PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Pace-smart alpha
NSE Multi Asset Index 1
31 July 2024
50,00,000
3.38
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.94% |
9.70% |
3.00% |
NA | NA |
7.04% |
Purnartha One Strategy
NSE Multi Asset Index 2
4 September 2023
50,00,000
10.8
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.93% |
7.11% |
2.44% |
NA | NA |
8.55% |
Capitalmind - Adaptive Momentum
NIFTY 50 Total Return Index
1 March 2019
50,00,000
407.25
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.93% |
-5.24% |
-15.40% |
12.29% |
16.26% |
18.43% |
Core Value Strategy-Regular Option
S&P BSE 500 Total Return Index
14 May 2019
50,00,000
1217.42
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.92% |
3.33% |
4.99% |
17.60% |
19.70% |
16.98% |
Dynamic Equities-Multicap
NIFTY 50 Total Return Index
29 April 2024
50,00,000
9.05
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.92% |
18.59% |
NA | NA | NA |
17.48% |
Invasset - Growth Fund
S&P BSE 500 Total Return Index
8 January 2020
50,00,000
336.36
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.92% |
-5.32% |
-0.72% |
31.47% |
26.49% |
28.00% |
Guardian - Multicap
S&P BSE 500 Total Return Index
22 May 2019
50,00,000
57.49
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.88% |
16.53% |
20.06% |
10.59% |
21.43% |
14.72% |
NSE Multi Asset Index 2
21 July 2014
50,00,000
147.81
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.87% |
6.01% |
-1.19% |
13.49% |
13.90% |
9.01% |
NIFTY Medium to Long Duration Debt Index
24 January 2024
1,00,00,000
844.42
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.84% |
5.82% |
11.94% |
NA | NA |
11.64% |
Sanctum Wealth - Indian Olympians
NIFTY 50 Total Return Index
16 September 2016
50,00,000
67.56
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.83% |
8.00% |
-3.62% |
10.48% |
14.22% |
11.23% |
