PMS Strategies in India

Page 22 of 39

Compare PMS Schemes
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Equity

Maxiom PMS-EMERALD-E Diversified Mutual Funds (Equity)
Min Ticket50 Lakhs
AUM SizeRs. 10.58 Cr
Benchmark IndexNifty 50 TRI
1Y+5.41%
3Y+0.00%
5Y+0.00%
SI+7.73%
Ram Kalyan Kumar Medury Inc: 01/04/2025
FI
Fident Asset Management Private Limited Multi Asset

FULL SERIES 4
Min Ticket10 Crore
AUM SizeRs. 10.56 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.58%
N/A Inc: 17/10/2025
FI
Fident Asset Management Private Limited Multi Asset

FULL SERIES 2
Min Ticket10 Crore
AUM SizeRs. 10.54 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-1.74%
N/A Inc: 20/10/2025
CE
Centrum Broking Limited Equity

CENTRUM STRING OF PEARLS DVIII
Min Ticket50 Lakhs
AUM SizeRs. 10.5 Cr
Benchmark IndexNifty 500 TRI
1Y+1.66%
3Y+14.79%
5Y+28.51%
SI+14.34%
N/A Inc: 10/02/2015
SU
Sundaram Alternate Assets Limited Equity

S.I.T.P
Min Ticket50 Lakhs
AUM SizeRs. 10.49 Cr
Benchmark IndexBSE 500 TRI
1Y+30.96%
3Y+0.00%
5Y+0.00%
SI+23.25%
Mr Darshan Engineer Inc: 01/12/2023
VI
Vireya Capital Management LLP Equity

Vireya - Emerging Leaders
Min Ticket50 Lakhs
AUM SizeRs. 10.48 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.08%
Hardick Bora Inc: 08/04/2026
RB
RBSA Investment Manager LLP Equity

SERENITY WEALTH
Min Ticket50 Lakhs
AUM SizeRs. 10.45 Cr
Benchmark IndexBSE 500 TRI
1Y-11.32%
3Y+0.00%
5Y+0.00%
SI+1.66%
Rushabh Shah Inc: 29/08/2023
BM
BMC Advisors Private Limited PMS Scheme

BMC HIDDEN OPPORTUNITIES FUND
Min Ticket50 Lakhs
AUM SizeRs. 10.39 Cr
Benchmark IndexBSE 500 TRI
1Y-28.52%
3Y+0.00%
5Y+0.00%
SI-25.65%
Raghav Agarwal Inc: 16/06/2025
PH
Phillipcapital (India) Pvt Ltd Equity

Phillip Ethical India Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 10.35 Cr
Benchmark IndexBSE 500 TRI
1Y+4.39%
3Y+6.24%
5Y+7.62%
SI+10.57%
Mr Nishit Shah Inc: 12/12/2017
NI
Nine Rivers Capital Holdings Private Limited Equity

Aurum Small Cap Plus
Min Ticket50 Lakhs
AUM SizeRs. 10.33 Cr
Benchmark IndexBSE 500 TRI
1Y+4.51%
3Y+7.76%
5Y+10.43%
SI+13.28%
SANDEEP DAGA Inc: 10/05/2017
R.
R. Wadiwala Securities Private Limited Equity

R. Wadiwala Ingenious Equity Portfolio-Ingenious
Min Ticket50 Lakhs
AUM SizeRs. 10.31 Cr
Benchmark IndexBSE 500 TRI
1Y-3.96%
3Y+0.00%
5Y+0.00%
SI+1.21%
NAINISH J. WADIWALA Inc: 18/05/2011
AN
Anand Rathi Advisors Limited Equity

The Alpha I Strategy
Min Ticket50 Lakhs
AUM SizeRs. 10.3 Cr
Benchmark IndexBSE 500 TRI
1Y+4.21%
3Y+13.59%
5Y+0.00%
SI+17.79%
MAYUR P SHAH Inc: 12/04/2023
CR
Credent Asset Management Services Private Limited Equity

Mehta Credent Focused Multicap
Min Ticket50 Lakhs
AUM SizeRs. 10.17 Cr
Benchmark IndexBSE 500 TRI
1Y+3.34%
3Y+0.00%
5Y+0.00%
SI+1.50%
Aditya Vikram Kanoria Inc: 06/01/2025
TR
True Beacon Investment Advisors Llp Debt

Select Debt Strategy
Min Ticket50 Lakhs
AUM SizeRs. 10.14 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+3.60%
N/A Inc: 28/07/2025
AX
Axis Asset Management Company Limited PMS Scheme

Axis Growan Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 10.11 Cr
Benchmark IndexBSE 500 TRI
1Y+1.80%
3Y+13.38%
5Y+14.88%
SI+14.95%
Naveen Kulkarni Inc: 24/06/2021
J
J M Financial Ltd Equity

The Opportunistic
Min Ticket50 Lakhs
AUM SizeRs. 10.09 Cr
Benchmark IndexBSE 500 TRI
1Y+21.16%
3Y+24.80%
5Y+17.88%
SI+9.69%
Ashish Chaturmohta Inc: 04/05/2017
IC
ICICI Securities Limited Debt

