PMS Strategies in India

Page 15 of 39

Compare PMS Schemes
CH
Chona Financial Services Limited Equity

PMS-3 Q5
Min Ticket5 Lakhs
AUM SizeRs. 45.9 Cr
Benchmark IndexNifty 50 TRI
1Y+0.26%
3Y+10.81%
5Y+9.91%
SI+11.85%
PARVATHI PALANIAPPAN Inc: 01/04/2007
FR
Fractal Capital Investments Llp Equity

FCI LLP Wealth Builder
Min Ticket50 Lakhs
AUM SizeRs. 45.81 Cr
Benchmark IndexBSE 500 TRI
1Y-8.59%
3Y+11.01%
5Y+13.98%
SI+15.30%
Mr.Miten lathia & Mr.Sanjeev goswami Inc: 15/03/2021
DE
Dezerv Investments Private Limited Multi Asset

dezerv. Dynamic Strategy
Min Ticket50 Lakhs
AUM SizeRs. 45.77 Cr
Benchmark IndexNifty 500 TRI
1Y+8.19%
3Y+14.56%
5Y--
SI+14.81%
N/A Inc: 25/02/2023
DY
Dynamic Equities Pvt Ltd Equity

Smallcap High Growth Low Valuation
Min Ticket50 Lakhs
AUM SizeRs. 45.19 Cr
Benchmark IndexNifty 500 TRI
1Y-24.85%
3Y--
5Y--
SI-1.42%
N/A Inc: 09/01/2024
PA
Parag Parikh Financial Advisory Services Limited Equity

Cognito
Min Ticket50 Lakhs
AUM SizeRs. 45.08 Cr
Benchmark IndexBSE 500 TRI
1Y-7.01%
3Y+13.32%
5Y+12.98%
SI+17.91%
NEIL PARIKH Inc: 18/11/1996
ZE
Zen Wealth Management Services Ltd Equity

Focused Strategy
Min Ticket50 Lakhs
AUM SizeRs. 45.07 Cr
Benchmark IndexBSE 500 TRI
1Y+35.55%
3Y+0.00%
5Y+0.00%
SI+13.21%
SATISH KANTHETI Inc: 23/07/2024
PH
Phillipcapital (India) Pvt Ltd Debt

PHILLIP CONSERVATIVE CREDIT PORTFOLIO REGULAR INCOME
Min Ticket50 Lakhs
AUM SizeRs. 44.88 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+7.84%
N/A Inc: 09/10/2025
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Open - Enhancer Series - Blended Equity Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 44.83 Cr
Benchmark IndexNifty 50 TRI
1Y+4.71%
3Y+0.00%
5Y+0.00%
SI+1.90%
Mr. Arjun Kedia Inc: 19/07/2024
LA
Latent Advisors LLP Multi Asset

LATENT MULTI ASSET SCHEME
Min Ticket50 Lakhs
AUM SizeRs. 44.33 Cr
Benchmark IndexNifty 500 TRI
1Y+5.73%
3Y--
5Y--
SI+7.83%
N/A Inc: 18/01/2024
QO
Qode Advisors LLP Equity

QODE TACTICAL FUND
Min Ticket50 Lakhs
AUM SizeRs. 44.15 Cr
Benchmark IndexBSE 500 TRI
1Y+14.86%
3Y+0.00%
5Y+0.00%
SI+13.72%
Karan Salecha Inc: 28/11/2024
AS
ASK Investment Managers Limited Equity

ASK SPECIAL OPPORTUNITIES PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 44.07 Cr
Benchmark IndexBSE 500 TRI
1Y-3.03%
3Y+0.00%
5Y+0.00%
SI-2.43%
Mr. Sandip Bhansal Inc: 17/04/2025
PA
PATERSON SECURITIES PRIVATE LIMITED Debt

