PMS Strategies in India

Compare PMS Schemes
AD
Aditya Birla Sun Life Amc Limited Debt

PMS for PFs & Special Mandates
Min Ticket50 Lakhs
AUM SizeRs. 29,494.85 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.04%
3Y--
5Y--
SI+8.83%
Vikas Agrawal Inc: 14/02/2025
EN
Enam Asset Management Company Private Limited Equity

Enam India Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 22,193.21 Cr
Benchmark IndexBSE 500 TRI
1Y+4.64%
3Y+11.58%
5Y+12.55%
SI+17.33%
Jiten Doshi Inc: 08/07/2013
QU
Quantum Advisors Private Limited Equity

Q India Value Equity Strategy - Constrained V
Min Ticket50 Lakhs
AUM SizeRs. 16,207.49 Cr
Benchmark IndexBSE 500 TRI
1Y+1.79%
3Y+12.83%
5Y+12.27%
SI+16.33%
I.V Subramaniam Inc: 17/12/2008
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Contra Strategy
Min Ticket50 Lakhs
AUM SizeRs. 14,208.28 Cr
Benchmark IndexBSE 500 TRI
1Y+6.26%
3Y+15.09%
5Y+16.56%
SI+18.10%
Anand Shah Inc: 14/09/2018
36
360 ONE Asset Management Limited Equity

Customised Discretionary Portfolio - Equity
Min Ticket50 Lakhs
AUM SizeRs. 14,155.01 Cr
Benchmark IndexBSE 500 TRI
1Y+4.93%
3Y+13.92%
5Y+12.20%
SI+13.57%
Mr. Sanket Hegde Inc: 15/10/2014
BU
Buoyant Capital Private Limited Equity

Buoyant Opportunities PMS
Min Ticket50 Lakhs
AUM SizeRs. 12,257.23 Cr
Benchmark IndexBSE 500 TRI
1Y+8.13%
3Y+16.18%
5Y+18.39%
SI+20.76%
SACHIN KHIVASARA Inc: 31/05/2016
VA
Valuequest Investment Advisors Pvt. Ltd. Equity

ValueQuest Alpha
Min Ticket50 Lakhs
AUM SizeRs. 11,891.7 Cr
Benchmark IndexBSE 500 TRI
1Y+9.02%
3Y+15.13%
5Y+0.00%
SI+21.14%
Sameer Shah Inc: 14/06/2022
UN
Unifi Capital Pvt Ltd Equity

BLENDED- RANGOLI
Min Ticket1 Lakhs
AUM SizeRs. 11,464.61 Cr
Benchmark IndexBSE 500 TRI
1Y+2.17%
3Y+9.62%
5Y+10.34%
SI+17.85%
Mr.Prithvi Raj E Inc: 07/06/2017
AX
Axis Asset Management Company Limited Hybrid

Axis Hybrid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 9,839.87 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+4.05%
N/A (No PMS strategy specifically named "Axis Hybrid Portfolio" by Axis Asset Management Company Limited was found.) Inc: 14/10/2025
EN
Enam Asset Management Company Private Limited Equity

Enam India Core Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 9,125.26 Cr
Benchmark IndexBSE 500 TRI
1Y+10.80%
3Y+11.81%
5Y+11.99%
SI+19.15%
Jiten Doshi Inc: 01/04/2001
ST
Stallion Asset Private Limited Equity

STALLION ASSET CORE FUND
Min Ticket50 Lakhs
AUM SizeRs. 8,686.39 Cr
Benchmark IndexBSE 500 TRI
1Y+15.26%
3Y+33.79%
5Y+23.96%
SI+28.10%
AMIT MOHANLAL JESWANI Inc: 22/10/2018
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS PIPE Strategy
Min Ticket50 Lakhs
AUM SizeRs. 7,993.92 Cr
Benchmark IndexBSE 500 TRI
1Y+9.59%
3Y+17.04%
5Y+19.18%
SI+24.72%
Anand Shah Inc: 05/09/2019
AB
Abakkus Investment Managers Private Limited Equity

Abakkus All Cap Approach
Min Ticket50 Lakhs
AUM SizeRs. 7,768.91 Cr
Benchmark IndexBSE 500 TRI
1Y+8.42%
3Y+12.68%
5Y+12.66%
SI+22.62%
Aman Chowhan Inc: 29/10/2020
BR
Brainpoint Investment Centre Pvt Ltd Equity

