Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NIFTY 50 Total Return Index
Inception
30 August 2023
Min. Investment
50,00,000
AUM (₹ Cr)
37.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.32%

2.50%

19.50%

NA NA

11.24%

Benchmark
CRISIL Composite Bond Index
Inception
29 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
19.72
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.30%

2.20%

4.62%

4.66%

3.72%

3.65%

Benchmark
S&P BSE 500 Total Return Index
Inception
3 November 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.02
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.30%

NA NA NA NA

-9.12%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 February 2022
Min. Investment
50,00,000
AUM (₹ Cr)
82.6
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.30%

-17.61%

-4.96%

14.31%

NA

19.59%

Benchmark
S&P BSE 500 Total Return Index
Inception
22 October 2018
Min. Investment
50,00,000
AUM (₹ Cr)
43.15
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.30%

-0.20%

15.70%

16.70%

13.40%

14.90%

Benchmark
S&P BSE 500 Total Return Index
Inception
4 May 2015
Min. Investment
NA
AUM (₹ Cr)
137.58
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.28%

-1.80%

14.56%

21.36%

14.43%

17.86%

Badjate Multicap Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
8 July 2021
Min. Investment
50,00,000
AUM (₹ Cr)
148.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.26%

-0.83%

13.66%

32.21%

NA

18.14%

Benchmark
NIFTY 50 Total Return Index
Inception
1 March 2023
Min. Investment
50,00,000
AUM (₹ Cr)
28.32
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.25%

12.60%

35.32%

19.10%

NA

19.10%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 December 2017
Min. Investment
50,00,000
AUM (₹ Cr)
445.13
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.24%

9.84%

27.24%

13.96%

14.95%

11.11%

Benchmark
Active Balanced Composite
Inception
24 April 2019
Min. Investment
50,00,000
AUM (₹ Cr)
7.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.22%

3.45%

1.54%

9.75%

NA

9.44%