PMS Strategies in India

Page 14 of 39

Compare PMS Schemes
BO
Bonanza Portfolio Limited Equity

Bonanza Prima Fund-Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 53.36 Cr
Benchmark IndexNifty 50 TRI
1Y+7.62%
3Y+0.00%
5Y+0.00%
SI+11.36%
Achin Goel Inc: 22/12/2023
PE
Pelican Holdings Private Limited Equity

Pelican PE Fund
Min Ticket50 Lakhs
AUM SizeRs. 52.94 Cr
Benchmark IndexNifty 50 TRI
1Y+4.63%
3Y+8.78%
5Y+9.59%
SI+10.43%
KANU KRISHNA WARRIAR Inc: 13/06/2018
HD
HDFC Asset Management Company Limited Equity

All Cap Portfolio - DPMS
Min Ticket50 Lakhs
AUM SizeRs. 52.82 Cr
Benchmark IndexBSE 500 TRI
1Y-1.72%
3Y+10.13%
5Y+0.00%
SI+13.77%
Ashish Jagnani Inc: 27/07/2022
HI
Himalaya Investment Advisors LLP Equity

EverFlow Bespoke
Min Ticket50 Lakhs
AUM SizeRs. 52.71 Cr
Benchmark IndexBSE 500 TRI
1Y+17.73%
3Y+26.16%
5Y+0.00%
SI+31.36%
Rahul Agrawal Inc: 21/06/2023
HS
HSBC Asset Management (India) Private Limited Equity

HSBC Aspire Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 52.29 Cr
Benchmark IndexBSE 500 TRI
1Y+5.54%
3Y+0.00%
5Y+0.00%
SI+10.71%
Sheetalkumar Shah Inc: 21/09/2023
AS
Asteya Investment Managers Llp Equity

ASTEYA LARGE & MID CAP FUND - DPMS
Min Ticket50 Lakhs
AUM SizeRs. 52.25 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+8.86%
Manindra Gupta Inc: 07/04/2026
PR
Prudent Investment Managers LLP Equity

Prudent Focused PMS
Min Ticket50 Lakhs
AUM SizeRs. 52.03 Cr
Benchmark IndexNifty 50 TRI
1Y+5.06%
3Y+14.27%
5Y+0.00%
SI+15.81%
Prashasta Seth Inc: 05/04/2022
KO
Kotak Mahindra Asset Management Company Ltd Equity

Kotak India Focus Portfolio Investment Approach Customised
Min Ticket50 Lakhs
AUM SizeRs. 52 Cr
Benchmark IndexNifty 50 TRI
1Y+9.82%
3Y+7.79%
5Y+10.78%
SI+9.05%
Mr. Brijesh Jaysinh Ved Inc: 22/04/2015
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

Varanium Large-Cap Focused Fund
Min Ticket50 Lakhs
AUM SizeRs. 51.99 Cr
Benchmark IndexNifty 500 TRI
1Y+1.66%
3Y+13.57%
5Y+2.19%
SI+7.10%
N/A Inc: 15/11/2017
JU
Julius Baer Wealth Advisors (India) Private Limited Multi Asset

Julius Baer India Select Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 51.9 Cr
Benchmark IndexNifty 500 TRI
1Y+18.40%
3Y--
5Y--
SI+14.26%
N/A Inc: 08/01/2024
NA
Nafa Asset Managers Private Limited Equity

NAFA Small Cap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 51.79 Cr
Benchmark IndexBSE 500 TRI
1Y-8.15%
3Y+6.41%
5Y+11.56%
SI+15.73%
NARAYANAN BALAJI VAIDYANATH Inc: 11/03/2019
WA
Waterfield Financial And Investment Advisors Private Limited Debt

NUCLEUS YIELD ENHANCER
Min Ticket50 Lakhs
AUM SizeRs. 51.53 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+1.10%
N/A Inc: 17/09/2025
AD
Aditya Birla Money Limited Equity

