PMS Strategies in India

Page 24 of 39

Compare PMS Schemes
MU
Multi-Act Equity Consultancy Private Limited Multi Asset

All Seasons Portfolio
Min Ticket1 Crore
AUM SizeRs. 6.62 Cr
Benchmark IndexNifty 500 TRI
1Y+14.66%
3Y+15.85%
5Y+13.05%
SI+12.57%
N/A Inc: 01/07/2015
EQ
Equentis Wealth Advisory Services Limited Equity

EQUENTIS SPECIAL OPPORTUNITIES PORTFOLIO
Min Ticket60 Lakhs
AUM SizeRs. 6.62 Cr
Benchmark IndexNifty 50 TRI
1Y+0.59%
3Y+0.00%
5Y+0.00%
SI+1.87%
PARVATI RAI Inc: 03/02/2025
SM
SMIFS LIMITED Equity

EVERGREEN
Min Ticket50 Lakhs
AUM SizeRs. 6.61 Cr
Benchmark IndexNifty 50 TRI
1Y+6.08%
3Y+12.68%
5Y+11.33%
SI+12.01%
MR. VIKAS RAJPAL Inc: 01/04/2015
PG
PGIM India Asset Management Private Limited Equity

PGIM INDIA EQUITY PORTFOLIO SERIES I High Conviction Themes
Min Ticket50 Lakhs
AUM SizeRs. 6.59 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+10.45%
Mohit Khanna Inc: 28/06/2023
PI
Pioneer Wealth Management Services Limited Equity

PINC Future Fund
Min Ticket50 Lakhs
AUM SizeRs. 6.59 Cr
Benchmark IndexBSE 500 TRI
1Y-7.06%
3Y+6.70%
5Y+0.00%
SI+9.94%
Ketan Gandhi Inc: 18/10/2021
XP
Xponent Tribe LLP Debt

XPONENT TRIBE LLP - XPONENT TRIBE YIELD PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 6.51 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+26.24%
3Y--
5Y--
SI+14.98%
N/A Inc: 22/10/2024
AT
Atlas Integrated Finance Ltd Equity

MOMENTUM 20 PMS
Min Ticket50 Lakhs
AUM SizeRs. 6.49 Cr
Benchmark IndexBSE 500 TRI
1Y+8.37%
3Y+0.00%
5Y+0.00%
SI-2.29%
NILESH SHAH Inc: 14/05/2024
NO
Northern Arc Investment Managers Pvt. Ltd. Debt

Northern Arc Credit Opportunities Fund
Min Ticket50 Lakhs
AUM SizeRs. 6.44 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+10.88%
3Y--
5Y--
SI+11.62%
N/A Inc: 29/02/2024
FO
FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED Equity

INDIA MULTI CAP - GARP
Min Ticket50 Lakhs
AUM SizeRs. 6.43 Cr
Benchmark IndexNifty 500 TRI
1Y+29.09%
3Y--
5Y--
SI+21.35%
N/A Inc: 01/09/2023
HE
Hedge Equities Ltd Hybrid

Financial freedom Hybrid
Min Ticket50 Lakhs
AUM SizeRs. 6.34 Cr
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y--
5Y--
SI+7.41%
N/A Inc: 01/03/2025
VA
Vallum Capital Advisors Private Limited Multi Asset

Vallum India Multi-Activa Strategy
Min Ticket1 Crore
AUM SizeRs. 6.27 Cr
Benchmark IndexNifty 500 TRI
1Y+37.22%
3Y--
5Y--
SI+27.40%
N/A Inc: 01/01/2025
AD
Aditya Birla Sun Life Amc Limited Equity

CORE EQUITY PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 6.26 Cr
Benchmark IndexNifty 50 TRI
1Y+1.13%
3Y+6.60%
5Y+8.39%
SI+11.52%
Mr. A. Balasubramanian Inc: 20/03/2019
AM
Ambit Wealth Private Limited Equity

Ambit CALIBER Portfolio - STP
Min Ticket50 Lakhs
AUM SizeRs. 6.21 Cr
Benchmark IndexNifty 50 TRI
1Y+8.83%
3Y+14.41%
5Y+0.00%
SI+14.61%
Surjitt Arora Inc: 18/07/2022
IN
Incred Asset Management Private Limited Debt

InCred Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 6.2 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.17%
3Y+6.76%
5Y+5.91%
SI+5.80%
N/A Inc: 15/02/2021
ED
Edelweiss Global Wealth Management Limited Equity

Edelweiss Focused Mid and Small Cap Portfolio - Series II
Min Ticket50 Lakhs
AUM SizeRs. 6.19 Cr
Benchmark IndexNifty 50 TRI
1Y+13.17%
3Y+8.67%
5Y+7.57%
SI+9.61%
Prolin Nandu Inc: 18/01/2018
SM
SMIFS LIMITED Equity

EMERGING TITANS
Min Ticket50 Lakhs
AUM SizeRs. 6.18 Cr
Benchmark IndexNifty 50 TRI
1Y-0.83%
3Y+12.42%
5Y+0.00%
SI+15.19%
MR. VIKAS RAJPAL Inc: 29/05/2023
HD
HDFC Asset Management Company Limited Equity

