PMS Strategies in India

Page 11 of 39

Compare PMS Schemes
BA
Bandhan AMC Limited Debt

VEDARTHA CORE-ALPHA ACCRUAL STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 92.43 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+3.24%
N/A Inc: 27/11/2025
QR
QRC Investment Advisors LLP Equity

QRC - Long Term Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 91.06 Cr
Benchmark IndexBSE 500 TRI
1Y+12.58%
3Y+12.63%
5Y+12.42%
SI+13.02%
Mr.Saurabh Shroff Inc: 25/01/2018
SH
Shade Capital Private Limited Equity

SHADE VALUE FUND
Min Ticket50 Lakhs
AUM SizeRs. 91.04 Cr
Benchmark IndexBSE 500 TRI
1Y+14.93%
3Y+23.70%
5Y+14.22%
SI+17.66%
Pawan Kumar Inc: 23/02/2012
SQ
SQUARE 64 CAPITAL ADVISORS LLP Equity

S64 MULTICAP
Min Ticket50 Lakhs
AUM SizeRs. 90.7 Cr
Benchmark IndexNifty 500 TRI
1Y+11.51%
3Y--
5Y--
SI-2.62%
N/A Inc: 30/10/2024
WH
WHITE STONE FINANCIAL ADVISORS PRIVATE LIMITES Equity

White Stone ValueEdge Fund
Min Ticket50 Lakhs
AUM SizeRs. 90.58 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-9.92%
Hardik I Jain Inc: 17/11/2025
FO
Fortuna Asset Managers LLP Equity

FORTUNA ONE
Min Ticket50 Lakhs
AUM SizeRs. 90.57 Cr
Benchmark IndexBSE 500 TRI
1Y+14.85%
3Y+25.84%
5Y+0.00%
SI+26.80%
Gurvinder Singh Juneja Inc: 04/07/2023
EQ
Equentis Wealth Advisory Services Limited Equity

EQUENTIS MULTI CAP PORTFOLIO
Min Ticket60 Lakhs
AUM SizeRs. 90.44 Cr
Benchmark IndexNifty 50 TRI
1Y+4.31%
3Y+0.00%
5Y+0.00%
SI+2.40%
PARVATI RAI Inc: 03/02/2025
GA
Gauvik Wealth Management LLP PMS Scheme

GAUVIK WEALTH MANAGEMENT LLP - THE SUMERU STRATEGY
Min Ticket50 Rupees
AUM SizeRs. 89.87 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-1.80%
SRIHARI PURNACHANDRARAO CHINTALAPUDY Inc: 19/06/2026
IM
Impetus Arthasutra Pvt Lted Equity

Impetus Value Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 89.81 Cr
Benchmark IndexBSE 500 TRI
1Y+1.35%
3Y+10.40%
5Y+11.23%
SI+8.93%
APARNA PANDHARKAR Inc: 31/03/2017
IT
Ithought Financial Consulting Llp Equity

TruBlu
Min Ticket50 Lakhs
AUM SizeRs. 89.55 Cr
Benchmark IndexNifty 50 TRI
1Y-2.78%
3Y+7.87%
5Y+9.99%
SI+9.57%
SHYAM SEKHAR Inc: 05/03/2021
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

KINETIC
Min Ticket50 Lakhs
AUM SizeRs. 89.2 Cr
Benchmark IndexBSE 500 TRI
1Y+13.03%
3Y+20.11%
5Y+25.21%
SI+23.04%
ROHAN GHALLA Inc: 31/01/2017
IC
ICICI Securities Limited Equity

Active Index Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 88.91 Cr
Benchmark IndexNifty 50 TRI
1Y-0.71%
3Y+10.33%
5Y+10.74%
SI+11.76%
Mr Tejas Kadam Inc: 22/04/2019
AC
Accuracap Consultancy Services Private Limited Equity

Alpha10
Min Ticket50 Lakhs
AUM SizeRs. 88.88 Cr
Benchmark IndexNifty 50 TRI
1Y+8.37%
3Y+9.72%
5Y+9.01%
SI+13.25%
Nidhi Gupta Inc: 19/09/2011
MA
Magadh Capital Advisors Llp Equity

