PMS Strategies in India

Page 23 of 39

Compare PMS Schemes
AL
Allegro Securities Pvt Ltd Equity

Allegro - High Growth
Min Ticket5 Lakhs
AUM SizeRs. 8.57 Cr
Benchmark IndexNifty 50 TRI
1Y+0.50%
3Y+11.86%
5Y+10.07%
SI+11.77%
Kunal Kashyap Inc: 31/07/2010
IN
INVASSET LLP Equity

INVASSET LEADERS FUND
Min Ticket50 Lakhs
AUM SizeRs. 8.55 Cr
Benchmark IndexBSE 500 TRI
1Y+6.90%
3Y+0.00%
5Y+0.00%
SI+16.40%
Anirudh Garg Inc: 14/02/2025
HE
Helios Capital Asset Management (India) Pvt. Ltd Equity

Helios India Emerging Star Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 8.52 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+23.98%
Dinshaw Irani Inc: 18/03/2026
NI
Nippon Life India Asset Management Ltd Equity

Absolute Freedom Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 8.51 Cr
Benchmark IndexBSE 500 TRI
1Y+5.38%
3Y+13.37%
5Y+13.57%
SI+14.26%
Gurbir Singh Chopra Inc: 01/04/2004
JH
JHP Securities Private Limited Equity

India Portfolio Builder
Min Ticket50 Lakhs
AUM SizeRs. 8.49 Cr
Benchmark IndexBSE 500 TRI
1Y+7.31%
3Y+10.48%
5Y+12.25%
SI+10.13%
Milind Pankaj Patel Inc: 01/01/2016
EL
Elite Wealth Limited Equity

Approach 2 Elite Value
Min Ticket50 Lakhs
AUM SizeRs. 8.45 Cr
Benchmark IndexNifty 500 TRI
1Y+25.48%
3Y+17.40%
5Y+17.71%
SI+31.96%
N/A Inc: 01/04/2010
AD
Aditya Birla Sun Life Amc Limited Equity

INNOVATION PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 8.4 Cr
Benchmark IndexBSE 500 TRI
1Y-4.16%
3Y+9.91%
5Y+10.23%
SI+11.17%
Mr. A. Balasubramanian Inc: 08/02/2021
TA
Tamohara Investment Managers Pvt Ltd Equity

Tamohara VIP Strategy
Min Ticket50 Lakhs
AUM SizeRs. 8.35 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+8.83%
Sheetal Malpani Inc: 17/10/2025
GU
Guardian Asset Management Private Limited Debt

Guardian Bond PMS
Min Ticket50 Lakhs
AUM SizeRs. 8.27 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.22%
3Y--
5Y--
SI+7.38%
N/A Inc: 23/03/2025
CE
Centrum Investment Advisers Limited Equity

Centrum String of Pearls DV- III
Min Ticket50 Lakhs
AUM SizeRs. 8.19 Cr
Benchmark IndexBSE 500 TRI
1Y-6.38%
3Y+6.47%
5Y+6.59%
SI+12.15%
Manish Jain Inc: 10/02/2015
CE
Centrum Investment Advisers Limited Equity

CENTRUM GOOD TO GREAT NRI.
Min Ticket50 Lakhs
AUM SizeRs. 8.15 Cr
Benchmark IndexBSE 500 TRI
1Y-7.57%
3Y+6.78%
5Y+6.97%
SI+14.20%
Manish Jain Inc: 14/08/2019
LG
LGT Wealth India Private Limited Debt

PRIMA - All Seasons Debt
Min Ticket50 Lakhs
AUM SizeRs. 8.15 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+2.03%
N/A Inc: 13/02/2026
MR
MRG Investment Partners Pvt Ltd Equity

Wealth Maximizer
Min Ticket50 Lakhs
AUM SizeRs. 8.14 Cr
Benchmark IndexNifty 500 TRI
1Y+25.30%
3Y+17.47%
5Y--
SI+12.00%
N/A Inc: 17/05/2019
AL
Alchemy Capital Management Pvt Ltd Equity

