Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NIFTY 50 Total Return Index
Inception
1 December 2018
Min. Investment
50,00,000
AUM (₹ Cr)
1862.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.68%

-3.65%

8.37%

8.54%

6.28%

11.83%

Benchmark
S&P BSE 500 Total Return Index
Inception
14 September 2018
Min. Investment
50,00,000
AUM (₹ Cr)
13391.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.65%

6.49%

23.48%

24.33%

21.65%

19.22%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 August 2023
Min. Investment
50,00,000
AUM (₹ Cr)
223.41
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.64%

1.82%

10.12%

NA NA

18.21%

Shriram Future GEMS
Equity: Mid & Small Cap
Benchmark
NIFTY 50 Total Return Index
Inception
17 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.34
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.63%

23.52%

NA NA NA

46.00%

Spark - Flexicap
Equity: Flexi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
7 February 2019
Min. Investment
50,00,000
AUM (₹ Cr)
488.61
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.60%

10.03%

18.86%

21.36%

18.30%

16.95%

Benchmark
NIFTY 50 Total Return Index
Inception
15 June 2015
Min. Investment
50,00,000
AUM (₹ Cr)
126.99
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.59%

4.44%

23.58%

15.23%

12.08%

13.05%

Wallfort-Kosh Value Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
2 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
4.58
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.58%

-5.15%

0.44%

NA NA

-12.78%

Benchmark
NIFTY 50 Total Return Index
Inception
1 June 2023
Min. Investment
50,00,000
AUM (₹ Cr)
4.57
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.54%

-8.27%

13.09%

NA NA

-0.37%

Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
Inception
2 April 2016
Min. Investment
50,00,000
AUM (₹ Cr)
817.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.52%

8.45%

11.68%

10.68%

6.71%

8.05%

Benchmark
NIFTY 50 Total Return Index
Inception
8 July 2016
Min. Investment
50,00,000
AUM (₹ Cr)
598.59
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.52%

-3.40%

6.99%

12.50%

15.01%

13.81%