PMS Strategies in India

Page 19 of 39

Compare PMS Schemes
FI
First Global Finance Private Limited Multi Asset

The First Global Indian Multi-Asset Allocation PMS (IMAAP)
Min Ticket50 Lakhs
AUM SizeRs. 20.25 Cr
Benchmark IndexNifty 500 TRI
1Y+6.71%
3Y+12.03%
5Y+10.85%
SI+13.54%
N/A Inc: 18/02/2020
EQ
EQUIPOISE CAPITAL MANAGEMENT PRIVATE LIMITED Equity

EquiPoise India Select
Min Ticket50 Lakhs
AUM SizeRs. 20.05 Cr
Benchmark IndexBSE 500 TRI
1Y+2.99%
3Y+0.00%
5Y+0.00%
SI+3.10%
ASHISH A WAKANKAR Inc: 24/08/2024
AC
Accuracap Consultancy Services Private Limited Equity

Dynamo
Min Ticket50 Lakhs
AUM SizeRs. 20.03 Cr
Benchmark IndexBSE 500 TRI
1Y+6.85%
3Y+26.74%
5Y+19.47%
SI+23.27%
Nidhi Gupta Inc: 31/12/2016
AB
ABN Capital Asset Managers LLP Equity

ABN Capital Flagship Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 19.88 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+10.13%
Aniket Bhalchandra Nikumb Inc: 08/01/2026
AL
Alpha Alternatives Fund Advisors LLP Multi Asset

AA Premium Advantage
Min Ticket50 Lakhs
AUM SizeRs. 19.79 Cr
Benchmark IndexNifty 500 TRI
1Y-7.46%
3Y--
5Y--
SI-37.37%
N/A Inc: 05/12/2024
WE
Wealth Managers (India) Pvt. Ltd. Equity

Optimiser Mid & small Cap
Min Ticket50 Lakhs
AUM SizeRs. 19.63 Cr
Benchmark IndexNifty 50 TRI
1Y+18.69%
3Y+22.77%
5Y+0.00%
SI+20.78%
Mandar Bagul Inc: 25/11/2021
BA
Bay Capital Investment Advisors Pvt. Ltd. Equity

Bay Capital Customized Concentrated Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 19.57 Cr
Benchmark IndexNifty 50 TRI
1Y-2.57%
3Y+0.00%
5Y+0.00%
SI+4.15%
Devang Mehta Inc: 16/10/2024
OA
Oaks Asset Management Private Limited PMS Scheme

Structure Product Series 5-Private Markets
Min Ticket50 Lakhs
AUM SizeRs. 19.5 Cr
Benchmark IndexNifty 50 TRI
1Y-1.91%
3Y-1.89%
5Y-2.00%
SI-1.90%
Vivek Anand PS Inc: 10/04/2019
DR
Drchoksey Finserv Private Limited Equity

DRChoksey Focused Advantage
Min Ticket50 Lakhs
AUM SizeRs. 19.49 Cr
Benchmark IndexNifty 50 TRI
1Y-4.64%
3Y+4.77%
5Y+0.00%
SI+5.19%
Vaishali Pitale Inc: 02/09/2021
OA
Oaks Asset Management Private Limited Equity

Structure Product Series 5 (InCred-2)
Min Ticket50 Lakhs
AUM SizeRs. 19.49 Cr
Benchmark IndexNifty 500 TRI
1Y-1.90%
3Y-2.06%
5Y-2.00%
SI-1.90%
N/A Inc: 10/04/2019
CA
Capitalmind Financial Services Private Limited Equity

Surge India-NRI
Min Ticket50 Lakhs
AUM SizeRs. 19.47 Cr
Benchmark IndexNifty 50 TRI
1Y-5.55%
3Y+0.00%
5Y+0.00%
SI+1.69%
Krishna Kishore Appala Inc: 01/04/2025
CR
CREST CAPITAL MANAGEMENT PRIVATE LIMITED Equity

