PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Bonanza Multicap
Equity: Multi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
5 July 2018
Min. Investment
50,00,000
AUM (₹ Cr)
12.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.66%

-3.01%

-9.15%

18.92%

29.27%

20.96%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
7091.74
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.66%

4.46%

1.86%

25.42%

30.11%

26.68%

Bonanza Aegis
Equity: Multi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
11 May 2022
Min. Investment
50,00,000
AUM (₹ Cr)
85.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.69%

-4.23%

-10.54%

21.71%

NA

21.83%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
25.82
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.69%

7.76%

5.45%

29.67%

32.16%

30.63%

Benchmark
NIFTY 50 Total Return Index
Inception
24 August 2007
Min. Investment
50,00,000
AUM (₹ Cr)
1127.4
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.71%

-0.18%

-2.17%

18.64%

16.74%

13.65%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 September 2018
Min. Investment
50,00,000
AUM (₹ Cr)
63.38
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.74%

1.69%

-1.06%

22.78%

24.15%

20.53%

Wallfort-Ameya Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
7 December 2022
Min. Investment
NA
AUM (₹ Cr)
103.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.75%

5.42%

-4.84%

NA NA

41.71%

Benchmark
NIFTY 50 Total Return Index
Inception
8 July 2013
Min. Investment
50,00,000
AUM (₹ Cr)
130.23
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.78%

0.27%

-11.29%

10.34%

17.66%

14.37%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 January 2020
Min. Investment
50,00,000
AUM (₹ Cr)
21.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.81%

2.76%

-9.97%

22.34%

20.18%

16.07%

Benchmark
NIFTY 50 Total Return Index
Inception
11 November 2020
Min. Investment
50,00,000
AUM (₹ Cr)
63.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.82%

12.47%

4.35%

9.30%

NA

13.21%