PMS Strategies in India

Page 20 of 39

Compare PMS Schemes
IC
ICICI Securities Limited Debt

Sterling Portfolio- Risk Averse Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 17.05 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.67%
3Y+7.24%
5Y--
SI+7.26%
N/A Inc: 28/11/2022
PR
PRP Edge Wealth Pvt Ltd Equity

Alphaa MPT Plus Fund
Min Ticket50 Lakhs
AUM SizeRs. 16.99 Cr
Benchmark IndexNifty 500 TRI
1Y+4.65%
3Y--
5Y--
SI+13.00%
N/A Inc: 08/09/2023
AB
Abakkus Investment Managers Private Limited Equity

Abakkus Emerging Opportunities (Shariah) Approach
Min Ticket50 Lakhs
AUM SizeRs. 16.92 Cr
Benchmark IndexBSE 500 TRI
1Y-2.13%
3Y+12.78%
5Y+0.00%
SI+16.30%
Aman Chowhan Inc: 16/06/2023
NA
Nafa Asset Managers Private Limited PMS Scheme

BESPOKE FORMERLY KNOWN AS NAFA NEW & CLEAN TECH
Min Ticket50 Lakhs
AUM SizeRs. 16.88 Cr
Benchmark IndexBSE 500 TRI
1Y+10.41%
3Y+19.01%
5Y+0.00%
SI+22.23%
NARAYANAN BALAJI VAIDYANATH Inc: 22/09/2021
NA
Nafa Asset Managers Private Limited Equity

NAFA NEW & CLEAN TECH
Min Ticket50 Lakhs
AUM SizeRs. 16.7 Cr
Benchmark IndexNifty 500 TRI
1Y+29.62%
3Y+26.26%
5Y--
SI+24.03%
N/A Inc: 22/09/2021
GO
GoldStandard Wealth Private Limited Equity

Eterna Wealth Core Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 16.68 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.97%
Nirman Vithlani Inc: 16/10/2025
MO
Moat Financial Services Private Limited Equity

Moderate Compounders
Min Ticket50 Lakhs
AUM SizeRs. 16.57 Cr
Benchmark IndexBSE 500 TRI
1Y-1.59%
3Y+10.04%
5Y+12.73%
SI+10.86%
BIJU JOHN Inc: 12/11/2013
OA
Oaks Asset Management Private Limited PMS Scheme

Structured Product Series 6-Private Markets
Min Ticket50 Lakhs
AUM SizeRs. 16.52 Cr
Benchmark IndexNifty 50 TRI
1Y-1.96%
3Y+11.62%
5Y-1.20%
SI-1.18%
Vivek Anand PS Inc: 11/03/2019
VA
Valcreate Investment Managers LLP Equity

Valcreate Growing India
Min Ticket50 Lakhs
AUM SizeRs. 16.52 Cr
Benchmark IndexBSE 500 TRI
1Y-5.79%
3Y+9.61%
5Y+0.00%
SI+13.18%
Rajesh Pherwani Inc: 10/02/2023
OA
Oaks Asset Management Private Limited Equity

Structured Product Series 6(SHR Lifestyle)
Min Ticket50 Lakhs
AUM SizeRs. 16.45 Cr
Benchmark IndexNifty 500 TRI
1Y+39.57%
3Y+11.62%
5Y-1.19%
SI-1.15%
N/A Inc: 11/03/2019
AL
Allegro Securities Pvt Ltd Equity

THE HERON
Min Ticket5 Lakhs
AUM SizeRs. 16.39 Cr
Benchmark IndexNifty 50 TRI
1Y+0.83%
3Y+0.00%
5Y+0.00%
SI+9.08%
Kunal Kashyap Inc: 03/02/2025
IN
Incred Asset Management Private Limited Equity

