PMS Strategies in India

Page 10 of 39

Compare PMS Schemes
MO
Moneygrow Asset Private Limited Equity

MONEYGROW LARGE MIDCAP
Min Ticket50 Lakhs
AUM SizeRs. 113.51 Cr
Benchmark IndexNifty 50 TRI
1Y+7.77%
3Y+14.69%
5Y+0.00%
SI+18.09%
MANISH GUPTA Inc: 11/04/2023
BA
Barclays Securities (India) Private Limited Multi Asset

Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 113 Cr
Benchmark IndexNifty 500 TRI
1Y+8.88%
3Y+13.60%
5Y--
SI+13.59%
N/A Inc: 14/03/2023
PR
Prosperity Wealth Management Private Limited Equity

Prosperity Discovery Fund
Min Ticket50 Lakhs
AUM SizeRs. 112.12 Cr
Benchmark IndexBSE 500 TRI
1Y-1.20%
3Y+10.86%
5Y+9.50%
SI+16.90%
Mr. Vasudev Gupta Inc: 07/12/2020
CE
Centrum Investment Advisers Limited Equity

CENTRUM DEEP VALUE MULTIBAGGER PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 111.98 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.74%
Manish Jain Inc: 27/10/2025
PA
Pace Financial Investment Adviser Private Limited Multi Asset

Pace 360 Multi Asset PMS Tresor Flexi
Min Ticket50 Lakhs
AUM SizeRs. 111.77 Cr
Benchmark IndexNifty 500 TRI
1Y+22.80%
3Y+16.57%
5Y+16.34%
SI+15.10%
N/A Inc: 19/12/2020
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Open - Managed Solutions All Equity
Min Ticket50 Lakhs
AUM SizeRs. 110.62 Cr
Benchmark IndexNifty 50 TRI
1Y+4.10%
3Y+11.63%
5Y+11.03%
SI+11.35%
Mr. Arjun Kedia Inc: 11/12/2019
DE
Deutsche Investments India Private Limited Debt

DB India Flexi Bond Mandate/ DIIPL Discretionary India Flexi Bond Mandate
Min Ticket5 Crore
AUM SizeRs. 110.42 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.42%
3Y+8.30%
5Y--
SI+7.77%
N/A Inc: 09/09/2021
XP
Xponent Tribe LLP Multi Asset

XPONENT TRIBE LLP - XPONENT TRIBE MANAGED WEALTH PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 109.53 Cr
Benchmark IndexNifty 500 TRI
1Y+56.39%
3Y--
5Y--
SI+51.13%
N/A Inc: 09/03/2025
SA
Sameeksha Capital Private Limited Equity

Long Horizon Fund
Min Ticket50 Lakhs
AUM SizeRs. 108.67 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.54%
Bhavin Shah Inc: 10/11/2025
SQ
SQUARE 64 CAPITAL ADVISORS LLP Equity

MULTICAP
Min Ticket50 Lakhs
AUM SizeRs. 108.4 Cr
Benchmark IndexBSE 500 TRI
1Y+0.89%
3Y+0.00%
5Y+0.00%
SI+4.61%
Priyankar Sarkar Inc: 30/10/2024
MO
Moneybee Securities Pvt Ltd Equity

QUEENBEE
Min Ticket50 Lakhs
AUM SizeRs. 108.27 Cr
Benchmark IndexBSE 500 TRI
1Y-7.45%
3Y+13.96%
5Y+19.79%
SI+19.44%
DHIREN SHAH Inc: 01/08/2007
VE
Ventura Securities Limited Equity

Ventura Multicap Portfolio Management Scheme
Min Ticket50 Lakhs
AUM SizeRs. 108.02 Cr
Benchmark IndexBSE 500 TRI
1Y+3.88%
3Y+12.88%
5Y+13.50%
SI+16.72%
R AMARNATH Inc: 01/06/2019
OA
Oaks Asset Management Private Limited Multi Asset

OAKS ASSET ALLOCATOR
Min Ticket50 Lakhs
AUM SizeRs. 108 Cr
Benchmark IndexNifty 500 TRI
1Y+2.46%
3Y+7.27%
5Y--
SI+6.72%
N/A Inc: 01/07/2022
CA
Carnelian Asset Management & Advisors Pvt Ltd Debt

CARNELIAN LIQUID STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 106.89 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.64%
3Y+5.48%
5Y+4.88%
SI+4.73%
N/A Inc: 18/02/2021
AL
Alpha Alternatives Fund Advisors LLP Equity

ALPHA ALTERNATIVES FUND ADVISORS LLP PMS SYSTEMATIC EQUITY
Min Ticket50 Lakhs
AUM SizeRs. 106.37 Cr
Benchmark IndexBSE 500 TRI
1Y-7.98%
3Y+11.06%
5Y+10.06%
SI+11.56%
Ashim Sahni Inc: 15/06/2021
PG
PGIM India Asset Management Private Limited Equity

PGIM INDIA CORE EQUITY PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 106.28 Cr
Benchmark IndexNifty 50 TRI
1Y+1.46%
3Y+6.92%
5Y+11.52%
SI+14.02%
Mohit Khanna Inc: 08/07/2013
IC
ICICI Securities Limited Equity