ACTIVELY MANAGED TOTAL RETURN PORTFOLIO
Min Ticket5 Lakhs
AUM SizeRs. 43.83 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.94%
3Y--
5Y--
SI+9.84%
N/A Inc: 01/06/2024
AN
Angel One Investment Managers & Advisors Private Limited Equity

IONIC PIPE STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 43.74 Cr
Benchmark IndexBSE 500 TRI
1Y-0.53%
3Y+0.00%
5Y+0.00%
SI+0.16%
Harsh Gupta Inc: 08/01/2025
MA
Marcellus Investment Managers Private Limited Equity

MeritorQ
Min Ticket50 Lakhs
AUM SizeRs. 42.96 Cr
Benchmark IndexBSE 500 TRI
1Y-0.45%
3Y+11.72%
5Y+0.00%
SI+12.62%
saurabh Mukherjea Inc: 15/11/2022
AS
ASK Investment Managers Limited Equity

ASK INDIAN ENTREPRENEUR PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 42.78 Cr
Benchmark IndexBSE 500 TRI
1Y-4.35%
3Y+3.52%
5Y+4.51%
SI+10.05%
Mr. Sandip Bhansal Inc: 14/10/2019
NI
Nippon Life India Asset Management Ltd Equity

The Indian Economic Transformation Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 42.73 Cr
Benchmark IndexBSE 500 TRI
1Y+4.14%
3Y+12.97%
5Y+10.67%
SI+14.69%
Gurbir Singh Chopra Inc: 22/10/2018
FE
FE SECURITIES PRIVATE LIMITED Equity

FE Securities Focused Approach
Min Ticket50 Lakhs
AUM SizeRs. 42.38 Cr
Benchmark IndexBSE 500 TRI
1Y-23.54%
3Y+0.00%
5Y+0.00%
SI-17.46%
Sanjay Kaul Inc: 22/05/2025
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

JEWEL
Min Ticket50 Lakhs
AUM SizeRs. 42.27 Cr
Benchmark IndexBSE 500 TRI
1Y+2.44%
3Y+13.03%
5Y+17.09%
SI+14.47%
ROHAN GHALLA Inc: 18/02/2016
GE
Geojit Financial Services Ltd Equity

DAKSHIN PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 42.11 Cr
Benchmark IndexBSE 500 TRI
1Y-4.80%
3Y+4.18%
5Y+6.00%
SI+9.79%
Mr.RUPIN MUKESH SHAH Inc: 20/03/2019
NE
Neo Asset Management Private Limited Multi Asset

Neo Core Multi Asset Conservative Strategy
Min Ticket50 Lakhs
AUM SizeRs. 42.1 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+2.16%
N/A Inc: 31/12/2025
NI
Nine Rivers Capital Holdings Private Limited Equity

Aurum Multiplier Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 42.03 Cr
Benchmark IndexBSE 500 TRI
1Y+8.11%
3Y+18.06%
5Y+15.86%
SI+17.40%
SANDEEP DAGA Inc: 13/12/2019
MA
Maximal Capital Private Limited Debt

Maximal Income Fund
Min Ticket50 Lakhs
AUM SizeRs. 41.94 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+23.46%
3Y+21.58%
5Y--
SI+19.42%
N/A Inc: 08/06/2022
AM
Ambit Investment Advisors Private Limited Equity

Ambit TenX Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 41.88 Cr
Benchmark IndexBSE 500 TRI
1Y+8.36%
3Y+7.28%
5Y+0.00%
SI+8.26%
Mr.Sushant Bhansali Inc: 13/12/2021
AY
AYAN ANALYTICS PVT LTD Equity

PriceBridge Samvruddhi
Min Ticket50 Lakhs
AUM SizeRs. 41.73 Cr
Benchmark IndexBSE 500 TRI
1Y+8.00%
3Y+0.00%
5Y+0.00%
SI+8.49%
MAHESH GOWANDE Inc: 05/05/2025
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RHPMPL-RH India Business Leader Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 41.22 Cr
Benchmark IndexNifty 50 TRI
1Y-0.30%
3Y+10.96%
5Y+10.57%
SI+10.63%
ANIL FRANCIS REGO Inc: 15/11/2012
AL
Alchemy Capital Management Pvt Ltd Equity

