PMS Strategies in India

Page 2 of 39

Compare PMS Schemes
SU
Sundaram Alternate Assets Limited Equity

SISOP
Min Ticket50 Lakhs
AUM SizeRs. 1,885.18 Cr
Benchmark IndexBSE 500 TRI
1Y+32.61%
3Y+24.17%
5Y+17.02%
SI+18.68%
Mr Karthik Athreya Inc: 01/02/2010
GR
Green Lantern Capital LLP Equity

GLC Growth Fund
Min Ticket50 Lakhs
AUM SizeRs. 1,835.92 Cr
Benchmark IndexBSE 500 TRI
1Y+9.08%
3Y+31.14%
5Y+29.70%
SI+22.71%
Abhishek Bhardwaj Inc: 08/12/2017
IT
Ithought Financial Consulting Llp Equity

Solitaire
Min Ticket50 Lakhs
AUM SizeRs. 1,800.88 Cr
Benchmark IndexBSE 500 TRI
1Y-2.66%
3Y+12.56%
5Y+16.78%
SI+19.40%
SHYAM SEKHAR Inc: 30/08/2019
SO
Solidarity Advisors Private Limited Equity

PRUDENCE
Min Ticket50 Lakhs
AUM SizeRs. 1,760.35 Cr
Benchmark IndexBSE 500 TRI
1Y+22.91%
3Y+16.06%
5Y+11.47%
SI+17.87%
MANISH GUPTA Inc: 11/05/2016
36
360 ONE Asset Management Limited Equity

360 ONE Phoenix Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1,730.04 Cr
Benchmark IndexBSE 500 TRI
1Y+1.69%
3Y+13.75%
5Y+15.01%
SI+17.26%
Mr. Sanket Hegde Inc: 28/01/2021
UN
Unique Asset Management Llp Equity

Unique Strategic Fund
Min Ticket1 Crore
AUM SizeRs. 1,699.74 Cr
Benchmark IndexBSE 500 TRI
1Y+3.15%
3Y+16.21%
5Y+21.13%
SI+29.00%
Sunil Kothari Inc: 20/12/2019
MA
Marcellus Investment Managers Private Limited Equity

Consistent Compounders
Min Ticket50 Lakhs
AUM SizeRs. 1,666.24 Cr
Benchmark IndexNifty 50 TRI
1Y+3.27%
3Y+5.81%
5Y+4.77%
SI+12.23%
saurabh Mukherjea Inc: 01/12/2018
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Growth Leaders Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,659.64 Cr
Benchmark IndexBSE 500 TRI
1Y+6.37%
3Y+15.84%
5Y+14.52%
SI+12.16%
Geetika Gupta Inc: 22/12/2000
SA
Sahasrar Capital Pvt Ltd Equity

SAHASRAR CONCENTRATED GROWTH PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 1,651.3 Cr
Benchmark IndexMSEI SX 40 TRI
1Y+26.10%
3Y+38.16%
5Y+0.00%
SI+28.84%
JEEVAN PATWA Inc: 20/06/2022
NJ
NJ Asset Management Private Limited Equity

BLUECHIP PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 1,644.09 Cr
Benchmark IndexNifty 50 TRI
1Y-1.19%
3Y+10.24%
5Y+7.53%
SI+12.38%
Vineet Nayyar Inc: 12/03/2018
PU
Purnartha Investment Advisers Private Limited Equity

Purnartha Pratham
Min Ticket50 Lakhs
AUM SizeRs. 1,633.45 Cr
Benchmark IndexBSE 500 TRI
1Y+9.13%
3Y+12.61%
5Y+9.27%
SI+11.66%
Rahul Rathi Inc: 17/09/2020
GI
Girik Wealth Advisors Private Limited Equity

Girik Multicap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,574.57 Cr
Benchmark IndexNifty 50 TRI
1Y-0.08%
3Y+14.56%
5Y+12.33%
SI+18.88%
Charandeep Singh Inc: 03/12/2009
HE
Helios Capital Asset Management (India) Pvt. Ltd Equity

