PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Asit C Mehta - Ace Bespoke
S&P BSE 500 Total Return Index
29 December 2017
50,00,000
4.54
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.35% |
9.45% |
11.59% |
21.43% |
22.07% |
14.02% |
ProfitGate Classic Compounders Equity Strategy
S&P BSE 500 Total Return Index
1 October 2023
50,00,000
667.87
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.30% |
14.97% |
-3.60% |
NA | NA |
18.73% |
Microsec - Opportunities Fund
S&P BSE 500 Total Return Index
5 October 2018
50,00,000
58.64
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.23% |
6.23% |
21.53% |
12.93% |
19.69% |
17.78% |
ValPro Balanced B
NIFTY 50 Index
5 July 2021
50,00,000
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% |
Ayan-PriceBridge Honeycomb
NIFTY 50 Total Return Index
27 January 2023
50,00,000
37.76
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.22% |
10.26% |
16.69% |
NA | NA |
17.13% |
Valtrust equity hybrid funds
S&P BSE 500 Total Return Index
31 March 2023
50,00,000
0.81
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.15% |
9.76% |
2.51% |
NA | NA |
22.87% |
Sundaram Alternate - Rising Stars
S&P BSE 500 Total Return Index
25 November 2009
50,00,000
74.85
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.14% |
15.35% |
1.20% |
7.17% |
18.36% |
13.71% |
ITUS - Fundamental Value Fund
NIFTY 50 Total Return Index
10 January 2017
50,00,000
1358.93
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
3.11% |
4.14% |
6.64% |
14.72% |
13.66% |
18.12% |
Motilal Oswal - Ethical
S&P BSE 500 Total Return Index
8 June 2021
50,00,000
71.2
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
2.95% |
10.29% |
-10.92% |
16.33% |
NA |
13.13% |
Wallfort-Kosh Value Fund
S&P BSE 500 Total Return Index
2 July 2024
50,00,000
5.17
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
2.93% |
2.73% |
-15.40% |
NA | NA |
-11.01% |
