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
27 May 2022
Min. Investment
50,00,000
AUM (₹ Cr)
66.69
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.43%

5.12%

-2.43%

11.03%

NA

13.63%

Benchmark
S&P BSE 500 Total Return Index
Inception
12 March 2015
Min. Investment
50,00,000
AUM (₹ Cr)
440.2
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.41%

4.25%

-4.96%

14.59%

15.27%

12.56%

Wave-Bloom
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
3 May 2024
Min. Investment
50,00,000
AUM (₹ Cr)
6.14
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.38%

5.94%

16.18%

NA NA

23.56%

Benchmark
S&P BSE 500 Total Return Index
Inception
14 September 2018
Min. Investment
50,00,000
AUM (₹ Cr)
289.49
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.37%

12.67%

-3.58%

15.61%

21.67%

20.81%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 March 2023
Min. Investment
NA
AUM (₹ Cr)
1.1
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.35%

11.34%

-0.95%

NA NA

25.21%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 February 2024
Min. Investment
NA
AUM (₹ Cr)
80.69
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.35%

8.94%

0.49%

NA NA

15.36%

Benchmark
S&P BSE 500 Total Return Index
Inception
12 August 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.34%

NA NA NA NA

9.02%

Benchmark
NIFTY 50 Total Return Index
Inception
24 June 2019
Min. Investment
50,00,000
AUM (₹ Cr)
264.96
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.30%

15.96%

-0.65%

17.89%

18.50%

16.79%

Benchmark
NIFTY 50 Total Return Index
Inception
28 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
148.19
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.30%

7.44%

-7.55%

17.82%

NA

17.18%

Benchmark
NSE Multi Asset Index 2
Inception
16 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
9.36
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.30%

7.10%

9.83%

NA NA

7.98%