PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NIFTY 50 Total Return Index
Inception
31 December 2019
Min. Investment
50,00,000
AUM (₹ Cr)
1.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.73%

3.15%

-5.96%

14.27%

16.07%

13.80%

Benchmark
NIFTY 50 Total Return Index
Inception
26 September 2022
Min. Investment
NA
AUM (₹ Cr)
36.85
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.73%

-1.73%

-15.65%

17.49%

NA

17.33%

Benchmark
S&P BSE 500 Total Return Index
Inception
10 October 2009
Min. Investment
50,00,000
AUM (₹ Cr)
4.16
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.77%

-2.80%

-4.08%

10.17%

11.92%

10.17%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 February 2021
Min. Investment
50,00,000
AUM (₹ Cr)
507.1
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.79%

4.51%

3.68%

15.05%

NA

14.94%

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

-0.80%

3.77%

-1.69%

NA NA NA
Avestha - Growth
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 November 2017
Min. Investment
2,00,00,000
AUM (₹ Cr)
1435.42
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.81%

-3.59%

4.60%

18.67%

24.94%

17.00%

Svobodha AD-ASTRA
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
27 September 2023
Min. Investment
50,00,000
AUM (₹ Cr)
23.74
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.82%

2.44%

-7.47%

NA NA

10.09%

JM-Apex
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 February 2023
Min. Investment
NA
AUM (₹ Cr)
573.12
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.82%

5.42%

-1.48%

NA NA

19.84%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 November 2023
Min. Investment
50,00,000
AUM (₹ Cr)
1.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.83%

1.76%

-3.62%

NA NA

12.54%

Benchmark
NIFTY 50 Total Return Index
Inception
10 November 2023
Min. Investment
50,00,000
AUM (₹ Cr)
136.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.84%

5.37%

-0.41%

NA NA

17.58%