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
13 December 2019
Min. Investment
50,00,000
AUM (₹ Cr)
26.44
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-3.60%

3.50%

9.60%

22.30%

22.20%

18.10%

Bonanza - Value
Equity: Multi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
2 September 2011
Min. Investment
50,00,000
AUM (₹ Cr)
30.47
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-3.65%

-4.49%

-15.36%

16.12%

18.42%

18.31%

Benchmark
NIFTY 50 Total Return Index
Inception
13 April 2023
Min. Investment
50,00,000
AUM (₹ Cr)
120.32
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-3.72%

1.38%

6.91%

NA NA

20.09%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
216.16
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-3.97%

-1.47%

-9.84%

23.64%

36.48%

27.05%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 December 2016
Min. Investment
50,00,000
AUM (₹ Cr)
14.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-3.99%

-0.08%

-1.64%

30.24%

28.07%

23.69%

Benchmark
NIFTY 50 Total Return Index
Inception
5 February 2020
Min. Investment
50,00,000
AUM (₹ Cr)
7.8
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.06%

0.43%

0.19%

8.53%

12.30%

16.36%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 May 2017
Min. Investment
50,00,000
AUM (₹ Cr)
748.44
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.10%

-4.17%

-6.19%

19.51%

22.70%

14.11%

Incred-Small & MidCap PMS
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
24 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
169.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.23%

3.01%

-11.99%

19.94%

NA

14.51%

Benchmark
NIFTY 50 Total Return Index
Inception
1 June 2023
Min. Investment
50,00,000
AUM (₹ Cr)
4.76
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.38%

-8.77%

-15.39%

NA NA

-1.01%

Benchmark
NIFTY 50 Total Return Index
Inception
27 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
665.93
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.41%

-5.36%

-14.31%

26.26%

NA

23.58%