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Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NIFTY 50 Total Return Index
Inception
21 March 2025
Min. Investment
50,00,000
AUM (₹ Cr)
51.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.02%

5.23%

NA NA NA

10.67%

Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
Inception
3 November 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.05
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.01%

NA NA NA NA

-2.34%

ValPro Conserve C
Equity: Large Cap
Benchmark
NIFTY 50 Index
Inception
14 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

NA

4.86%

-8.94%

13.76%

NA

6.92%

Benchmark
NIFTY 50 Total Return Index
Inception
17 February 2016
Min. Investment
50,00,000
AUM (₹ Cr)
31.13
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

NA

-1.00%

6.30%

10.70%

8.80%

12.70%

BADJATE GROWTH FUND
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
23 May 2025
Min. Investment
50,00,000
AUM (₹ Cr)
24.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.02%

8.86%

NA NA NA

2.26%

Geojit - Freedom Portfolio
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
23 November 2011
Min. Investment
50,00,000
AUM (₹ Cr)
183.6
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.03%

3.86%

14.26%

9.24%

10.16%

13.09%

Benchmark
S&P BSE 500 Total Return Index
Inception
19 December 2008
Min. Investment
3,00,00,000
AUM (₹ Cr)
4313.02
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.03%

-1.84%

19.69%

22.67%

18.17%

19.32%

Wallfort-Diversified Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 November 2018
Min. Investment
50,00,000
AUM (₹ Cr)
379.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.04%

-13.66%

14.62%

40.41%

30.90%

21.67%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 November 2013
Min. Investment
50,00,000
AUM (₹ Cr)
3226.33
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.05%

NA

9.11%

13.74%

12.18%

19.81%

Benchmark
NIFTY 50 Total Return Index
Inception
17 December 2025
Min. Investment
50,00,000
AUM (₹ Cr)
34.63
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.06%

NA NA NA NA

20.01%