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
NA
Min. Investment
NA
AUM (₹ Cr)
49.16
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.89%

8.67%

-2.79%

27.95%

23.70%

23.33%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
111.84
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.88%

4.74%

-15.15%

32.23%

NA

28.13%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
328.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.82%

9.42%

-12.56%

NA NA

12.15%

JM-Apex
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
554.02
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.80%

8.04%

-8.05%

NA NA

19.59%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
30.85
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.78%

10.98%

-3.71%

20.05%

25.04%

15.59%

EquiPoise Emerging Stars
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
8.67
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.76%

5.22%

-7.23%

NA NA

-7.36%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
1303.38
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.74%

19.11%

5.33%

17.83%

21.02%

17.91%

Invesco - Caterpillar
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
80.4
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.72%

9.99%

-12.09%

18.20%

26.25%

12.08%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
65.26
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.70%

5.78%

-5.71%

NA NA

-0.65%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
195.1
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.70%

8.38%

4.89%

10.60%

16.48%

8.71%