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
21 February 2024
Min. Investment
NA
AUM (₹ Cr)
79.87
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.85%

3.70%

1.02%

NA NA

13.47%

Carnelian Capital - Shift Strategy
Hand Picked by PA Wealth
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
6 October 2020
Min. Investment
50,00,000
AUM (₹ Cr)
4923.99
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.87%

-1.59%

-3.51%

30.14%

30.50%

34.00%

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

-1.90%

-1.64%

-3.13%

NA NA NA
Benchmark
NIFTY 50 Total Return Index
Inception
4 March 2005
Min. Investment
50,00,000
AUM (₹ Cr)
88.85
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.92%

-1.95%

-1.54%

16.05%

11.77%

13.73%

NAFA - Small Cap
Equity: Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
11 March 2019
Min. Investment
50,00,000
AUM (₹ Cr)
46.49
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.94%

8.56%

-10.80%

13.15%

24.19%

18.49%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 October 2018
Min. Investment
50,00,000
AUM (₹ Cr)
130.4
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.95%

-10.51%

-10.83%

14.59%

18.59%

16.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
3 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
369.94
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.95%

-0.69%

10.81%

NA NA

24.79%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 December 2017
Min. Investment
50,00,000
AUM (₹ Cr)
168.35
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.98%

12.11%

-18.76%

3.55%

13.64%

11.46%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 June 2023
Min. Investment
50,00,000
AUM (₹ Cr)
524.99
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.98%

-4.86%

-6.32%

NA NA

18.44%

Benchmark
NIFTY 50 Total Return Index
Inception
1 April 2025
Min. Investment
50,00,000
AUM (₹ Cr)
7.86
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.98%

-6.88%

NA NA NA

3.94%