PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Anand Rathi Advisors - Decennium Opportunity
S&P BSE 500 Total Return Index
12 November 2021
50,00,000
187.47
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.29% |
-5.24% |
-12.38% |
11.74% |
NA |
10.32% |
SBI AEON ALPHA PMS
NIFTY 50 Total Return Index
21 January 2022
50,00,000
668.66
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.36% |
3.03% |
-13.70% |
14.91% |
NA |
12.48% |
Dynamic Equities-Smallcap
NIFTY 50 Total Return Index
9 January 2024
50,00,000
46.7
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.36% |
-4.48% |
-22.08% |
NA | NA |
-1.84% |
Emkay Investments - Gems
S&P BSE 500 Total Return Index
3 March 2020
50,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.36% |
4.90% |
-12.88% |
13.08% |
18.27% |
NA |
Centrum PMS - Micro
S&P BSE 500 Total Return Index
19 July 2016
50,00,000
13.14
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.43% |
-1.84% |
-12.84% |
17.06% |
22.76% |
16.06% |
MoneyGrow Asset-Blend
NIFTY 50 Total Return Index
11 August 2024
50,00,000
6.54
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.47% |
-2.33% |
-5.58% |
NA | NA |
-9.83% |
Alchemy Smart Alpha Micro & Small Cap
S&P BSE 500 Total Return Index
6 December 2023
50,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.48% |
3.36% |
-12.66% |
NA | NA | NA |
ASHIMA -LONG HERITAGE VALUE FUND
S&P BSE 500 Total Return Index
3 March 2025
50,00,000
187.71
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.53% |
1.82% |
NA | NA | NA |
16.01% |
MOAT-Moderate Compounders
S&P BSE 500 Total Return Index
12 November 2013
50,00,000
16.77
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.57% |
-3.42% |
-7.50% |
12.86% |
17.03% |
11.42% |
Alchemy Alpha Small cap
S&P BSE 500 Total Return Index
6 December 2023
50,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.58% |
0.79% |
-4.62% |
NA | NA | NA |
