PMS Strategies in India

Page 16 of 39

Compare PMS Schemes
OM
Omniscience Capital Advisors Private Limited Equity

Omni SuperNormal India
Min Ticket50 Lakhs
AUM SizeRs. 37.25 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-3.09%
Vikas V Gupta Inc: 31/10/2025
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Quanti-FI Strategy
Min Ticket50 Lakhs
AUM SizeRs. 37.21 Cr
Benchmark IndexBSE 500 TRI
1Y+4.88%
3Y+0.00%
5Y+0.00%
SI+5.64%
Chockalingam Narayanan Inc: 02/02/2024
AD
Aditya Birla Sun Life Amc Limited Equity

Top 200 Core Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 36.92 Cr
Benchmark IndexNifty 50 TRI
1Y-2.21%
3Y+7.90%
5Y+10.31%
SI+11.41%
Mr. A. Balasubramanian Inc: 27/05/2015
GR
Green Portfolio Private Limited Equity

THE GREEN ETHICAL FUND
Min Ticket50 Lakhs
AUM SizeRs. 36.18 Cr
Benchmark IndexBSE 500 TRI
1Y+18.40%
3Y+0.00%
5Y+0.00%
SI+10.79%
Anuj Jain Inc: 27/06/2024
FR
Fractal Capital Investments Llp Equity

FCI LLP Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 36.17 Cr
Benchmark IndexBSE 500 TRI
1Y-6.57%
3Y+12.71%
5Y+0.00%
SI+18.18%
Mr.Miten lathia & Mr.Sanjeev goswami Inc: 02/06/2022
CO
Complete Circle Wealth Solutions Llp Equity

Complete Circle Stellar Wealth PMS
Min Ticket50 Lakhs
AUM SizeRs. 36.12 Cr
Benchmark IndexBSE 500 TRI
1Y+24.40%
3Y+14.91%
5Y+0.00%
SI+16.36%
Gurmeet Chadha Inc: 13/06/2023
NI
Nippon Life India Asset Management Ltd Hybrid

Signature Option
Min Ticket50 Lakhs
AUM SizeRs. 35.94 Cr
Benchmark IndexNifty 500 TRI
1Y+4.21%
3Y+5.53%
5Y+5.03%
SI+4.09%
N/A Inc: 01/01/2005
HA
Harmoney Finserv India Private Limited PMS Scheme

SYNERGY FOCUSED APPROACH FOR LONG TERM
Min Ticket50 Lakhs
AUM SizeRs. 35.68 Cr
Benchmark IndexNifty 50 TRI
1Y+1.15%
3Y+10.01%
5Y+11.32%
SI+7.08%
KANNAN RAMADASS Inc: 22/12/2010
GR
Green Portfolio Private Limited Equity

GREEN PORTFOLIO DIVIDEND YIELD FUND
Min Ticket50 Lakhs
AUM SizeRs. 35.35 Cr
Benchmark IndexBSE 500 TRI
1Y+23.99%
3Y+27.20%
5Y+23.84%
SI+30.10%
Anuj Jain Inc: 23/09/2019
UN
Unifi Capital P Ltd Equity

GREEN STRATEGY
Min Ticket1 Lakhs
AUM SizeRs. 35.32 Cr
Benchmark IndexNifty 500 TRI
1Y+35.32%
3Y+41.23%
5Y+17.18%
SI+16.74%
N/A Inc: 23/01/2017
HE
Hedge Equities Ltd Equity

Financial Freedom
Min Ticket50 Lakhs
AUM SizeRs. 35.28 Cr
Benchmark IndexBSE 500 TRI
1Y+7.75%
3Y+17.37%
5Y+0.00%
SI+13.22%
ALEX K BABU Inc: 01/11/2021
AL
Alder Capital Advisors Llp Equity

Alder Capital- B2C Growth
Min Ticket50 Lakhs
AUM SizeRs. 35 Cr
Benchmark IndexBSE 500 TRI
1Y+18.95%
3Y+15.18%
5Y+8.00%
SI+13.32%
Hemant Bhaskar Patel Inc: 05/10/2015
LA
Lakewater Advisors Private Limited Equity

