PMS Strategies in India

Page 12 of 39

Compare PMS Schemes
CA
Capstocks And Securities India Private Limited Equity

CAPSTOCKS-PMS
Min Ticket50 Lakhs
AUM SizeRs. 77.49 Cr
Benchmark IndexBSE 500 TRI
1Y+6.31%
3Y+15.54%
5Y+11.65%
SI+13.54%
Rajendran V Inc: 07/12/2004
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Ethical Strategy
Min Ticket50 Lakhs
AUM SizeRs. 77.09 Cr
Benchmark IndexBSE 500 TRI
1Y+13.15%
3Y+14.12%
5Y+11.96%
SI+13.25%
Vaibhav Agrawal Inc: 08/06/2021
CO
Compound Everyday Capital Management Llp Equity

Long Term Focused Value
Min Ticket50 Lakhs
AUM SizeRs. 76.91 Cr
Benchmark IndexNifty 500 TRI
1Y+23.37%
3Y+20.47%
5Y+14.31%
SI+15.59%
N/A Inc: 22/07/2019
OA
Oaks Asset Management Private Limited Equity

OAKS Co-investment Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 76.82 Cr
Benchmark IndexNifty 500 TRI
1Y-1.84%
3Y+0.76%
5Y--
SI+0.46%
N/A Inc: 24/01/2022
DE
Dezerv Investments Private Limited Multi Asset

Dezerv. Infra yield assets
Min Ticket50 Lakhs
AUM SizeRs. 76.07 Cr
Benchmark IndexNifty 500 TRI
1Y+22.56%
3Y--
5Y--
SI+16.76%
N/A Inc: 13/07/2023
NI
Nippon Life India Asset Management Ltd Equity

High Conviction Equity Portfolio Systematic Rebalancing Option
Min Ticket50 Lakhs
AUM SizeRs. 75.01 Cr
Benchmark IndexBSE 500 TRI
1Y+5.42%
3Y+12.90%
5Y+12.76%
SI+14.51%
Gurbir Singh Chopra Inc: 08/07/2019
SH
Shree Rama Managers Llp Equity

Shree Vriddhi
Min Ticket50 Lakhs
AUM SizeRs. 74.55 Cr
Benchmark IndexBSE 500 TRI
1Y+9.25%
3Y+3.01%
5Y+0.00%
SI+10.50%
ABHISHEK BASUMALLICK Inc: 02/05/2022
RE
Revelation Portfolio Management Pvt Ltd Equity

Revelation- Long Term Strategic Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 74.26 Cr
Benchmark IndexNifty 500 TRI
1Y-0.19%
3Y+25.07%
5Y+7.14%
SI+12.73%
N/A Inc: 02/12/2011
MA
Master Portfolio Services Limited Debt

Master Trust iRage Absolute Return Strategy
Min Ticket50 Lakhs
AUM SizeRs. 74.08 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.33%
3Y+11.34%
5Y+9.98%
SI+9.87%
N/A Inc: 13/10/2020
MA
Marcellus Investment Managers Private Limited Equity

Marcellus' Curation
Min Ticket5 Crore
AUM SizeRs. 73.9 Cr
Benchmark IndexBSE 500 TRI
1Y-1.37%
3Y+2.61%
5Y+0.91%
SI+8.22%
saurabh Mukherjea Inc: 25/08/2020
KA
Karvy Capital Ltd Debt

Excel
Min Ticket50 Lakhs
AUM SizeRs. 73.06 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.08%
3Y+0.10%
5Y+0.11%
SI+0.10%
N/A Inc: 07/11/2016
BA
Barclays Securities (India) Private Limited Equity

Barclays Wealth Creator
Min Ticket50 Lakhs
AUM SizeRs. 72.53 Cr
Benchmark IndexNifty 50 TRI
1Y-1.43%
3Y+6.53%
5Y+5.80%
SI+11.01%
Surjitt Singh Arora Inc: 11/08/2010
AN
Anived Portfolio Managers Private Limited Equity

