PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Anand Rathi Advisors - MNC PMS
S&P BSE 500 Total Return Index
27 March 2018
50,00,000
146.05
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.63% |
0.01% |
-5.65% |
10.21% |
13.69% |
11.88% |
Badjate Multicap Fund
S&P BSE 500 Total Return Index
8 July 2021
50,00,000
152.49
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.69% |
-4.80% |
-12.08% |
25.58% |
NA |
19.67% |
SageOne - Smallcap Portfolio
S&P BSE 500 Total Return Index
1 April 2019
2,00,00,000
1102.76
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.70% |
10.17% |
-10.83% |
12.05% |
22.52% |
22.70% |
PGIM India - Phoenix Portfolio
NIFTY 50 Total Return Index
1 August 2016
50,00,000
67.21
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.74% |
5.86% |
-8.67% |
14.70% |
23.87% |
13.23% |
Accuracap - Pico Power
S&P BSE 500 Total Return Index
10 October 2011
50,00,000
446.43
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.75% |
0.53% |
-5.76% |
19.56% |
22.39% |
22.18% |
White Oak India Select Equity Portfolio
S&P BSE 500 Total Return Index
31 August 2018
50,00,000
80.71
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.76% |
-1.46% |
-6.42% |
14.21% |
17.04% |
12.37% |
Emkay SMID Cap Growth Engine Portfolio
S&P BSE 500 Total Return Index
9 June 2025
50,00,000
66.5
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.76% |
NA | NA | NA | NA |
-6.89% |
Composite India - Emerging Star Fund
S&P BSE 500 Total Return Index
6 May 2019
50,00,000
109.51
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.80% |
1.57% |
-7.17% |
19.24% |
22.52% |
19.64% |
Valcreate-IME Digital Disruption
S&P BSE 500 Total Return Index
1 April 2023
50,00,000
13.76
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.83% |
26.46% |
9.79% |
NA | NA |
37.24% |
Invesco - Caterpillar
S&P BSE 500 Total Return Index
26 June 2006
50,00,000
81.48
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.91% |
2.63% |
-8.97% |
19.26% |
24.12% |
12.10% |