ISEC STP Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 10.08 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.33%
3Y+7.00%
5Y--
SI+6.11%
N/A Inc: 11/05/2021
LG
LGT Wealth India Private Limited Equity

Ultima Select
Min Ticket1 Crore
AUM SizeRs. 10.07 Cr
Benchmark IndexNifty 50 TRI
1Y+2.77%
3Y+7.36%
5Y+0.00%
SI+8.39%
Chirag Doshi Inc: 05/05/2023
VI
VIVEKAM FINANCIAL SERVICES PRIVATE LIMITED Equity

Vivekam Large Cap Growth Plus
Min Ticket50 Lakhs
AUM SizeRs. 10.07 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+11.15%
Venkata Krishna Prasad Vemuru Inc: 23/10/2025
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

Alpha Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 10.05 Cr
Benchmark IndexNifty 50 TRI
1Y+7.69%
3Y+123.69%
5Y+70.63%
SI+23.48%
Pooja Gandhi Inc: 18/09/2014
BO
Bonanza Portfolio Limited Equity

BONANZA PULSE SECTOR FUND
Min Ticket50 Lakhs
AUM SizeRs. 10.04 Cr
Benchmark IndexNifty 50 TRI
1Y+2.99%
3Y+0.00%
5Y+0.00%
SI+4.47%
Achin Goel Inc: 02/02/2025
FI
Fident Asset Management Private Limited Multi Asset

FULL SERIES 5
Min Ticket10 Crore
AUM SizeRs. 9.95 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-5.85%
N/A Inc: 17/10/2025
GU
Guardian Advisors Private Limited Equity

Core Value Strategy
Min Ticket50 Lakhs
AUM SizeRs. 9.9 Cr
Benchmark IndexBSE 500 TRI
1Y-18.98%
3Y+0.21%
5Y+0.99%
SI+11.27%
Priyank Gupta Inc: 01/04/2007
AX
Axis Asset Management Company Limited PMS Scheme

Axis Select Nifty 50 Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 9.7 Cr
Benchmark IndexNifty 50 TRI
1Y+3.65%
3Y+11.00%
5Y+11.30%
SI+11.66%
Naveen Kulkarni Inc: 04/07/2013
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA Q STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 9.69 Cr
Benchmark IndexNifty 50 TRI
1Y+6.82%
3Y+9.26%
5Y+0.00%
SI+10.64%
Sheetal Malpani Inc: 04/02/2022
PR
Prajana Advisors Private Limited Multi Asset

PRAJANA ANCHOR
Min Ticket50 Lakhs
AUM SizeRs. 9.61 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+6.04%
N/A Inc: 07/03/2026
AX
Axis Asset Management Company Limited PMS Scheme

Axis Contrarian Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 9.52 Cr
Benchmark IndexBSE 500 TRI
1Y-2.82%
3Y+15.89%
5Y+13.30%
SI+17.58%
Naveen Kulkarni Inc: 04/12/2020
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Open - Managed Solutions Global Equity
Min Ticket50 Lakhs
AUM SizeRs. 9.5 Cr
Benchmark IndexNifty 50 TRI
1Y+25.94%
3Y+23.04%
5Y+0.00%
SI+15.56%
Mr. Arjun Kedia Inc: 20/09/2021
KA
Karma Capital Advisors Pvt Ltd. Equity

Karma Capital Magnolia
Min Ticket50 Lakhs
AUM SizeRs. 9.42 Cr
Benchmark IndexBSE 500 TRI
1Y+4.45%
3Y+11.06%
5Y+0.00%
SI+13.31%
Rushabh Vinod Sheth Inc: 01/02/2023
PR
Profusion Investment Advisors Llp Debt

Income Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 9.4 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+13.19%
3Y--
5Y--
SI+10.40%
N/A Inc: 03/05/2021
VI
Vireya Capital Management LLP PMS Scheme

Vireya - Growth Anchors
Min Ticket50 Lakhs
AUM SizeRs. 9.39 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.50%
Hardick Bora Inc: 15/05/2026
EQ
EQUIPOISE CAPITAL MANAGEMENT PRIVATE LIMITED Equity

EquiPoise Emerging Stars
Min Ticket50 Lakhs
AUM SizeRs. 9.38 Cr
Benchmark IndexBSE 500 TRI
1Y+2.48%
3Y+0.00%
5Y+0.00%
SI-2.08%
ASHISH A WAKANKAR Inc: 28/08/2024
GR
Growthfiniti Wealth Pvt Ltd Equity

GROWTHFINITI LEAD
Min Ticket50 Lakhs
AUM SizeRs. 9.38 Cr
Benchmark IndexBSE 500 TRI
1Y+7.06%
3Y+0.00%
5Y+0.00%
SI+1.36%
Bhavesh Sanghvi Inc: 16/07/2025
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

