PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
BADJATE GROWTH FUND
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
23 May 2025
Min. Investment
50,00,000
AUM (₹ Cr)
24.28
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.69%

-5.34%

NA NA NA

-0.29%

Benchmark
NIFTY 50 Total Return Index
Inception
28 March 2012
Min. Investment
50,00,000
AUM (₹ Cr)
332.93
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.67%

6.81%

-5.95%

10.67%

14.67%

15.20%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 February 2024
Min. Investment
8,00,00,000
AUM (₹ Cr)
130.99
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.66%

0.04%

4.24%

NA NA

21.08%

NARNOLIA 5TX5T
Equity: Multi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
4 May 2015
Min. Investment
NA
AUM (₹ Cr)
42.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.61%

8.44%

-5.44%

15.05%

16.81%

15.78%

Benchmark
S&P BSE 500 Total Return Index
Inception
8 December 2017
Min. Investment
1,00,00,000
AUM (₹ Cr)
1274.1
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.61%

-0.76%

1.83%

40.16%

43.07%

23.36%

True-Equity Factor Quant
Equity: Large & Mid Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
17 August 2022
Min. Investment
50,00,000
AUM (₹ Cr)
352.97
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.57%

3.62%

-15.18%

NA NA

17.89%

ValPro Alpha A
Equity: Multi Cap
Benchmark
NIFTY 50 Index
Inception
14 April 2021
Min. Investment
50,00,000
AUM (₹ Cr)
155.37
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.56%

11.23%

-5.17%

14.45%

NA

15.27%

Benchmark
NIFTY 50 Total Return Index
Inception
9 March 2018
Min. Investment
50,00,000
AUM (₹ Cr)
298.24
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.55%

7.32%

-6.50%

15.23%

17.68%

11.42%

Spark - Flexicap
Equity: Flexi Cap
Benchmark
NIFTY 50 Total Return Index
Inception
7 February 2019
Min. Investment
50,00,000
AUM (₹ Cr)
445.71
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.53%

3.16%

-6.95%

18.49%

21.27%

16.68%

Benchmark
S&P BSE 500 Total Return Index
Inception
3 July 2020
Min. Investment
50,00,000
AUM (₹ Cr)
51.3
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

1.52%

4.75%

12.03%

27.05%

20.90%

23.14%