Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
LIC MF - Value Equity +
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
17 May 2013
Min. Investment
50,00,000
AUM (₹ Cr)
7.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.23%

22.52%

24.87%

22.44%

12.23%

10.20%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2014
Min. Investment
50,00,000
AUM (₹ Cr)
1312.6
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.23%

1.84%

21.99%

24.53%

17.68%

14.58%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 January 2025
Min. Investment
50,00,000
AUM (₹ Cr)
36.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.23%

-5.26%

10.09%

NA NA

-6.50%

Benchmark
S&P BSE 500 Total Return Index
Inception
28 August 2023
Min. Investment
50,00,000
AUM (₹ Cr)
30.96
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.22%

-6.91%

3.93%

NA NA

12.54%

Benchmark
NSE Multi Asset Index 2
Inception
21 July 2014
Min. Investment
50,00,000
AUM (₹ Cr)
154.31
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.22%

4.10%

13.55%

15.13%

12.21%

9.13%

Benchmark
S&P BSE 500 Total Return Index
Inception
9 August 2021
Min. Investment
5,00,00,000
AUM (₹ Cr)
30.84
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.22%

17.21%

36.30%

29.67%

NA

21.93%

Benchmark
NIFTY 50 Total Return Index
Inception
19 September 2011
Min. Investment
50,00,000
AUM (₹ Cr)
95.12
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.22%

4.34%

16.98%

12.75%

9.47%

13.19%

Carnelian Capital - Shift Strategy
Hand Picked by PA Wealth
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
6 October 2020
Min. Investment
50,00,000
AUM (₹ Cr)
4740.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.22%

-3.33%

13.19%

27.57%

27.22%

31.42%

Benchmark
S&P BSE 500 Total Return Index
Inception
13 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
946.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.20%

0.88%

13.96%

18.70%

17.26%

17.06%

Benchmark
S&P BSE 500 Total Return Index
Inception
8 December 2017
Min. Investment
1,00,00,000
AUM (₹ Cr)
1306.39
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.20%

3.37%

11.89%

41.44%

38.99%

22.86%