Alchemy Smart Alpha Micro & Small cap
Min Ticket50 Lakhs
AUM SizeRs. 41.17 Cr
Benchmark IndexBSE 500 TRI
1Y+1.76%
3Y+0.00%
5Y+0.00%
SI+6.51%
Alok Agarwal Inc: 06/12/2023
CR
Credent Asset Management Services Private Limited Equity

Credent AIM Multi Cap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 41.04 Cr
Benchmark IndexBSE 500 TRI
1Y+3.74%
3Y+14.37%
5Y+0.00%
SI+22.07%
Aditya Vikram Kanoria Inc: 20/03/2023
DA
Darashaw And Company Private Limited Equity

DARASHAW PMS DISC
Min Ticket50 Lakhs
AUM SizeRs. 41.01 Cr
Benchmark IndexBSE 500 TRI
1Y-1.36%
3Y+8.53%
5Y+9.10%
SI+13.53%
AMEYA RAICH Inc: 16/10/2001
EQ
EQUINOVA INVESTMENT MANAGERS PRIVATE LIMITED Equity

Equinova Signature Edge PMS
Min Ticket50 Lakhs
AUM SizeRs. 40.98 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+15.61%
ANIRUDDHA SARKAR Inc: 05/02/2026
TU
Tulsian PMS Limited Equity

TULSIANMMOP
Min Ticket50 Lakhs
AUM SizeRs. 40.97 Cr
Benchmark IndexNifty 500 TRI
1Y+6.63%
3Y--
5Y--
SI+2.21%
N/A Inc: 01/02/2024
AX
Axis Asset Management Company Limited PMS Scheme

Axis AMC Pure Contra Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 40.85 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-1.12%
Nishit Master Inc: 26/11/2025
MO
MO Alternate Investment Advisors Private Limited Debt

MOPE RE PMS IV
Min Ticket50 Lakhs
AUM SizeRs. 40.76 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y+0.00%
5Y--
SI+16.90%
N/A Inc: 19/08/2019
CA
Capitalmind Financial Services Private Limited Debt

Custom Portfolio 23
Min Ticket1 Rupees
AUM SizeRs. 40.65 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+0.25%
N/A Inc: 11/03/2024
WR
Wryght Research And Capital Private Limited Equity

Wright Alpha Fund
Min Ticket5 Lakhs
AUM SizeRs. 40.65 Cr
Benchmark IndexBSE 500 TRI
1Y-5.79%
3Y+0.00%
5Y+0.00%
SI+3.06%
Sonam Srivastava Inc: 23/08/2023
RI
Right Horizons Portfolio Management Pvt Ltd Multi Asset

RHPMPL - ALL SEASON FUND
Min Ticket50 Lakhs
AUM SizeRs. 40.6 Cr
Benchmark IndexNifty 500 TRI
1Y+12.27%
3Y+15.87%
5Y+13.65%
SI+14.39%
N/A Inc: 22/11/2019
PC
PCS SECURITIES LTD Equity

PCS SECURITIES LTD ALYATTES 00017643-001
Min Ticket50 Rupees
AUM SizeRs. 40.48 Cr
Benchmark IndexBSE 500 TRI
1Y+27.63%
3Y+0.00%
5Y+0.00%
SI+23.55%
PRASHANT SHRIMAL Inc: 30/11/2023
SE
Seers Fund Management Pvt. Ltd. Equity

SEERS DECADE OF INDIA
Min Ticket1 Crore
AUM SizeRs. 40.24 Cr
Benchmark IndexNifty 50 TRI
1Y+13.91%
3Y+0.00%
5Y+0.00%
SI+4.85%
CHANDER BHATIA Inc: 22/08/2024
HA
Hanut Alternate Investments Llp Equity

