PMS Strategies in India

Page 21 of 39

Compare PMS Schemes
SA
Sanctum Wealth Private Limited Multi Asset

Sanctum Multi Asset Portfolios - Enhancement
Min Ticket50 Lakhs
AUM SizeRs. 13.19 Cr
Benchmark IndexNifty 500 TRI
1Y+13.96%
3Y+16.75%
5Y--
SI+14.33%
N/A Inc: 09/09/2022
PI
PIRAMAL FUND MANAGEMENT PVT LTD Debt

Domestic Real Estate Strategy 1- Ashiana
Min Ticket81 Rupees
AUM SizeRs. 13.15 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+113.91%
3Y-40.62%
5Y-30.22%
SI-25.70%
N/A Inc: 14/08/2017
GE
Geojit Financial Services Ltd Equity

ETHICAL PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 13.09 Cr
Benchmark IndexBSE 500 TRI
1Y+0.56%
3Y+4.77%
5Y+0.00%
SI+5.47%
Mr.RUPIN MUKESH SHAH Inc: 31/01/2022
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Hockey Stick Large Cap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 13.08 Cr
Benchmark IndexBSE 500 TRI
1Y+19.59%
3Y+0.00%
5Y+0.00%
SI+22.58%
Vaibhav Agrawal Inc: 23/01/2024
QU
Quantum Advisors Private Limited Debt

Q India Sovereign Focus Bond Strategy
Min Ticket50 Lakhs
AUM SizeRs. 13.07 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.42%
3Y+6.11%
5Y+5.10%
SI+6.18%
N/A Inc: 20/02/2015
AL
AlfAccurate Advisors Pvt Ltd Debt

AAA Liquid Plan
Min Ticket50 Lakhs
AUM SizeRs. 13.02 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.47%
3Y+4.60%
5Y+3.82%
SI+3.66%
N/A Inc: 29/01/2021
TR
Trivantage Capital Management India Private Limited Equity

Customised Portfolio Approach 12
Min Ticket5 Crore
AUM SizeRs. 12.92 Cr
Benchmark IndexNifty 50 TRI
1Y+7.68%
3Y+0.00%
5Y+0.00%
SI-2.92%
Nikhil Johri Inc: 11/11/2024
IN
INVESQ INVESTMENT MANAGERS LLP Multi Asset

INVESQ OPTIMISER PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 12.73 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+7.05%
N/A Inc: 19/03/2026
HA
Harmoney Finserv India Private Limited Equity

GENIUS
Min Ticket50 Lakhs
AUM SizeRs. 12.7 Cr
Benchmark IndexNifty 50 TRI
1Y-0.05%
3Y+0.00%
5Y+0.00%
SI-1.25%
KANNAN RAMADASS Inc: 03/07/2024
AL
Allegro Securities Pvt Ltd Equity

Health Care
Min Ticket5 Lakhs
AUM SizeRs. 12.65 Cr
Benchmark IndexNifty 50 TRI
1Y-3.07%
3Y+9.06%
5Y+8.83%
SI+13.57%
Kunal Kashyap Inc: 01/06/2017
VE
Ventura Securities Limited Equity

Ventura Siddhartha Best in Class
Min Ticket50 Lakhs
AUM SizeRs. 12.65 Cr
Benchmark IndexNifty 50 TRI
1Y-5.61%
3Y+2.63%
5Y+5.06%
SI+8.58%
R AMARNATH Inc: 15/07/2019
AC
ACCELT ASSET MANAGEMENT LLP Equity

Accelt Long Term Equity Fund
Min Ticket50 Lakhs
AUM SizeRs. 12.55 Cr
Benchmark IndexBSE 500 TRI
1Y+9.84%
3Y+0.00%
5Y+0.00%
SI+12.26%
vaibhav agarwal Inc: 05/11/2024
EN
Envision Capital Services Private Limited Equity