BRAINPOINT Future Winners
Min Ticket50 Lakhs
AUM SizeRs. 7,291.83 Cr
Benchmark IndexBSE 500 TRI
1Y+8.69%
3Y+17.55%
5Y+15.64%
SI+16.57%
Hina Shah Inc: 05/07/2021
DE
Dezerv Investments Private Limited Equity

dezerv. Equity Revival Strategy
Min Ticket50 Lakhs
AUM SizeRs. 7,112.14 Cr
Benchmark IndexBSE 500 TRI
1Y+3.10%
3Y+13.53%
5Y+0.00%
SI+16.71%
Kumarpal Jain Inc: 14/06/2022
KA
Karma Capital Advisors Pvt Ltd. Equity

KARMA CAPITAL KWB SELECT PMS
Min Ticket50 Lakhs
AUM SizeRs. 6,467 Cr
Benchmark IndexBSE 500 TRI
1Y-3.06%
3Y+0.00%
5Y+0.00%
SI+12.40%
Rushabh Vinod Sheth Inc: 01/03/2025
AS
ASK Investment Managers Limited Equity

ASK INDIAN ENTREPRENEUR PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 6,178.2 Cr
Benchmark IndexBSE 500 TRI
1Y-3.76%
3Y+4.26%
5Y+5.30%
SI+15.06%
Mr. Sandip Bhansal Inc: 25/01/2010
AB
Abakkus Investment Managers Private Limited Equity

Abakkus Emerging Opportunities Approach
Min Ticket50 Lakhs
AUM SizeRs. 5,996.39 Cr
Benchmark IndexBSE 500 TRI
1Y+1.89%
3Y+13.08%
5Y+14.21%
SI+26.18%
Aman Chowhan Inc: 26/08/2020
CA
Carnelian Asset Management & Advisors Pvt Ltd Equity

CARNELIAN SHIFT STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 5,864.1 Cr
Benchmark IndexBSE 500 TRI
1Y+7.53%
3Y+20.30%
5Y+20.36%
SI+31.93%
Kunal Shah Inc: 06/10/2020
LA
Laburnum Capital Advisors Private Limited Equity

Relative value SWF
Min Ticket50 Lakhs
AUM SizeRs. 5,778.04 Cr
Benchmark IndexBSE 500 TRI
1Y+7.42%
3Y+0.00%
5Y+0.00%
SI+7.77%
Pavan Ahluwalia Inc: 14/06/2024
BA
Banyan Tree Advisors Pvt Ltd Equity

Growth at Reasonable Price
Min Ticket50 Lakhs
AUM SizeRs. 5,330.42 Cr
Benchmark IndexNifty 50 TRI
1Y-9.22%
3Y+6.93%
5Y+8.51%
SI+14.36%
Vishal Thakkar Inc: 01/08/2005
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Multi Asset

360 ONE Mandate - Balanced
Min Ticket50 Lakhs
AUM SizeRs. 5,057.94 Cr
Benchmark IndexNifty 500 TRI
1Y+15.50%
3Y+18.60%
5Y+14.00%
SI+9.71%
N/A Inc: 12/02/2009
AL
Alchemy Capital Management Pvt Ltd Equity

Alchemy Select Stock
Min Ticket3 Crore
AUM SizeRs. 5,014.26 Cr
Benchmark IndexBSE 500 TRI
1Y+8.43%
3Y+19.33%
5Y+16.31%
SI+19.60%
Hiren Haresh Ved Inc: 19/12/2008
OA
Oaklane Capital Management Llp Equity

Oaklane Be-spoke- Equity
Min Ticket50 Lakhs
AUM SizeRs. 4,973.35 Cr
Benchmark IndexNifty 500 TRI
1Y+10.03%
3Y+19.46%
5Y--
SI+14.43%
N/A Inc: 01/12/2021
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Next Trillion Dollar Opportunity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 4,562.38 Cr
Benchmark IndexBSE 500 TRI
1Y+4.44%
3Y+14.48%
5Y+8.94%
SI+14.23%
Vaibhav Agrawal Inc: 03/08/2007
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Founders Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 4,148.34 Cr
Benchmark IndexBSE 500 TRI
1Y+3.21%
3Y+19.65%
5Y+0.00%
SI+25.09%
Abhishek Anand Inc: 16/03/2023
SA
Sageone Investment Managers Llp Equity

