PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Concept Investwell - Elegant
S&P BSE 500 Total Return Index
1 November 2023
50,00,000
1.35
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.32% |
-4.13% |
-2.48% |
NA | NA |
11.33% |
Shepherd's Hill - Value Magno
S&P BSE 500 Total Return Index
7 July 2015
50,00,000
115
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.34% |
16.49% |
7.74% |
32.77% |
27.97% |
17.25% |
Quest - Flagship
S&P BSE 500 Total Return Index
12 October 2007
50,00,000
575.32
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.37% |
11.30% |
-9.16% |
16.27% |
19.03% |
16.23% |
Bonanza - Growth
NIFTY 50 Total Return Index
6 April 2010
50,00,000
26.81
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.37% |
-0.79% |
0.85% |
13.15% |
13.56% |
16.86% |
Helios - India Rising PMS
S&P BSE 500 Total Return Index
16 March 2020
50,00,000
1596.9
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.37% |
5.96% |
5.45% |
20.24% |
17.42% |
21.83% |
Vallum India Discovery
S&P BSE 500 Total Return Index
24 September 2020
1,00,00,000
1413.12
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.40% |
9.03% |
-18.69% |
17.05% |
21.49% |
21.35% |
Electrum - Laureate Portfolio
S&P BSE 500 Total Return Index
23 November 2020
50,00,000
507.65
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.41% |
-3.05% |
-13.77% |
24.20% |
29.08% |
29.94% |
Axis - Core & Satellite PMS
NIFTY 50 Total Return Index
25 November 2019
50,00,000
96.36
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.42% |
-0.29% |
-1.47% |
11.32% |
10.95% |
11.66% |
Joindre Capital Services - Value Fund
S&P BSE 500 Total Return Index
5 November 2018
50,00,000
60
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.42% |
-4.29% |
-4.34% |
12.11% |
10.34% |
12.55% |
Aditya Birla Sun Life (ABSL) - Innovation
S&P BSE 500 Total Return Index
24 April 2018
50,00,000
150.55
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.44% |
-5.62% |
-0.71% |
17.63% |
16.99% |
17.33% |
