Discover PMS That Maximise Your Wealth
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
360 One - Phoenix PMS
S&P BSE 500 Total Return Index
28 January 2021
50,00,000
1791.23
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.40% |
2.67% |
17.43% |
21.17% |
18.53% |
18.49% |
Maximal Pathfinder Value Fund
S&P BSE 500 Total Return Index
18 May 2022
50,00,000
170.21
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.40% |
2.99% |
18.85% |
27.87% |
NA |
25.50% |
Unifi BCAD
S&P BSE 500 Total Return Index
1 May 2018
50,00,000
265.39
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.40% |
-1.49% |
12.07% |
13.12% |
13.93% |
13.30% |
Envision New Frontiers Portfolio
S&P BSE 500 Total Return Index
16 December 2025
50,00,000
1.5
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.45% |
NA | NA | NA | NA |
-0.20% |
Sincere - Fixed Income plus Fund
NSE Multi Asset Index 2
25 May 2023
50,00,000
32.57
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.45% |
3.84% |
10.55% |
NA | NA |
8.65% |
Himalaya - EverFlow India Opportunities
S&P BSE 500 Total Return Index
3 May 2023
50,00,000
349.24
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.47% |
-5.76% |
17.94% |
NA | NA |
20.38% |
Valtrust Momentum
S&P BSE 500 Total Return Index
20 January 2023
50,00,000
75.45
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.47% |
-1.26% |
15.60% |
23.71% |
NA |
21.72% |
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
S&P BSE 500 Total Return Index
31 May 2024
50,00,000
119.42
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.47% |
-11.33% |
3.59% |
NA | NA |
0.00% |
Asit C Mehta - Ace Multicap
S&P BSE 500 Total Return Index
23 August 2018
50,00,000
118.17
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.48% |
3.13% |
19.13% |
32.91% |
25.89% |
18.88% |
Alphaa MPT Plus Fund
NIFTY 50 Total Return Index
11 September 2023
50,00,000
14.58
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-0.50% |
1.98% |
15.15% |
NA | NA |
14.66% |
