Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NIFTY 50 Total Return Index
Inception
1 February 2013
Min. Investment
10,00,00,000
AUM (₹ Cr)
4862.15
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

15.60%

45.32%

62.34%

52.52%

49.21%

34.38%

SageOne - Core Portfolio
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 January 2017
Min. Investment
2,00,00,000
AUM (₹ Cr)
2975
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

11.42%

35.03%

37.21%

27.05%

21.76%

19.33%

Benchmark
NIFTY 50 Index
Inception
31 December 2019
Min. Investment
50,00,000
AUM (₹ Cr)
1.45
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

10.27%

2.21%

33.66%

NA

NA

39.77%

Benchmark
NIFTY 50 Total Return Index
Inception
18 May 2020
Min. Investment
50,00,000
AUM (₹ Cr)
4.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

9.22%

11.44%

31.63%

14.99%

NA

29.48%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 February 2016
Min. Investment
50,00,000
AUM (₹ Cr)
253.53
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

9.02%

10.33%

5.89%

16.16%

6.75%

15.03%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 August 2019
Min. Investment
50,00,000
AUM (₹ Cr)
625.53
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

8.94%

24.83%

33.76%

32.29%

NA

24.91%

Tamohara - TLES
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
6 October 2015
Min. Investment
50,00,000
AUM (₹ Cr)
36.96
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

8.44%

7.14%

21.54%

13.04%

17.00%

12.32%

ithought - VRDDHI
Equity: Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
7 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
152
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

8.11%

10.16%

15.67%

NA NA

22.36%

Benchmark
NIFTY 50 Total Return Index
Inception
10 December 2018
Min. Investment
50,00,000
AUM (₹ Cr)
16.08
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

6.21%

6.09%

17.13%

13.33%

7.73%

8.65%

Benchmark
NIFTY 50 Total Return Index
Inception
8 April 2011
Min. Investment
50,00,000
AUM (₹ Cr)
90
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.90%

1.47%

0.84%

49.34%

15.91%

14.90%