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Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Valtrust Momentum
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
20 January 2023
Min. Investment
50,00,000
AUM (₹ Cr)
66.97
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.08%

-9.71%

-3.37%

19.38%

NA

17.12%

Benchmark
NIFTY 50 Total Return Index
Inception
4 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
13.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.11%

-2.48%

7.08%

NA NA

14.45%

Benchmark
S&P BSE 500 Total Return Index
Inception
22 February 2021
Min. Investment
50,00,000
AUM (₹ Cr)
80.42
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.12%

-9.05%

1.28%

15.59%

13.07%

11.79%

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

-10.13%

-26.15%

-19.48%

28.28%

22.88%

NA
Benchmark
NIFTY 50 Total Return Index
Inception
10 January 2017
Min. Investment
50,00,000
AUM (₹ Cr)
1212.11
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.13%

-3.52%

2.58%

12.10%

10.39%

16.21%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 October 2015
Min. Investment
50,00,000
AUM (₹ Cr)
319.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.14%

-14.05%

-8.42%

17.77%

12.05%

10.99%

Benchmark
NSE Multi Asset Index 1
Inception
10 February 2020
Min. Investment
50,00,000
AUM (₹ Cr)
19.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.15%

-4.82%

1.46%

10.89%

10.99%

12.58%

Benchmark
NIFTY 50 Total Return Index
Inception
3 December 2009
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.22%

-14.17%

-9.47%

18.89%

14.19%

NA
Tamohara - TIOS
Equity: Multi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
18 March 2016
Min. Investment
50,00,000
AUM (₹ Cr)
22.48
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.22%

-12.59%

-5.38%

3.83%

6.14%

8.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
19 December 2008
Min. Investment
3,00,00,000
AUM (₹ Cr)
3855.32
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.23%

-11.29%

1.57%

18.38%

15.35%

18.48%