Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Unifi BCAD
Equity: Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
1 May 2018
Min. Investment
50,00,000
AUM (₹ Cr)
209.25
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.03%

-14.72%

-8.68%

8.61%

11.37%

11.18%

Benchmark
NSE Multi Asset Index 2
Inception
17 March 2025
Min. Investment
50,00,000
AUM (₹ Cr)
21.98
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.05%

-9.62%

-4.51%

NA NA

-1.57%

EquiPoise Emerging Stars
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
28 August 2024
Min. Investment
50,00,000
AUM (₹ Cr)
6.94
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.10%

-16.89%

-12.55%

NA NA

-15.53%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
1.59
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.15%

-16.43%

-18.64%

NA NA

-21.43%

Benchmark
S&P BSE 500 Total Return Index
Inception
3 July 2019
Min. Investment
50,00,000
AUM (₹ Cr)
711.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.16%

-21.26%

-13.96%

17.65%

33.59%

40.73%

Benchmark
NIFTY 50 Total Return Index
Inception
1 September 2023
Min. Investment
NA
AUM (₹ Cr)
6.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.21%

-14.51%

-11.11%

NA NA

5.73%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
162.36
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.23%

-23.97%

-12.26%

15.03%

28.31%

20.66%

Benchmark
NIFTY 50 Total Return Index
Inception
15 June 2015
Min. Investment
50,00,000
AUM (₹ Cr)
110.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.28%

-13.62%

0.88%

10.23%

8.04%

11.46%

Shriram LEAPS
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
17 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.33%

-1.44%

6.78%

NA NA

7.47%

Capgrow - Growth
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
31 October 2018
Min. Investment
50,00,000
AUM (₹ Cr)
40.01
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-13.36%

-17.27%

-11.89%

4.40%

5.74%

7.61%