Crest Value Fund
Min Ticket50 Lakhs
AUM SizeRs. 19.46 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+4.63%
Gaurav Arora Inc: 04/11/2025
KA
Karma Capital Advisors Pvt Ltd. Equity

KARMA CAPITAL HIGHLY DIVERSIFIED
Min Ticket50 Lakhs
AUM SizeRs. 19.31 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+4.06%
Rushabh Vinod Sheth Inc: 15/12/2025
AY
AYAN ANALYTICS PVT LTD Equity

PriceBridge Direct Mutual Fund
Min Ticket50 Lakhs
AUM SizeRs. 19.19 Cr
Benchmark IndexNifty 50 TRI
1Y+14.41%
3Y+16.50%
5Y+0.00%
SI+17.99%
Mahesh Gowande Inc: 30/05/2023
SA
Sanctum Wealth Private Limited Equity

Sanctum Multi Asset Portfolios - Generation Plus
Min Ticket50 Lakhs
AUM SizeRs. 19.14 Cr
Benchmark IndexBSE 500 TRI
1Y+1.30%
3Y+0.00%
5Y+0.00%
SI-0.04%
Hemang Kapasi Inc: 21/07/2025
FR
Fractal Capital Investments Llp Equity

FCI LLP Wealth Optimizer II
Min Ticket50 Lakhs
AUM SizeRs. 19.12 Cr
Benchmark IndexBSE 500 TRI
1Y+20.26%
3Y+21.74%
5Y+17.52%
SI+17.11%
Mr.Miten lathia & Mr.Sanjeev goswami Inc: 04/06/2021
AD
Aditya Birla Sun Life Amc Limited Debt

Liquid Portfolio.
Min Ticket50 Lakhs
AUM SizeRs. 19.05 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.39%
3Y+4.05%
5Y+4.25%
SI+4.21%
N/A Inc: 22/03/2020
AL
Alchemy Capital Management Pvt Ltd Debt

Alchemy Liquid Strategy
Min Ticket50 Lakhs
AUM SizeRs. 19.04 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.80%
3Y+5.50%
5Y+4.89%
SI+5.21%
N/A Inc: 05/09/2017
NA
Nafa Asset Managers Private Limited Equity

NAFA INDIA ALPHA FUND
Min Ticket50 Lakhs
AUM SizeRs. 19.03 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.59%
NARAYANAN BALAJI VAIDYANATH Inc: 12/11/2025
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

DISCOVERY
Min Ticket50 Lakhs
AUM SizeRs. 18.88 Cr
Benchmark IndexBSE 500 TRI
1Y+5.39%
3Y+14.81%
5Y+16.22%
SI+21.94%
ROHAN GHALLA Inc: 04/07/2012
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

UNIQUE
Min Ticket50 Lakhs
AUM SizeRs. 18.88 Cr
Benchmark IndexBSE 500 TRI
1Y+5.39%
3Y+14.81%
5Y+16.22%
SI+21.94%
ROHAN GHALLA Inc: 04/07/2012
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Hybrid

360 ONE Premium Mixed-Balanced
Min Ticket50 Lakhs
AUM SizeRs. 18.86 Cr
Benchmark IndexNifty 500 TRI
1Y+7.62%
3Y+8.65%
5Y--
SI+7.91%
N/A Inc: 03/09/2021
CO
Concept Investwell Private Limited Equity

Concept Sepcial
Min Ticket50 Lakhs
AUM SizeRs. 18.85 Cr
Benchmark IndexBSE 500 TRI
1Y+0.99%
3Y+9.93%
5Y+11.83%
SI+11.96%
Siddharth Mandalaywala Inc: 06/03/2010
NI
Nippon Life India Asset Management Ltd Multi Asset

REITs and InvITs Income Portfolio
Min Ticket1 Crore
AUM SizeRs. 18.81 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.51%
N/A Inc: 01/01/2026
MO
Moat Financial Services Private Limited Equity

