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
28 November 2024
Min. Investment
50,00,000
AUM (₹ Cr)
14.88
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.11%

10.50%

NA NA NA

8.39%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 February 2003
Min. Investment
50,00,000
AUM (₹ Cr)
3544.15
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.08%

14.16%

-4.94%

23.25%

22.66%

19.69%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 October 2011
Min. Investment
50,00,000
AUM (₹ Cr)
162.61
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.06%

15.37%

4.21%

16.43%

22.37%

14.01%

Benchmark
NSE Multi Asset Index 1
Inception
10 February 2020
Min. Investment
50,00,000
AUM (₹ Cr)
17.26
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.06%

4.56%

5.10%

14.34%

14.44%

15.04%

Benchmark
NIFTY 50 Total Return Index
Inception
24 May 2019
Min. Investment
50,00,000
AUM (₹ Cr)
46.96
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.04%

10.68%

1.19%

17.35%

15.44%

12.21%

Benchmark
S&P BSE 500 Total Return Index
Inception
12 August 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.00%

NA NA NA NA

11.19%

Pelican PE fund
Equity: Large Cap
Benchmark
NIFTY 50 Total Return Index
Inception
13 June 2018
Min. Investment
50,00,000
AUM (₹ Cr)
55.21
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.98%

11.58%

0.46%

13.82%

12.62%

11.59%

Benchmark
S&P BSE 500 Total Return Index
Inception
11 June 2021
Min. Investment
50,00,000
AUM (₹ Cr)
212.02
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.97%

8.33%

7.74%

20.01%

NA

15.65%

Benchmark
NIFTY 50 Total Return Index
Inception
28 March 2012
Min. Investment
NA
AUM (₹ Cr)
105.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.94%

7.23%

2.13%

17.29%

17.76%

16.40%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 January 2022
Min. Investment
50,00,000
AUM (₹ Cr)
113.98
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.94%

-2.79%

2.60%

26.77%

NA

15.77%