InCred Active Momentum Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 16.3 Cr
Benchmark IndexBSE 500 TRI
1Y+0.41%
3Y+0.00%
5Y+0.00%
SI+1.63%
Vaibhav Shah Inc: 06/02/2025
SA
Sameeksha Capital Private Limited Equity

Sameeksha India Diversified Investment Strategy
Min Ticket50 Lakhs
AUM SizeRs. 16.29 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.95%
Bhavin Shah Inc: 18/11/2025
AX
Axis Asset Management Company Limited PMS Scheme

Axis Ethical Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 16.14 Cr
Benchmark IndexBSE 500 TRI
1Y-2.82%
3Y+11.70%
5Y+0.00%
SI+10.84%
Naveen Kulkarni Inc: 01/08/2022
AM
Ametra Investment Managers Private Limited Multi Asset

Ametra FactorIncome PMS
Min Ticket50 Lakhs
AUM SizeRs. 16.08 Cr
Benchmark IndexNifty 500 TRI
1Y+10.46%
3Y--
5Y--
SI+7.08%
N/A Inc: 16/10/2024
KS
Ksema Wealth Pvt Ltd Equity

KSEMA WEALTH ALPHA -INDIA OPPORTUNITIES
Min Ticket50 Lakhs
AUM SizeRs. 15.96 Cr
Benchmark IndexNifty 50 TRI
1Y+6.31%
3Y+12.45%
5Y+13.81%
SI+15.39%
Sankar Kailasam Inc: 28/01/2019
PR
PrimeInvestor Financial Research Private Limited Hybrid

Prime Vision Growth
Min Ticket50 Lakhs
AUM SizeRs. 15.86 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+0.00%
N/A Inc: 08/12/2025
MA
Marcellus Investment Managers Private Limited Multi Asset

Multi Asset Aggresive
Min Ticket5 Lakhs
AUM SizeRs. 15.77 Cr
Benchmark IndexNifty 500 TRI
1Y+11.45%
3Y--
5Y--
SI+8.82%
N/A Inc: 15/01/2025
SA
Sammaan Asset Management Limited Debt

Indiabulls High Yield Strategy - I
Min Ticket50 Lakhs
AUM SizeRs. 15.74 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+1.51%
3Y-29.50%
5Y-17.32%
SI-6.71%
N/A Inc: 21/08/2017
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

RAW PEARL
Min Ticket50 Lakhs
AUM SizeRs. 15.57 Cr
Benchmark IndexBSE 500 TRI
1Y+4.69%
3Y+14.75%
5Y+16.10%
SI+22.65%
ROHAN GHALLA Inc: 04/07/2012
IN
Incred Capital Wealth Portfolio Managers Private Limited Equity

InCred Omni Alpha Multi-Manager Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 15.55 Cr
Benchmark IndexBSE 500 TRI
1Y+4.88%
3Y+0.00%
5Y+0.00%
SI+8.05%
RUPIN MUKESH SHAH Inc: 23/01/2025
AB
Abakkus Investment Managers Private Limited Equity

Abakkus All Cap (Shariah) Approach
Min Ticket50 Lakhs
AUM SizeRs. 15.46 Cr
Benchmark IndexBSE 500 TRI
1Y+1.85%
3Y+10.49%
5Y+0.00%
SI+12.40%
Aman Chowhan Inc: 01/04/2022
VA
Vansh Capital Private Limited Equity

Vansh Equity Multi Cap Approach
Min Ticket50 Lakhs
AUM SizeRs. 15.37 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+5.96%
Rahul Madanraj Jaju Inc: 12/02/2026
KO
Kotak Mahindra Asset Management Company Ltd Equity

Kotak FinTech Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 15.36 Cr
Benchmark IndexNifty 500 TRI
1Y+22.96%
3Y+16.34%
5Y+12.99%
SI+13.54%
N/A Inc: 29/03/2018
PR
PrimeInvestor Financial Research Private Limited Hybrid

