PMS Strategies in India

Page 17 of 39

Compare PMS Schemes
CE
Centrum Investment Advisers Limited Equity

CENTRUM FLEXICAP PORTFOLIO.
Min Ticket50 Lakhs
AUM SizeRs. 29.37 Cr
Benchmark IndexBSE 500 TRI
1Y+3.65%
3Y+11.23%
5Y+10.16%
SI+12.32%
Manish Jain Inc: 20/06/2011
PH
Phillipcapital (India) Pvt Ltd Equity

Phillip Emerging India Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 29.3 Cr
Benchmark IndexBSE 500 TRI
1Y+5.81%
3Y+9.20%
5Y+10.43%
SI+12.74%
Mr Nishit Shah Inc: 09/08/2017
JA
Jain Investment Advisors Pvt Ltd Equity

Alpha Equity
Min Ticket50 Lakhs
AUM SizeRs. 28.62 Cr
Benchmark IndexBSE 500 TRI
1Y+0.40%
3Y+18.44%
5Y+17.84%
SI+13.77%
Vinod Jain Inc: 27/06/2016
NI
Nippon Life India Asset Management Ltd Equity

High Conviction Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 27.98 Cr
Benchmark IndexBSE 500 TRI
1Y+4.17%
3Y+12.35%
5Y+12.58%
SI+15.90%
Gurbir Singh Chopra Inc: 01/04/2014
BA
Badjate Wealth Private Limited Equity

BADJATE GROWTH FUND
Min Ticket50000 Rupees
AUM SizeRs. 27.97 Cr
Benchmark IndexBSE 500 TRI
1Y+10.06%
3Y+0.00%
5Y+0.00%
SI+8.30%
ANUJ BADJATE Inc: 23/05/2025
WE
Wealth Managers (India) Pvt. Ltd. Equity

Select Large Cap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 27.95 Cr
Benchmark IndexNifty 50 TRI
1Y+14.67%
3Y+0.00%
5Y+0.00%
SI+12.42%
Mandar Bagul Inc: 23/01/2024
JA
Jain Investment Advisors Pvt Ltd Equity

INDIA EQUITY
Min Ticket50 Lakhs
AUM SizeRs. 27.78 Cr
Benchmark IndexBSE 500 TRI
1Y-3.28%
3Y+14.55%
5Y+12.33%
SI+11.19%
Vinod Jain Inc: 27/06/2016
MO
Motilal Oswal Wealth Limited Debt

Structured Products
Min Ticket50 Lakhs
AUM SizeRs. 27.33 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+10.89%
3Y+9.58%
5Y+8.59%
SI+8.74%
N/A Inc: 20/08/2020
MA
Magadh Capital Advisors Llp Equity

Value for Growth
Min Ticket50 Lakhs
AUM SizeRs. 27.16 Cr
Benchmark IndexBSE 500 TRI
1Y-3.91%
3Y+12.98%
5Y+0.00%
SI+12.01%
Vipul Prasad Inc: 02/08/2021
AD
Aditya Birla Sun Life Amc Limited Equity

ABSL NEXT 100 PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 26.85 Cr
Benchmark IndexNifty 50 TRI
1Y+2.97%
3Y+11.48%
5Y+8.17%
SI+12.16%
Mr. A. Balasubramanian Inc: 07/10/2019
PL
PLUSWEALTH CAPITAL MANAGEMENT LLP Multi Asset

PlusWealth Fusion
Min Ticket50 Lakhs
AUM SizeRs. 26.77 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+5.88%
N/A Inc: 09/10/2025
AS
Ask Wealth Advisors Private Limited Multi Asset

ASK Wealth Core Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 26.51 Cr
Benchmark IndexNifty 500 TRI
1Y+8.24%
3Y+13.97%
5Y--
SI+13.20%
N/A Inc: 06/05/2022
NA
NARNOLIA VELOX ADVISORY LIMITED PMS Scheme

