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
24 December 2019
Min. Investment
50,00,000
AUM (₹ Cr)
1835.86
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.99%

4.47%

-9.75%

23.80%

21.99%

22.98%

Benchmark
S&P BSE 500 Total Return Index
Inception
9 June 2025
Min. Investment
50,00,000
AUM (₹ Cr)
79.14
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.99%

-10.46%

NA NA NA

-8.75%

Benchmark
S&P BSE 500 Index
Inception
16 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
2.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.00%

15.70%

4.23%

16.32%

NA

16.21%

Benchmark
CRISIL Credit Index
Inception
1 July 2014
Min. Investment
50,00,000
AUM (₹ Cr)
69.52
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.01%

-0.19%

3.01%

5.70%

7.42%

10.82%

ATLAS - Midcap PMS Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
14 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
3.63
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.02%

-7.44%

0.11%

13.70%

NA

8.44%

Benchmark
NIFTY 50 Total Return Index
Inception
19 January 2023
Min. Investment
50,00,000
AUM (₹ Cr)
99.25
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.02%

-1.53%

0.68%

NA NA

15.97%

Benchmark
NIFTY 50 Total Return Index
Inception
1 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
4.2
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.03%

13.30%

11.82%

NA NA

11.82%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 December 2016
Min. Investment
50,00,000
AUM (₹ Cr)
13.68
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.03%

-6.99%

-4.15%

29.87%

26.28%

23.16%

Benchmark
S&P BSE 500 Total Return Index
Inception
29 December 2017
Min. Investment
50,00,000
AUM (₹ Cr)
4.45
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.06%

4.85%

12.35%

21.94%

20.70%

13.56%

Benchmark
NIFTY 50 Total Return Index
Inception
27 January 2017
Min. Investment
50,00,000
AUM (₹ Cr)
889.82
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.06%

-3.01%

-1.41%

10.62%

11.23%

10.64%