Hanut Fundamental Quant
Min Ticket50 Lakhs
AUM SizeRs. 40.18 Cr
Benchmark IndexBSE 500 TRI
1Y+11.64%
3Y+19.68%
5Y+12.13%
SI+18.15%
Arjun Singh Inc: 07/05/2019
RE
Revelation Portfolio Management Pvt Ltd Equity

Revelation- Diversified Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 39.94 Cr
Benchmark IndexNifty 500 TRI
1Y+0.34%
3Y+28.45%
5Y+9.16%
SI+14.90%
N/A Inc: 10/07/2013
IM
IME Portfolio Managers LLP Equity

IME Concentrated Microtrends
Min Ticket50 Lakhs
AUM SizeRs. 39.65 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.47%
Ashi Savara Anand Inc: 01/10/2025
AR
Arth Portfolio Management Private Limited Equity

Arth Long Term Owner's Approach
Min Ticket50 Lakhs
AUM SizeRs. 39.41 Cr
Benchmark IndexBSE 500 TRI
1Y+12.64%
3Y+0.00%
5Y+0.00%
SI+7.00%
Niraj Bardia Inc: 01/04/2024
AM
Ambit Wealth Private Limited Equity

Ambit Build India Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 39.13 Cr
Benchmark IndexNifty 50 TRI
1Y+12.40%
3Y+0.00%
5Y+0.00%
SI+15.55%
Surjitt Arora Inc: 15/01/2024
BL
BLUE ASHVA INDIA LLP PMS Scheme

Dynamic Opportunity
Min Ticket50 Lakhs
AUM SizeRs. 38.98 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.52%
Deep Kothari Inc: 14/05/2026
KO
Kotak Mahindra Asset Management Company Ltd Equity

Kotak Small and Midcap Equity Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 38.78 Cr
Benchmark IndexNifty 500 TRI
1Y+18.53%
3Y+14.89%
5Y+15.86%
SI+15.77%
N/A Inc: 30/04/2012
A
A C CHOKSI SHARE BROKERS PRIVATE LIMITED Equity

Money Multiplier
Min Ticket50 Lakhs
AUM SizeRs. 38.57 Cr
Benchmark IndexBSE 500 TRI
1Y-7.13%
3Y+5.51%
5Y+3.98%
SI+12.10%
BIMAL ASHVIN CHOKSI Inc: 21/10/2015
SH
Shree Rama Managers Llp Multi Asset

Shree Wealth Builder Plan
Min Ticket50 Lakhs
AUM SizeRs. 37.62 Cr
Benchmark IndexNifty 500 TRI
1Y+6.57%
3Y+16.10%
5Y--
SI+12.05%
N/A Inc: 07/04/2022
KA
KABIR CAPITAL ADVISORS LLP PMS Scheme

KABIR CAPITAL TWO RULE VALUE FUND
Min Ticket50 Lakhs
AUM SizeRs. 37.59 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+9.09%
Pawan Kumar Ramprasad Inc: 22/01/2026
WA
Wallfort Fund Management Llp Equity

Wallfort India Contra Equity Fund
Min Ticket50 Lakhs
AUM SizeRs. 37.36 Cr
Benchmark IndexBSE 500 TRI
1Y+7.53%
3Y+0.00%
5Y+0.00%
SI+22.09%
Vijay Bharadia Inc: 02/01/2024
HD
HDFC Asset Management Company Limited Hybrid

Diversified Portfolio - Hybrid
Min Ticket50 Lakhs
AUM SizeRs. 37.32 Cr
Benchmark IndexNifty 500 TRI
1Y+4.28%
3Y+9.27%
5Y+8.31%
SI+8.38%
N/A Inc: 23/08/2012
AB
Abakkus Asset Manager Private Limited Debt

Abakkus Liquid Approach
Min Ticket50 Lakhs
AUM SizeRs. 37.27 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+3.99%
3Y--
5Y--
SI+3.96%
N/A Inc: 08/09/2023