ANIVED PORTFOLIO MANAGERS PRIVATE LIMITED
Min Ticket50 Lakhs
AUM SizeRs. 72.46 Cr
Benchmark IndexNifty 500 TRI
1Y-6.66%
3Y+14.46%
5Y+1.92%
SI+3.67%
N/A Inc: 15/01/2015
IC
ICICI Securities Limited Equity

I-Sec Multifactor Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 72.31 Cr
Benchmark IndexNifty 50 TRI
1Y+1.14%
3Y+10.41%
5Y+0.00%
SI+12.60%
Mr Tejas Kadam Inc: 13/01/2023
AL
Allegro Securities Pvt Ltd Equity

ALLEGRO SIGNATURE
Min Ticket5 Lakhs
AUM SizeRs. 71.91 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.42%
Amar Kashyap Inc: 15/01/2026
AP
APRICUS WEALTH INVESTMENT MANAGERS LLP Equity

APRICUS WEALTH STERLING EQUITY STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 71.65 Cr
Benchmark IndexBSE 500 TRI
1Y+12.92%
3Y+0.00%
5Y+0.00%
SI+11.66%
VIKRANT GUPTA Inc: 02/06/2025
VA
Valuequest Investment Advisors Pvt. Ltd. Equity

ValueQuest Agile
Min Ticket50 Lakhs
AUM SizeRs. 71.58 Cr
Benchmark IndexNifty 500 TRI
1Y+68.70%
3Y--
5Y--
SI+25.31%
N/A Inc: 27/04/2021
BR
Brightseeds Advisors LLP Equity

Xylem Maverick Strategy
Min Ticket50 Lakhs
AUM SizeRs. 71.55 Cr
Benchmark IndexBSE 500 TRI
1Y+15.84%
3Y+0.00%
5Y+0.00%
SI+17.92%
Vinit Gala Inc: 30/01/2025
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Infrastructure Strategy
Min Ticket50 Lakhs
AUM SizeRs. 71.42 Cr
Benchmark IndexBSE 500 TRI
1Y+15.63%
3Y+24.90%
5Y+25.42%
SI+15.90%
Chockalingam Narayanan Inc: 26/12/2003
AN
Anand Rathi Advisors Limited Equity

Impress Portfolio - NRI
Min Ticket50 Lakhs
AUM SizeRs. 71.28 Cr
Benchmark IndexBSE 500 TRI
1Y+3.55%
3Y+18.62%
5Y+16.07%
SI+15.57%
MAYUR P SHAH Inc: 28/07/2017
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

OPULENCE
Min Ticket50 Lakhs
AUM SizeRs. 71.19 Cr
Benchmark IndexBSE 500 TRI
1Y-6.52%
3Y+0.00%
5Y+0.00%
SI-8.69%
ROHAN GHALLA Inc: 01/12/2024
AG
Agreya Capital Advisors Llp Multi Asset

Agreya Portfolio Return Optimiser
Min Ticket50 Lakhs
AUM SizeRs. 70.89 Cr
Benchmark IndexNifty 500 TRI
1Y+16.12%
3Y+10.00%
5Y--
SI+11.75%
N/A Inc: 16/03/2022
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Multi-Manager - Thematic Strategy
Min Ticket50 Lakhs
AUM SizeRs. 70.21 Cr
Benchmark IndexNifty 50 TRI
1Y+0.40%
3Y+12.47%
5Y+13.02%
SI+16.72%
Chockalingam Narayanan Inc: 30/11/2018
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Focused Opportunities Strategy
Min Ticket50 Lakhs
AUM SizeRs. 69.9 Cr
Benchmark IndexBSE 500 TRI
1Y+5.59%
3Y+24.77%
5Y+20.64%
SI+19.13%
Vaibhav Agrawal Inc: 27/11/2014
MO
Motilal Oswal Wealth Limited Multi Asset

DELPHI ALL WEATHER STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 69.89 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+10.94%
N/A Inc: 01/08/2025
AN
Anand Rathi Advisors Limited Multi Asset

