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
31 January 2022
Min. Investment
50,00,000
AUM (₹ Cr)
8.2
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.37%

-1.61%

-6.99%

7.04%

NA

6.34%

Vallum India Discovery
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
24 September 2020
Min. Investment
1,00,00,000
AUM (₹ Cr)
1413.12
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.40%

9.03%

-18.69%

17.05%

21.49%

21.35%

Benchmark
S&P BSE 500 Total Return Index
Inception
9 September 2018
Min. Investment
50,00,000
AUM (₹ Cr)
12.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.43%

5.22%

-8.34%

11.27%

24.61%

14.82%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 March 2016
Min. Investment
50,00,000
AUM (₹ Cr)
436.54
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.48%

13.77%

-10.80%

18.48%

28.43%

16.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 May 2019
Min. Investment
50,00,000
AUM (₹ Cr)
35.79
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.50%

2.90%

5.64%

19.20%

19.95%

18.94%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 December 2021
Min. Investment
50,00,000
AUM (₹ Cr)
309.79
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.53%

13.70%

-6.53%

24.96%

NA

19.79%

Xylem Maverick Strategy
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
31 January 2025
Min. Investment
50,00,000
AUM (₹ Cr)
43.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.59%

8.74%

NA NA NA

8.35%

MoneyBee-QUEENBEE
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 August 2007
Min. Investment
50,00,000
AUM (₹ Cr)
107.15
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.59%

-6.14%

-23.74%

23.14%

39.99%

20.21%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 July 2021
Min. Investment
1,00,00,000
AUM (₹ Cr)
142.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.64%

-5.86%

-9.83%

16.30%

19.47%

21.93%

Valtrust Momentum
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
20 January 2023
Min. Investment
50,00,000
AUM (₹ Cr)
79.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.66%

7.02%

-18.90%

NA NA

25.25%