SageOne Mid & Small Cap
Min Ticket50 Lakhs
AUM SizeRs. 4,115.91 Cr
Benchmark IndexBSE 500 TRI
1Y+7.45%
3Y+20.35%
5Y+13.41%
SI+17.09%
SAMIT VARTAK Inc: 22/01/2017
CA
Carnelian Asset Management & Advisors Pvt Ltd Equity

CARNELIAN BESPOKE PORTFOLIO
Min Ticket20 Crore
AUM SizeRs. 3,911.89 Cr
Benchmark IndexBSE 500 TRI
1Y+16.01%
3Y+23.01%
5Y+0.00%
SI+26.64%
Kunal Shah Inc: 07/10/2021
EN
Enam Asset Management Company Private Limited Equity

Enam India Diversified Equity Advantage Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3,627.15 Cr
Benchmark IndexBSE 500 TRI
1Y+14.15%
3Y+12.16%
5Y+10.75%
SI+15.72%
Raghavendra Reddy Inc: 30/05/2011
TA
Tata Asset Management Private Limited Debt

TATA PMS - RETIREMENT FUND
Min Ticket50 Lakhs
AUM SizeRs. 3,584.7 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+2.94%
3Y+7.65%
5Y--
SI+6.87%
N/A Inc: 20/08/2021
VA
Valuequest Investment Advisors Pvt. Ltd. Equity

ValueQuest Platinum
Min Ticket50 Lakhs
AUM SizeRs. 3,491.64 Cr
Benchmark IndexBSE 500 TRI
1Y+5.50%
3Y+14.22%
5Y+16.13%
SI+18.69%
RAVINDRA DHARAMSHI Inc: 24/07/2014
AB
Abakkus Investment Managers Private Limited Equity

Abakkus All Cap (FPI) Approach
Min Ticket50 Lakhs
AUM SizeRs. 3,489.37 Cr
Benchmark IndexBSE 500 TRI
1Y+19.63%
3Y+17.26%
5Y+0.00%
SI+14.77%
Aman Chowhan Inc: 01/04/2022
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Value Migration Strategy
Min Ticket50 Lakhs
AUM SizeRs. 3,220.2 Cr
Benchmark IndexBSE 500 TRI
1Y-2.37%
3Y+17.81%
5Y+14.66%
SI+18.91%
Vaibhav Agrawal Inc: 18/02/2003
CL
Clubmillionaire Financial Services Private Limited Equity

THE ALL-STAR PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 3,054.07 Cr
Benchmark IndexBSE 500 TRI
1Y-1.00%
3Y+10.74%
5Y+8.41%
SI+15.29%
Paresh G Sangani Inc: 03/06/2017
36
360 ONE Asset Management Limited Equity

360 ONE Multicap PMS
Min Ticket50 Lakhs
AUM SizeRs. 2,994.73 Cr
Benchmark IndexBSE 500 TRI
1Y-0.51%
3Y+8.99%
5Y+9.12%
SI+19.30%
Mr. Sanket Hegde Inc: 07/11/2013
WH
Whiteoak Capital Asset Management Limited Equity

White Oak India Pioneers Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 2,937.84 Cr
Benchmark IndexBSE 500 TRI
1Y+0.70%
3Y+10.01%
5Y+8.40%
SI+14.84%
Mr. Parag Jariwala Inc: 27/09/2018
BE
Bellwether Capital Private Limited Equity

BELLWETHER LONG TERM GROWTH
Min Ticket50 Lakhs
AUM SizeRs. 2,802.22 Cr
Benchmark IndexBSE 500 TRI
1Y-2.00%
3Y+11.58%
5Y+13.30%
SI+21.93%
MITEN MEHTA Inc: 23/04/2004
WH
White Oak Capital Management Consultants LLP Equity

