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
NA
Min. Investment
NA
AUM (₹ Cr)
34.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.31%

6.70%

-1.00%

19.06%

21.43%

19.07%

Shriram Future GEMS
Equity: Mid & Small Cap
Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
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%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
89.86
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.30%

16.57%

NA NA NA

18.90%

BIN73 SUNRISEALPHA
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
40.33
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.24%

15.87%

NA NA NA

4.18%

Benchmark
NSE Multi Asset Index 1 (50:40:10)
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
47.34
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.23%

11.18%

-2.47%

21.57%

NA

18.07%

Wallfort-Diversified Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
315.19
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.19%

36.47%

3.55%

45.88%

46.23%

26.86%

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

4.88%

9.02%

0.64%

36.46%

43.41%

NA
Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
129.84
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.84%

16.79%

6.20%

13.49%

19.22%

13.65%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
34.93
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.75%

16.04%

-0.50%

NA NA

14.09%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
0.63
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.58%

NA NA NA NA

4.25%