IDEAA Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 69.17 Cr
Benchmark IndexNifty 500 TRI
1Y+12.50%
3Y--
5Y--
SI+11.33%
N/A Inc: 16/04/2025
SA
Satco Capital Markets Ltd Equity

GROWTH AND MOMENTUM
Min Ticket50 Lakhs
AUM SizeRs. 68.54 Cr
Benchmark IndexNifty 500 TRI
1Y+16.91%
3Y+32.07%
5Y+13.97%
SI+22.61%
N/A Inc: 01/01/2012
KO
Kotak Mahindra Asset Management Company Ltd Equity

Kotak Evolv Equity Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 67.96 Cr
Benchmark IndexNifty 50 TRI
1Y+2.58%
3Y+0.00%
5Y+0.00%
SI+3.34%
Mr. Brijesh Jaysinh Ved Inc: 02/04/2024
BA
Barclays Securities (India) Private Limited Debt

Barclays Discretionary Dynamic Fixed Income
Min Ticket50 Lakhs
AUM SizeRs. 67.91 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.73%
3Y+7.92%
5Y+7.12%
SI+11.58%
N/A Inc: 12/07/2016
CK
Ckredence Wealth Management Pvt Ltd Equity

FOCUS MULTICAP
Min Ticket50 Lakhs
AUM SizeRs. 67.86 Cr
Benchmark IndexNifty 50 TRI
1Y+14.49%
3Y+15.87%
5Y+14.80%
SI+14.82%
KARTIK B MEHTA Inc: 13/06/2021
MO
Moat Financial Services Private Limited Multi Asset

UpperCrust Growth Fund
Min Ticket50 Lakhs
AUM SizeRs. 67.57 Cr
Benchmark IndexNifty 500 TRI
1Y+18.35%
3Y+24.39%
5Y--
SI+17.66%
N/A Inc: 30/03/2022
EL
Electrum Portfolio Managers Pvt Limited Equity

Electrum Customised Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 67.44 Cr
Benchmark IndexNifty 500 TRI
1Y+12.07%
3Y+25.21%
5Y+27.52%
SI+31.01%
N/A Inc: 04/12/2020
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

NUCLEUS
Min Ticket50 Lakhs
AUM SizeRs. 67.36 Cr
Benchmark IndexBSE 500 TRI
1Y+0.82%
3Y+0.00%
5Y+0.00%
SI+1.93%
ROHAN GHALLA Inc: 01/06/2024
SU
Sundaram Alternate Assets Limited Debt

FIRST AGGRESSIVE
Min Ticket50 Lakhs
AUM SizeRs. 66.99 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+9.24%
3Y--
5Y--
SI+10.88%
N/A Inc: 27/05/2024
IC
ICICI Securities Limited Equity

ISEC Momentum Quality Dynamic Advantage Portfolio
Min Ticket50000 Rupees
AUM SizeRs. 66.72 Cr
Benchmark IndexNifty 50 TRI
1Y+0.01%
3Y+13.00%
5Y+0.00%
SI+8.33%
Mr Tejas Kadam Inc: 17/11/2021
EQ
Equirus Wealth Private Limited Equity

EQUIRUS CORE EQUITY
Min Ticket50 Lakhs
AUM SizeRs. 66.69 Cr
Benchmark IndexNifty 500 TRI
1Y-2.43%
3Y+11.03%
5Y--
SI+13.63%
N/A Inc: 27/05/2022
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Equity

Maxiom PMS - JEWEL Flexi Cap Quality-Growth
Min Ticket50 Lakhs
AUM SizeRs. 66.61 Cr
Benchmark IndexNifty 50 TRI
1Y+6.49%
3Y+7.78%
5Y+0.00%
SI+7.60%
Ram Kalyan Kumar Medury Inc: 23/06/2023
DE
Dezerv Investments Private Limited Multi Asset

