PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
CRISIL Composite Bond Index
Inception
21 June 2024
Min. Investment
50,00,000
AUM (₹ Cr)
65.33
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.76%

4.60%

9.99%

NA NA

10.22%

Benchmark
S&P BSE 500 Total Return Index
Inception
6 December 2023
Min. Investment
50,00,000
AUM (₹ Cr)
45.2
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.75%

4.50%

-17.91%

NA NA

5.92%

Benchmark
NIFTY 50 Total Return Index
Inception
3 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
64.99
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.75%

4.84%

NA NA NA

2.73%

Bonanza - Value
Equity: Multi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
2 September 2011
Min. Investment
50,00,000
AUM (₹ Cr)
29.76
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.75%

-7.95%

-14.17%

17.18%

17.25%

18.25%

Benchmark
S&P BSE 500 Total Return Index
Inception
12 September 2017
Min. Investment
50,00,000
AUM (₹ Cr)
385.36
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.74%

1.79%

-4.03%

NA NA

22.22%

Benchmark
CRISIL Composite Bond Index
Inception
27 May 2024
Min. Investment
NA
AUM (₹ Cr)
52.26
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.71%

4.52%

9.80%

NA NA

11.12%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 January 2023
Min. Investment
50,00,000
AUM (₹ Cr)
832.42
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.69%

4.30%

5.88%

NA NA

14.89%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 May 2024
Min. Investment
50,00,000
AUM (₹ Cr)
20.79
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.68%

6.95%

-2.67%

NA NA

8.78%

Benchmark
S&P BSE 500 Total Return Index
Inception
10 July 2023
Min. Investment
50,00,000
AUM (₹ Cr)
280.18
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.67%

8.35%

-12.57%

NA NA

16.11%

Benchmark
CRISIL Composite Bond Index
Inception
26 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
6.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.67%

4.19%

9.33%

NA NA

9.33%