PMS Strategies in India

Page 18 of 39

Compare PMS Schemes
WH
Whiteoak Capital Asset Management Limited Equity

WhiteOak Capital Research Select Equity Portfolio Approach
Min Ticket50 Lakhs
AUM SizeRs. 22.98 Cr
Benchmark IndexBSE 500 TRI
1Y+0.43%
3Y+0.00%
5Y+0.00%
SI+6.17%
Mr. Parag Jariwala Inc: 08/08/2023
GO
GoldStandard Wealth Private Limited PMS Scheme

GoldStandard BJW Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 22.97 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+10.43%
Rajiv Vijay Shastri Inc: 22/06/2026
LC
LC Capital India Private Limited Equity

Lighthouse Canton Sectoral Shift Strategy
Min Ticket1 Crore
AUM SizeRs. 22.93 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.26%
Abhay Laijawala Inc: 04/09/2025
NE
Neo Asset Management Private Limited Multi Asset

Neo Club - Multi Asset Structure Investment Strategy - Aggressive portfolio
Min Ticket50 Lakhs
AUM SizeRs. 22.93 Cr
Benchmark IndexNifty 500 TRI
1Y+5.57%
3Y--
5Y--
SI+7.88%
N/A Inc: 28/08/2023
BO
Bonanza Portfolio Limited Equity

Bonanza OPTIMA Strategy
Min Ticket50 Lakhs
AUM SizeRs. 22.77 Cr
Benchmark IndexNifty 50 TRI
1Y+7.65%
3Y+0.00%
5Y+0.00%
SI+4.15%
Achin Goel Inc: 01/07/2024
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

FOCUSSED MULTICAP
Min Ticket50 Lakhs
AUM SizeRs. 22.76 Cr
Benchmark IndexBSE 500 TRI
1Y+2.89%
3Y+8.82%
5Y+7.60%
SI+13.24%
ROHAN GHALLA Inc: 31/12/2019
PA
PATERSON SECURITIES PRIVATE LIMITED Equity

DELTA FUND
Min Ticket50 Lakhs
AUM SizeRs. 22.72 Cr
Benchmark IndexNifty 50 TRI
1Y+3.05%
3Y+0.00%
5Y+0.00%
SI+3.28%
prasannabidkar Inc: 01/06/2024
SV
Svobodha Infinity Investment Advisors Private Ltd Equity

Ad Astra Fund
Min Ticket50 Lakhs
AUM SizeRs. 22.71 Cr
Benchmark IndexBSE 500 TRI
1Y-3.95%
3Y+0.00%
5Y+0.00%
SI+7.41%
Aditya Suhas Ranade Inc: 13/09/2023
AL
Alchemy Capital Management Pvt Ltd Equity

Alchemy Alpha 100
Min Ticket50 Lakhs
AUM SizeRs. 22.7 Cr
Benchmark IndexNifty 50 TRI
1Y+9.76%
3Y+0.00%
5Y+0.00%
SI+12.51%
Alok Agarwal Inc: 16/08/2023
CR
Credit Suisse Securities (India) Private Limited Hybrid

Premium India Mixed Conservative
Min Ticket50 Lakhs
AUM SizeRs. 22.63 Cr
Benchmark IndexNifty 500 TRI
1Y+9.55%
3Y+8.19%
5Y--
SI+8.03%
N/A Inc: 22/10/2020
HD
HDFC Asset Management Company Limited Equity

HDFC AMC "MF Select" Portfolio - Equity (Formerly Portfolio of MF Schemes/ETFs)
Min Ticket50 Lakhs
AUM SizeRs. 22.61 Cr
Benchmark IndexNifty 50 TRI
1Y+5.28%
3Y+16.52%
5Y+18.15%
SI+12.19%
Ashish Jagnani Inc: 12/02/2007
JU
Julius Baer Wealth Advisors (India) Private Limited Equity