Dezerv Capital Reserve Strategy - Multi Asset
Min Ticket50 Lakhs
AUM SizeRs. 66.41 Cr
Benchmark IndexNifty 500 TRI
1Y+11.20%
3Y--
5Y--
SI+6.35%
N/A Inc: 06/11/2024
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Growth Leaders Shariah Strategy
Min Ticket50 Lakhs
AUM SizeRs. 66.39 Cr
Benchmark IndexBSE 500 TRI
1Y+4.59%
3Y+14.53%
5Y+0.00%
SI+17.75%
Geetika Gupta Inc: 21/10/2022
GR
Green Lantern Capital LLP Equity

GL Alpha Fund
Min Ticket50 Lakhs
AUM SizeRs. 66.34 Cr
Benchmark IndexBSE 500 TRI
1Y+12.50%
3Y+25.82%
5Y+21.99%
SI+30.01%
Abhishek Bhardwaj Inc: 13/02/2020
SA
Sanctum Wealth Private Limited Multi Asset

Sanctum Multi Asset Portfolios -Generation
Min Ticket50 Lakhs
AUM SizeRs. 66.25 Cr
Benchmark IndexNifty 500 TRI
1Y+13.69%
3Y+20.21%
5Y--
SI+15.41%
N/A Inc: 06/12/2021
GU
Guardian Asset Management Private Limited Equity

GUARDIAN ASSET MANAGEMENT PVT LTD-MULTI ASSETS
Min Ticket50 Lakhs
AUM SizeRs. 66.1 Cr
Benchmark IndexBSE 500 TRI
1Y+4.39%
3Y+0.00%
5Y+0.00%
SI+10.59%
KARTIK DAMODAR Inc: 08/09/2023
SA
Sanctum Wealth Private Limited Equity

Sanctum Indian Olympians
Min Ticket50 Lakhs
AUM SizeRs. 66.05 Cr
Benchmark IndexNifty 50 TRI
1Y+6.73%
3Y+9.40%
5Y+9.14%
SI+11.01%
Hemang Kapasi Inc: 16/09/2016
UN
Unifi Capital P Ltd Equity

DVD
Min Ticket1 Lakhs
AUM SizeRs. 66.03 Cr
Benchmark IndexNifty 500 TRI
1Y+14.48%
3Y+26.17%
5Y+13.47%
SI+18.05%
N/A Inc: 01/12/2012
WH
White Whale Partners Equity

White Whale North Star
Min Ticket50 Lakhs
AUM SizeRs. 65.79 Cr
Benchmark IndexNifty 50 TRI
1Y+3.46%
3Y+10.22%
5Y+9.68%
SI+12.12%
Hardik Doshi Inc: 11/11/2020
EQ
EQUIPOISE CAPITAL MANAGEMENT PRIVATE LIMITED Equity

EquiPoise New India Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 65.36 Cr
Benchmark IndexBSE 500 TRI
1Y+2.80%
3Y+0.00%
5Y+0.00%
SI+1.46%
ASHISH A WAKANKAR Inc: 06/08/2024
AM
Amaltas Asset Management LLP Equity

AMALTAS KEYSTONE FUND
Min Ticket50 Lakhs
AUM SizeRs. 65.12 Cr
Benchmark IndexBSE 500 TRI
1Y+27.03%
3Y+0.00%
5Y+0.00%
SI+21.11%
Chaitanya Deepak Shah Inc: 06/12/2024
KA
Karvy Capital Ltd Debt

Demeter
Min Ticket50 Lakhs
AUM SizeRs. 65.05 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.04%
3Y+0.20%
5Y+0.07%
SI+0.11%
N/A Inc: 30/06/2014
AR
ArthAlpha LLP Equity

ArthAlpha Machine Learning (Equity) Quant
Min Ticket50 Lakhs
AUM SizeRs. 64.41 Cr
Benchmark IndexBSE 500 TRI
1Y+4.81%
3Y+0.00%
5Y+0.00%
SI+5.88%
Rohit Beri Inc: 29/10/2024
SP
Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited) Hybrid

Spark All Seasons Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 64.08 Cr
Benchmark IndexNifty 500 TRI
1Y+18.84%
3Y+15.34%
5Y--
SI+14.10%
N/A Inc: 02/06/2022