PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
13.11
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.83%

19.34%

-9.35%

25.94%

NA

24.76%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
291.12
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.65%

9.10%

-1.33%

21.24%

27.43%

15.71%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
1167.15
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.53%

9.09%

-5.85%

NA NA

7.84%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
768.94
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.41%

13.80%

1.21%

13.79%

20.07%

17.01%

Ayan-PriceBridge Upswing
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
210.1
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.38%

9.18%

-10.68%

NA NA

13.11%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
93.29
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.34%

5.93%

-9.85%

16.40%

17.36%

18.18%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
667.87
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.30%

14.97%

-3.60%

NA NA

18.73%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
154.05
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.23%

11.89%

-10.41%

NA NA

25.21%

ValPro Balanced B
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
3.72
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.22%

9.06%

-4.24%

8.41%

NA

2.84%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
223.4
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.20%

15.40%

-9.00%

27.31%

40.07%

28.23%