PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Tulsian - PMS
Equity: Large Cap
Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
327.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.51%

16.13%

-7.45%

20.34%

34.18%

NA
Wallfort Focus Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
25.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.49%

5.80%

-7.56%

NA NA

-1.27%

Bonanza - Growth
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
24.16
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.33%

7.49%

-4.59%

13.82%

15.84%

17.02%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
102.45
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.32%

16.54%

-6.36%

39.26%

NA

33.55%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
7.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.28%

8.35%

-7.83%

8.62%

15.15%

16.84%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
30.23
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.21%

10.97%

0.49%

NA NA

15.33%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
120.76
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

4.00%

13.12%

-0.30%

NA NA

22.04%

Benchmark
NIFTY Medium to Long Duration Debt Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
33.91
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.94%

21.07%

23.17%

21.27%

NA

21.29%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
12.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.94%

15.80%

NA NA NA

-7.95%

Bonanza - Edge
Equity: Multi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
95.01
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.87%

7.11%

-12.64%

24.26%

33.26%

19.63%