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
3 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
69.63
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.33%

-9.28%

-4.92%

NA NA

-9.69%

Alchemy - Ascent
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
3 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
233.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.34%

-6.86%

-10.12%

10.88%

8.65%

11.31%

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

-10.35%

-10.41%

0.22%

19.66%

15.58%

NA
Benchmark
NSE Multi Asset Index 2
Inception
7 April 2022
Min. Investment
50,00,000
AUM (₹ Cr)
34.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.35%

-7.63%

-0.16%

13.50%

NA

9.73%

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

-10.36%

-4.01%

-0.99%

14.61%

10.24%

11.90%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 February 2021
Min. Investment
50,00,000
AUM (₹ Cr)
383.52
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.37%

-11.24%

-2.83%

11.84%

10.96%

10.65%

Invesco - Caterpillar
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
26 June 2006
Min. Investment
50,00,000
AUM (₹ Cr)
68.55
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.37%

-8.16%

1.02%

15.29%

16.25%

11.28%

ORO-Alpha Value
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 November 2022
Min. Investment
50,00,000
AUM (₹ Cr)
1.38
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.39%

-9.34%

-5.89%

NA NA

-0.76%

NJ - Bluechip
Equity: Multi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
12 March 2018
Min. Investment
50,00,000
AUM (₹ Cr)
1445.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.49%

-14.00%

-6.99%

8.38%

7.89%

10.54%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 October 2011
Min. Investment
50,00,000
AUM (₹ Cr)
154.88
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.49%

-3.85%

10.93%

19.14%

14.33%

12.74%