India Growth
Min Ticket50 Lakhs
AUM SizeRs. 34.95 Cr
Benchmark IndexNifty 50 TRI
1Y+16.33%
3Y+9.79%
5Y+5.61%
SI+11.10%
Pankaj Singhania Inc: 20/06/2019
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA TRADE SANCHAY STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 34.87 Cr
Benchmark IndexNifty 50 TRI
1Y+2.35%
3Y+12.04%
5Y+6.52%
SI+7.60%
Sheetal Malpani Inc: 19/01/2021
NU
Nuvama Asset Management Limited Multi Asset

Accumulator
Min Ticket50 Lakhs
AUM SizeRs. 34.52 Cr
Benchmark IndexNifty 500 TRI
1Y+9.72%
3Y--
5Y--
SI+11.08%
N/A Inc: 22/05/2023
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

VARANIUM G2G INDIA PORTFOLIO - 00010051
Min Ticket50 Lakhs
AUM SizeRs. 34.44 Cr
Benchmark IndexNifty 50 TRI
1Y+6.05%
3Y+17.43%
5Y+12.28%
SI+15.67%
Pooja Gandhi Inc: 20/01/2019
CR
Credit Suisse Securities (India) Private Limited Debt

Premium Fixed Income Short Term
Min Ticket50 Lakhs
AUM SizeRs. 34.3 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+2.32%
3Y+6.15%
5Y+6.42%
SI+7.12%
N/A Inc: 16/02/2009
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RH-PERENNIAL
Min Ticket50 Lakhs
AUM SizeRs. 34.29 Cr
Benchmark IndexBSE 500 TRI
1Y+8.21%
3Y+12.10%
5Y+11.82%
SI+13.34%
ANIL FRANCIS REGO Inc: 24/03/2021
HP
HPMG SHARES AND SECURITIES PVT LTD Equity

HPMG Multicap Fund
Min Ticket50 Lakhs
AUM SizeRs. 34.26 Cr
Benchmark IndexBSE 500 TRI
1Y+2.38%
3Y+12.38%
5Y+0.00%
SI+16.55%
HASIT PANDYA Inc: 02/12/2022
CI
Citrus Advisors Private Limited Equity

Citrus Midcap Marvels
Min Ticket50 Lakhs
AUM SizeRs. 34.2 Cr
Benchmark IndexBSE 500 TRI
1Y+3.69%
3Y+0.00%
5Y+0.00%
SI+6.25%
Sanjay Sinha Inc: 30/08/2023
CA
Capitalmind Financial Services Private Limited Equity

Altitude
Min Ticket1 Rupees
AUM SizeRs. 33.91 Cr
Benchmark IndexNifty 50 TRI
1Y+6.51%
3Y+0.00%
5Y+0.00%
SI+12.15%
Krishna Kishore Appala Inc: 29/01/2025
NA
Narnolia Financial Services Limited Equity

NARNOLIA FUSION OPPORTUNITY STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 33.62 Cr
Benchmark IndexNifty 500 TRI
1Y-5.90%
3Y+15.68%
5Y--
SI+12.69%
N/A Inc: 26/09/2022
CO
Complete Circle Wealth Solutions Llp Equity

Digital compounders PMS
Min Ticket50 Lakhs
AUM SizeRs. 33.29 Cr
Benchmark IndexBSE 500 TRI
1Y+5.07%
3Y+0.00%
5Y+0.00%
SI+7.69%
Gurmeet Chadha Inc: 28/10/2024
AY
AYAN ANALYTICS PVT LTD Equity

PriceBridge Eternal Long Life
Min Ticket50 Lakhs
AUM SizeRs. 33.19 Cr
Benchmark IndexBSE 500 TRI
1Y-4.61%
3Y+0.00%
5Y+0.00%
SI+7.74%
Mahesh Gowande Inc: 01/12/2023
BO
Bonanza Portfolio Limited Equity