Future Stars
Min Ticket50 Lakhs
AUM SizeRs. 88.27 Cr
Benchmark IndexBSE 500 TRI
1Y+7.75%
3Y+22.71%
5Y+0.00%
SI+20.30%
Vipul Prasad Inc: 02/08/2021
JU
Julius Baer Wealth Advisors (India) Private Limited Equity

Julius Baer India Flexi Index Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 88.14 Cr
Benchmark IndexNifty 50 TRI
1Y+2.23%
3Y+10.66%
5Y+0.00%
SI+13.47%
Nitin Raheja Inc: 08/03/2023
NA
NARNOLIA VELOX ADVISORY LIMITED PMS Scheme

NARNOLIA LARGE CAP FUND
Min Ticket50 Lakhs
AUM SizeRs. 88.14 Cr
Benchmark IndexNifty 50 TRI
1Y+2.82%
3Y+11.90%
5Y+11.02%
SI+15.48%
ATUL KUMAR MISHRA Inc: 28/03/2012
MA
Marcellus Investment Managers Private Limited Equity

Marcellus Rising Giants
Min Ticket50 Lakhs
AUM SizeRs. 87.75 Cr
Benchmark IndexBSE 500 TRI
1Y-5.85%
3Y+5.64%
5Y+0.00%
SI-0.46%
saurabh Mukherjea Inc: 27/12/2021
DE
Dezerv Investments Private Limited Equity

dezerv. Arbitrage Strategy
Min Ticket50 Lakhs
AUM SizeRs. 87.37 Cr
Benchmark IndexBSE 500 TRI
1Y+6.49%
3Y+7.26%
5Y+0.00%
SI+7.23%
Agrim Mehta Inc: 05/06/2023
AX
Axis Asset Management Company Limited Equity

Axis Core & Satellite Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 87.23 Cr
Benchmark IndexNifty 50 TRI
1Y+8.14%
3Y+7.76%
5Y+10.03%
SI+11.69%
Mr.B.Gopkumar Inc: 11/11/2019
AD
Aditya Birla Sun Life Amc Limited Debt

ABSL Customised Real Estate Portfolio
Min Ticket10 Crore
AUM SizeRs. 86.2 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+15.79%
3Y--
5Y--
SI+14.08%
N/A Inc: 13/03/2024
OA
Oaks Asset Management Private Limited PMS Scheme

OAKS Co-investment Portfolio-Private Markets
Min Ticket50 Lakhs
AUM SizeRs. 86.07 Cr
Benchmark IndexNifty 50 TRI
1Y+3.28%
3Y+2.48%
5Y+0.00%
SI+1.46%
Vivek Anand PS Inc: 24/01/2022
UN
Unifi Capital Pvt Ltd Equity

INSIDER SHADOW STRATEGY
Min Ticket1 Lakhs
AUM SizeRs. 85.99 Cr
Benchmark IndexBSE 500 TRI
1Y+0.83%
3Y+7.33%
5Y+7.09%
SI+13.85%
Mr.Baidik Sarkar Inc: 31/05/2010
AX
Axis Asset Management Company Limited PMS Scheme

Axis AMC Customized Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 85.63 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.43%
Nishit Master Inc: 19/12/2025
OA
Oaks Asset Management Private Limited PMS Scheme

The Alpha Capital Pledge-Private Markets
Min Ticket50 Lakhs
AUM SizeRs. 85.56 Cr
Benchmark IndexNifty 50 TRI
1Y+0.06%
3Y-6.94%
5Y-7.20%
SI-4.15%
Vivek Anand PS Inc: 26/04/2017
OA
Oaks Asset Management Private Limited Equity

The Alpha Capital Pledge (TAP)
Min Ticket50 Lakhs
AUM SizeRs. 85.39 Cr
Benchmark IndexNifty 500 TRI
1Y+11.48%
3Y-6.97%
5Y-7.20%
SI-4.21%
N/A Inc: 26/04/2017
KS
Ksema Wealth Pvt Ltd Equity