Julius Baer India Equity Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 22.41 Cr
Benchmark IndexBSE 500 TRI
1Y+0.29%
3Y+0.00%
5Y+0.00%
SI+4.87%
Nitin Raheja Inc: 31/05/2024
CA
Capitalmind Financial Services Private Limited Equity

Custom portfolio 19
Min Ticket1 Rupees
AUM SizeRs. 22.35 Cr
Benchmark IndexNifty 50 TRI
1Y+0.79%
3Y+6.32%
5Y+0.00%
SI+10.97%
Krishna Kishore Appala Inc: 10/06/2022
SY
Sykes And Ray Equities India Limited Equity

Sykes & Ray Equities(I) Ltd-Ignited Idea
Min Ticket50 Lakhs
AUM SizeRs. 22.33 Cr
Benchmark IndexBSE 500 TRI
1Y+9.39%
3Y+23.96%
5Y+18.77%
SI+13.60%
Anup Gupta Inc: 16/11/2017
KA
Karma Capital Advisors Pvt Ltd. Equity

KARMA CAPITAL JASMINE
Min Ticket50 Rupees
AUM SizeRs. 22.18 Cr
Benchmark IndexBSE 500 TRI
1Y+2.27%
3Y+0.00%
5Y+0.00%
SI+10.11%
Rushabh Vinod Sheth Inc: 28/08/2023
NI
Nippon Life India Asset Management Ltd Equity

Absolute Freedom Portfolio 1
Min Ticket50 Lakhs
AUM SizeRs. 22.12 Cr
Benchmark IndexBSE 500 TRI
1Y+4.58%
3Y+12.27%
5Y+12.84%
SI+9.85%
Gurbir Singh Chopra Inc: 01/04/2004
36
360 ONE Asset Management Limited Debt

Customised Discretionary Portfolio - Debt
Min Ticket50 Lakhs
AUM SizeRs. 22.09 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y-5.60%
3Y+3.93%
5Y+3.82%
SI+5.65%
N/A Inc: 23/07/2015
BO
Bonanza Portfolio Limited Equity

BONANZA GROWTH
Min Ticket50 Lakhs
AUM SizeRs. 22.08 Cr
Benchmark IndexNifty 50 TRI
1Y+1.43%
3Y+6.91%
5Y+7.80%
SI+15.92%
Achin Goel Inc: 06/04/2010
CO
Composite Investments Private Limited Hybrid

I-CORE
Min Ticket50 Lakhs
AUM SizeRs. 22.06 Cr
Benchmark IndexNifty 500 TRI
1Y+7.25%
3Y+13.47%
5Y+9.61%
SI+10.04%
N/A Inc: 19/08/2019
DE
Deutsche Investments India Private Limited Debt

DB India Money Market Alpha /Income Generation
Min Ticket50 Lakhs
AUM SizeRs. 22.01 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.15%
3Y+7.46%
5Y+7.82%
SI+7.85%
N/A Inc: 06/04/2021
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

HIGH RISER
Min Ticket50 Lakhs
AUM SizeRs. 21.93 Cr
Benchmark IndexBSE 500 TRI
1Y+7.41%
3Y+15.93%
5Y+16.48%
SI+19.26%
ROHAN GHALLA Inc: 09/09/2014
AD
Aditya Birla Sun Life Amc Limited Equity

ADAPT PORTFOLIO - Very Agressive
Min Ticket50 Lakhs
AUM SizeRs. 21.9 Cr
Benchmark IndexNifty 50 TRI
1Y+4.73%
3Y+14.28%
5Y+11.94%
SI+11.81%
Mr. A. Balasubramanian Inc: 24/06/2010
AV
Avendus Wealth Management Private Limited Multi Asset

PRISM
Min Ticket50 Lakhs
AUM SizeRs. 21.87 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.30%
N/A Inc: N/A
TA
Tata Asset Management Private Limited Debt

TATA PMS SELECT ULTRA SHORT - 6 MONTHS APPROACH
Min Ticket50 Lakhs
AUM SizeRs. 21.8 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.85%
3Y--
5Y--
SI+6.45%
N/A Inc: 29/06/2022
QU
Quest Investment Managers Pvt Ltd Equity