NARNOLIA FUSION OPPORTUNITY FUND
Min Ticket50 Lakhs
AUM SizeRs. 26.48 Cr
Benchmark IndexNifty 50 TRI
1Y-1.38%
3Y+9.82%
5Y+0.00%
SI+14.40%
ATUL KUMAR MISHRA Inc: 26/09/2022
EL
ELIXIR EQUITIES PVT LTD Equity

Long Term Growth Stocks
Min Ticket50 Lakhs
AUM SizeRs. 26.19 Cr
Benchmark IndexNifty 500 TRI
1Y+15.72%
3Y+10.61%
5Y+10.80%
SI+7.36%
N/A Inc: 23/10/2007
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA LONG TERM EQUITY STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 26.15 Cr
Benchmark IndexNifty 50 TRI
1Y+12.24%
3Y+8.25%
5Y+8.66%
SI+10.92%
Sheetal Malpani Inc: 06/10/2015
HA
Harmoney Finserv India Private Limited Multi Asset

PROSPECT ASSET ALLOCATION STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 26.13 Cr
Benchmark IndexNifty 500 TRI
1Y+21.50%
3Y+15.84%
5Y+16.81%
SI+11.61%
N/A Inc: 05/04/2017
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Open - Enhancer Series - Dynamic Passive Equity
Min Ticket50 Lakhs
AUM SizeRs. 25.86 Cr
Benchmark IndexNifty 50 TRI
1Y+2.76%
3Y+0.00%
5Y+0.00%
SI+10.14%
Mr. Arjun Kedia Inc: 13/10/2023
CE
Centrum Broking Limited Equity

CENTRUM DEEP VALUE IV
Min Ticket50 Lakhs
AUM SizeRs. 25.85 Cr
Benchmark IndexNifty 500 TRI
1Y+2.73%
3Y+15.72%
5Y+28.26%
SI+16.55%
N/A Inc: 10/12/2015
IC
ICICI Securities Limited Equity

ISEC Aggressive Portfolio
Min Ticket50000 Rupees
AUM SizeRs. 25.85 Cr
Benchmark IndexNifty 500 TRI
1Y+8.63%
3Y+16.47%
5Y+13.94%
SI+13.45%
N/A Inc: 25/02/2021
AS
Ask Wealth Advisors Private Limited Multi Asset

ASK Wealth Harmony Balanced
Min Ticket50 Lakhs
AUM SizeRs. 25.83 Cr
Benchmark IndexNifty 500 TRI
1Y+14.94%
3Y+13.77%
5Y--
SI+9.07%
N/A Inc: 28/07/2021
AS
Ask Wealth Advisors Private Limited Debt

Harmony Income Opportunities Discretionary Debt PMS
Min Ticket1 Crore
AUM SizeRs. 25.78 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+10.23%
3Y+9.65%
5Y--
SI+8.74%
N/A Inc: 16/03/2022
DR
Driv Drisht LLP Equity

Dhanvesttor Faith Fund
Min Ticket50 Lakhs
AUM SizeRs. 25.75 Cr
Benchmark IndexBSE 500 TRI
1Y+0.59%
3Y+0.00%
5Y+0.00%
SI+6.23%
Mr. Ishan Daga Inc: 30/04/2024
AD
Aditya Birla Sun Life Amc Limited Equity

Innovation Portfolio NR
Min Ticket50 Lakhs
AUM SizeRs. 25.72 Cr
Benchmark IndexBSE 500 TRI
1Y-4.61%
3Y+10.18%
5Y+11.27%
SI+20.50%
Mr. A. Balasubramanian Inc: 31/03/2020
FO
FORTUNE WEALTH MANAGEMENT CO INDIA P LTD Multi Asset

Quantitative Alpha Fund
Min Ticket50 Lakhs
AUM SizeRs. 25.71 Cr
Benchmark IndexNifty 500 TRI
1Y+3.89%
3Y--
5Y--
SI+8.98%
N/A Inc: 11/03/2025
OA
Oaks Asset Management Private Limited PMS Scheme

