PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
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
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%

Benchmark
S&P BSE 500 Total Return Index
Inception
3 May 2024
Min. Investment
50,00,000
AUM (₹ Cr)
4.13
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

8.33%

8.36%

0.64%

NA NA

5.72%

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%

Wallfort-Avenue Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2022
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
11 December 2023
Min. Investment
50,00,000
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
NSE Multi Asset Index 1
Inception
19 December 2020
Min. Investment
50,00,000
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
3 June 2024
Min. Investment
50,00,000
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%

Shriram Future GEMS
Equity: Mid & Small Cap
Benchmark
NIFTY 50 Total Return Index
Inception
17 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.35
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.30%

21.62%

NA NA NA

26.02%