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
18 November 2024
Min. Investment
50,00,000
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%

Wallfort-Diversified Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 November 2018
Min. Investment
50,00,000
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
NIFTY 50 Total Return Index
Inception
29 March 2018
Min. Investment
50,00,000
AUM (₹ Cr)
23.44
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.15%

10.44%

9.96%

15.20%

13.99%

13.68%

ithought - CO-IN
Equity: Large Cap
Benchmark
NIFTY 50 Total Return Index
Inception
5 March 2021
Min. Investment
50,00,000
AUM (₹ Cr)
28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.10%

5.52%

15.24%

NA NA

9.19%

Benchmark
NIFTY 50 Total Return Index
Inception
1 February 2013
Min. Investment
10,00,00,000
AUM (₹ Cr)
4264.64
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

5.07%

28.15%

41.81%

45.37%

45.18%

33.13%

Benchmark
NIFTY 50 Total Return Index
Inception
15 June 2015
Min. Investment
50,00,000
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 Hybrid Composite debt 50:50 Index
Inception
17 April 2025
Min. Investment
50,00,000
AUM (₹ Cr)
11.53
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.80%

17.11%

NA NA NA

22.92%

Benchmark
NIFTY 50 Total Return Index
Inception
23 June 2023
Min. Investment
50,00,000
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
S&P BSE 500 Total Return Index
Inception
5 October 2015
Min. Investment
50,00,000
AUM (₹ Cr)
38.65
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.73%

13.02%

13.01%

4.99%

7.54%

12.40%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 March 2022
Min. Investment
50,00,000
AUM (₹ Cr)
1.32
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.55%

15.15%

15.33%

NA NA

11.09%