KSEMA WEALTH MULTICAP - INDIA OPPORTUNITIES FUND
Min Ticket50 Lakhs
AUM SizeRs. 84.87 Cr
Benchmark IndexNifty 50 TRI
1Y+6.29%
3Y+12.63%
5Y+14.61%
SI+17.59%
Sankar Kailasam Inc: 28/01/2019
AS
Ask Wealth Advisors Private Limited Multi Asset

ASK Wealth Harmony Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 84.86 Cr
Benchmark IndexNifty 500 TRI
1Y+10.97%
3Y+16.24%
5Y--
SI+10.06%
N/A Inc: 19/07/2021
MA
MARFATIA STOCK BROKING PRIVATE LIMITED Equity

ALLWEATHER
Min Ticket50 Lakhs
AUM SizeRs. 84.04 Cr
Benchmark IndexBSE 500 TRI
1Y+6.18%
3Y+0.00%
5Y+0.00%
SI+0.00%
CHINTAN MAJMUNDAR Inc: 26/05/2016
BA
Bay Capital Investment Advisors Pvt. Ltd. Equity

Bay Capital PBH
Min Ticket10 Crore
AUM SizeRs. 83.83 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-1.02%
Devang Mehta Inc: 07/08/2025
DY
Dynamic Equities Pvt Ltd Equity

Bluechip High Growth Low Valuation
Min Ticket50 Lakhs
AUM SizeRs. 83.78 Cr
Benchmark IndexNifty 50 TRI
1Y+9.52%
3Y+0.00%
5Y+0.00%
SI+18.35%
Shailesh Saraf Inc: 19/03/2024
PG
PGIM India Asset Management Private Limited Equity

PGIM INDIA EQUITY PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 83.14 Cr
Benchmark IndexNifty 50 TRI
1Y-9.26%
3Y+5.10%
5Y+0.00%
SI+10.44%
Mohit Khanna Inc: 19/01/2023
CE
Centrum Broking Limited Equity

Equity NDPMS
Min Ticket50 Lakhs
AUM SizeRs. 82.85 Cr
Benchmark IndexNifty 500 TRI
1Y+12.03%
3Y+21.21%
5Y+6.86%
SI+6.90%
N/A Inc: 27/01/2009
CR
Credit Suisse Securities (India) Private Limited Hybrid

Premium India Mixed Balanced
Min Ticket50 Lakhs
AUM SizeRs. 82.66 Cr
Benchmark IndexNifty 500 TRI
1Y+5.31%
3Y+10.58%
5Y--
SI+8.64%
N/A Inc: 22/10/2020
NM
NMR CAPITAL ADVISORS PRIVATE LIMITED Equity

NMR Growth Strategy
Min Ticket1 Crore
AUM SizeRs. 82.38 Cr
Benchmark IndexBSE 500 TRI
1Y+10.86%
3Y+0.00%
5Y+0.00%
SI+15.06%
NISHITH MINESH SHAH Inc: 08/01/2025
QO
Qode Advisors LLP Equity

QODE GROWTH FUND
Min Ticket50 Lakhs
AUM SizeRs. 82.04 Cr
Benchmark IndexBSE 500 TRI
1Y+19.45%
3Y+0.00%
5Y+0.00%
SI+28.64%
Karan Salecha Inc: 05/03/2025
BA
Bay Capital Investment Advisors Pvt. Ltd. Equity

Bay India Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 81.86 Cr
Benchmark IndexNifty 50 TRI
1Y-6.32%
3Y+6.22%
5Y+0.00%
SI+11.29%
Devang Mehta Inc: 19/01/2023
IN
Invesco Asset Management (India) Private Limited Equity

Invesco India Caterpillar Portfolio
Min Ticket1 Lakhs
AUM SizeRs. 81.4 Cr
Benchmark IndexBSE 500 TRI
1Y+8.41%
3Y+14.39%
5Y+15.66%
SI+12.08%
Neelesh Dhamnaskar Inc: 26/06/2006
HE
Hem Securities Limited Equity

