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
10 June 2022
Min. Investment
50,00,000
AUM (₹ Cr)
10.6
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.85%

3.79%

-16.11%

8.72%

NA

10.63%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 March 2007
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.85%

-1.60%

-8.49%

8.98%

14.21%

NA
Benchmark
NIFTY 50 Total Return Index
Inception
1 January 2018
Min. Investment
50,00,000
AUM (₹ Cr)
141.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.86%

7.99%

-11.67%

16.35%

23.86%

12.58%

Benchmark
Crisil Composite Bond Fund Index
Inception
17 December 2020
Min. Investment
50,00,000
AUM (₹ Cr)
1.24
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.90%

5.44%

5.38%

5.27%

NA

5.56%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 February 2020
Min. Investment
50,00,000
AUM (₹ Cr)
275.02
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.91%

1.87%

-4.90%

11.57%

17.15%

19.19%

Benchmark
NIFTY 50 Total Return Index
Inception
1 April 2025
Min. Investment
50,00,000
AUM (₹ Cr)
7.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.92%

-0.46%

NA NA NA

6.04%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
119.13
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.92%

9.90%

5.68%

19.48%

NA

18.66%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 November 2020
Min. Investment
50,00,000
AUM (₹ Cr)
14.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.93%

-2.86%

-5.93%

9.48%

13.61%

15.72%

Benchmark
S&P BSE 500 Total Return Index
Inception
6 December 2024
Min. Investment
50,00,000
AUM (₹ Cr)
32.07
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.96%

3.47%

NA NA NA

9.88%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
81.48
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.97%

14.01%

NA NA NA

-1.50%