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
3 August 2007
Min. Investment
50,00,000
AUM (₹ Cr)
4892.67
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.37%

8.40%

-12.94%

12.36%

15.53%

14.39%

Benchmark
NIFTY 50 Total Return Index
Inception
26 April 2019
Min. Investment
50,00,000
AUM (₹ Cr)
6.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.36%

4.65%

-5.48%

NA NA

24.00%

Benchmark
NIFTY 50 Total Return Index
Inception
1 March 2023
Min. Investment
50,00,000
AUM (₹ Cr)
24.1
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.35%

13.68%

-2.98%

NA NA

17.59%

Benchmark
S&P BSE 500 Total Return Index
Inception
4 September 2017
Min. Investment
50,00,000
AUM (₹ Cr)
44.67
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.35%

5.07%

-12.10%

21.38%

22.01%

12.60%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 July 2023
Min. Investment
50,00,000
AUM (₹ Cr)
162.06
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.27%

12.78%

-8.47%

NA NA

23.81%

Benchmark
S&P BSE 500 Total Return Index
Inception
29 October 2020
Min. Investment
50,00,000
AUM (₹ Cr)
7710.23
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.25%

5.29%

11.14%

19.77%

21.82%

25.41%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 May 2016
Min. Investment
2,50,00,000
AUM (₹ Cr)
1611.41
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.24%

8.23%

1.19%

11.28%

17.09%

16.80%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 June 2021
Min. Investment
50,00,000
AUM (₹ Cr)
100.74
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.23%

6.99%

6.99%

21.80%

NA

18.25%

LIC MF - Value Equity +
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
17 May 2013
Min. Investment
50,00,000
AUM (₹ Cr)
7.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.23%

22.52%

24.87%

22.44%

12.23%

10.20%

Benchmark
S&P BSE 500 Total Return Index
Inception
28 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
1881.91
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.22%

2.27%

6.97%

21.16%

NA

19.95%