PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NIFTY 50 Total Return Index
Inception
15 November 2012
Min. Investment
50,00,000
AUM (₹ Cr)
38.08
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.43%

7.94%

-8.40%

15.65%

19.52%

11.14%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
2.44
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.44%

-9.49%

-15.31%

NA NA

-13.80%

Invesco - Caterpillar
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
26 June 2006
Min. Investment
50,00,000
AUM (₹ Cr)
81.02
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.45%

-2.37%

-8.99%

19.15%

22.89%

12.02%

Benchmark
S&P BSE 500 Total Return Index
Inception
10 April 2006
Min. Investment
50,00,000
AUM (₹ Cr)
11.73
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.47%

7.96%

-5.55%

13.34%

17.24%

11.66%

Geojit - Freedom Portfolio
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
23 November 2011
Min. Investment
50,00,000
AUM (₹ Cr)
200.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.48%

0.83%

4.72%

8.76%

11.26%

13.55%

Benchmark
S&P BSE 500 Total Return Index
Inception
14 June 2018
Min. Investment
50,00,000
AUM (₹ Cr)
1328.84
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.50%

-3.86%

0.31%

16.04%

17.65%

15.59%

Benchmark
NIFTY 50 Total Return Index
Inception
23 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
149.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.51%

8.46%

-5.62%

17.31%

NA

17.76%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 January 2012
Min. Investment
50,00,000
AUM (₹ Cr)
134.99
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.52%

-2.34%

-6.01%

16.00%

16.55%

21.04%

Negen Capital - Special Situations & Technology Fund
Hand Picked by PA Wealth
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
10 August 2017
Min. Investment
50,00,000
AUM (₹ Cr)
1231.26
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.53%

14.63%

-0.89%

24.31%

37.38%

18.27%

Eklavya Equity
Equity: Flexi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
1 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
5.65
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.55%

-0.48%

6.77%

NA NA

11.85%