Core and Satellite Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 51.04 Cr
Benchmark IndexNifty 50 TRI
1Y+1.24%
3Y+15.40%
5Y+9.43%
SI+9.59%
Vivek Mahajan Inc: 17/04/2015
TA
Tailwind Financial Services Private Limited Equity

Tailwind Alpha Edge PMS
Min Ticket50 Lakhs
AUM SizeRs. 50.99 Cr
Benchmark IndexNifty 50 TRI
1Y+1.49%
3Y+0.00%
5Y+0.00%
SI-3.72%
Vivek Vikas Goel Inc: 03/10/2024
CL
CLEARVIEW CAPITAL ADVISORS PRIVATE LIMITED Equity

Clearview Long Term Partners Fund
Min Ticket50 Lakhs
AUM SizeRs. 50.95 Cr
Benchmark IndexBSE 500 TRI
1Y+21.03%
3Y+0.00%
5Y+0.00%
SI+18.92%
VEDANT BAGRY Inc: 06/12/2024
FI
Fident Asset Management Private Limited Multi Asset

Full Series 3
Min Ticket10 Crore
AUM SizeRs. 50.82 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.15%
N/A Inc: 09/09/2025
AS
Ask Wealth Advisors Private Limited Debt

Harmony Treasury Advantage PMS
Min Ticket1 Crore
AUM SizeRs. 50.63 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y-3.23%
3Y--
5Y--
SI+0.65%
N/A Inc: 27/01/2025
AS
ASK Investment Managers Limited Equity

ASK LIFE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 50.53 Cr
Benchmark IndexNifty 50 TRI
1Y-4.02%
3Y+1.10%
5Y+2.02%
SI+13.04%
Mr. Sandip Bhansal Inc: 01/09/2008
VA
Val Q Investment Advisory Pvt Ltd Equity

Val-Q Mid Cap High Quality Fund
Min Ticket50 Lakhs
AUM SizeRs. 50.42 Cr
Benchmark IndexNifty 500 TRI
1Y+0.81%
3Y+9.88%
5Y+11.96%
SI+10.23%
N/A Inc: 24/12/2014
DE
Deutsche Investments India Private Limited Equity

DB India Multicap Equities / Long-term capital growth
Min Ticket50 Lakhs
AUM SizeRs. 50.03 Cr
Benchmark IndexNifty 50 TRI
1Y+2.63%
3Y+11.81%
5Y+11.53%
SI+15.50%
Yogesh Budhwani Inc: 20/08/2020
WA
Waterfield Financial And Investment Advisors Private Limited Multi Asset

Nucleus "Multi-Asset" Purchasing Power Preserver
Min Ticket50 Lakhs
AUM SizeRs. 50 Cr
Benchmark IndexNifty 500 TRI
1Y+19.34%
3Y+0.00%
5Y--
SI+18.49%
N/A Inc: 14/02/2023
OH
Ohm Portfolio Equi Research Private Limited Equity

Ohm Absolute
Min Ticket50 Lakhs
AUM SizeRs. 49.83 Cr
Benchmark IndexNifty 50 TRI
1Y+6.65%
3Y+13.43%
5Y+16.14%
SI+17.51%
JIGAR S VALIA Inc: 27/03/2008
CA
Capitalmind Financial Services Private Limited Debt

Strategic Debt (Long term)
Min Ticket50 Lakhs
AUM SizeRs. 49.46 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+2.55%
3Y+6.67%
5Y+5.78%
SI+6.18%
N/A Inc: N/A
AV
AVERRA ASSET MANAGERS LLP Equity

AVERRA ASSET MANAGERS LLP-LONG TERM GROWTH AT FAIR VALUE
Min Ticket50 Lakhs
AUM SizeRs. 49.41 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+30.22%
AARSH RAKESH DESAI Inc: 14/01/2026
BA
Banyan Capital Advisors Llp Equity

Banyan Edhas Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 49.38 Cr
Benchmark IndexBSE 500 TRI
1Y+12.05%
3Y+17.21%
5Y+0.00%
SI+18.32%
V P Rajesh Inc: 29/05/2023
AC
Accuracap Consultancy Services Private Limited Equity

