Discover PMS That Maximise Your Wealth
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
SageOne - Smallcap Portfolio
S&P BSE 500 Total Return Index
1 April 2019
2,00,00,000
914.42
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.10% |
-12.20% |
-3.30% |
10.20% |
11.70% |
18.70% |
Merisis Smartblend ETF
NIFTY 50 Total Return Index
12 August 2025
50,00,000
3.18
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.11% |
6.55% |
NA | NA | NA |
11.08% |
MOAT - UpperCrust Wealth Fund
S&P BSE 500 Total Return Index
21 January 2022
50,00,000
112.95
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.13% |
-0.20% |
11.98% |
26.87% |
NA |
14.14% |
Sundaram Alternate - Rising Stars
S&P BSE 500 Total Return Index
25 November 2009
50,00,000
76.79
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.17% |
3.54% |
19.44% |
13.33% |
14.37% |
13.51% |
QED Capital - Alphabets
S&P BSE 500 Total Return Index
1 April 2021
50,00,000
19.07
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.19% |
-4.06% |
1.17% |
15.07% |
13.33% |
13.20% |
Envision Capital - India Opportunities
S&P BSE 500 Total Return Index
5 April 2021
50,00,000
100.82
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.26% |
-15.73% |
0.30% |
14.07% |
NA |
12.55% |
JM Financial - India Resurgent Portfolio Series III
S&P BSE 500 Total Return Index
4 March 2015
50,00,000
11.54
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.26% |
-10.43% |
0.04% |
18.84% |
17.95% |
11.94% |
Omni Super Invest
Nifty Multi asset - Equity: Arbitrage Debt : Reit/Invits (50:20:20:10)
3 November 2025
50,00,000
3.01
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.26% |
NA | NA | NA | NA |
-7.29% |
Tamohara - TRUFFLE
NIFTY 50 Total Return Index
23 April 2021
50,00,000
151.86
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.30% |
-8.23% |
-0.47% |
16.23% |
NA |
13.84% |
MRG Capital - Wealth Maximizer
NIFTY 50 Total Return Index
17 May 2019
50,00,000
15.65
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-8.36% |
-2.27% |
3.40% |
19.61% |
13.55% |
11.62% |