Envision New Frontiers Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 12.5 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+14.23%
Vidhi Mahesh Buch Inc: 16/12/2025
FO
FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED Equity

FORT VALUE
Min Ticket50 Lakhs
AUM SizeRs. 12.5 Cr
Benchmark IndexBSE 500 TRI
1Y+10.37%
3Y+11.33%
5Y+14.38%
SI+15.30%
ISHAN THAKKAR Inc: 09/09/2018
WH
Whiteoak Capital Asset Management Limited Equity

White Oak India Select Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 12.5 Cr
Benchmark IndexBSE 500 TRI
1Y-0.76%
3Y+11.28%
5Y+9.58%
SI+11.67%
Mr. Parag Jariwala Inc: 02/09/2018
AD
Aditya Birla Sun Life Amc Limited Equity

SELECT SECTOR PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 12.47 Cr
Benchmark IndexBSE 500 TRI
1Y+10.23%
3Y+21.88%
5Y+16.42%
SI+16.97%
Mr. A. Balasubramanian Inc: 23/03/2018
BH
Bharat Bhushan Equity Traders Limited Equity

BB Bluechip
Min Ticket50 Lakhs
AUM SizeRs. 12.45 Cr
Benchmark IndexBSE 500 TRI
1Y+15.86%
3Y+0.00%
5Y+0.00%
SI+29.22%
Ajay Khandelwal Inc: 13/02/2025
PR
Prosperity Wealth Management Private Limited Equity

Prosperity Fund of Funds
Min Ticket50 Lakhs
AUM SizeRs. 12.42 Cr
Benchmark IndexBSE 500 TRI
1Y+3.28%
3Y+0.00%
5Y+0.00%
SI+10.96%
Mr. Vasudev Gupta Inc: 28/11/2023
IN
Infinity Alternatives Investment Managers Private Limited Equity

Large Cap Opportunistic Portfolio Series I (A3)
Min Ticket50 Lakhs
AUM SizeRs. 12.37 Cr
Benchmark IndexBSE 500 TRI
1Y+9.79%
3Y+21.68%
5Y+20.23%
SI+16.67%
Ashish Kumar Inc: 24/03/2017
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Wellness Strategy
Min Ticket50 Lakhs
AUM SizeRs. 12.35 Cr
Benchmark IndexBSE 500 TRI
1Y+1.16%
3Y+14.53%
5Y+9.63%
SI+13.35%
Chockalingam Narayanan Inc: 06/03/2013
AD
Aditya Birla Sun Life Amc Limited Equity

Core Equity Portfolio NR
Min Ticket50 Lakhs
AUM SizeRs. 12.28 Cr
Benchmark IndexNifty 50 TRI
1Y+1.20%
3Y+6.92%
5Y+8.80%
SI+12.57%
Mr. A. Balasubramanian Inc: 24/08/2007
WA
Waterfield Financial And Investment Advisors Private Limited Hybrid

NUCLEUS ALTERNATES
Min Ticket50 Lakhs
AUM SizeRs. 12.28 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+3.33%
N/A Inc: 17/09/2025
PU
Purnartha Investment Advisers Private Limited Multi Asset

Purnartha One Strategy
Min Ticket50 Lakhs
AUM SizeRs. 12.28 Cr
Benchmark IndexNifty 500 TRI
1Y+7.99%
3Y--
5Y--
SI+7.61%
N/A Inc: 05/09/2023
FI
Fident Asset Management Private Limited Multi Asset

Fident Unlisted and Listed Large Value Portfolio (FULL) - Series 1
Min Ticket10 Crore
AUM SizeRs. 12.01 Cr
Benchmark IndexNifty 500 TRI
1Y-6.48%
3Y--
5Y--
SI-0.71%
N/A Inc: 06/02/2025
SU
Sundaram Alternate Assets Limited Debt

