PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Marcellus - Rising Giants
S&P BSE 500 Total Return Index
27 December 2021
50,00,000
128.6
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.54% |
-6.83% |
-1.18% |
7.41% |
NA |
-0.60% |
Maximal Pathfinder Value Fund
S&P BSE 500 Total Return Index
18 May 2022
50,00,000
169.35
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.69% |
-2.48% |
1.74% |
25.71% |
NA |
26.85% |
SageOne - Smallcap Portfolio
S&P BSE 500 Total Return Index
1 April 2019
2,00,00,000
1102.76
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.70% |
10.17% |
-10.83% |
12.05% |
22.52% |
22.70% |
PGIM India - Phoenix Portfolio
NIFTY 50 Total Return Index
1 August 2016
50,00,000
67.21
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.74% |
5.86% |
-8.67% |
14.70% |
23.87% |
13.23% |
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
S&P BSE 500 Total Return Index
31 May 2024
50,00,000
126.08
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.75% |
-7.10% |
-6.83% |
NA | NA |
4.46% |
White Oak India Select Equity Portfolio
S&P BSE 500 Total Return Index
31 August 2018
50,00,000
80.71
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.76% |
-1.46% |
-6.42% |
14.21% |
17.04% |
12.37% |
Valcreate-IME Digital Disruption
S&P BSE 500 Total Return Index
1 April 2023
50,00,000
13.76
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.83% |
26.46% |
9.79% |
NA | NA |
37.24% |
Edelweiss - Focused Mid & Small Cap
NIFTY 50 Total Return Index
3 August 2015
50,00,000
21.64
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.85% |
0.25% |
1.60% |
12.38% |
15.94% |
9.82% |
Alchemy Select Stock
S&P BSE 500 Total Return Index
19 December 2008
3,00,00,000
4517.62
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.90% |
-0.91% |
-2.44% |
21.85% |
20.44% |
19.78% |
MoneyBee-QUEENBEE
S&P BSE 500 Total Return Index
1 August 2007
50,00,000
103.63
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-2.99% |
-9.96% |
-22.97% |
21.63% |
36.51% |
19.91% |
