PrimeInvestor Financial Research PMS strategies

PrimeInvestor Financial Research runs 7 portfolio management strategies listed with APMI, managing โ‚น131 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: September 2026 ยท Source: APMI ยท Updated

7 PMS strategies by PrimeInvestor Financial Research, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Prime VelocityEquityVidya Bโ‚น76.06 Crโ€”โ€”โ€”โ‚น50 LakhsSep 2026
Prime Vision GrowthHybridโ€”โ‚น15.86 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Prime SynergyHybridโ€”โ‚น15.36 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Prime Vision Maxโ€”Vidya Bโ‚น10.48 Crโ€”โ€”โ€”โ‚น50 LakhsSep 2026
Prime Vision UltraHybridโ€”โ‚น7.51 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Prime LiquidDebtโ€”โ‚น4.35 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Prime Vision BalancedHybridโ€”โ‚น1.21 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”

Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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