Discover PMS That Maximise Your Wealth

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
27 June 2024
Min. Investment
50,00,000
AUM (₹ Cr)
24.53
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.98%

-7.88%

4.16%

NA NA

-3.75%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 March 2018
Min. Investment
50,00,000
AUM (₹ Cr)
128.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.96%

-4.71%

10.59%

10.77%

11.35%

11.01%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 November 2020
Min. Investment
50,00,000
AUM (₹ Cr)
1994.16
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.93%

-2.21%

11.06%

20.84%

18.61%

20.20%

Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
Inception
12 March 2018
Min. Investment
50,00,000
AUM (₹ Cr)
385.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.92%

3.86%

13.40%

11.58%

9.07%

8.74%

Benchmark
NIFTY 50 Total Return Index
Inception
10 June 2022
Min. Investment
50,00,000
AUM (₹ Cr)
9.07
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.90%

0.85%

12.87%

10.95%

NA

9.90%

Benchmark
NSE Multi Asset Index 2
Inception
4 October 2018
Min. Investment
50,00,000
AUM (₹ Cr)
18.49
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.89%

8.56%

9.54%

29.14%

23.91%

17.85%

Benchmark
S&P BSE 500 Total Return Index
Inception
16 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
17.59
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.87%

0.93%

6.89%

NA NA

-8.63%

Wallfort-Avenue Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2022
Min. Investment
NA
AUM (₹ Cr)
134.72
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.85%

10.87%

26.26%

34.15%

NA

24.56%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 August 2021
Min. Investment
50,00,000
AUM (₹ Cr)
29.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.82%

6.35%

13.44%

24.29%

NA

14.55%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
6.55
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.82%

7.97%

17.38%

10.46%

11.99%

14.39%