PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NSE Multi Asset Index 2
Inception
4 October 2018
Min. Investment
50,00,000
AUM (₹ Cr)
18.49
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.89%

8.56%

9.54%

29.14%

23.91%

17.85%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
328.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.82%

9.42%

-12.56%

NA NA

12.15%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 April 2017
Min. Investment
50,00,000
AUM (₹ Cr)
30.85
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.78%

10.98%

-3.71%

20.05%

25.04%

15.59%

Benchmark
S&P BSE 500 Total Return Index
Inception
22 February 2010
Min. Investment
50,00,000
AUM (₹ Cr)
1303.38
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.74%

19.11%

5.33%

17.83%

21.02%

17.91%

Benchmark
NSE Multi Asset Index 1
Inception
16 December 2021
Min. Investment
50,00,000
AUM (₹ Cr)
224
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.74%

9.67%

12.12%

NA NA

10.83%

Benchmark
NIFTY 50 Total Return Index
Inception
4 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
11.34
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.70%

6.68%

11.88%

NA NA

20.32%

Benchmark
CRISIL Credit Index
Inception
1 September 2022
Min. Investment
50,00,000
AUM (₹ Cr)
133.59
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.55%

6.42%

11.38%

11.45%

NA

11.29%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
28.88
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.53%

3.32%

-6.63%

NA NA

-3.11%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 January 2024
Min. Investment
50,00,000
AUM (₹ Cr)
29.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.52%

10.97%

4.23%

NA NA

27.60%

Benchmark
NSE Multi Asset Index 2
Inception
6 March 2024
Min. Investment
50,00,000
AUM (₹ Cr)
55.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.47%

13.26%

-4.13%

NA NA

15.30%