Structured Product Series 4-Private Markets
Min Ticket50 Lakhs
AUM SizeRs. 25.67 Cr
Benchmark IndexNifty 50 TRI
1Y-1.92%
3Y-1.86%
5Y-5.45%
SI-3.60%
Vivek Anand PS Inc: 26/04/2017
OA
Oaks Asset Management Private Limited Equity

Structured Product Series 4 (Foodlink)
Min Ticket50 Lakhs
AUM SizeRs. 25.64 Cr
Benchmark IndexNifty 500 TRI
1Y-1.90%
3Y-1.85%
5Y-5.46%
SI-3.65%
N/A Inc: 26/04/2017
SU
Sundaram Alternate Assets Limited Debt

LIQUID FUND PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 25.57 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.50%
3Y+5.75%
5Y+5.34%
SI+4.28%
N/A Inc: 13/05/2019
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Equity Large Cap Oriented
Min Ticket50 Lakhs
AUM SizeRs. 25.55 Cr
Benchmark IndexNifty 50 TRI
1Y-1.51%
3Y+8.37%
5Y+8.37%
SI+9.67%
Mr. Arjun Kedia Inc: 20/01/2011
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Hybrid

360 ONE Open - Managed Solutions Balanced
Min Ticket50 Lakhs
AUM SizeRs. 25.3 Cr
Benchmark IndexNifty 500 TRI
1Y+2.76%
3Y+10.29%
5Y+8.58%
SI+7.85%
N/A Inc: 07/11/2016
AS
Ask Wealth Advisors Private Limited Equity

ASK Wealth CICERO Smart Beta
Min Ticket50 Lakhs
AUM SizeRs. 25.26 Cr
Benchmark IndexNifty 50 TRI
1Y+2.99%
3Y+0.00%
5Y+0.00%
SI-0.68%
Somnath Mukherjee Inc: 15/10/2024
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Debt

360 ONE Premium Fixed Income-Short term
Min Ticket50 Lakhs
AUM SizeRs. 25.18 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.50%
3Y-2.52%
5Y+0.38%
SI+3.48%
N/A Inc: 27/06/2016
FI
Fident Asset Management Private Limited Equity

Fident Guardian Select Equity
Min Ticket50 Lakhs
AUM SizeRs. 25.04 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+8.35%
Aishvarya Dadheech Inc: 07/04/2026
PR
PRP Edge Wealth Pvt Ltd Equity

Alphaa factor Investing Fund
Min Ticket50 Lakhs
AUM SizeRs. 24.88 Cr
Benchmark IndexNifty 500 TRI
1Y-0.32%
3Y--
5Y--
SI-10.64%
N/A Inc: 04/06/2024
BU
Buglerock Capital Private Limited Equity

INCA
Min Ticket50 Lakhs
AUM SizeRs. 24.62 Cr
Benchmark IndexBSE 500 TRI
1Y-6.08%
3Y+0.00%
5Y+0.00%
SI+13.14%
Apurva Sharma Inc: 18/10/2023
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA INDIA OPPORTUNITIES STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 24.48 Cr
Benchmark IndexNifty 50 TRI
1Y+6.29%
3Y+5.86%
5Y+8.90%
SI+10.19%
Sheetal Malpani Inc: 18/03/2016
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

WHITE TRUFFLE
Min Ticket50 Lakhs
AUM SizeRs. 24.48 Cr
Benchmark IndexBSE 500 TRI
1Y+17.21%
3Y+22.06%
5Y+20.99%
SI+17.10%
ROHAN GHALLA Inc: 03/10/2017
AN
Anand Rathi Advisors Limited Equity

Decennium Opportunity Port -NRI
Min Ticket50 Lakhs
AUM SizeRs. 24.47 Cr
Benchmark IndexBSE 500 TRI
1Y-0.12%
3Y+8.79%
5Y+0.00%
SI+10.29%
MAYUR P SHAH Inc: 02/12/2021
ES
ESCORP ASSET MANAGEMENT LIMITED Equity

