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 Fund Index
Inception
1 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
6.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.62%

2.02%

5.30%

8.95%

NA

8.79%

Benchmark
S&P BSE 500 Total Return Index
Inception
13 December 2019
Min. Investment
50,00,000
AUM (₹ Cr)
32.25
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.60%

-7.20%

14.70%

20.50%

19.10%

15.60%

Benchmark
S&P BSE 500 Total Return Index
Inception
10 October 2023
Min. Investment
50,00,000
AUM (₹ Cr)
9.18
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.60%

-1.15%

6.02%

NA NA

6.21%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 April 2017
Min. Investment
50,00,000
AUM (₹ Cr)
29.93
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.60%

2.10%

17.60%

21.00%

17.10%

14.90%

Benchmark
NIFTY 50 Hybrid Short Duration Debt 25:75 Index
Inception
22 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
0.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.59%

1.77%

3.84%

NA NA

4.50%

JM-Apex
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 February 2023
Min. Investment
NA
AUM (₹ Cr)
570.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.59%

3.02%

17.22%

17.65%

NA

16.83%

Benchmark
NIFTY 50 Total Return Index
Inception
25 November 2019
Min. Investment
50,00,000
AUM (₹ Cr)
82.52
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.59%

0.56%

13.60%

11.23%

9.72%

10.80%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 July 2015
Min. Investment
50,00,000
AUM (₹ Cr)
117.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.57%

1.29%

23.88%

32.38%

24.89%

16.80%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 July 2021
Min. Investment
50,00,000
AUM (₹ Cr)
42.98
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.56%

11.38%

25.67%

16.90%

NA

15.53%

ValPro Alpha A
Equity: Multi Cap
Benchmark
NIFTY 50 Index
Inception
14 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
146.6
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.55%

-2.08%

11.73%

18.25%

NA

13.04%