PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Geojit - Ethical Portfolio
S&P BSE 500 Total Return Index
31 January 2022
50,00,000
8.06
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.66% |
-4.57% |
-6.21% |
7.54% |
NA |
5.74% |
Green Portfolio - Special
S&P BSE 500 Total Return Index
12 July 2018
50,00,000
308.25
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.68% |
-6.59% |
-10.76% |
16.46% |
21.33% |
21.74% |
Counter Cyclical - Diversified Long Term Value
S&P BSE 500 Total Return Index
3 July 2019
50,00,000
788.53
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.73% |
-10.30% |
-12.55% |
25.11% |
43.86% |
47.03% |
Fractal Capital - Wealth Builder
S&P BSE 500 Total Return Index
15 March 2021
50,00,000
43.79
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.74% |
-4.75% |
3.10% |
21.03% |
NA |
18.29% |
HSBC Aspire Portfolio
S&P BSE 500 Total Return Index
21 September 2023
50,00,000
56.43
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.74% |
-0.61% |
-2.87% |
NA | NA |
11.64% |
Wallfort-Ameya Fund
S&P BSE 500 Total Return Index
7 December 2022
NA
103.66
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.75% |
5.42% |
-4.84% |
NA | NA |
41.71% |
PGIM India - Core Equity Portfolio
NIFTY 50 Total Return Index
8 July 2013
50,00,000
130.23
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.78% |
0.27% |
-11.29% |
10.34% |
17.66% |
14.37% |
ORO - All Weather Portfolio
S&P BSE 500 Total Return Index
1 January 2020
50,00,000
21.78
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.81% |
2.76% |
-9.97% |
22.34% |
20.18% |
16.07% |
White Whale - North Star Portfolio
NIFTY 50 Total Return Index
11 November 2020
50,00,000
63.56
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.82% |
12.47% |
4.35% |
9.30% |
NA |
13.21% |
Marcellus - Kings of Capital
NIFTY 50 Total Return Index
28 July 2020
50,00,000
191.36
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-1.82% |
-2.52% |
10.97% |
11.72% |
6.62% |
10.89% |