ESCORP ASSET MANAGEMENT LTD
Min Ticket50 Lakhs
AUM SizeRs. 24.38 Cr
Benchmark IndexBSE 500 TRI
1Y+10.22%
3Y+7.84%
5Y+25.42%
SI+20.10%
Shripal S Shah Inc: 22/09/2017
EQ
Equentis Wealth Advisory Services Limited Equity

EQUENTIS CONCENTRATED PORTFOLIO
Min Ticket60 Lakhs
AUM SizeRs. 24.25 Cr
Benchmark IndexNifty 50 TRI
1Y+1.83%
3Y+0.00%
5Y+0.00%
SI+4.56%
PARVATI RAI Inc: 10/02/2025
BA
Basant Maheshwari Wealth Advisers Llp Equity

BM LEGACY BUILDERS
Min Ticket50 Lakhs
AUM SizeRs. 24.24 Cr
Benchmark IndexBSE 500 TRI
1Y-8.73%
3Y+0.00%
5Y+0.00%
SI-6.93%
Basant Maheshwari Inc: 21/04/2025
KA
Karma Capital Advisors Pvt Ltd. Equity

Karma Capital Lotus
Min Ticket50 Lakhs
AUM SizeRs. 24.16 Cr
Benchmark IndexBSE 500 TRI
1Y+5.86%
3Y+16.96%
5Y+0.00%
SI+22.93%
Rushabh Vinod Sheth Inc: 22/02/2023
SO
SOHUM ASSET MANAGERS PRIVATE LIMITED Equity

Sohum India Focus 10 Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 23.87 Cr
Benchmark IndexBSE 500 TRI
1Y+12.12%
3Y+0.00%
5Y+0.00%
SI+23.51%
Sanjay Parekh Inc: 04/10/2023
WA
Wave Asset Private Limited Equity

Pure Alpha
Min Ticket50 Lakhs
AUM SizeRs. 23.84 Cr
Benchmark IndexBSE 500 TRI
1Y+12.45%
3Y+0.00%
5Y+0.00%
SI+13.74%
Rohan Agarwal Inc: 20/03/2024
NE
Neo Asset Management Private Limited Debt

Neo Core Income Accrual Strategy
Min Ticket50 Lakhs
AUM SizeRs. 23.41 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+6.96%
N/A Inc: 07/02/2026
ET
Eternity Investments Management Partners LLP PMS Scheme

Eternity Unconstrained Core Equity approach
Min Ticket50 Lakhs
AUM SizeRs. 23.26 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+12.89%
Danesh Mistry Inc: 17/02/2026
KL
Klay Securities Private Limited Debt

DPMS - Income Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 23.14 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.09%
3Y+8.59%
5Y--
SI+8.30%
N/A Inc: 29/11/2021
FI
Fident Asset Management Private Limited Equity

Fident India Builder Equity Portfolio (FIBER)
Min Ticket50 Lakhs
AUM SizeRs. 23.1 Cr
Benchmark IndexBSE 500 TRI
1Y+9.51%
3Y+0.00%
5Y+0.00%
SI+8.69%
Aishvarya Dadheech Inc: 28/06/2024
PR
Propshare Capital Advisors Private Limited Hybrid

Alt REIT InvIT Portfolio Strategy (ARIPS)
Min Ticket50 Lakhs
AUM SizeRs. 23.08 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+1.61%
N/A Inc: 04/10/2025
IN
Infinity Alternatives Investment Managers Private Limited Equity

India Ultra-Focussed Mid-Cap Growth Portfolio Series II (A2)
Min Ticket50 Lakhs
AUM SizeRs. 22.99 Cr
Benchmark IndexBSE 500 TRI
1Y+12.36%
3Y+17.09%
5Y+15.71%
SI+13.99%
Ashish Kumar Inc: 11/12/2015
DE
Deutsche Investments India Private Limited Equity

DIIPL- DB India Alpha Factor Equities
Min Ticket50 Lakhs
AUM SizeRs. 22.98 Cr
Benchmark IndexNifty 50 TRI
1Y+2.97%
3Y+0.00%
5Y+0.00%
SI+0.83%
Yogesh Budhwani Inc: 04/04/2024