Alchemy Alpha Small cap
Min Ticket50 Lakhs
AUM SizeRs. 8.13 Cr
Benchmark IndexBSE 500 TRI
1Y+10.77%
3Y+0.00%
5Y+0.00%
SI+16.53%
Alok Agarwal Inc: 06/12/2023
AD
Aditya Birla Money Limited Equity

ABM India Consumption Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 8.1 Cr
Benchmark IndexNifty 50 TRI
1Y+0.78%
3Y+12.70%
5Y+9.92%
SI+10.07%
Vivek Mahajan Inc: 16/01/2019
CA
Capitalmind Financial Services Private Limited Debt

Short Term Debt
Min Ticket50 Lakhs
AUM SizeRs. 8.08 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.98%
3Y+6.54%
5Y+5.70%
SI+5.73%
N/A Inc: N/A
CR
Credent Asset Management Services Private Limited Equity

Credent Asset Management Services Pvt Ltd
Min Ticket50 Lakhs
AUM SizeRs. 8.05 Cr
Benchmark IndexBSE 500 TRI
1Y-0.45%
3Y+6.62%
5Y+7.66%
SI+3.67%
Aditya Vikram kanoria Inc: 01/12/2017
TR
Trivantage Capital Management India Private Limited Debt

Customised Portfolio Approach 2
Min Ticket50 Lakhs
AUM SizeRs. 7.94 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+16.74%
3Y+11.77%
5Y+9.11%
SI+7.46%
N/A Inc: 06/07/2015
SC
Scient Capital Pvt Ltd Debt

Aries PMS
Min Ticket50 Lakhs
AUM SizeRs. 7.89 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.82%
3Y+1.56%
5Y+3.52%
SI+5.79%
N/A Inc: 29/08/2016
QU
Quest Investment Managers Pvt Ltd Equity

QUEST PMS PRUDENT
Min Ticket50 Lakhs
AUM SizeRs. 7.89 Cr
Benchmark IndexNifty 500 TRI
1Y+8.15%
3Y--
5Y--
SI-8.63%
N/A Inc: 02/09/2024
GU
Guardian Advisors Private Limited Equity

Principal Value Strategy
Min Ticket50 Lakhs
AUM SizeRs. 7.86 Cr
Benchmark IndexBSE 500 TRI
1Y-9.15%
3Y+2.18%
5Y+7.32%
SI+29.66%
Priyank Gupta Inc: 01/04/2007
PR
Prudent Investment Managers LLP Equity

Prudent Financial Resurgence Portfolio FRP
Min Ticket50 Lakhs
AUM SizeRs. 7.85 Cr
Benchmark IndexNifty 50 TRI
1Y+3.90%
3Y+0.00%
5Y+0.00%
SI+11.82%
Prashasta Seth Inc: 17/03/2025
BA
Barclays Securities (India) Private Limited Multi Asset

Balanced
Min Ticket50 Lakhs
AUM SizeRs. 7.81 Cr
Benchmark IndexNifty 500 TRI
1Y+15.21%
3Y+0.00%
5Y+0.00%
SI+8.87%
N/A Inc: 26/08/2022
AD
Aditya Birla Sun Life Amc Limited Equity

ABSL Next 100 Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 7.8 Cr
Benchmark IndexNifty 50 TRI
1Y+2.54%
3Y+11.32%
5Y+8.10%
SI+11.69%
Mr. A. Balasubramanian Inc: 27/09/2019
NI
Nippon Life India Asset Management Ltd Equity

Tactical Asset Allocation Plan TAAP
Min Ticket50 Lakhs
AUM SizeRs. 7.79 Cr
Benchmark IndexBSE 500 TRI
1Y+5.32%
3Y+12.32%
5Y+13.16%
SI+11.07%
Gurbir Singh Chopra Inc: 30/03/2010
HE
Helios Capital Asset Management (India) Pvt. Ltd Debt

