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
8 May 2002
Min. Investment
50,00,000
AUM (₹ Cr)
743.8
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.47%

4.41%

6.99%

18.09%

14.75%

20.35%

Benchmark
CRISIL Credit Index
Inception
29 February 2024
Min. Investment
50,00,000
AUM (₹ Cr)
6.68
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.43%

6.97%

11.33%

NA NA

12.07%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 May 2022
Min. Investment
50,00,000
AUM (₹ Cr)
66.69
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.43%

5.12%

-2.43%

11.03%

NA

13.63%

Benchmark
NIFTY 50 Total Return Index
Inception
1 June 2023
Min. Investment
50,00,000
AUM (₹ Cr)
1.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.39%

-1.80%

4.93%

NA NA

8.11%

Wave-Bloom
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
3 May 2024
Min. Investment
50,00,000
AUM (₹ Cr)
6.14
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.38%

5.94%

16.18%

NA NA

23.56%

Benchmark
S&P BSE 500 Total Return Index
Inception
31 March 2023
Min. Investment
NA
AUM (₹ Cr)
1.1
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.35%

11.34%

-0.95%

NA NA

25.21%

Benchmark
S&P BSE 500 Total Return Index
Inception
12 August 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.34%

NA NA NA NA

9.02%

Benchmark
NSE Multi Asset Index 2
Inception
16 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
9.36
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.30%

7.10%

9.83%

NA NA

7.98%

Benchmark
NIFTY 50 Total Return Index
Inception
24 June 2019
Min. Investment
50,00,000
AUM (₹ Cr)
264.96
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.30%

15.96%

-0.65%

17.89%

18.50%

16.79%

Benchmark
NIFTY 50 Total Return Index
Inception
28 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
148.19
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.30%

7.44%

-7.55%

17.82%

NA

17.18%