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
13 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
410.64
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.35%

4.49%

-13.06%

31.67%

NA

28.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
16 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
4.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.35%

1.46%

-1.81%

NA NA

-3.81%

Benchmark
NIFTY 50 Total Return Index
Inception
7 October 2022
Min. Investment
50,00,000
AUM (₹ Cr)
212.8
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.34%

8.10%

40.40%

NA NA

30.10%

Benchmark
S&P BSE 500 Total Return Index
Inception
22 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
91.22
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.33%

4.76%

-3.81%

12.41%

NA

12.23%

Benchmark
NSE Multi Asset Index 2
Inception
17 July 2025
Min. Investment
50,00,000
AUM (₹ Cr)
3.44
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.33%

NA NA NA NA

2.99%

Benchmark
NIFTY 50 Total Return Index
Inception
11 November 2022
Min. Investment
NA
AUM (₹ Cr)
315.44
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.33%

4.45%

11.52%

20.61%

NA

19.43%

Benchmark
S&P BSE 500 Total Return Index
Inception
13 March 2014
Min. Investment
50,00,000
AUM (₹ Cr)
36.01
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.32%

6.94%

-5.43%

17.43%

18.16%

16.72%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 January 2023
Min. Investment
5,00,000
AUM (₹ Cr)
11.72
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.32%

4.47%

-9.70%

NA NA

13.40%

Benchmark
S&P BSE 500 Total Return Index
Inception
20 July 2016
Min. Investment
50,00,000
AUM (₹ Cr)
1791.01
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.30%

-0.80%

23.40%

25.00%

22.60%

20.40%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2016
Min. Investment
5,00,00,000
AUM (₹ Cr)
1133.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.29%

8.53%

1.54%

27.24%

28.35%

22.04%