Discover PMS That Maximise Your Wealth

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
1 January 2023
Min. Investment
5,00,000
AUM (₹ Cr)
11.72
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.32%

4.47%

-9.70%

NA NA

13.40%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 January 2023
Min. Investment
5,00,000
AUM (₹ Cr)
11.72
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.32%

4.47%

-9.70%

NA NA

13.40%

Benchmark
CRISIL Composite Bond Index
Inception
29 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
21.8
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.32%

2.15%

4.50%

4.60%

3.78%

3.65%

Benchmark
Crisil Aggrestive Credit Debt Term Index
Inception
31 August 2016
Min. Investment
50,00,000
AUM (₹ Cr)
5.57
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.29%

5.39%

18.48%

4.10%

5.12%

6.57%

Badjate Multicap Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
8 July 2021
Min. Investment
50,00,000
AUM (₹ Cr)
148.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.26%

-0.83%

13.66%

32.21%

NA

18.14%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 December 2017
Min. Investment
50,00,000
AUM (₹ Cr)
445.13
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.24%

9.84%

27.24%

13.96%

14.95%

11.11%

Benchmark
Active Balanced Composite
Inception
24 April 2019
Min. Investment
50,00,000
AUM (₹ Cr)
7.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.22%

3.45%

1.54%

9.75%

NA

9.44%

Benchmark
S&P BSE 500 Total Return Index
Inception
16 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
16.47
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.20%

-0.11%

-8.90%

NA NA

-9.95%

Benchmark
Active Growth Composite
Inception
25 April 2019
Min. Investment
50,00,000
AUM (₹ Cr)
34.02
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.19%

3.92%

1.10%

11.24%

NA

9.67%

Benchmark
CRISIL Composite Bond Index
Inception
26 July 2024
Min. Investment
50,00,000
AUM (₹ Cr)
11.53
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.16%

3.43%

8.38%

NA NA

8.75%