Uppercrust Prosperity Fund
Min Ticket50 Lakhs
AUM SizeRs. 18.81 Cr
Benchmark IndexBSE 500 TRI
1Y+13.12%
3Y+0.00%
5Y+0.00%
SI+2.30%
BIJU JOHN Inc: 19/07/2024
WA
Way2Wealth Brokers Private Limited Equity

WEALTH OPTIMISER (AGGRESSIVE GROWTH)
Min Ticket50 Lakhs
AUM SizeRs. 18.77 Cr
Benchmark IndexNifty 500 TRI
1Y+5.68%
3Y+59.01%
5Y+44.36%
SI+18.64%
N/A Inc: 11/07/2003
VA
Valcreate Investment Managers LLP Equity

Valcreate Lifesciences & speciality opportunities
Min Ticket50 Lakhs
AUM SizeRs. 18.73 Cr
Benchmark IndexBSE 500 TRI
1Y+2.79%
3Y+18.31%
5Y+0.00%
SI+17.75%
Rajesh Pherwani Inc: 10/02/2023
WE
Wealth Managers (India) Pvt. Ltd. Equity

Sensex Plus Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 18.53 Cr
Benchmark IndexNifty 50 TRI
1Y+1.55%
3Y+0.00%
5Y+0.00%
SI+2.08%
Mandar Bagul Inc: 19/02/2024
AD
Aditya Birla Money Limited Equity

Core and Satellite Equity Portfolio1
Min Ticket50 Lakhs
AUM SizeRs. 18.5 Cr
Benchmark IndexNifty 50 TRI
1Y+1.23%
3Y+14.61%
5Y+10.08%
SI+8.33%
Vivek Mahajan Inc: 07/06/2018
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Defined Tenure Series Strategy
Min Ticket50 Lakhs
AUM SizeRs. 18.46 Cr
Benchmark IndexBSE 500 TRI
1Y+10.16%
3Y+16.03%
5Y+16.36%
SI+14.84%
Chockalingam Narayanan Inc: 10/05/2006
IN
Incred Asset Management Private Limited Equity

InCred India Ascend Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 18.46 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-7.65%
Aditya Khemka Inc: 02/01/2026
CA
Capitalmind Financial Services Private Limited Equity

Arbitrage
Min Ticket1 Rupees
AUM SizeRs. 18.45 Cr
Benchmark IndexNifty 50 TRI
1Y+6.33%
3Y+0.00%
5Y+0.00%
SI+6.54%
Krishna Kishore Appala Inc: 16/11/2023
PA
PATERSON SECURITIES PRIVATE LIMITED Equity

PATERSON SOUTHERN SPICE
Min Ticket50 Lakhs
AUM SizeRs. 18.36 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.35%
prasannabidkar Inc: 01/08/2025
BA
Barclays Securities (India) Private Limited Debt

Barclays Discretionary Treasury Advantage
Min Ticket50 Lakhs
AUM SizeRs. 18.3 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.90%
3Y+6.49%
5Y--
SI+5.71%
N/A Inc: 27/07/2021
KO
Kotak Mahindra Asset Management Company Ltd Multi Asset

Kotak Evolv Conservative Asset Allocation Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 18.28 Cr
Benchmark IndexNifty 500 TRI
1Y+6.98%
3Y+10.19%
5Y--
SI+9.73%
N/A Inc: 20/01/2023
PR
PROFITGATE CAPITAL SERVICES LLP Equity

ProfitGate Focused Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 18.27 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+7.12%
Mr. Mohit Om Chaudhary Inc: 28/11/2025
SA
Sanctum Wealth Private Limited Multi Asset

Sanctum Multi Asset Portfolios -Shield
Min Ticket50 Lakhs
AUM SizeRs. 18.04 Cr
Benchmark IndexNifty 500 TRI
1Y+11.48%
3Y+12.45%
5Y--
SI+9.74%
N/A Inc: 06/12/2021
AS
Asteya Investment Managers Llp Equity

ASTEYA SMALL & MICRO CAP FUND - DPMS
Min Ticket50 Lakhs
AUM SizeRs. 18.01 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+14.60%
Manindra Gupta Inc: 07/04/2026
EM
Emkay Investment Managers Limited Debt