Sterling Portfolio- Growth Portfolio
Min Ticket50000 Rupees
AUM SizeRs. 106.22 Cr
Benchmark IndexNifty 50 TRI
1Y+3.56%
3Y+12.64%
5Y+0.00%
SI+13.20%
Mr Tejas Kadam Inc: 18/11/2022
MA
Marathontrends Advisory Pvt Ltd Equity

Mega Trends - Multicap Growth
Min Ticket50 Lakhs
AUM SizeRs. 106.21 Cr
Benchmark IndexBSE 500 TRI
1Y+3.12%
3Y+9.12%
5Y+8.44%
SI+9.37%
Atul Suri Inc: 18/09/2017
ST
Steadfort Investment Managers LLP PMS Scheme

ECLECTIC STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 106.15 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+9.79%
Anuj Sharma Inc: 10/03/2026
AM
Ambit Wealth Private Limited Debt

Ambit Anchor Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 105.81 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+11.02%
3Y--
5Y--
SI+12.92%
N/A Inc: 18/12/2024
HD
HDFC Asset Management Company Limited Equity

Bespoke Accounts
Min Ticket50 Lakhs
AUM SizeRs. 104.74 Cr
Benchmark IndexNifty 50 TRI
1Y-1.05%
3Y+6.78%
5Y+8.10%
SI+9.75%
Rijul Maheshwari Inc: 06/03/2006
SA
SAMATVA INVESTMENT ADVISERS LLP Equity

Samatva Small Cap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 104.28 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+11.85%
Ashwin Reddy Ramayyagari Inc: 11/09/2025
AX
Axis Asset Management Company Limited Equity

AXIS Emerging Stars Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 104.19 Cr
Benchmark IndexBSE 500 TRI
1Y+9.72%
3Y+0.00%
5Y+0.00%
SI+6.83%
Mr.B.Gopkumar Inc: 22/04/2024
QU
Quantum Advisors Private Limited Equity

Q India Value Equity Strategy - Constrained XVIII
Min Ticket50 Lakhs
AUM SizeRs. 103.92 Cr
Benchmark IndexBSE 500 TRI
1Y-0.34%
3Y+0.00%
5Y+0.00%
SI-0.58%
Ajit Dayal Inc: 20/01/2025
RE
Revelation Portfolio Management Pvt Ltd Equity

Revelation India Opportunities Portfolio II
Min Ticket50 Lakhs
AUM SizeRs. 103.19 Cr
Benchmark IndexBSE 500 TRI
1Y+0.51%
3Y+10.54%
5Y+0.00%
SI+14.48%
MANISH BIPIN SHAH Inc: 25/05/2023
BA
Banyan Capital Advisors Llp Equity

Banyan Yield Plus
Min Ticket50 Lakhs
AUM SizeRs. 102.73 Cr
Benchmark IndexNifty 50 TRI
1Y-4.31%
3Y+12.80%
5Y+14.12%
SI+19.48%
V P Rajesh Inc: 01/04/2021
UN
Unifi Capital Pvt Ltd Equity

OTHERS EQUITY
Min Ticket1 Rupees
AUM SizeRs. 102.72 Cr
Benchmark IndexBSE 500 TRI
1Y+6.23%
3Y+7.08%
5Y+5.88%
SI+11.87%
Mr.Prithvi Raj E Inc: 01/01/2004
CO
Consortium Securities Pvt Ltd Equity

Consortium Securities Value PMS
Min Ticket50 Lakhs
AUM SizeRs. 102.3 Cr
Benchmark IndexBSE 500 TRI
1Y+7.66%
3Y+17.24%
5Y+17.42%
SI+26.33%
HARVEER SINGH KALRA Inc: 18/08/2014
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Debt

Liquid Strategy
Min Ticket50 Lakhs
AUM SizeRs. 102.18 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.68%
3Y+5.53%
5Y+5.02%
SI+4.95%
N/A Inc: 29/01/2009
BO
Bonanza Portfolio Limited Equity

BONANZA AEGIS
Min Ticket50 Lakhs
AUM SizeRs. 102.02 Cr
Benchmark IndexNifty 50 TRI
1Y+8.83%
3Y+16.34%
5Y+0.00%
SI+20.50%
Achin Goel Inc: 11/05/2022
BO
Bonanza Portfolio Limited Equity

BONANZA EDGE
Min Ticket50 Lakhs
AUM SizeRs. 101.92 Cr
Benchmark IndexNifty 50 TRI
1Y+10.42%
3Y+17.10%
5Y+19.03%
SI+19.21%
Achin Goel Inc: 13/08/2015
CL
CLOCKVINE CAPITAL ADVISORS PRIVATE LIMITED Equity

Clockvine Growth Fund
Min Ticket50 Lakhs
AUM SizeRs. 101.46 Cr
Benchmark IndexBSE 500 TRI
1Y+21.94%
3Y+0.00%
5Y+0.00%
SI+17.87%
Jasdeep Walia Inc: 21/02/2024
LA
Ladderup Asset Managers Private Limited Equity