Alphagen
Min Ticket50 Lakhs
AUM SizeRs. 49.28 Cr
Benchmark IndexBSE 500 TRI
1Y+9.94%
3Y+13.47%
5Y+10.94%
SI+12.98%
Nidhi Gupta Inc: 31/12/2015
AN
Angel One Investment Managers & Advisors Private Limited Hybrid

Ionic Allocate Portfolio-Moderate
Min Ticket50 Lakhs
AUM SizeRs. 48.93 Cr
Benchmark IndexNifty 500 TRI
1Y+28.91%
3Y--
5Y--
SI+27.88%
N/A Inc: 17/04/2025
GR
Green Portfolio Private Limited Equity

GREEN PORTFOLIO FUND OF FUNDS
Min Ticket50 Lakhs
AUM SizeRs. 48.77 Cr
Benchmark IndexBSE 500 TRI
1Y+16.51%
3Y+22.45%
5Y+18.23%
SI+18.34%
Anuj Jain Inc: 13/01/2020
PA
Pace Financial Investment Adviser Private Limited Multi Asset

PACE 360 Multi Asset PMS Tresor Prive
Min Ticket50 Lakhs
AUM SizeRs. 48.54 Cr
Benchmark IndexNifty 500 TRI
1Y+14.49%
3Y+10.30%
5Y--
SI+12.22%
N/A Inc: 10/05/2022
SI
Silverarch Investment Advisers Private Limited Equity

SilverArch India Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 48.35 Cr
Benchmark IndexNifty 500 TRI
1Y+18.08%
3Y+25.93%
5Y+18.33%
SI+12.73%
N/A Inc: 04/09/2017
SA
Sageone Investment Managers Llp Equity

SageOne Flexi Cap
Min Ticket50 Lakhs
AUM SizeRs. 47.98 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-16.51%
N/A Inc: 10/11/2025
R.
R. Wadiwala Securities Private Limited Equity

NS Multicap Advised Model Portfolio - PMS-Shreyas PMS
Min Ticket50 Lakhs
AUM SizeRs. 47.94 Cr
Benchmark IndexBSE 500 TRI
1Y+3.75%
3Y+8.71%
5Y+8.56%
SI+11.61%
NAINISH J. WADIWALA Inc: 17/04/2019
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

LEAPFROG
Min Ticket5 Lakhs
AUM SizeRs. 47.83 Cr
Benchmark IndexBSE 500 TRI
1Y+1.75%
3Y+0.00%
5Y+0.00%
SI+2.21%
ROHAN GHALLA Inc: 14/12/2023
AM
Ambit Investment Advisors Private Limited Equity

Ambit Curated Portfolios
Min Ticket50 Lakhs
AUM SizeRs. 47.75 Cr
Benchmark IndexBSE 500 TRI
1Y+0.94%
3Y+7.53%
5Y+6.91%
SI+13.20%
Mr.Sushant Bhansali Inc: 28/08/2020
OA
Oaks Asset Management Private Limited PMS Scheme

Structured Product Series 2-Private Markets
Min Ticket50 Lakhs
AUM SizeRs. 47.66 Cr
Benchmark IndexNifty 50 TRI
1Y+16.78%
3Y+3.90%
5Y+1.46%
SI+0.05%
Vivek Anand PS Inc: 06/07/2016
KO
Kotak Mahindra Asset Management Company Ltd Multi Asset

Kotak Evolv Moderate Asset Allocation Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 47.57 Cr
Benchmark IndexNifty 500 TRI
1Y+6.69%
3Y+11.71%
5Y--
SI+9.87%
N/A Inc: 02/09/2022
OA
Oaks Asset Management Private Limited Equity

Structured Product Series 2 (Incred)
Min Ticket50 Lakhs
AUM SizeRs. 47.56 Cr
Benchmark IndexNifty 500 TRI
1Y+16.80%
3Y+3.86%
5Y+1.46%
SI+0.11%
N/A Inc: 06/07/2016
VA
Val Q Investment Advisory Pvt Ltd Equity