ACTIVE
Min Ticket50 Lakhs
AUM SizeRs. 9.29 Cr
Benchmark IndexBSE 500 TRI
1Y+3.88%
3Y+14.47%
5Y+15.86%
SI+21.85%
ROHAN GHALLA Inc: 04/07/2012
SA
Sanctum Wealth Private Limited Multi Asset

Tailored Discretionary Portfolio - Balanced
Min Ticket50 Lakhs
AUM SizeRs. 9.22 Cr
Benchmark IndexNifty 500 TRI
1Y+13.51%
3Y+6.18%
5Y+8.28%
SI+9.30%
N/A Inc: 11/10/2017
NE
New Berry Capitals Private Limited Equity

New Berry Capitals Private Limites Seeking ALpha Strategy
Min Ticket50 Lakhs
AUM SizeRs. 9.17 Cr
Benchmark IndexMSEI SX 40 TRI
1Y+14.93%
3Y+17.47%
5Y+32.92%
SI+7.20%
SURAJKUMAR SARAOGI Inc: 27/06/2017
SA
Sageone Investment Managers Llp Debt

SageOne Liquid Approach
Min Ticket50 Lakhs
AUM SizeRs. 9.16 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.50%
3Y--
5Y--
SI+4.88%
N/A Inc: 09/02/2024
PH
Phillipcapital (India) Pvt Ltd Equity

Phillip Star Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 9.13 Cr
Benchmark IndexBSE 500 TRI
1Y+4.60%
3Y+14.20%
5Y+12.80%
SI+14.11%
Mr Nishit Shah Inc: 06/03/2019
QU
Quantum Advisors Private Limited Equity

Q India Value Equity Strategy - Constrained XVII
Min Ticket50 Lakhs
AUM SizeRs. 9.1 Cr
Benchmark IndexBSE 500 TRI
1Y-1.25%
3Y+0.00%
5Y+0.00%
SI+2.32%
Ajit Dayal Inc: 06/01/2025
IN
Indniveza Distributors Private Limited Equity

IDPL Wealthy Nivesh Multi Asset
Min Ticket50 Lakhs
AUM SizeRs. 9.08 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.82%
Ankit Garg Inc: 26/11/2025
JA
Jain Investment Advisors Pvt Ltd Equity

Innovative Business
Min Ticket5 Lakhs
AUM SizeRs. 9.06 Cr
Benchmark IndexBSE 500 TRI
1Y-2.74%
3Y+14.64%
5Y+13.84%
SI+12.40%
Vinod Jain Inc: 27/06/2016
DY
Dynamic Equities Pvt Ltd Equity

Multicap High Growth High Momentum
Min Ticket50 Lakhs
AUM SizeRs. 9.05 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+17.48%
N/A Inc: 29/04/2024
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS India Recovery Strategy
Min Ticket50 Lakhs
AUM SizeRs. 9.04 Cr
Benchmark IndexBSE 500 TRI
1Y+18.75%
3Y+24.85%
5Y+33.02%
SI+29.89%
Chockalingam Narayanan Inc: 31/01/2019
KO
Kotak Mahindra Asset Management Company Ltd Debt

Kotak Evolv Liquid Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 9.04 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.79%
3Y--
5Y--
SI+6.77%
N/A Inc: 12/07/2023
SY
Sykes And Ray Equities India Limited Equity

SRE Inflection Idea
Min Ticket50 Lakhs
AUM SizeRs. 9.04 Cr
Benchmark IndexBSE 500 TRI
1Y+0.97%
3Y+0.00%
5Y+0.00%
SI+7.42%
Anup Gupta Inc: 08/11/2023
VA
Value Prolific Investments & Consulting Private Limited Equity

ValPro Balanced (B) PMS
Min Ticket50 Lakhs
AUM SizeRs. 8.98 Cr
Benchmark IndexNifty 50 TRI
1Y+16.07%
3Y+15.68%
5Y+5.18%
SI+5.10%
Anshuman Khanna Inc: 06/07/2021
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

VARANIUM G2G INDIA PORTFOLIO - 00002316
Min Ticket50 Lakhs
AUM SizeRs. 8.85 Cr
Benchmark IndexNifty 500 TRI
1Y-3.42%
3Y+121.33%
5Y+73.01%
SI+22.66%
N/A Inc: 18/09/2014
LA
Ladderup Asset Managers Private Limited Debt

Credit Opportunities Portfolio - PAYOUT
Min Ticket50 Lakhs
AUM SizeRs. 8.82 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+11.54%
3Y--
5Y--
SI+11.96%
N/A Inc: 23/09/2024
AR
ArthAlpha LLP Equity

ArthAlpha Signature Wealth
Min Ticket50 Lakhs
AUM SizeRs. 8.68 Cr
Benchmark IndexBSE 500 TRI
1Y+5.21%
3Y+0.00%
5Y+0.00%
SI+5.55%
Rohit Beri Inc: 20/03/2025
AI
AIALPHA Financial Advisory Services Private Limited Equity

AIAlpha Dynamic Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 8.64 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.41%
Satish Nedumattummal Rajan Inc: 28/08/2025