EMKAY LIQUID
Min Ticket50 Lakhs
AUM SizeRs. 18.01 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.83%
3Y+6.00%
5Y+5.40%
SI+5.00%
N/A Inc: 01/07/2020
EL
ELIXIR EQUITIES PVT LTD Equity

Long Term Growth Stock
Min Ticket50 Lakhs
AUM SizeRs. 17.98 Cr
Benchmark IndexMSEI SX 40 TRI
1Y+5.88%
3Y+6.18%
5Y+7.11%
SI+6.78%
DIPAN ANIL MEHTA Inc: 23/10/2007
BH
Bharat Bhushan Equity Traders Limited Equity

BB Money Plant
Min Ticket50 Lakhs
AUM SizeRs. 17.74 Cr
Benchmark IndexBSE 500 TRI
1Y+29.45%
3Y+0.00%
5Y+0.00%
SI+33.72%
Ajay Khandelwal Inc: 05/03/2025
SP
SPICE ROUTE ADVISORS LLP Equity

SPICE ROUTE VOYAGER
Min Ticket50 Lakhs
AUM SizeRs. 17.7 Cr
Benchmark IndexNifty 50 TRI
1Y+8.86%
3Y+0.00%
5Y+0.00%
SI+7.43%
Anish Mathew Inc: 27/11/2024
FY
FYERS ASSET MANAGEMENT PRIVATE LIMITED Equity

FYERS Genesis Fund
Min Ticket50 Lakhs
AUM SizeRs. 17.67 Cr
Benchmark IndexBSE 500 TRI
1Y-0.02%
3Y+0.00%
5Y+0.00%
SI+2.31%
Saurabh Dhole Inc: 23/09/2024
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Banking and Financial Services Strategy
Min Ticket50 Lakhs
AUM SizeRs. 17.64 Cr
Benchmark IndexBSE 500 TRI
1Y+8.58%
3Y+0.00%
5Y+0.00%
SI+11.80%
Geetika Gupta Inc: 15/04/2024
AG
Agreya Capital Advisors Llp Equity

Agreya Momentum Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 17.6 Cr
Benchmark IndexNifty 50 TRI
1Y-4.42%
3Y+9.84%
5Y+0.00%
SI+14.96%
Arjun Narsipur Inc: 11/03/2023
AT
Atlas Integrated Finance Ltd Equity

Multicap PMS Series/1/2025
Min Ticket50 Lakhs
AUM SizeRs. 17.47 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.13%
NILESH SHAH Inc: 21/08/2025
SM
SMIFS LIMITED Equity

HARVEST
Min Ticket50 Lakhs
AUM SizeRs. 17.39 Cr
Benchmark IndexNifty 50 TRI
1Y+0.44%
3Y+10.90%
5Y+12.98%
SI+14.60%
MR. VIKAS RAJPAL Inc: 01/04/2015
AD
Aditya Birla Sun Life Amc Limited Equity

Top 200 Core Equity Portfolio NR
Min Ticket50 Lakhs
AUM SizeRs. 17.31 Cr
Benchmark IndexNifty 50 TRI
1Y-1.62%
3Y+8.35%
5Y+11.00%
SI+11.11%
Mr. A. Balasubramanian Inc: 24/07/2015
GR
Growthfiniti Wealth Pvt Ltd Equity

GROWTHFINITI MAXIMISER
Min Ticket50 Lakhs
AUM SizeRs. 17.27 Cr
Benchmark IndexBSE 500 TRI
1Y+2.38%
3Y+0.00%
5Y+0.00%
SI+1.31%
Bhavesh Sanghvi Inc: 17/07/2025
TA
Tamohara Investment Managers Pvt Ltd Multi Asset

SAPIENT TAMOHARA MULTI ASSET STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 17.24 Cr
Benchmark IndexNifty 500 TRI
1Y+5.63%
3Y+12.30%
5Y+11.48%
SI+7.16%
N/A Inc: 04/12/2018