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
1 December 2023
Min. Investment
50,00,000
AUM (₹ Cr)
39.41
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.97%

-4.19%

-1.89%

NA NA

12.03%

TATA - ACT
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
12 February 2019
Min. Investment
50,00,000
AUM (₹ Cr)
105.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.99%

3.66%

-8.73%

12.00%

18.14%

13.14%

Benchmark
NIFTY 50 Total Return Index
Inception
8 July 2016
Min. Investment
50,00,000
AUM (₹ Cr)
655.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.02%

3.67%

-8.69%

11.85%

23.39%

14.78%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 November 2017
Min. Investment
50,00,000
AUM (₹ Cr)
61.51
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.02%

3.00%

1.38%

22.03%

20.19%

10.67%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 September 2020
Min. Investment
50,00,000
AUM (₹ Cr)
1714.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.03%

-1.37%

-14.82%

11.52%

12.93%

11.07%

Benchmark
NIFTY 50 Total Return Index
Inception
31 January 2011
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.03%

6.73%

-2.85%

20.68%

21.22%

NA
Benchmark
S&P BSE 500 Total Return Index
Inception
18 May 2016
Min. Investment
50,00,000
AUM (₹ Cr)
262.67
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.17%

8.53%

-5.96%

9.26%

16.08%

11.83%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 June 2021
Min. Investment
50,00,000
AUM (₹ Cr)
98.33
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.17%

9.93%

4.60%

19.90%

NA

18.31%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 September 2021
Min. Investment
50,00,000
AUM (₹ Cr)
30.69
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.18%

-0.63%

-3.10%

17.46%

NA

13.11%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2023
Min. Investment
50,00,000
AUM (₹ Cr)
19.15
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.19%

11.50%

-8.87%

NA NA

16.83%