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
11 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
82.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.66%

6.49%

NA NA NA

-0.41%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 November 2022
Min. Investment
50,00,000
AUM (₹ Cr)
33.35
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.66%

6.27%

-6.05%

NA NA

18.09%

Benchmark
NIFTY 50 Total Return Index
Inception
2 March 2021
Min. Investment
50,00,000
AUM (₹ Cr)
0.92
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.66%

17.46%

16.76%

NA NA

8.61%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 January 2022
Min. Investment
50,00,000
AUM (₹ Cr)
124.6
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.64%

0.49%

0.16%

31.88%

NA

27.85%

Benchmark
Crisil Composite Bond Fund Index
Inception
25 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
110.82
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.64%

5.27%

NA NA NA

10.37%

Benchmark
Crisil Composite Bond Fund Index
Inception
1 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
6.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.62%

2.02%

5.30%

8.95%

NA

8.79%

Benchmark
NIFTY 50 Total Return Index
Inception
9 January 2024
Min. Investment
50,00,000
AUM (₹ Cr)
45.18
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.62%

-5.36%

-24.85%

NA NA

-1.42%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 August 2021
Min. Investment
50,00,000
AUM (₹ Cr)
30.41
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.60%

0.82%

2.59%

22.43%

NA

15.25%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2006
Min. Investment
50,00,000
AUM (₹ Cr)
19.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.59%

5.93%

-7.52%

15.26%

19.35%

11.78%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 November 2012
Min. Investment
50,00,000
AUM (₹ Cr)
159.53
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.57%

4.41%

-15.22%

16.82%

26.12%

15.45%