PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Bonanza - Edge
NIFTY 50 Total Return Index
13 August 2015
50,00,000
95.53
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.20% |
-8.66% |
-8.31% |
20.33% |
28.27% |
17.88% |
Lakewater Advisors - India Growth
NIFTY 50 Total Return Index
20 June 2019
50,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.21% |
1.37% |
3.34% |
10.30% |
7.67% |
NA |
Phillip Ethical India Portfolio
S&P BSE 500 Total Return Index
12 December 2017
50,00,000
12.77
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.24% |
3.10% |
-12.30% |
7.43% |
14.57% |
10.59% |
Wright Factor Fund
S&P BSE 500 Total Return Index
18 August 2023
50,00,000
227.03
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.26% |
4.08% |
-17.52% |
NA | NA |
20.37% |
Purnartha Vision Strategy
S&P BSE 500 Total Return Index
3 March 2021
50,00,000
220.03
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.26% |
-1.88% |
-12.71% |
11.47% |
NA |
10.16% |
Phillip Capital - Emerging India Portfolio
S&P BSE 500 Total Return Index
9 August 2017
50,00,000
30.06
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.29% |
10.37% |
-5.61% |
12.06% |
19.84% |
12.97% |
Equitree - Emerging Opportunities
S&P BSE 500 Total Return Index
1 October 2017
1,00,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.30% |
-7.93% |
-11.70% |
33.86% |
34.53% |
NA |
WhiteOak Capital Digital Leaders
S&P BSE 500 Total Return Index
5 January 2022
50,00,000
83.71
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.31% |
6.50% |
-3.10% |
12.45% |
NA |
4.52% |
Alchemy Alpha Small cap
S&P BSE 500 Total Return Index
6 December 2023
50,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.31% |
-4.91% |
-8.90% |
NA | NA | NA |
IFM Largecap Fund
NIFTY 50 Total Return Index
4 June 2025
50,00,000
122.66
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.31% |
2.03% |
NA | NA | NA |
3.10% |