FIRST CONSERVATIVE
Min Ticket50 Lakhs
AUM SizeRs. 11.89 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.05%
3Y--
5Y--
SI+8.87%
N/A Inc: 01/07/2024
MO
Moat Financial Services Private Limited Equity

Special Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 11.85 Cr
Benchmark IndexBSE 500 TRI
1Y-0.75%
3Y+8.11%
5Y+9.55%
SI+14.03%
BIJU JOHN Inc: 04/11/2020
CA
Care Portfolio Managers Private Limited PMS Scheme

Care PMS Bespoke Approach
Min Ticket50 Lakhs
AUM SizeRs. 11.76 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+5.26%
Jayant Mamania Inc: 18/06/2026
CE
Centrum Investment Advisers Limited Equity

CENTRUM FLEXICAP NRI.
Min Ticket50 Lakhs
AUM SizeRs. 11.64 Cr
Benchmark IndexBSE 500 TRI
1Y+3.48%
3Y+11.88%
5Y+10.58%
SI+11.17%
Manish Jain Inc: 24/01/2012
JU
Julius Baer Wealth Advisors (India) Private Limited Multi Asset

Julius Baer All Weather Portfolio- Plus
Min Ticket50 Lakhs
AUM SizeRs. 11.62 Cr
Benchmark IndexNifty 500 TRI
1Y+9.03%
3Y+13.45%
5Y--
SI+13.22%
N/A Inc: 01/03/2023
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

ALPHA STAR
Min Ticket50 Lakhs
AUM SizeRs. 11.56 Cr
Benchmark IndexBSE 500 TRI
1Y+0.62%
3Y+5.33%
5Y+4.16%
SI+11.66%
ROHAN GHALLA Inc: 06/01/2014
FI
Fident Asset Management Private Limited Equity

Fident All-Season India Resilient Portfolio (FAIR)
Min Ticket50 Lakhs
AUM SizeRs. 11.54 Cr
Benchmark IndexBSE 500 TRI
1Y+6.82%
3Y+0.00%
5Y+0.00%
SI+12.03%
Aishvarya Dadheech Inc: 18/04/2024
SH
Shree Rama Managers Llp Multi Asset

Shree Dynamic Plan
Min Ticket50 Lakhs
AUM SizeRs. 11.53 Cr
Benchmark IndexNifty 500 TRI
1Y-2.40%
3Y+7.31%
5Y--
SI+7.77%
N/A Inc: 06/04/2023
AS
Asit C. Mehta Investment Interrmediates Ltd. Equity

Ace Ten Trillion Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 11.41 Cr
Benchmark IndexBSE 500 TRI
1Y+19.80%
3Y+26.73%
5Y+24.78%
SI+19.48%
Prathmesh Agarwal Inc: 29/12/2017
CE
Centrum Investment Advisers Limited Equity

CENTRUM MICROCAP PORTFOLIO.
Min Ticket50 Lakhs
AUM SizeRs. 11.38 Cr
Benchmark IndexBSE 500 TRI
1Y+5.20%
3Y+13.15%
5Y+14.43%
SI+16.09%
Manish Jain Inc: 08/07/2016
BU
Buglerock Capital Private Limited Equity

BOLD
Min Ticket50 Lakhs
AUM SizeRs. 11.37 Cr
Benchmark IndexNifty 500 TRI
1Y+23.98%
3Y--
5Y--
SI+29.76%
N/A Inc: 01/01/2021
HA
Harmoney Finserv India Private Limited Equity

INDIA STORY CONSISTENT COMPOUNDER
Min Ticket50 Lakhs
AUM SizeRs. 11.32 Cr
Benchmark IndexNifty 500 TRI
1Y-0.40%
3Y+10.08%
5Y+10.36%
SI+5.15%
N/A Inc: 05/04/2017
AN
Anand Rathi Advisors Limited Equity