Helios India Rising Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1,566.43 Cr
Benchmark IndexBSE 500 TRI
1Y+4.60%
3Y+14.51%
5Y+12.90%
SI+19.56%
Dinshaw Irani Inc: 16/03/2020
EQ
Equitree Capital Advisors Private Limited Equity

EQUITREE EMERGING OPPORTUNITIES
Min Ticket1 Crore
AUM SizeRs. 1,533.27 Cr
Benchmark IndexBSE 500 TRI
1Y-4.49%
3Y+22.00%
5Y+21.09%
SI+7.35%
MR. PAWAN BHARADIA Inc: 28/07/2017
AX
Axis Asset Management Company Limited Equity

Axis Pure Contra Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1,504.69 Cr
Benchmark IndexBSE 500 TRI
1Y-3.40%
3Y+12.88%
5Y+14.94%
SI+18.72%
Naveen Kulkarni Inc: 27/11/2020
AV
Avestha Fund Management Llp Equity

Avestha Growth
Min Ticket2 Crore
AUM SizeRs. 1,503.25 Cr
Benchmark IndexBSE 500 TRI
1Y+5.86%
3Y+17.27%
5Y+18.68%
SI+16.91%
Farokh Pandole Inc: 01/11/2017
SE
Securities Investment Management Private Limited Equity

SiMPL Multi Cap Value Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1,489.31 Cr
Benchmark IndexBSE 500 TRI
1Y+2.40%
3Y+15.89%
5Y+14.96%
SI+18.55%
Ravindra Purohit Inc: 03/09/2009
NE
Negen Capital Services Private Lmited Equity

Negen Special Situations & Dynamic Allocation Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,484.61 Cr
Benchmark IndexBSE 500 TRI
1Y+3.21%
3Y+23.19%
5Y+19.62%
SI+17.50%
NEIL MADAN BAHAL Inc: 10/08/2017
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS ACE Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,471.29 Cr
Benchmark IndexBSE 500 TRI
1Y+6.90%
3Y+19.62%
5Y+14.33%
SI+14.51%
Geetika Gupta Inc: 23/12/2010
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Mandate - Equity
Min Ticket50 Lakhs
AUM SizeRs. 1,452.21 Cr
Benchmark IndexNifty 50 TRI
1Y+3.53%
3Y+11.43%
5Y+10.43%
SI+13.83%
Mr. Arjun Kedia Inc: 05/07/2019
DE
Dezerv Investments Private Limited Debt

dezerv. Dynamic Debt Plus Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,388.52 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+12.01%
3Y+11.10%
5Y--
SI+11.05%
N/A Inc: 27/04/2023
SA
Sameeksha Capital Private Limited Equity

Sameeksha India Equity Fund
Min Ticket50 Lakhs
AUM SizeRs. 1,333.94 Cr
Benchmark IndexBSE 500 TRI
1Y+4.43%
3Y+18.56%
5Y+17.51%
SI+20.90%
Bhavin Shah Inc: 01/04/2016
AB
Abakkus Investment Managers Private Limited Equity

Abakkus Diversified Alpha Approach
Min Ticket50 Lakhs
AUM SizeRs. 1,307.62 Cr
Benchmark IndexBSE 500 TRI
1Y+12.87%
3Y+0.00%
5Y+0.00%
SI+10.73%
Aman Chowhan Inc: 16/01/2024
SA
Sageone Investment Managers Llp Equity

SageOne Small Cap
Min Ticket50 Lakhs
AUM SizeRs. 1,280.4 Cr
Benchmark IndexBSE 500 TRI
1Y+8.26%
3Y+12.96%
5Y+11.61%
SI+22.27%
SAMIT VARTAK Inc: 01/04/2019
NE
Neo Asset Management Private Limited Debt

Neo Yield Enhancer
Min Ticket5 Lakhs
AUM SizeRs. 1,275.81 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+11.25%
3Y--
5Y--
SI+11.48%
N/A Inc: 24/01/2024
GE
Geojit Financial Services Ltd Equity

