PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Phillip Ethical India Portfolio
S&P BSE 500 Total Return Index
12 December 2017
50,00,000
12.77
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.24% |
3.10% |
-12.30% |
7.43% |
14.57% |
10.59% |
Wright Factor Fund
S&P BSE 500 Total Return Index
18 August 2023
50,00,000
227.03
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.26% |
4.08% |
-17.52% |
NA | NA |
20.37% |
Purnartha Vision Strategy
S&P BSE 500 Total Return Index
3 March 2021
50,00,000
220.03
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.26% |
-1.88% |
-12.71% |
11.47% |
NA |
10.16% |
Geojit - Dakshin Portfolio
S&P BSE 500 Total Return Index
20 March 2019
50,00,000
47.56
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.27% |
-2.83% |
-14.48% |
9.97% |
12.83% |
11.13% |
Phillip Capital - Emerging India Portfolio
S&P BSE 500 Total Return Index
9 August 2017
50,00,000
30.06
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.29% |
10.37% |
-5.61% |
12.06% |
19.84% |
12.97% |
WhiteOak Capital Digital Leaders
S&P BSE 500 Total Return Index
5 January 2022
50,00,000
83.71
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.31% |
6.50% |
-3.10% |
12.45% |
NA |
4.52% |
Shepherd's Hill - Value Magno
S&P BSE 500 Total Return Index
7 July 2015
50,00,000
115
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.34% |
16.49% |
7.74% |
32.77% |
27.97% |
17.25% |
MOAT-Emerging Moat
S&P BSE 500 Total Return Index
26 September 2022
50,00,000
58.11
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.35% |
-3.17% |
-5.15% |
15.57% |
NA |
15.01% |
ATLAS - Multicap PMS Fund
S&P BSE 500 Total Return Index
5 October 2021
50,00,000
1.69
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.36% |
-0.63% |
3.58% |
8.28% |
NA |
5.41% |
Quest - Flagship
S&P BSE 500 Total Return Index
12 October 2007
50,00,000
575.32
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.37% |
11.30% |
-9.16% |
16.27% |
19.03% |
16.23% |
