Discover PMS That Maximise Your Wealth
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
S&P BSE 500 Total Return Index
21 April 2025
50,00,000
51.89
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.10% |
4.60% |
4.30% |
NA | NA |
4.50% |
Pace - Secure
CRISIL Credit Index
27 January 2021
50,00,000
127.85
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.08% |
4.83% |
9.58% |
12.14% |
10.37% |
9.82% |
Marathon Trends - Mega Trends
S&P BSE 500 Total Return Index
1 September 2017
50,00,000
193.45
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.00% |
25.18% |
24.91% |
19.23% |
14.04% |
9.87% |
CRISIL Credit Index
29 February 2024
50,00,000
6.49
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.98% |
7.01% |
12.75% |
NA | NA |
11.88% |
S&P BSE INDIA BOND INDEX
1 December 2021
50,00,000
5.57
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.95% |
4.73% |
8.12% |
NA | NA |
7.45% |
Valcreate-IME Concentrated Microtrends
S&P BSE 500 Total Return Index
1 April 2023
NA
38.05
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.94% |
9.11% |
-7.17% |
NA | NA |
20.32% |
Dynamic Equities-Multicap
NIFTY 50 Total Return Index
29 April 2024
50,00,000
9.05
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.92% |
18.59% |
NA | NA | NA |
17.48% |
Guardian - Multicap
S&P BSE 500 Total Return Index
22 May 2019
50,00,000
57.49
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.88% |
16.53% |
20.06% |
10.59% |
21.43% |
14.72% |
Crisil Composite Bond Fund Index
25 February 2025
50,00,000
149.76
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.87% |
4.95% |
11.44% |
NA | NA |
11.68% |
NIFTY Medium to Long Duration Debt Index
24 January 2024
1,00,00,000
1209.6
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
0.86% |
5.33% |
11.46% |
NA | NA |
11.49% |