Helios India Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 7.66 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.99%
3Y+5.82%
5Y+5.14%
SI+5.13%
N/A Inc: 26/04/2021
CE
Centrum Broking Limited Equity

CENTRUM FLEXICAP PORTFOLIO NRI
Min Ticket50 Lakhs
AUM SizeRs. 7.6 Cr
Benchmark IndexNifty 500 TRI
1Y+8.82%
3Y+16.99%
5Y+23.84%
SI+11.77%
N/A Inc: 24/01/2012
QE
QED Capital Advisors LLP Equity

INDEXALPHA
Min Ticket50 Lakhs
AUM SizeRs. 7.55 Cr
Benchmark IndexBSE 500 TRI
1Y+6.65%
3Y+9.73%
5Y+7.82%
SI+5.92%
Rahul Mukherjee Inc: 01/08/2019
PR
PrimeInvestor Financial Research Private Limited Hybrid

Prime Vision Ultra
Min Ticket50 Lakhs
AUM SizeRs. 7.51 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+1.25%
N/A Inc: 08/12/2025
WA
Wave Asset Private Limited Equity

Bloom
Min Ticket50 Lakhs
AUM SizeRs. 7.47 Cr
Benchmark IndexBSE 500 TRI
1Y+1.16%
3Y+0.00%
5Y+0.00%
SI+13.55%
Ashwin Agarwal Inc: 03/05/2024
WA
Way2Wealth Brokers Private Limited Equity

WEALTH FOCUS AXIS
Min Ticket50 Lakhs
AUM SizeRs. 7.35 Cr
Benchmark IndexNifty 50 TRI
1Y-0.24%
3Y+13.58%
5Y+8.88%
SI+11.46%
Siddhant Arun Punjabi Inc: 06/02/2019
BO
Bonanza Portfolio Limited Equity

BONANZA MULTICAP
Min Ticket50 Lakhs
AUM SizeRs. 7.34 Cr
Benchmark IndexNifty 50 TRI
1Y-1.09%
3Y+12.78%
5Y+13.31%
SI+19.90%
Achin Goel Inc: 05/07/2018
AL
Allegro Securities Pvt Ltd Equity

Bluechip Equity FOF
Min Ticket5 Lakhs
AUM SizeRs. 7.3 Cr
Benchmark IndexNifty 50 TRI
1Y+3.40%
3Y+10.58%
5Y+12.17%
SI+12.05%
Kunal Kashyap Inc: 07/06/2017
JA
JAINAM BROKING LIMITED Equity

JPMS INDIAS FRONT RUNNERS FUND
Min Ticket50 Lakhs
AUM SizeRs. 7.29 Cr
Benchmark IndexNifty 50 TRI
1Y-5.84%
3Y+7.01%
5Y+0.00%
SI+8.83%
Mahek Talati Inc: 20/10/2021
KO
Kotak Mahindra Asset Management Company Ltd Multi Asset

Kotak Pioneer Model Strategy Investment Approach Moderate
Min Ticket50 Lakhs
AUM SizeRs. 7.27 Cr
Benchmark IndexNifty 500 TRI
1Y+13.36%
3Y+14.39%
5Y--
SI+13.15%
N/A Inc: 30/06/2022
AL
ALMONDZ FINANCIAL SERVICES LIMITED Equity

ALMONDZ AIM MULTICAP INVESTMENT APPROACH
Min Ticket50 Lakhs
AUM SizeRs. 7.21 Cr
Benchmark IndexBSE 500 TRI
1Y-3.22%
3Y+0.00%
5Y+0.00%
SI-6.13%
MANGESH ASHOK KULKARNI Inc: 07/11/2024
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RH AlphaBots India 100
Min Ticket50 Lakhs
AUM SizeRs. 7.19 Cr
Benchmark IndexNifty 50 TRI
1Y+7.07%
3Y+15.13%
5Y+0.00%
SI+12.21%
ANIL FRANCIS REGO Inc: 31/03/2023
PR
PRP Edge Wealth Pvt Ltd Equity

