Discover PMS That Maximise Your Wealth
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Core Value Strategy-Concentrated Option
S&P BSE 500 Total Return Index
15 April 2019
50,00,000
140.48
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-11.86% |
-13.40% |
-8.55% |
10.32% |
10.46% |
11.61% |
Marcellus - Consistent Compounders
NIFTY 50 Total Return Index
1 December 2018
50,00,000
1606.27
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-11.88% |
-14.23% |
-10.60% |
4.61% |
3.14% |
9.78% |
ICICI Prudential PMS Quanti-FI Strategy
S&P BSE 500 Total Return Index
2 February 2000
50,00,000
37.89
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-11.89% |
-6.84% |
-1.91% |
NA | NA |
1.06% |
S&P BSE 500 Total Return Index
23 March 2022
50,00,000
2.98
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-11.90% |
-23.23% |
-14.32% |
17.91% |
NA |
15.64% |
Sameeksha - Equity Fund
S&P BSE 500 Total Return Index
1 April 2016
5,00,00,000
997.25
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-11.91% |
-15.46% |
-8.25% |
18.61% |
16.56% |
18.79% |
White Pine India Emerging Stars Approach
MSEI SX 40 - Total Return Index
20 May 2022
50,00,000
337.06
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-11.91% |
-13.24% |
2.28% |
30.24% |
NA |
27.75% |
Ambit Investment Advisors - Good & Clean
S&P BSE 500 Total Return Index
12 March 2015
50,00,000
373.11
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-11.98% |
-4.30% |
-3.71% |
13.68% |
9.50% |
11.06% |
NIFTY 50 Total Return Index
31 January 2011
50,00,000
NA
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-11.98% |
-7.72% |
-1.54% |
16.64% |
14.03% |
NA |
SageOne Large and Midcap Portfolio
S&P BSE 500 Total Return Index
1 April 2022
50,00,000
187.33
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-12.00% |
-13.60% |
-5.00% |
18.60% |
NA |
12.60% |
ATLAS - Midcap PMS Fund
S&P BSE 500 Total Return Index
14 May 2021
50,00,000
3.02
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
-12.02% |
-17.98% |
-12.42% |
9.99% |
NA |
3.97% |
