PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NIFTY 50 Total Return Index
Inception
17 May 2019
Min. Investment
50,00,000
AUM (₹ Cr)
14.48
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.44%

5.80%

1.77%

19.60%

17.36%

12.99%

Ambit - caliber
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
4 February 2021
Min. Investment
50,00,000
AUM (₹ Cr)
100.39
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.44%

3.53%

6.20%

19.27%

NA

15.81%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 October 2015
Min. Investment
50,00,000
AUM (₹ Cr)
305.14
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.43%

6.55%

-13.55%

21.79%

21.78%

13.29%

Benchmark
S&P BSE 500 Total Return Index
Inception
26 August 2020
Min. Investment
50,00,000
AUM (₹ Cr)
5828.58
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.42%

-2.07%

-2.94%

24.21%

25.99%

29.11%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 July 2021
Min. Investment
1,00,00,000
AUM (₹ Cr)
141.3
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.42%

-10.55%

-10.25%

16.30%

NA

12.99%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 November 2016
Min. Investment
50,00,000
AUM (₹ Cr)
174.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.41%

7.35%

-6.13%

10.63%

16.76%

13.32%

Benchmark
NIFTY 50 Total Return Index
Inception
1 June 2023
Min. Investment
50,00,000
AUM (₹ Cr)
1.45
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.38%

3.05%

NA NA NA

8.49%

Benchmark
NIFTY 50 Total Return Index
Inception
26 August 2019
Min. Investment
NA
AUM (₹ Cr)
74.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.37%

8.76%

-2.70%

14.80%

18.98%

16.44%

Benchmark
CRISIL Composite Bond Index
Inception
29 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
25.63
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.37%

2.29%

4.88%

4.64%

NA

3.63%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 February 2020
Min. Investment
50,00,000
AUM (₹ Cr)
262.86
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.37%

-0.85%

-3.16%

13.07%

16.29%

18.96%