QUESTPMS FOCUS PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 21.79 Cr
Benchmark IndexBSE 500 TRI
1Y+5.40%
3Y+15.16%
5Y+8.73%
SI+12.87%
Rakesh VYas Inc: 24/05/2016
TR
Trivantage Capital Management India Private Limited Equity

Trivantage Capital Resurgent Financials Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 21.74 Cr
Benchmark IndexNifty 50 TRI
1Y+3.66%
3Y+7.07%
5Y+8.09%
SI+11.77%
Nikhil Johri Inc: 17/02/2016
AN
Angel One Investment Managers & Advisors Private Limited Debt

IONIC LIQUID APPROACH - STP
Min Ticket50 Lakhs
AUM SizeRs. 21.7 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.18%
3Y--
5Y--
SI+6.49%
N/A Inc: 08/01/2025
IT
Ithought Financial Consulting Llp Equity

INDIA INFRA OPPORTUNITIES
Min Ticket50 Lakhs
AUM SizeRs. 21.66 Cr
Benchmark IndexBSE 500 TRI
1Y+8.14%
3Y+0.00%
5Y+0.00%
SI+5.22%
Niranjan Sridhar Inc: 05/06/2025
PL
PL Asset Management Private Ltd Multi Asset

Multi Asset Dynamic Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 21.66 Cr
Benchmark IndexNifty 500 TRI
1Y+16.07%
3Y+15.28%
5Y--
SI+10.10%
N/A Inc: 07/06/2021
TR
True Beacon Investment Advisors Llp Equity

Select Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 21.64 Cr
Benchmark IndexNifty 50 TRI
1Y+3.53%
3Y+0.00%
5Y+0.00%
SI+3.58%
Mohammed Faizan Sait Inc: 12/06/2025
DO
Dolat Capital Market Private Limited Equity

Dolat Quantum Leap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 21.51 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.19%
Purvag Shailesh Shah Inc: 16/01/2026
EM
Emkay Investment Managers Limited Equity

GUARDIAN FLEXICAP
Min Ticket50 Lakhs
AUM SizeRs. 21.47 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+12.27%
Manish Sonthalia Inc: 09/04/2026
QE
QED Capital Advisors LLP Equity

ALPHABETS
Min Ticket50 Lakhs
AUM SizeRs. 21.45 Cr
Benchmark IndexBSE 500 TRI
1Y+7.85%
3Y+12.72%
5Y+10.24%
SI+11.59%
Rahul Mukherjee Inc: 22/06/2016
DV
DV INVESTMENT ADVISORS LLP Debt

DVIA Bespoke-Dynamic Debt Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 21.42 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+3.55%
N/A Inc: N/A
AI
AIALPHA Financial Advisory Services Private Limited Equity

AIAlpha Bluechip Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 21.39 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.01%
Satish Nedumattummal Rajan Inc: 07/08/2025
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

Varanium Alpha Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 21.39 Cr
Benchmark IndexNifty 500 TRI
1Y+8.42%
3Y+18.40%
5Y--
SI+14.38%
N/A Inc: 05/09/2019
AL
Alder Capital Advisors Llp Equity

Alder Capital- Dynamic Growth
Min Ticket50 Lakhs
AUM SizeRs. 21.33 Cr
Benchmark IndexBSE 500 TRI
1Y+23.07%
3Y+0.00%
5Y+0.00%
SI+18.21%
Hemant Bhaskar Patel Inc: 03/05/2024
AS
Ask Wealth Advisors Private Limited Multi Asset

ASK Wealth Core Balanced
Min Ticket50 Lakhs
AUM SizeRs. 21.15 Cr
Benchmark IndexNifty 500 TRI
1Y+13.89%
3Y+15.78%
5Y--
SI+15.34%
N/A Inc: 30/01/2023
EM
Emkay Investment Managers Limited Equity

