PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
Crisil Composite Bond Fund Index
Inception
17 December 2020
Min. Investment
50,00,000
AUM (₹ Cr)
1.24
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.90%

5.44%

5.38%

5.27%

NA

5.56%

Benchmark
NIFTY 50 Total Return Index
Inception
6 March 2017
Min. Investment
50,00,000
AUM (₹ Cr)
1266.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.91%

-0.88%

7.64%

13.18%

11.18%

14.27%

Benchmark
S&P BSE 500 Total Return Index
Inception
28 August 2017
Min. Investment
50,00,000
AUM (₹ Cr)
241.16
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.92%

-0.80%

-1.05%

14.24%

16.98%

10.26%

Benchmark
S&P BSE 500 Total Return Index
Inception
16 November 2022
Min. Investment
50,00,000
AUM (₹ Cr)
2.57
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.93%

-3.16%

1.49%

10.13%

NA

9.33%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
707.06
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.94%

-0.05%

2.38%

25.57%

25.53%

25.53%

Benchmark
NIFTY 50 Total Return Index
Inception
27 May 2015
Min. Investment
50,00,000
AUM (₹ Cr)
99.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.95%

-1.10%

3.70%

15.11%

15.77%

12.65%

Benchmark
NIFTY 50 Total Return Index
Inception
7 January 2009
Min. Investment
50,00,000
AUM (₹ Cr)
220.05
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.95%

1.74%

6.37%

12.55%

15.53%

18.59%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 May 2019
Min. Investment
50,00,000
AUM (₹ Cr)
1241.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.96%

7.97%

18.95%

26.14%

21.12%

20.25%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
81.48
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.97%

14.01%

NA NA NA

-1.50%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 April 2024
Min. Investment
50,00,000
AUM (₹ Cr)
24.61
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.98%

-4.98%

0.94%

NA NA

7.82%