India Rising SME Stars
Min Ticket50 Lakhs
AUM SizeRs. 81.24 Cr
Benchmark IndexBSE 500 TRI
1Y-3.52%
3Y+14.83%
5Y+0.00%
SI+23.32%
Mohit Nigam Inc: 17/02/2022
AM
Ambit Investment Advisors Private Limited Equity

Ambit Emerging Giants Small Cap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 81 Cr
Benchmark IndexBSE 500 TRI
1Y+4.67%
3Y+2.50%
5Y+6.71%
SI+11.91%
Trilok Agarwal Inc: 01/12/2017
AG
Agreya Capital Advisors Llp Multi Asset

Agreya Multi-Asset Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 80.2 Cr
Benchmark IndexNifty 500 TRI
1Y+3.02%
3Y+9.96%
5Y+10.69%
SI+14.57%
N/A Inc: 04/06/2019
PA
PATERSON SECURITIES PRIVATE LIMITED Equity

PATERSON CUSTOMISED
Min Ticket50 Lakhs
AUM SizeRs. 79.99 Cr
Benchmark IndexNifty 50 TRI
1Y+10.70%
3Y+0.00%
5Y+0.00%
SI-7.11%
prasannabidkar Inc: 01/06/2024
J
J M Financial Ltd Equity

Growth and Value
Min Ticket50 Lakhs
AUM SizeRs. 79.74 Cr
Benchmark IndexNifty 50 TRI
1Y+1.65%
3Y+13.13%
5Y+8.52%
SI+13.45%
Ashish Chaturmohta Inc: 01/03/2005
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

Varanium Emerging Leader Fund
Min Ticket50 Lakhs
AUM SizeRs. 79.38 Cr
Benchmark IndexNifty 500 TRI
1Y+69.95%
3Y+24.54%
5Y--
SI+31.91%
N/A Inc: 15/10/2020
BH
Bharat Bhushan Equity Traders Limited Equity

BB Micro-Mega
Min Ticket50 Lakhs
AUM SizeRs. 79.16 Cr
Benchmark IndexBSE 500 TRI
1Y+20.10%
3Y+0.00%
5Y+0.00%
SI+21.53%
Ajay Khandelwal Inc: 22/01/2025
TU
Turtle Wealth Management Pvt. Ltd. Equity

Profit Mantra
Min Ticket50 Lakhs
AUM SizeRs. 79.02 Cr
Benchmark IndexBSE 500 TRI
1Y+19.70%
3Y+22.09%
5Y+0.00%
SI+20.34%
Rohan Mehta Inc: 10/08/2021
JA
Jain Investment Advisors Pvt Ltd Equity

High Growth Fund
Min Ticket50 Lakhs
AUM SizeRs. 78.99 Cr
Benchmark IndexBSE 500 TRI
1Y+4.18%
3Y+10.81%
5Y+11.38%
SI+15.23%
Vinod Jain Inc: 14/06/2018
VA
Valtrust Partners Llp Equity

Valtrust Momentum
Min Ticket5 Lakhs
AUM SizeRs. 78.91 Cr
Benchmark IndexBSE 500 TRI
1Y+5.23%
3Y+17.40%
5Y+0.00%
SI+22.11%
Vishal Khatri Inc: 20/01/2023
SU
Sundaram Alternate Assets Limited Debt

FIRST MODERATE
Min Ticket50 Lakhs
AUM SizeRs. 78.15 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.91%
3Y--
5Y--
SI+9.83%
N/A Inc: 01/06/2024
BU
Buglerock Capital Private Limited Equity

Special Situations Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 78.11 Cr
Benchmark IndexBSE 500 TRI
1Y+3.24%
3Y+15.68%
5Y+0.00%
SI+25.41%
Apurva Sharma Inc: 01/08/2022
EA
East Green Advisors LLP Equity

East Green Agile Strategy
Min Ticket50 Lakhs
AUM SizeRs. 77.6 Cr
Benchmark IndexBSE 500 TRI
1Y+17.07%
3Y+14.60%
5Y+0.00%
SI+15.94%
Vinay Arya Inc: 07/06/2023