PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
3826.55
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

9.34%

18.97%

25.30%

43.53%

43.47%

32.64%

Wallfort-Avenue Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
129.97
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

7.68%

21.75%

6.17%

28.65%

NA

26.34%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
118.43
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

7.07%

22.44%

-9.18%

NA NA

23.17%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
163.54
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

6.97%

4.41%

NA NA NA

16.75%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
112.51
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

6.82%

12.20%

-1.24%

24.46%

NA

16.26%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
22.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

6.34%

16.34%

3.47%

32.88%

34.44%

31.28%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
40.67
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.72%

11.52%

-2.93%

22.13%

NA

30.05%

Benchmark
NSE Multi Asset Index 1
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
98.38
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.40%

13.53%

6.13%

18.05%

NA

14.51%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
359.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.35%

11.71%

-2.26%

NA NA

5.17%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
18.25
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.33%

11.69%

0.15%

22.77%

26.82%

13.71%