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
28 August 2023
Min. Investment
50,00,000
AUM (₹ Cr)
30.96
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.22%

-6.91%

3.93%

NA NA

12.54%

Benchmark
NIFTY 50 Total Return Index
Inception
20 June 2019
Min. Investment
50,00,000
AUM (₹ Cr)
363.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.15%

2.92%

-9.62%

17.56%

23.03%

19.35%

Benchmark
NIFTY 50 Total Return Index
Inception
19 January 2023
Min. Investment
50,00,000
AUM (₹ Cr)
143.14
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.15%

6.53%

-8.30%

NA NA

17.58%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 March 2023
Min. Investment
50,00,000
AUM (₹ Cr)
79.58
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.14%

3.61%

-15.33%

NA NA

24.17%

Benchmark
NIFTY 50 Total Return Index
Inception
1 September 2021
Min. Investment
50,00,000
AUM (₹ Cr)
12.77
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.14%

-7.85%

-1.42%

11.26%

NA

5.31%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 April 2025
Min. Investment
50,00,000
AUM (₹ Cr)
51.89
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.10%

4.60%

4.30%

NA NA

4.50%

Benchmark
NSE Multi Asset Index 2
Inception
25 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
32.87
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.08%

4.96%

2.09%

NA NA

8.97%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2018
Min. Investment
50,00,000
AUM (₹ Cr)
117.54
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.07%

9.69%

-6.49%

24.84%

24.01%

NA
Benchmark
S&P BSE 500 Total Return Index
Inception
6 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
76.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.06%

4.68%

-13.03%

17.92%

NA

15.07%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 April 2023
Min. Investment
50,00,000
AUM (₹ Cr)
78.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.05%

10.42%

-1.27%

NA NA

20.56%