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
2 November 2017
Min. Investment
50,00,000
AUM (₹ Cr)
835.84
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.92%

0.85%

-1.15%

21.77%

23.25%

12.35%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 February 2024
Min. Investment
8,00,00,000
AUM (₹ Cr)
126.8
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.93%

4.51%

1.07%

NA NA

21.07%

NAFA - Small Cap
Equity: Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
11 March 2019
Min. Investment
50,00,000
AUM (₹ Cr)
46.49
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.94%

8.56%

-10.80%

13.15%

24.19%

18.49%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 December 2017
Min. Investment
50,00,000
AUM (₹ Cr)
168.35
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.98%

12.11%

-18.76%

3.55%

13.64%

11.46%

Benchmark
S&P BSE 500 Total Return Index
Inception
24 December 2019
Min. Investment
50,00,000
AUM (₹ Cr)
1835.86
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.99%

4.47%

-9.75%

23.80%

21.99%

22.98%

ATLAS - Midcap PMS Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
14 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
0.74
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.00%

-1.78%

0.86%

12.66%

NA

9.09%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 May 2025
Min. Investment
50,00,000
AUM (₹ Cr)
5.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.00%

-3.14%

NA NA NA

1.39%

BADJATE GROWTH FUND
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
23 May 2025
Min. Investment
50,00,000
AUM (₹ Cr)
23.05
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.00%

-4.19%

NA NA NA

-1.95%

Benchmark
S&P BSE 500 Index
Inception
16 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
2.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.00%

15.70%

4.23%

16.32%

NA

16.21%

Benchmark
NIFTY 50 Total Return Index
Inception
25 August 2025
Min. Investment
50,00,000
AUM (₹ Cr)
1.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.02%

NA NA NA NA

4.22%