Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
CRISIL Composite Bond Index
Inception
26 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
9.77
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.76%

4.07%

9.12%

NA NA

9.13%

True-Equity Factor Quant
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
17 August 2022
Min. Investment
50,00,000
AUM (₹ Cr)
201.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.76%

-2.73%

3.31%

17.98%

NA

14.24%

Benchmark
S&P BSE 500 Total Return Index
Inception
8 January 2025
Min. Investment
50,00,000
AUM (₹ Cr)
47.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.76%

4.40%

15.83%

NA NA

2.73%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
27.68
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.76%

-0.13%

5.15%

NA NA

-3.87%

Benchmark
S&P BSE 500 Total Return Index
Inception
6 December 2023
Min. Investment
50,00,000
AUM (₹ Cr)
45.2
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.75%

4.50%

-17.91%

NA NA

5.92%

Benchmark
NSE Multi Asset Index 1
Inception
13 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
0.61
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.75%

12.42%

21.74%

14.80%

NA

14.91%

Svobodha AD-ASTRA
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
27 September 2023
Min. Investment
50,00,000
AUM (₹ Cr)
21.42
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.75%

-7.12%

3.55%

NA NA

5.48%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 October 2018
Min. Investment
50,00,000
AUM (₹ Cr)
125.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.73%

-8.47%

9.23%

15.42%

15.94%

15.46%

Benchmark
Crisil Composite Bond Fund Index
Inception
28 August 2023
Min. Investment
50,00,000
AUM (₹ Cr)
285.06
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.73%

5.32%

12.06%

NA NA

14.44%

Benchmark
S&P BSE 500 Total Return Index
Inception
16 March 2023
Min. Investment
NA
AUM (₹ Cr)
3461.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.73%

-6.04%

12.46%

NA NA

23.39%