BONANZA VALUE
Min Ticket50 Lakhs
AUM SizeRs. 32.99 Cr
Benchmark IndexNifty 50 TRI
1Y+9.49%
3Y+13.65%
5Y+11.19%
SI+18.40%
Achin Goel Inc: 02/09/2011
SY
Sykes And Ray Equities India Limited Equity

SRE PE SHIELD
Min Ticket50 Lakhs
AUM SizeRs. 32.8 Cr
Benchmark IndexBSE 500 TRI
1Y+6.05%
3Y+8.98%
5Y+8.89%
SI+9.81%
Anup Gupta Inc: 31/05/2018
SI
SINCERE SYNDICATION AND CORPORATE SERVICES LLP Multi Asset

FIXED INCOME PLUS
Min Ticket50 Lakhs
AUM SizeRs. 32.7 Cr
Benchmark IndexNifty 500 TRI
1Y+5.25%
3Y--
5Y--
SI+7.60%
N/A Inc: 25/05/2023
EM
Emkay Investment Managers Limited Equity

EMKAY CLASSIC
Min Ticket50 Lakhs
AUM SizeRs. 32.64 Cr
Benchmark IndexNifty 500 TRI
1Y+2.59%
3Y+2.66%
5Y+1.18%
SI+0.86%
N/A Inc: 01/04/2003
NI
Nippon Life India Asset Management Ltd Equity

Emerging India Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 32.48 Cr
Benchmark IndexBSE 500 TRI
1Y+9.85%
3Y+16.31%
5Y+15.13%
SI+15.21%
Gurbir Singh Chopra Inc: 07/04/2017
EQ
EQUINOVA INVESTMENT MANAGERS PRIVATE LIMITED Equity

Equinova Alpha Opportunities PMS
Min Ticket50 Lakhs
AUM SizeRs. 32.42 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+10.77%
ANIRUDDHA SARKAR Inc: 28/01/2026
IN
Invesco Asset Management (India) Private Limited Equity

Invesco India Challengers Portfolio
Min Ticket1 Lakhs
AUM SizeRs. 32.05 Cr
Benchmark IndexBSE 500 TRI
1Y+1.18%
3Y+15.47%
5Y+0.00%
SI+11.72%
Neelesh Dhamnaskar Inc: 30/09/2021
TA
Tata Asset Management Private Limited Debt

TATA PMS SELECT LIQUID- 3 MONTHS APPROACH
Min Ticket50 Lakhs
AUM SizeRs. 32 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.55%
3Y--
5Y--
SI+6.13%
N/A Inc: 29/06/2022
MO
Moat Financial Services Private Limited Equity

Auxano Alpha Fund
Min Ticket50 Lakhs
AUM SizeRs. 31.81 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+5.34%
BIJU JOHN Inc: 13/10/2025
BO
Bonanza Portfolio Limited Equity

BONANZA PLATINUM ALPHA FUND
Min Ticket50 Lakhs
AUM SizeRs. 31.7 Cr
Benchmark IndexNifty 50 TRI
1Y+0.40%
3Y+0.00%
5Y+0.00%
SI+8.76%
Achin Goel Inc: 01/03/2025
AD
Aditya Birla Sun Life Amc Limited Equity

ABSL INDIA 200 QUANT EQUITY PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 31.64 Cr
Benchmark IndexBSE 500 TRI
1Y+1.23%
3Y+13.98%
5Y+12.13%
SI+13.01%
Mr. A. Balasubramanian Inc: 24/07/2009
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

IMPERIAL INDIA FOCUSED EQUITY
Min Ticket50 Lakhs
AUM SizeRs. 31.39 Cr
Benchmark IndexBSE 500 TRI
1Y+13.85%
3Y+19.30%
5Y+17.51%
SI+15.20%
ROHAN GHALLA Inc: 13/02/2015
TR
Trivantage Capital Management India Private Limited Equity

Trivantage Capital Small & Mid Cap Financials Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 31.21 Cr
Benchmark IndexNifty 50 TRI
1Y+14.81%
3Y+12.67%
5Y+0.00%
SI+18.87%
Nikhil Johri Inc: 01/03/2023
AD
Aditya Birla Sun Life Amc Limited Equity