Prime Synergy
Min Ticket50 Lakhs
AUM SizeRs. 15.36 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.01%
N/A Inc: 08/12/2025
AY
AYAN ANALYTICS PVT LTD Equity

TOP 100 Equity
Min Ticket50 Lakhs
AUM SizeRs. 15.34 Cr
Benchmark IndexNifty 50 TRI
1Y+2.50%
3Y+0.00%
5Y+0.00%
SI+6.43%
Mahesh Gowande Inc: 03/01/2024
PR
PRP Edge Wealth Pvt Ltd Equity

Alphaa Focused Small-Cap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 15.27 Cr
Benchmark IndexNifty 500 TRI
1Y+2.25%
3Y--
5Y--
SI+11.96%
N/A Inc: 01/08/2023
SM
SMIFS LIMITED Equity

ALPHA HARVESTERS
Min Ticket50 Lakhs
AUM SizeRs. 15.22 Cr
Benchmark IndexNifty 50 TRI
1Y+7.73%
3Y+13.71%
5Y+0.00%
SI+16.60%
MR. VIKAS RAJPAL Inc: 29/05/2023
PH
Phillipcapital (India) Pvt Ltd Debt

Phillip Income Builder Portfolio Premier
Min Ticket50 Lakhs
AUM SizeRs. 15.14 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+10.68%
3Y--
5Y--
SI+13.48%
N/A Inc: 02/07/2024
AS
Asian Markets Securities Private Limited Equity

AMSEC LIFE
Min Ticket50 Lakhs
AUM SizeRs. 14.99 Cr
Benchmark IndexNifty 50 TRI
1Y-8.07%
3Y+2.77%
5Y+4.28%
SI+8.19%
Mr. B. N. Manjunath Inc: 09/06/2015
EM
Emkay Investment Managers Limited Equity

EMKAY GEMS
Min Ticket50 Lakhs
AUM SizeRs. 14.88 Cr
Benchmark IndexBSE 500 TRI
1Y+11.81%
3Y+12.58%
5Y+12.70%
SI+18.16%
Kashyap Javeri Inc: 01/02/2020
AY
AYAN ANALYTICS PVT LTD Equity

PriceBridge-Total Market India PMS
Min Ticket50 Lakhs
AUM SizeRs. 14.85 Cr
Benchmark IndexBSE 500 TRI
1Y+1.68%
3Y+0.00%
5Y+0.00%
SI-1.40%
MAHESH GOWANDE Inc: 20/08/2024
AM
Ambit Wealth Private Limited Equity

Ambit Maximus Smart Factor Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 14.76 Cr
Benchmark IndexNifty 50 TRI
1Y+6.01%
3Y+0.00%
5Y+0.00%
SI-2.22%
Surjitt Arora Inc: 18/07/2024
NI
Nippon Life India Asset Management Ltd Equity

Concentrated Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 14.74 Cr
Benchmark IndexBSE 500 TRI
1Y-2.48%
3Y+8.88%
5Y+9.94%
SI+8.67%
Gurbir Singh Chopra Inc: 01/01/2008
RE
Reliance Wealth Management Limited Equity

ALPHA GROWTH
Min Ticket50 Lakhs
AUM SizeRs. 14.51 Cr
Benchmark IndexBSE 500 TRI
1Y+8.71%
3Y+17.73%
5Y+15.08%
SI+16.72%
Shubam k Guptaa Inc: 26/02/2010
AS
ASK Investment Managers Limited Debt

ASK LIQUID PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 14.28 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.93%
3Y+5.82%
5Y+5.20%
SI+5.31%
N/A Inc: 06/06/2017
NA
Nafa Asset Managers Private Limited Equity

NAFA WEALTH BUILDER PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 14.07 Cr
Benchmark IndexBSE 500 TRI
1Y-2.36%
3Y+4.26%
5Y+8.57%
SI+9.06%
NARAYANAN BALAJI VAIDYANATH Inc: 30/12/2015
R.
R. Wadiwala Securities Private Limited Equity