MNC Portfolio - NRI
Min Ticket50 Lakhs
AUM SizeRs. 11.24 Cr
Benchmark IndexBSE 500 TRI
1Y+3.17%
3Y+8.79%
5Y+9.05%
SI+12.97%
MAYUR P SHAH Inc: 29/10/2018
FI
Fident Asset Management Private Limited Multi Asset

Full Series 7
Min Ticket10 Crore
AUM SizeRs. 11.22 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-2.47%
N/A Inc: 23/12/2025
EK
Eklavya Capital Advisors Multi Asset

Long Term Value
Min Ticket50 Lakhs
AUM SizeRs. 11.21 Cr
Benchmark IndexNifty 500 TRI
1Y+11.33%
3Y+7.87%
5Y+10.36%
SI+9.18%
N/A Inc: 08/12/2016
FR
Fractal Capital Investments Llp Debt

FCI LLP Wealth Optimizer
Min Ticket50 Lakhs
AUM SizeRs. 11.18 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.54%
3Y+9.14%
5Y+8.62%
SI+8.42%
N/A Inc: 08/03/2021
IC
ICICI Securities Limited Debt

Sterling Portfolio- Conservative Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 11.17 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.66%
3Y+10.13%
5Y--
SI+10.00%
N/A Inc: 01/02/2023
AS
Asit C. Mehta Investment Interrmediates Ltd. Multi Asset

Ace Multi-Asset Portfolio
Min Ticket1 Crore
AUM SizeRs. 11.16 Cr
Benchmark IndexNifty 500 TRI
1Y+13.16%
3Y+27.41%
5Y+21.90%
SI+16.54%
N/A Inc: 04/10/2018
RI
Right Horizons Portfolio Management Pvt Ltd Multi Asset

RHPMPL - YIELD MULTIPLIER-I
Min Ticket50 Lakhs
AUM SizeRs. 11.16 Cr
Benchmark IndexNifty 500 TRI
1Y-0.95%
3Y-0.32%
5Y-0.12%
SI+2.75%
N/A Inc: 04/09/2012
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Equity

Jama - SAPPHIRE - Diversified Holdings Fund
Min Ticket50 Lakhs
AUM SizeRs. 11.06 Cr
Benchmark IndexNifty 500 TRI
1Y+8.65%
3Y--
5Y--
SI+10.32%
N/A Inc: N/A
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Debt

Maxiom PMS-EMERALD-NE Diversified Mutual Funds (Non-Equity)
Min Ticket50 Lakhs
AUM SizeRs. 10.94 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+25.40%
3Y--
5Y--
SI+27.29%
N/A Inc: N/A
QE
QED Capital Advisors LLP Equity

Core Equity
Min Ticket50 Lakhs
AUM SizeRs. 10.89 Cr
Benchmark IndexBSE 500 TRI
1Y-0.80%
3Y+7.34%
5Y+0.00%
SI+7.94%
ANISH TELI Inc: 05/08/2022
AM
Ambit Wealth Private Limited Equity

Ambit CALIBER H Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 10.81 Cr
Benchmark IndexNifty 50 TRI
1Y+7.81%
3Y+14.12%
5Y+9.37%
SI+13.26%
Surjitt Arora Inc: 22/02/2021
CA
Capitalmind Financial Services Private Limited Equity

Custom Portfolio 24
Min Ticket1 Rupees
AUM SizeRs. 10.79 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.09%
Krishna Kishore Appala Inc: 08/12/2025
MA
Marcellus Investment Managers Private Limited Multi Asset

Multi Asset
Min Ticket50 Lakhs
AUM SizeRs. 10.61 Cr
Benchmark IndexNifty 500 TRI
1Y+12.46%
3Y--
5Y--
SI+8.34%
N/A Inc: 07/08/2024
PR
Prajana Advisors Private Limited PMS Scheme

PRAJANA HIGH CONVICTION
Min Ticket50 Lakhs
AUM SizeRs. 10.6 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+4.85%
Chetankumar Jagdishchandra Pandya Inc: 14/11/2025