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
22 February 2010
Min. Investment
50,00,000
AUM (₹ Cr)
1303.38
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.74%

19.11%

5.33%

17.83%

21.02%

17.91%

Benchmark
NSE Multi Asset Index 1
Inception
16 December 2021
Min. Investment
50,00,000
AUM (₹ Cr)
224
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.74%

9.67%

12.12%

NA NA

10.83%

Alchemy Smart Alpha 250
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
10 August 2023
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.68%

1.35%

-1.69%

NA NA NA
Handpicked by PAWealth
Carnelian Capital - Compounder Strategy
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
15 May 2019
Min. Investment
50,00,000
AUM (₹ Cr)
1130.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.64%

16.52%

15.50%

25.58%

23.50%

20.72%

Benchmark
CRISIL Credit Index
Inception
1 September 2022
Min. Investment
50,00,000
AUM (₹ Cr)
133.59
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.55%

6.42%

11.38%

11.45%

NA

11.29%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
28.88
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.53%

3.32%

-6.63%

NA NA

-3.11%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 January 2024
Min. Investment
50,00,000
AUM (₹ Cr)
29.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.52%

10.97%

4.23%

NA NA

27.60%

Benchmark
NIFTY 50 Total Return Index
Inception
3 July 2012
Min. Investment
50,00,000
AUM (₹ Cr)
802.07
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.48%

7.30%

6.32%

20.30%

24.19%

15.64%

Benchmark
NSE Multi Asset Index 2
Inception
6 March 2024
Min. Investment
50,00,000
AUM (₹ Cr)
55.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.47%

13.26%

-4.13%

NA NA

15.30%

Benchmark
CRISIL Credit Index
Inception
29 February 2024
Min. Investment
50,00,000
AUM (₹ Cr)
6.68
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.43%

6.97%

11.33%

NA NA

12.07%