WHITE OAK INDIA EQUITY PORTFOLIO (FPI)
Min Ticket50 Lakhs
AUM SizeRs. 2,776.96 Cr
Benchmark IndexNifty 500 TRI
1Y+7.15%
3Y+6.94%
5Y+21.64%
SI+10.33%
N/A Inc: 13/02/2018
QU
Quantum Advisors Private Limited Equity

Q India Value Equity Strategy - Constrained XIII
Min Ticket50 Lakhs
AUM SizeRs. 2,380.18 Cr
Benchmark IndexNifty 500 TRI
1Y+36.47%
3Y+16.49%
5Y+15.43%
SI+12.76%
N/A Inc: 01/07/2014
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Mid to Mega Strategy
Min Ticket50 Lakhs
AUM SizeRs. 2,332.81 Cr
Benchmark IndexBSE 500 TRI
1Y+12.19%
3Y+23.51%
5Y+13.96%
SI+23.13%
Vaibhav Agrawal Inc: 24/12/2019
AE
Aequitas Investment Consultancy Private Limited Equity

Aequitas India Opportunities Product
Min Ticket10 Crore
AUM SizeRs. 2,318.72 Cr
Benchmark IndexNifty 50 TRI
1Y+30.09%
3Y+28.54%
5Y+29.55%
SI+31.84%
Siddhartha Bhaiya Inc: 01/02/2013
CA
Carnelian Asset Management & Advisors Pvt Ltd Equity

CARNELIAN CAPITAL COMPOUNDER STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 2,271.9 Cr
Benchmark IndexBSE 500 TRI
1Y+16.13%
3Y+22.80%
5Y+17.51%
SI+19.60%
Kunal Shah Inc: 15/05/2019
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Multi Asset

360 ONE Mandate - Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 2,225.14 Cr
Benchmark IndexNifty 500 TRI
1Y+9.35%
3Y+15.17%
5Y+12.05%
SI+11.03%
N/A Inc: 19/11/2018
AL
AlfAccurate Advisors Pvt Ltd PMS Scheme

AAA India Opportunity PMS
Min Ticket50 Lakhs
AUM SizeRs. 2,223.2 Cr
Benchmark IndexBSE 500 TRI
1Y+2.16%
3Y+12.85%
5Y+12.97%
SI+17.39%
RAJESH KOTHARI Inc: 23/11/2009
AL
AlfAccurate Advisors Pvt Ltd Equity

AAA India Opportunity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 2,159.36 Cr
Benchmark IndexNifty 500 TRI
1Y+1.92%
3Y+15.66%
5Y+14.16%
SI+17.29%
N/A Inc: 23/11/2009
2P
2point2 Capital Advisors Llp Equity

2Point2 Long Term Value Fund
Min Ticket50 Lakhs
AUM SizeRs. 2,128.58 Cr
Benchmark IndexBSE 500 TRI
1Y+5.02%
3Y+15.13%
5Y+16.03%
SI+19.12%
Amit Mantri Inc: 20/07/2016
MI
MIV Investment Services Private Limited Equity

Reverse Research
Min Ticket50 Lakhs
AUM SizeRs. 2,118.83 Cr
Benchmark IndexNifty 50 TRI
1Y+21.05%
3Y+18.53%
5Y+16.17%
SI+22.90%
Ravi Chadha (MD & CIO) Inc: 01/03/2012
VA
Valuequest Investment Advisors Pvt. Ltd. Equity

ValueQuest Growth
Min Ticket50 Lakhs
AUM SizeRs. 2,035.08 Cr
Benchmark IndexBSE 500 TRI
1Y+21.84%
3Y+17.21%
5Y+16.75%
SI+18.17%
Sameer Shah Inc: 07/10/2010
UN
Unifi Capital Pvt Ltd Equity

BCAD BREAKOUT 20
Min Ticket1 Lakhs
AUM SizeRs. 1,953.44 Cr
Benchmark IndexBSE 500 TRI
1Y-0.07%
3Y+8.25%
5Y+0.00%
SI+11.38%
Mr.Baidik Sarkar Inc: 14/01/2022
AB
Abakkus Investment Managers Private Limited Equity

Abakkus Personalised Opportunity Specific Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,909.07 Cr
Benchmark IndexBSE 500 TRI
1Y+12.93%
3Y+16.81%
5Y+19.72%
SI+37.28%
Aman Chowhan Inc: 24/09/2020