TOP 200 CORE EQUITY PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 31.04 Cr
Benchmark IndexNifty 50 TRI
1Y-2.01%
3Y+7.46%
5Y+9.97%
SI+12.40%
Mr. A. Balasubramanian Inc: 03/05/2019
MR
MRG Investment Partners Pvt Ltd Equity

Wealth Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 31.01 Cr
Benchmark IndexNifty 500 TRI
1Y+16.02%
3Y+13.07%
5Y--
SI+10.30%
N/A Inc: 24/05/2019
AM
Ambit Wealth Private Limited Equity

Ambit Alpha Growth Portfolio - STP
Min Ticket50 Lakhs
AUM SizeRs. 30.88 Cr
Benchmark IndexNifty 50 TRI
1Y-0.69%
3Y+14.68%
5Y+0.00%
SI+22.21%
Surjitt Arora Inc: 01/08/2022
IN
INVESTVALUE CAPITAL PRIVATE LIMITED Equity

INVESTVALUE INDIA WINNERS PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 30.77 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+11.20%
ADITYA AGARWALA Inc: 02/03/2026
UN
UNICORN INVESTMENT MANAGERS LLP Multi Asset

UNICORN CUSTOM PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 30.7 Cr
Benchmark IndexNifty 500 TRI
1Y+13.43%
3Y--
5Y--
SI-3.07%
N/A Inc: 29/10/2024
CO
Cosmea Portfolio Management Private Limited Equity

ALPHA COMPOUNDERS
Min Ticket50 Lakhs
AUM SizeRs. 30.6 Cr
Benchmark IndexBSE 500 TRI
1Y-2.80%
3Y+13.20%
5Y+0.00%
SI+13.51%
Ankit Doshi Inc: 07/11/2022
QU
Quest Investment Managers Pvt Ltd Equity

QUEST ALPHA OPPORTUNITIES PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 30.56 Cr
Benchmark IndexNifty 500 TRI
1Y-5.50%
3Y--
5Y--
SI+23.81%
N/A Inc: N/A
JA
Jain Investment Advisors Pvt Ltd Equity

Business Leader
Min Ticket5 Lakhs
AUM SizeRs. 30.52 Cr
Benchmark IndexBSE 500 TRI
1Y-1.78%
3Y+10.50%
5Y+0.00%
SI+12.16%
Vinod Jain Inc: 15/07/2022
UN
UNICORN INVESTMENT MANAGERS LLP Equity

UNICORN STAR PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 30.33 Cr
Benchmark IndexNifty 50 TRI
1Y+0.01%
3Y+0.00%
5Y+0.00%
SI-3.80%
Pawan Mehar Inc: 07/10/2024
TR
Trivantage Capital Management India Private Limited Equity

Trivantage Capital Emerging Leaders Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 30.29 Cr
Benchmark IndexNifty 50 TRI
1Y+7.56%
3Y+0.00%
5Y+0.00%
SI+10.42%
Nikhil Johri Inc: 21/04/2025
RE
Renaissance Investment Managers Private Limited Equity

Renaissance Sterling Portfolio
Min Ticket5 Crore
AUM SizeRs. 29.77 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.51%
PANKAJ MURARKA Inc: 07/10/2025
NI
Nippon Life India Asset Management Ltd Equity

Emerging India Portfolio 1
Min Ticket50 Lakhs
AUM SizeRs. 29.73 Cr
Benchmark IndexBSE 500 TRI
1Y+10.05%
3Y+16.83%
5Y+15.05%
SI+14.01%
Gurbir Singh Chopra Inc: 07/03/2017
PR
Prudent Equity Private Limited Equity

Prudent Equity Growth Strategy
Min Ticket50 Lakhs
AUM SizeRs. 29.71 Cr
Benchmark IndexBSE 500 TRI
1Y+4.05%
3Y+0.00%
5Y+0.00%
SI+0.03%
Diwakar Rana Inc: 02/07/2024