)
1217.59
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.42%

-1.38%

0.14%

38.06%

45.76%

23.39%

Benchmark
NIFTY 50 Total Return Index
Inception
15 November 2012
Min. Investment
50,00,000
AUM (₹ Cr)
38.08
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.43%

7.94%

-8.40%

15.65%

19.52%

11.14%

Benchmark
S&P BSE 500 Total Return Index
Inception
3 July 2020
Min. Investment
50,00,000
AUM (₹ Cr)
50.33
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.43%

6.25%

8.03%

25.37%

21.57%

23.10%