Proud Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 101.42 Cr
Benchmark IndexBSE 500 TRI
1Y-3.57%
3Y+6.58%
5Y+0.00%
SI+8.84%
Raghvendra Nath Inc: 09/05/2023
EM
Emkay Investment Managers Limited Equity

EMKAYGOLDEN
Min Ticket50 Lakhs
AUM SizeRs. 101.25 Cr
Benchmark IndexBSE 500 TRI
1Y+1.12%
3Y+0.00%
5Y+0.00%
SI+14.60%
Manish Sonthalia Inc: 26/10/2023
LG
LGT Wealth India Private Limited Debt

PRIMA - Short Term Debt
Min Ticket1 Crore
AUM SizeRs. 101.17 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.21%
3Y--
5Y--
SI+7.66%
N/A Inc: 23/02/2024
EM
Emkay Investment Managers Limited Equity

EMKAY NEW VITALIZED INDIA
Min Ticket50 Lakhs
AUM SizeRs. 101 Cr
Benchmark IndexBSE 500 TRI
1Y+16.80%
3Y+16.77%
5Y+0.00%
SI+23.01%
Kashyap Javeri Inc: 13/06/2022
IN
Investsavvy Portfolio Management Llp Equity

INVESTSAVVY ALPHA
Min Ticket50 Lakhs
AUM SizeRs. 100.8 Cr
Benchmark IndexNifty 500 TRI
1Y-9.17%
3Y+35.79%
5Y--
SI+31.23%
N/A Inc: 26/04/2022
AG
Agreya Capital Advisors Llp Equity

Agreya Total return Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 97.82 Cr
Benchmark IndexBSE 500 TRI
1Y+14.91%
3Y+15.34%
5Y+14.33%
SI+15.98%
Arjun Narsipur Inc: 22/02/2021
GR
Grey Sky Capital Private Limited Equity

Grey Sky Smart Core Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 97.36 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+26.46%
Shobhit Agarwal Inc: 17/12/2025
BH
Bharat Bhushan Equity Traders Limited Equity

BB All-Seasons
Min Ticket50 Lakhs
AUM SizeRs. 95.94 Cr
Benchmark IndexBSE 500 TRI
1Y+13.12%
3Y+0.00%
5Y+0.00%
SI+14.30%
Ajay Khandelwal Inc: 13/02/2025
DR
Drchoksey Finserv Private Limited PMS Scheme

DRChoksey Alpha Invest
Min Ticket50 Lakhs
AUM SizeRs. 95.89 Cr
Benchmark IndexNifty 50 TRI
1Y-2.92%
3Y+5.77%
5Y+7.86%
SI+5.15%
Vaishali Pitale Inc: 21/03/2007
AM
Ambit Wealth Private Limited Equity

Ambit CALIBER Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 95.56 Cr
Benchmark IndexNifty 50 TRI
1Y+9.29%
3Y+14.80%
5Y+9.78%
SI+14.35%
Surjitt Arora Inc: 02/02/2021
AV
Avendus Wealth Management Private Limited Equity

HALO DPMS
Min Ticket50 Lakhs
AUM SizeRs. 95.13 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+4.12%
Shravan Sreenivasula Inc: 11/08/2025
IK
IKIGAI Asset Manager Holdings Private Limited Equity

IKIGAI Bespoke Small Cap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 95.11 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+17.11%
Rahul Agarwal Inc: 07/11/2025
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RH Supervalue Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 95.08 Cr
Benchmark IndexBSE 500 TRI
1Y+11.67%
3Y+15.43%
5Y+0.00%
SI+23.04%
ANIL FRANCIS REGO Inc: 25/05/2023
WE
Wealthbridge Capital Advisors Private Limited Equity

Equity Focused Discretionary PMS
Min Ticket50 Lakhs
AUM SizeRs. 94.27 Cr
Benchmark IndexBSE 500 TRI
1Y+13.96%
3Y+6.04%
5Y+17.15%
SI+14.48%
VIVEK BHARGAVA Inc: 25/09/2016
SP
Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited) Equity

Spark Absolute Return Portfolio (ARP)
Min Ticket50 Lakhs
AUM SizeRs. 94.13 Cr
Benchmark IndexNifty 50 TRI
1Y+11.98%
3Y+0.00%
5Y+0.00%
SI+11.33%
Indrajith Adityaa Inc: 03/08/2023
SA
Samvitti Capital Private Limited Equity

NDPMS
Min Ticket50 Lakhs
AUM SizeRs. 93.85 Cr
Benchmark IndexBSE 500 TRI
1Y+7.67%
3Y+13.30%
5Y+12.19%
SI+12.52%
M Athul Kudva Inc: 14/09/2017
LG
LGT Wealth India Private Limited Multi Asset

Curate
Min Ticket50 Lakhs
AUM SizeRs. 92.67 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+0.85%
N/A Inc: 26/09/2025
RE
Renaissance Investment Managers Private Limited Equity

Renaissance Alpha Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 92.64 Cr
Benchmark IndexBSE 500 TRI
1Y+23.01%
3Y+23.04%
5Y+21.50%
SI+16.83%
Pankaj Murarka Inc: 20/01/2020