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
13 December 2019
Min. Investment
50,00,000
AUM (₹ Cr)
25.97
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.20%

-4.90%

5.10%

21.20%

20.00%

16.90%

Benchmark
NIFTY 50 Total Return Index
Inception
11 August 2024
Min. Investment
50,00,000
AUM (₹ Cr)
5.85
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.30%

-11.33%

-7.47%

NA NA

-12.09%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 February 2021
Min. Investment
50,00,000
AUM (₹ Cr)
522.65
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.31%

9.98%

12.47%

30.96%

NA

20.37%

Benchmark
S&P BSE 500 Total Return Index
Inception
29 December 2017
Min. Investment
50,00,000
AUM (₹ Cr)
9.72
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.35%

-3.99%

0.26%

27.62%

25.61%

17.88%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 February 2021
Min. Investment
50,00,000
AUM (₹ Cr)
282.39
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.46%

-3.38%

-8.00%

22.95%

NA

15.63%

Benchmark
S&P BSE 200 Index
Inception
23 July 2019
Min. Investment
50,00,000
AUM (₹ Cr)
29.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.84%

-2.93%

-4.27%

7.53%

NA

11.67%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 March 2007
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-4.88%

-8.86%

-9.42%

8.47%

11.49%

NA
Wright Alpha Fund
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
23 August 2023
Min. Investment
NA
AUM (₹ Cr)
54.84
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-5.04%

-7.64%

-39.32%

NA NA

3.39%

Incred-Small & MidCap PMS
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
24 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
156.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-5.25%

-4.19%

-13.30%

18.58%

NA

12.90%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2023
Min. Investment
NA
AUM (₹ Cr)
11.94
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-5.46%

7.91%

-5.98%

NA NA

15.32%