PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NIFTY 50 Total Return Index
Inception
12 August 2025
Min. Investment
50,00,000
AUM (₹ Cr)
1.46
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.29%

NA NA NA NA

14.67%

Benchmark
NSE Multi Asset Index 1 (50:40:10)
Inception
30 March 2022
Min. Investment
50,00,000
AUM (₹ Cr)
52.68
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.29%

2.19%

7.31%

22.74%

NA

18.09%

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

2.28%

8.34%

NA NA NA

9.97%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 June 2011
Min. Investment
50,00,000
AUM (₹ Cr)
39.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.26%

3.36%

12.00%

19.37%

16.53%

13.14%

Benchmark
NSE Multi Asset Index 2
Inception
22 November 2019
Min. Investment
50,00,000
AUM (₹ Cr)
35.86
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.24%

9.55%

-0.11%

14.51%

16.77%

14.89%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
37.8
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.21%

6.38%

-10.44%

18.11%

NA

15.19%

Benchmark
S&P BSE 500 Total Return Index
Inception
16 March 2023
Min. Investment
NA
AUM (₹ Cr)
3349.01
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.20%

10.53%

-7.19%

NA NA

31.97%

Benchmark
NIFTY 50 Total Return Index
Inception
21 April 2025
Min. Investment
50,00,000
AUM (₹ Cr)
24.64
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.20%

NA NA NA NA

2.89%

Benchmark
NSE Multi Asset Index 1 (50:40:10)
Inception
24 March 2025
Min. Investment
50,00,000
AUM (₹ Cr)
54.86
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.15%

10.16%

NA NA NA

18.65%

Benchmark
S&P BSE 500 Total Return Index
Inception
28 October 2022
Min. Investment
50,00,000
AUM (₹ Cr)
13.49
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.15%

2.25%

13.07%

NA NA

22.41%