ADVANTAGE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 1,270.7 Cr
Benchmark IndexBSE 500 TRI
1Y+6.31%
3Y+10.39%
5Y+13.42%
SI+20.95%
Mr.RUPIN MUKESH SHAH Inc: 13/06/2003
AL
AlfAccurate Advisors Pvt Ltd PMS Scheme

AAA Budding Beasts PMS
Min Ticket50 Lakhs
AUM SizeRs. 1,251.52 Cr
Benchmark IndexBSE 500 TRI
1Y+15.88%
3Y+21.75%
5Y+22.61%
SI+25.85%
RAJESH KOTHARI Inc: 01/01/2021
DA
Dalal & Broacha Stock Broking Pvt. Ltd. Equity

Long Term Growth
Min Ticket50 Lakhs
AUM SizeRs. 1,249 Cr
Benchmark IndexNifty 50 TRI
1Y+3.41%
3Y+16.51%
5Y+13.43%
SI+13.41%
MILIND KARMARKAR Inc: 24/08/2007
VA
Vallum Capital Advisors Private Limited Equity

Vallum India Discovery Strategy
Min Ticket1 Crore
AUM SizeRs. 1,246.45 Cr
Benchmark IndexBSE 500 TRI
1Y+2.71%
3Y+10.14%
5Y+11.60%
SI+19.42%
Manish Bhandari Inc: 24/09/2020
JA
Jain Investment Advisors Pvt Ltd Equity

STRATEGIC EQUITY
Min Ticket5 Lakhs
AUM SizeRs. 1,246.35 Cr
Benchmark IndexBSE 500 TRI
1Y-2.54%
3Y+15.49%
5Y+14.18%
SI+11.78%
Vinod Jain Inc: 25/08/2016
DE
Dezerv Investments Private Limited Equity

dezerv. Alpha Focus Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,227.61 Cr
Benchmark IndexBSE 500 TRI
1Y+9.33%
3Y+19.75%
5Y+0.00%
SI+22.62%
Kumarpal Jain Inc: 26/05/2023
OL
Old Bridge Capital Management Pvt Ltd Equity

All Cap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,223.79 Cr
Benchmark IndexNifty 500 TRI
1Y+7.75%
3Y+19.91%
5Y+18.46%
SI+16.12%
N/A Inc: 30/08/2016
EQ
Equity Intelligence India Private Limited Equity

Value Investing
Min Ticket50 Lakhs
AUM SizeRs. 1,218.69 Cr
Benchmark IndexNifty 50 TRI
1Y-14.26%
3Y-4.01%
5Y+5.15%
SI+17.68%
Porinju Veliyath Inc: 19/03/2003
UN
Unique Asset Management Llp Equity

Unique Focused Fund
Min Ticket1 Crore
AUM SizeRs. 1,209.35 Cr
Benchmark IndexBSE 500 TRI
1Y+11.96%
3Y+18.45%
5Y+14.36%
SI+17.01%
Ketan Gopani Inc: 20/12/2019
KO
Kotak Mahindra Asset Management Company Ltd Multi Asset

Kotak Evolv Plus Asset Allocation Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 1,193 Cr
Benchmark IndexNifty 500 TRI
1Y+5.88%
3Y--
5Y--
SI+10.37%
N/A Inc: 17/07/2023
GL
Globe Capital Market Ltd Equity

Value Driven Approach
Min Ticket50 Lakhs
AUM SizeRs. 1,189.87 Cr
Benchmark IndexBSE 500 TRI
1Y+4.88%
3Y+14.52%
5Y+14.59%
SI+14.32%
Yashpal Mendiratta Inc: 26/10/2007
BU
Buglerock Capital Private Limited Equity

Core Value Regular
Min Ticket50 Lakhs
AUM SizeRs. 1,153.97 Cr
Benchmark IndexBSE 500 TRI
1Y-1.39%
3Y+11.03%
5Y+12.69%
SI+14.57%
E A Sundaram Inc: 14/05/2019
BA
Bandhan AMC Limited Hybrid

Vedartha Trust Investment Solution Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,146.7 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+2.90%
N/A Inc: 10/10/2025
VA
Valentis Advisors Private Limited Equity