R Wadiwala Ethical Portfolio - PMS
Min Ticket50 Lakhs
AUM SizeRs. 13.93 Cr
Benchmark IndexBSE 500 TRI
1Y-1.01%
3Y+8.46%
5Y+11.95%
SI+14.58%
NAINISH J. WADIWALA Inc: 06/11/2019
SM
SMC Global Securities Limited Equity

SMC-NRI
Min Ticket50 Lakhs
AUM SizeRs. 13.92 Cr
Benchmark IndexBSE 500 TRI
1Y+5.75%
3Y+11.15%
5Y+9.51%
SI+12.15%
Shyam Sundar Bansal Inc: 01/10/2019
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS ETF Strategy
Min Ticket50 Lakhs
AUM SizeRs. 13.87 Cr
Benchmark IndexNifty 50 TRI
1Y-3.01%
3Y+7.99%
5Y+10.28%
SI+8.80%
Chockalingam Narayanan Inc: 18/03/2015
SC
Scient Capital Pvt Ltd Multi Asset

Aquila PMS
Min Ticket50 Lakhs
AUM SizeRs. 13.83 Cr
Benchmark IndexNifty 500 TRI
1Y+8.90%
3Y+6.76%
5Y+5.60%
SI+5.23%
N/A Inc: 04/08/2016
TR
TRADESWIFT BROKING PRIVATE LIMITED Equity

Sparkling Gems
Min Ticket50 Lakhs
AUM SizeRs. 13.6 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+13.93%
MANISH AGARWAL Inc: 09/10/2025
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

MAJESTIC
Min Ticket50 Lakhs
AUM SizeRs. 13.58 Cr
Benchmark IndexBSE 500 TRI
1Y+7.99%
3Y+0.00%
5Y+0.00%
SI+10.55%
ROHAN GHALLA Inc: 11/03/2024
ST
Stallion Asset Private Limited Debt

STALLION ASSET LIQUID FUND
Min Ticket50 Lakhs
AUM SizeRs. 13.53 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.59%
3Y+4.87%
5Y--
SI+4.67%
N/A Inc: 30/08/2021
SA
Saamya Advisors LLP PMS Scheme

Saamya Wealth Builder
Min Ticket50 Lakhs
AUM SizeRs. 13.45 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.32%
Samir Begrajka / Manjeet Buaria Inc: 01/07/2026
J
J M Financial Ltd Equity

India Resurgent
Min Ticket50 Lakhs
AUM SizeRs. 13.37 Cr
Benchmark IndexBSE 500 TRI
1Y+19.11%
3Y+23.58%
5Y+18.40%
SI+13.93%
Ashish Chaturmohta Inc: 04/03/2015
WE
Wealth First Portfolio Managers Limited Equity

Wealth First Nifty 100 Index Strategy
Min Ticket50 Lakhs
AUM SizeRs. 13.34 Cr
Benchmark IndexNifty 50 TRI
1Y-0.71%
3Y+0.00%
5Y+0.00%
SI-2.46%
Vaidehi Parikh Inc: 04/07/2025
AY
AYAN ANALYTICS PVT LTD Equity

PriceBridge Total Market select Stock
Min Ticket50 Lakhs
AUM SizeRs. 13.3 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+20.46%
MAHESH GOWANDE Inc: 02/12/2025
KO
Kotak Mahindra Asset Management Company Ltd Equity

Kotak Pharma and Healthcare Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 13.27 Cr
Benchmark IndexNifty 500 TRI
1Y+9.49%
3Y+20.03%
5Y+13.47%
SI+12.14%
N/A Inc: 20/09/2016
IN
Incred Asset Management Private Limited Equity

InCred Select Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 13.25 Cr
Benchmark IndexBSE 500 TRI
1Y-3.30%
3Y+7.62%
5Y+0.00%
SI+14.15%
Aditya Khemka Inc: 04/03/2022