PMS
Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Mansi share-seven islands PMS
S&P BSE 500 Total Return Index
5 January 2023
50,00,000
150.4
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.93% |
0.85% |
-6.04% |
NA | NA |
24.45% |
SHREE RAMA MANAGERS - Shree Lakshmi Plan
S&P BSE 500 Total Return Index
2 May 2022
50,00,000
94.41
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.82% |
9.04% |
-12.95% |
15.79% |
NA |
15.06% |
ICICI Prudential - Value Portfolio
S&P BSE 500 Total Return Index
28 January 2004
50,00,000
1018.16
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.81% |
7.06% |
10.10% |
25.59% |
25.94% |
13.31% |
NJ - Multicap
NIFTY 50 Total Return Index
2 April 2016
50,00,000
701.19
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.80% |
10.84% |
-15.02% |
20.03% |
24.74% |
14.60% |
QED Capital - Alphabets
S&P BSE 500 Total Return Index
1 April 2021
50,00,000
17.79
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.78% |
5.45% |
-15.42% |
17.35% |
NA |
15.84% |
NSE Multi Asset Index 2
7 April 2022
50,00,000
35.43
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.76% |
8.09% |
1.06% |
17.60% |
NA |
13.76% |
SRE - Shield
NIFTY 50 Total Return Index
31 May 2018
50,00,000
32.39
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.75% |
7.67% |
8.97% |
11.50% |
12.83% |
10.24% |
ASHIMA -LONG HERITAGE VALUE FUND
S&P BSE 500 Total Return Index
3 March 2025
50,00,000
190.9
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.72% |
2.49% |
NA | NA | NA |
18.01% |
Sowilo Multicap Fund
S&P BSE 500 Total Return Index
26 June 2023
50,00,000
130.52
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.71% |
13.50% |
-9.85% |
NA | NA |
22.99% |
SHREE SMART MARKET PLAN
NSE Multi Asset Index 2
7 April 2022
50,00,000
11.4
| 1 Month | 6 Months | 1 Year | 3 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|
|
1.70% |
6.50% |
NA | NA | NA |
5.52% |
