Discover PMS That Maximise Your Wealth
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
PGIM India - Phoenix Portfolio
NIFTY 50 Total Return Index
1 August 2016
50,00,000
51.89
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.98% |
-13.66% |
0.50% |
11.31% |
14.69% |
11.23% |
EquiPoise Emerging Stars
S&P BSE 500 Total Return Index
28 August 2024
50,00,000
7.96
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.98% |
-1.72% |
9.93% |
NA | NA |
-8.15% |
CRISIL Credit Index
29 February 2024
50,00,000
6.49
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.98% |
7.01% |
12.75% |
NA | NA |
11.88% |
Purnartha Dynamic Midcap
S&P BSE 500 Total Return Index
16 February 2023
50,00,000
313.37
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.98% |
-0.37% |
22.27% |
13.76% |
NA |
13.33% |
CAPITAL MIND-All Weather Equity
NIFTY 50 Total Return Index
8 July 2022
50,00,000
269.69
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.96% |
2.85% |
17.40% |
19.74% |
NA |
17.75% |
S&P BSE INDIA BOND INDEX
1 December 2021
50,00,000
5.57
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.95% |
4.73% |
8.12% |
NA | NA |
7.45% |
SVAN Velocity
S&P BSE 500 Total Return Index
19 July 2023
50,00,000
281.37
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.95% |
-4.70% |
9.94% |
NA | NA |
20.82% |
AMETRA - FACTORALPHA SMALLCAP PMS
S&P BSE 500 Total Return Index
21 October 2024
50,00,000
2.32
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.95% |
-4.42% |
-1.63% |
NA | NA |
-14.13% |
Valcreate-IME Concentrated Microtrends
S&P BSE 500 Total Return Index
1 April 2023
NA
38.05
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.94% |
9.11% |
-7.17% |
NA | NA |
20.32% |
Ambit Investment Advisors - Good & Clean
S&P BSE 500 Total Return Index
12 March 2015
50,00,000
431.92
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.94% |
9.03% |
14.29% |
17.42% |
12.75% |
12.45% |