Val-Q Large Cap Blue Chip Fund
Min Ticket50 Lakhs
AUM SizeRs. 47.52 Cr
Benchmark IndexNifty 500 TRI
1Y+10.84%
3Y+14.17%
5Y+13.39%
SI+10.13%
N/A Inc: 24/12/2014
CI
Citrus Advisors Private Limited Equity

Citrus Sector Leaders
Min Ticket50 Lakhs
AUM SizeRs. 47.29 Cr
Benchmark IndexNifty 50 TRI
1Y+3.54%
3Y+0.00%
5Y+0.00%
SI+10.10%
Sanjay Sinha Inc: 30/08/2023
HS
HSBC Asset Management (India) Private Limited Equity

HSBC Evolve Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 47.23 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+5.09%
Amaresh Mishra Inc: 09/09/2025
LA
Ladderup Asset Managers Private Limited Debt

Credit Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 46.9 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+11.22%
3Y--
5Y--
SI+12.66%
N/A Inc: 26/06/2024
TR
TRADESWIFT BROKING PRIVATE LIMITED Multi Asset

Dynamic gems
Min Ticket50 Lakhs
AUM SizeRs. 46.58 Cr
Benchmark IndexNifty 500 TRI
1Y+9.96%
3Y--
5Y--
SI+9.59%
N/A Inc: 06/03/2024
SO
Sowilo Investment Managers LLP Equity

Sowilo Target Agressive Scheme
Min Ticket50 Lakhs
AUM SizeRs. 46.54 Cr
Benchmark IndexBSE 500 TRI
1Y+7.10%
3Y+17.16%
5Y+0.00%
SI+18.61%
Sandip Agarwal Inc: 23/06/2023
JA
Jain Investment Advisors Pvt Ltd Equity

Wonder Companies
Min Ticket50 Lakhs
AUM SizeRs. 46.48 Cr
Benchmark IndexBSE 500 TRI
1Y+0.26%
3Y+15.44%
5Y+13.55%
SI+13.04%
Vinod Jain Inc: 27/06/2016
AT
Atlas Integrated Finance Ltd Equity

EQUITY DEBT HYBRID
Min Ticket50 Lakhs
AUM SizeRs. 46.26 Cr
Benchmark IndexBSE 500 TRI
1Y-0.74%
3Y+14.93%
5Y+14.67%
SI+23.56%
NILESH SHAH Inc: 02/03/2021
NE
Neo Asset Management Private Limited Multi Asset

Neo Multi Asset Aggressive Strategy
Min Ticket50 Lakhs
AUM SizeRs. 46.23 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+7.65%
N/A Inc: 19/08/2025
WA
WAYA FINANCIAL TECHNOLOGIES PRIVATE LIMITED Equity

Bin73 SunriseAlpha
Min Ticket50 Lakhs
AUM SizeRs. 46.14 Cr
Benchmark IndexBSE 500 TRI
1Y+6.45%
3Y+0.00%
5Y+0.00%
SI+8.47%
AMIT M VORA Inc: 18/11/2024
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Multi-Manager - India Equity Opportunities Strategy
Min Ticket50 Lakhs
AUM SizeRs. 46.1 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.92%
Anand Shah Inc: 19/11/2025
TH
THINQWISE WEALTH MANAGERS LLP Equity

THINQWISE INDIA LONG TERM FUND
Min Ticket50 Lakhs
AUM SizeRs. 45.94 Cr
Benchmark IndexNifty 50 TRI
1Y+0.88%
3Y+8.74%
5Y+0.00%
SI+10.71%
SAHIL DOSHI Inc: 23/06/2023
PG
PGIM India Asset Management Private Limited Equity

PGIM INDIA EQUITY PORTFOLIO SERIES II
Min Ticket50 Lakhs
AUM SizeRs. 45.93 Cr
Benchmark IndexNifty 50 TRI
1Y-0.06%
3Y+6.70%
5Y+0.00%
SI+9.34%
Mohit Khanna Inc: 19/06/2023