Alphaa Better Risk Reward 30 Stocks Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 7.14 Cr
Benchmark IndexNifty 500 TRI
1Y-6.97%
3Y--
5Y--
SI+8.61%
N/A Inc: 01/09/2023
NI
Nippon Life India Asset Management Ltd Equity

High Conviction Equity Portfolio 1
Min Ticket50 Lakhs
AUM SizeRs. 7.13 Cr
Benchmark IndexBSE 500 TRI
1Y+5.33%
3Y+12.79%
5Y+12.71%
SI+11.23%
Gurbir Singh Chopra Inc: 18/05/2015
SU
Sundaram Alternate Assets Limited Equity

SUNOPP
Min Ticket50 Lakhs
AUM SizeRs. 7.12 Cr
Benchmark IndexNifty 500 TRI
1Y+4.87%
3Y+9.93%
5Y+17.03%
SI+7.69%
N/A Inc: 01/11/2016
EL
Electrum Portfolio Managers Pvt Limited Equity

Electrum Novogram Excel Strategy
Min Ticket50 Lakhs
AUM SizeRs. 7.04 Cr
Benchmark IndexBSE 500 TRI
1Y+12.18%
3Y+0.00%
5Y+0.00%
SI-1.54%
Arpit Agrawal Inc: 06/01/2025
UN
UNICORN INVESTMENT MANAGERS LLP Equity

UNICORN ETF ALPHA PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 6.96 Cr
Benchmark IndexNifty 50 TRI
1Y+3.16%
3Y+0.00%
5Y+0.00%
SI-3.26%
Pawan Mehar Inc: 07/10/2024
PL
PL Asset Management Private Ltd Equity

ATOM
Min Ticket50 Lakhs
AUM SizeRs. 6.91 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+18.22%
Sandeep Neema Inc: 27/03/2026
SI
Sirius Advisors Private Limited Equity

Multicap Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 6.82 Cr
Benchmark IndexNifty 500 TRI
1Y+3.26%
3Y+18.03%
5Y+20.02%
SI+16.10%
N/A Inc: 15/04/2015
TA
Tailwind Financial Services Private Limited Multi Asset

Tailwind Capital Surge PMS
Min Ticket50 Lakhs
AUM SizeRs. 6.76 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-1.74%
N/A Inc: 30/09/2025
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA NXT MULTICAP STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 6.71 Cr
Benchmark IndexNifty 50 TRI
1Y+6.20%
3Y+6.02%
5Y+9.88%
SI+10.55%
Sheetal Malpani Inc: 28/03/2019
HP
HPMG SHARES AND SECURITIES PVT LTD Equity

HPMG Small Cap Fund
Min Ticket50 Lakhs
AUM SizeRs. 6.69 Cr
Benchmark IndexBSE 500 TRI
1Y+8.57%
3Y+15.30%
5Y+0.00%
SI+24.03%
HASIT PANDYA Inc: 07/02/2023
PA
PATERSON SECURITIES PRIVATE LIMITED Equity

PATERSON LEADERSHIP
Min Ticket50 Lakhs
AUM SizeRs. 6.65 Cr
Benchmark IndexNifty 50 TRI
1Y+7.42%
3Y+0.00%
5Y+0.00%
SI+6.11%
prasannabidkar Inc: 01/06/2024
CE
Centrum Investment Advisers Limited Equity

CENTRUM GOOD TO GREAT - T - NRI.
Min Ticket50 Lakhs
AUM SizeRs. 6.63 Cr
Benchmark IndexBSE 500 TRI
1Y-9.10%
3Y+6.69%
5Y+7.87%
SI+11.35%
Manish Jain Inc: 27/11/2020
EA
East Green Advisors LLP Equity

East Green Quant Strategy
Min Ticket50 Lakhs
AUM SizeRs. 6.63 Cr
Benchmark IndexBSE 500 TRI
1Y+31.23%
3Y+0.00%
5Y+0.00%
SI+12.96%
Vinay Arya Inc: 03/05/2024