Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Negen Capital - Special Situations & Technology Fund
Hand Picked by PA Wealth
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
10 August 2017
Min. Investment
50,00,000
AUM (₹ Cr)
1220.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.04%

-7.70%

11.30%

26.05%

24.04%

16.29%

Benchmark
NIFTY 50 Index
Inception
14 September 2021
Min. Investment
50,00,000
AUM (₹ Cr)
1.07
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.05%

17.57%

4.58%

NA NA

3.66%

Benchmark
NIFTY 50 Total Return Index
Inception
6 May 2022
Min. Investment
NA
AUM (₹ Cr)
34.11
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.07%

7.39%

21.67%

NA NA

23.49%

Benchmark
S&P BSE 500 Total Return Index
Inception
8 October 2018
Min. Investment
50,00,000
AUM (₹ Cr)
305.42
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.08%

-4.90%

-1.81%

12.48%

15.92%

16.94%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 February 2021
Min. Investment
50,00,000
AUM (₹ Cr)
517.34
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.10%

-9.32%

14.93%

30.10%

NA

17.17%

Benchmark
Active Aggressive plus Composite
Inception
22 April 2019
Min. Investment
50,00,000
AUM (₹ Cr)
7.22
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.14%

1.47%

-0.22%

13.54%

NA

12.11%

Benchmark
NSE Multi Asset Index 1
Inception
4 June 2019
Min. Investment
50,00,000
AUM (₹ Cr)
83.16
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.15%

5.15%

14.09%

11.73%

9.38%

15.28%

Xylem Maverick Strategy
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
31 January 2025
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.15%

-16.70%

-5.69%

NA NA NA
MoneyBee-QUEENBEE
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 August 2007
Min. Investment
50,00,000
AUM (₹ Cr)
91.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.16%

-17.40%

-8.29%

19.49%

30.13%

18.95%

Renaissance - Indianext Portfolio
Hand Picked by PA Wealth
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
19 April 2018
Min. Investment
50,00,000
AUM (₹ Cr)
898.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-2.19%

-2.27%

9.62%

18.16%

22.22%

14.10%