EIML PEARLS
Min Ticket50 Lakhs
AUM SizeRs. 21.09 Cr
Benchmark IndexBSE 500 TRI
1Y+11.96%
3Y+16.03%
5Y+15.11%
SI+18.44%
Sachin Shah Inc: 24/11/2011
AM
Ametra Investment Managers Private Limited Equity

Ametra FactorAlpha PMS
Min Ticket50 Lakhs
AUM SizeRs. 21.08 Cr
Benchmark IndexBSE 500 TRI
1Y-0.97%
3Y+0.00%
5Y+0.00%
SI-6.83%
Karan Inc: 16/10/2024
AS
ASK Investment Managers Limited Equity

ASK STRATEGIC PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 21.07 Cr
Benchmark IndexBSE 500 TRI
1Y-4.30%
3Y+4.86%
5Y+5.12%
SI+13.15%
Mr. Sandip Bhansal Inc: 31/12/2009
TR
Trustline Holdings Pvt Ltd Hybrid

Floater
Min Ticket50 Lakhs
AUM SizeRs. 21.02 Cr
Benchmark IndexNifty 500 TRI
1Y+4.43%
3Y+9.11%
5Y+11.05%
SI+10.41%
N/A Inc: 01/07/2012
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Hockey Stick Multi Cap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 20.91 Cr
Benchmark IndexBSE 500 TRI
1Y+14.10%
3Y+0.00%
5Y+0.00%
SI+5.54%
Vaibhav Agrawal Inc: 20/02/2024
PR
Prudent Investment Manager Multi Asset

Prudent Multi Asset PMS
Min Ticket50 Lakhs
AUM SizeRs. 20.85 Cr
Benchmark IndexNifty 500 TRI
1Y+15.20%
3Y+20.83%
5Y--
SI+18.65%
N/A Inc: 28/06/2022
ED
Edelweiss Global Wealth Management Limited Equity

Edelweiss Focused Mid and Small Cap Portfolio Approach
Min Ticket50 Lakhs
AUM SizeRs. 20.83 Cr
Benchmark IndexNifty 50 TRI
1Y+10.25%
3Y+9.37%
5Y+8.17%
SI+9.99%
Prolin Nandu Inc: 03/08/2015
MO
Motilal Oswal Wealth Limited PMS Scheme

DELPHI ALPHA EDGE DISCRETIONARY PMS
Min Ticket50 Lakhs
AUM SizeRs. 20.65 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.25%
Sandipan Roy Inc: 21/05/2026
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Equity

Maxiom PMS - SPARK Emerging Companies Quality-Growth
Min Ticket50 Lakhs
AUM SizeRs. 20.56 Cr
Benchmark IndexNifty 50 TRI
1Y-1.58%
3Y+12.13%
5Y+0.00%
SI+12.67%
Ram Kalyan Kumar Medury Inc: 23/06/2023
CO
Concept Investwell Private Limited Equity

Concept Legend
Min Ticket50 Lakhs
AUM SizeRs. 20.46 Cr
Benchmark IndexBSE 500 TRI
1Y-0.43%
3Y+5.60%
5Y+4.39%
SI+11.00%
Siddharth Mandalaywala Inc: 28/07/2009
EN
Entrust Family Office Investment Advisors Pvt Ltd Equity

Deltabet Equity Approach
Min Ticket50 Lakhs
AUM SizeRs. 20.44 Cr
Benchmark IndexBSE 500 TRI
1Y-4.33%
3Y+0.92%
5Y+0.00%
SI+4.58%
Mr. Rajmohan Krishnan Inc: 01/11/2021
PI
Pioneer Wealth Management Services Limited Equity

PINC Aggressive Fund
Min Ticket50 Lakhs
AUM SizeRs. 20.41 Cr
Benchmark IndexBSE 500 TRI
1Y-4.67%
3Y+0.00%
5Y+0.00%
SI-6.74%
Ketan Gandhi Inc: 30/08/2024