Discover PMS That Maximise Your Wealth
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Sowilo Target Return Investment Fund
S&P BSE 500 Total Return Index
26 June 2023
1,00,00,000
42.98
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.63% |
-7.38% |
10.17% |
NA | NA |
14.74% |
Composite India - GARP Fund
S&P BSE 500 Total Return Index
22 April 2019
50,00,000
90.38
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.63% |
1.30% |
7.50% |
14.75% |
11.32% |
16.66% |
CRISIL Composite Bond Index
6 June 2023
1,00,00,000
592.14
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.62% |
3.37% |
12.71% |
NA | NA |
11.01% |
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
NIFTY 50 Total Return Index
1 June 2023
50,00,000
65.33
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.61% |
5.19% |
15.80% |
NA | NA |
7.41% |
ValPro Balanced B
NIFTY 50 Index
5 July 2021
50,00,000
3.11
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.59% |
7.13% |
15.99% |
18.00% |
NA |
3.42% |
Core Value Strategy-Concentrated Option
S&P BSE 500 Total Return Index
15 April 2019
50,00,000
159.7
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.55% |
-2.61% |
9.93% |
15.48% |
13.78% |
13.83% |
CAPITAL MIND-SmartCore
NIFTY 50 Total Return Index
29 January 2025
50,00,000
27.33
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.55% |
2.71% |
16.72% |
NA | NA |
12.45% |
Estee Advisors - Long Alpha
S&P BSE 500 Total Return Index
1 September 2018
50,00,000
58.26
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.55% |
-0.29% |
19.03% |
25.57% |
20.53% |
19.58% |
Accuracap - Alphagen
S&P BSE 500 Total Return Index
31 December 2015
50,00,000
47.57
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.54% |
2.53% |
19.40% |
17.04% |
12.50% |
12.67% |
JM Financial - India Resurgent Portfolio Series III
S&P BSE 500 Total Return Index
4 March 2015
50,00,000
15.86
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.53% |
2.84% |
18.78% |
21.86% |
20.23% |
12.92% |