Valentis Rising Star Opportunity Fund
Min Ticket50 Lakhs
AUM SizeRs. 1,140.87 Cr
Benchmark IndexBSE 500 TRI
1Y+13.71%
3Y+12.32%
5Y+14.28%
SI+17.32%
JYOTIVARDHAN JAIPURIA Inc: 05/08/2016
AM
Ambit Investment Advisors Private Limited Equity

Ambit Coffee Can Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1,137.66 Cr
Benchmark IndexNifty 50 TRI
1Y-0.54%
3Y+9.52%
5Y+8.50%
SI+13.06%
Siddharth Bothra Inc: 20/06/2017
NU
Nuvama Asset Management Limited Multi Asset

Infinity Core Approach
Min Ticket50 Lakhs
AUM SizeRs. 1,105.05 Cr
Benchmark IndexNifty 500 TRI
1Y+12.14%
3Y+12.96%
5Y+10.85%
SI+11.15%
N/A Inc: 28/06/2019
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Prime Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,091.59 Cr
Benchmark IndexBSE 500 TRI
1Y+11.07%
3Y+0.00%
5Y+0.00%
SI+23.10%
Anand Shah Inc: 10/11/2023
SB
SBI Funds Management Limited Hybrid

PMS Services to PF and Institutional Treasuries (Hybrid)
Min Ticket50 Lakhs
AUM SizeRs. 1,078.91 Cr
Benchmark IndexNifty 500 TRI
1Y+6.02%
3Y+7.78%
5Y--
SI+6.85%
N/A Inc: 31/03/2022
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Multi Asset

360 ONE Mandate - Conservative
Min Ticket50 Lakhs
AUM SizeRs. 1,073.91 Cr
Benchmark IndexNifty 500 TRI
1Y+9.72%
3Y+11.95%
5Y+10.29%
SI+10.41%
N/A Inc: 27/02/2019
VA
Valuequest Investment Advisors Pvt. Ltd. Equity

ValueQuest Vision
Min Ticket50 Lakhs
AUM SizeRs. 1,070.43 Cr
Benchmark IndexBSE 500 TRI
1Y+6.16%
3Y+26.96%
5Y+26.19%
SI+28.97%
Pranav Mehta Inc: 20/04/2021
EA
East Lane Capital Llp Equity

East Lane Long Term Growth
Min Ticket50 Lakhs
AUM SizeRs. 1,055.07 Cr
Benchmark IndexNifty 50 TRI
1Y+12.94%
3Y+14.23%
5Y+11.34%
SI+15.39%
SANDEEP KOTHARI Inc: 18/12/2020
PI
Piper Serica Advisors Private Limited Equity

Piper Serica Leader Portfolio Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1,044.61 Cr
Benchmark IndexNifty 50 TRI
1Y+14.46%
3Y+17.87%
5Y+12.41%
SI+17.04%
Mr. Abhay Agarwal Inc: 26/06/2019
JA
Janak Merchant Securities Pvt.Ltd. Equity

DYNAMIC INVESTMENT APPROACH
Min Ticket50 Lakhs
AUM SizeRs. 1,035.19 Cr
Benchmark IndexBSE 500 TRI
1Y-2.25%
3Y+15.71%
5Y+21.75%
SI+18.80%
JANAK MANSINGH MERCHANT Inc: 01/06/2005
CO
COUNTER CYCLICAL INVESTMENTS PRIVATE LIMITED Equity

DIVERSIFIED LONG TERM VALUE
Min Ticket50 Lakhs
AUM SizeRs. 1,025.6 Cr
Benchmark IndexBSE 500 TRI
1Y+4.00%
3Y+20.04%
5Y+28.21%
SI+44.99%
GUNIT SINGH NARANG Inc: 02/07/2019
SU
Sundaram Alternate Assets Limited Equity

S.E.L.F
Min Ticket50 Lakhs
AUM SizeRs. 1,022.92 Cr
Benchmark IndexBSE 500 TRI
1Y+35.56%
3Y+21.86%
5Y+15.54%
SI+18.11%
Mr Karthik Athreya Inc: 01/06/2010