Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Karma Capital Lotus
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
22 February 2023
Min. Investment
50,00,000
AUM (₹ Cr)
20.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.50%

0.40%

22.60%

23.70%

NA

23.60%

Benchmark
S&P BSE 500 Total Return Index
Inception
13 March 2014
Min. Investment
50,00,000
AUM (₹ Cr)
34.48
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.50%

1.20%

13.30%

18.30%

14.20%

16.20%

Benchmark
S&P BSE 500 Total Return Index
Inception
17 November 2014
Min. Investment
50,00,000
AUM (₹ Cr)
7.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.53%

0.13%

12.68%

14.80%

13.11%

13.48%

Benchmark
NSE Multi Asset Index 1
Inception
10 February 2020
Min. Investment
50,00,000
AUM (₹ Cr)
21.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.54%

7.99%

19.32%

15.38%

13.65%

14.78%

Benchmark
NSE Multi Asset Index 2
Inception
6 March 2024
Min. Investment
50,00,000
AUM (₹ Cr)
50.92
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.55%

-4.87%

12.70%

NA NA

7.82%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 October 2025
Min. Investment
50,00,000
AUM (₹ Cr)
14.87
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.58%

NA NA NA NA

-4.55%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 May 2023
Min. Investment
50,00,000
AUM (₹ Cr)
320.46
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.59%

0.61%

14.44%

NA NA

9.44%

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

-0.60%

6.00%

22.90%

7.00%

8.80%

NA
Tamohara - TIOS
Equity: Multi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
18 March 2016
Min. Investment
50,00,000
AUM (₹ Cr)
25.91
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.60%

-2.65%

8.87%

7.04%

8.96%

9.49%

Benchmark
NIFTY 50 Total Return Index
Inception
27 May 2015
Min. Investment
50,00,000
AUM (₹ Cr)
92.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.61%

0.20%

10.89%

14.23%

13.23%

11.93%