PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
0.81
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.15%

9.76%

2.51%

NA NA

22.87%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
74.85
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.14%

15.35%

1.20%

7.17%

18.36%

13.71%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
162.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.13%

12.68%

-2.06%

28.96%

NA

29.09%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
0.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.10%

11.86%

3.59%

NA NA

19.69%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
58.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

3.04%

8.50%

-6.00%

22.80%

21.99%

10.12%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
4.17
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.98%

NA NA NA NA

0.39%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
2.59
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.96%

23.55%

-6.72%

8.72%

20.31%

9.46%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
71.2
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.95%

10.29%

-10.92%

16.33%

NA

13.13%

Wallfort-Kosh Value Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
5.17
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.93%

2.73%

-15.40%

NA NA

-11.01%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
7.45
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.91%

13.91%

-12.86%

NA NA

-10.89%