Enhanced Portfolio 1
Min Ticket50 Lakhs
AUM SizeRs. 6.15 Cr
Benchmark IndexBSE 500 TRI
1Y-2.87%
3Y+6.96%
5Y+11.17%
SI+9.87%
Navneet Munot Inc: 09/05/2017
ME
Merisis Advisors Private Limited Equity

Merisis Smart Blend ETF
Min Ticket50 Lakhs
AUM SizeRs. 6.15 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+23.34%
Akshay Badjate Inc: 12/08/2025
UN
UNICORN INVESTMENT MANAGERS LLP Equity

UNICORN MID - SMALL CAP ALPHA PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 6.12 Cr
Benchmark IndexNifty 50 TRI
1Y+20.39%
3Y+0.00%
5Y+0.00%
SI+11.36%
Pawan Mehar Inc: 07/10/2024
OM
Omniscience Capital Advisors Private Limited Equity

Omni Centurions
Min Ticket50 Lakhs
AUM SizeRs. 6.08 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-9.97%
Vikas V Gupta Inc: 03/11/2025
CI
Citrus Advisors Private Limited Equity

Citrus Wealth Fusion Fund
Min Ticket50 Lakhs
AUM SizeRs. 6.05 Cr
Benchmark IndexNifty 50 TRI
1Y+7.72%
3Y+0.00%
5Y+0.00%
SI+7.52%
Sanjay Sinha Inc: 20/05/2025
HD
HDFC Asset Management Company Limited Equity

India Ascent Portfolio - DPMS
Min Ticket50 Lakhs
AUM SizeRs. 6 Cr
Benchmark IndexBSE 500 TRI
1Y+1.33%
3Y+9.82%
5Y+0.00%
SI+10.73%
Ashish Jagnani Inc: 16/06/2023
IM
Impetus Arthasutra Pvt Lted Multi Asset

Impetus Trinity FoF Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.99 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+1.18%
N/A Inc: 11/08/2025
FO
Fortuna Asset Managers LLP Debt

FORTUNA TWO
Min Ticket50 Lakhs
AUM SizeRs. 5.95 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.75%
3Y--
5Y--
SI+8.15%
N/A Inc: 04/07/2023
AM
Amaltas Asset Management LLP Equity

AMALTAS STRATEGIC OPPORTUNITIES SERIES I
Min Ticket50 Lakhs
AUM SizeRs. 5.93 Cr
Benchmark IndexBSE 500 TRI
1Y+48.38%
3Y+0.00%
5Y+0.00%
SI+48.09%
Chaitanya Deepak Shah Inc: 29/07/2025
TR
Trivantage Capital Management India Private Limited Equity

Trivantage Capital Diversified Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.93 Cr
Benchmark IndexNifty 50 TRI
1Y+9.44%
3Y+14.17%
5Y+9.28%
SI+8.91%
Nikhil Johri Inc: 17/07/2018
HS
HSBC Asset Management (India) Private Limited Debt

HSBC Cash Management Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.76 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.11%
3Y+5.98%
5Y--
SI+5.63%
N/A Inc: 04/01/2022
AM
Ambit Investment Advisors Private Limited Equity

Ambit Good & Clean Multi Cap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.75 Cr
Benchmark IndexBSE 500 TRI
1Y+8.99%
3Y+9.92%
5Y+9.09%
SI+13.98%
Mr.Sushant Bhansali Inc: 06/10/2020
NI
Nippon Life India Asset Management Ltd Equity

Pearl Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.74 Cr
Benchmark IndexBSE 500 TRI
1Y+2.85%
3Y+7.91%
5Y+9.11%
SI+12.35%
Gurbir Singh Chopra Inc: 01/01/2008
TC
TCG Advisory Services Private Limited Equity

TCG ADVISORY SERVICES PVT LTD FUND 1
Min Ticket50 Lakhs
AUM SizeRs. 5.7 Cr
Benchmark IndexBSE 500 TRI
1Y-0.72%
3Y+11.35%
5Y+8.14%
SI+12.25%
Shahzad Madon Inc: 24/10/2018
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RHPMPL-RHIUNDERVALUED PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 5.66 Cr
Benchmark IndexNifty 500 TRI
1Y+48.74%
3Y+33.89%
5Y+29.05%
SI+11.26%
N/A Inc: 29/09/2015
VA
Valentis Advisors Private Limited Debt

Valentis Debt Staggered Investment Fund
Min Ticket50 Lakhs
AUM SizeRs. 5.65 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.28%
3Y+4.38%
5Y+4.64%
SI+4.65%
N/A Inc: 18/01/2021
BA
Bay Capital Investment Advisors Pvt. Ltd. Equity

Bay Capital India First Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.62 Cr
Benchmark IndexNifty 50 TRI
1Y+3.73%
3Y+14.56%
5Y+0.00%
SI+18.84%
Devang Mehta Inc: 27/01/2023
AM
Ametra Investment Managers Private Limited Multi Asset

Ametra FactorCapro PMS
Min Ticket50 Lakhs
AUM SizeRs. 5.6 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+4.49%
N/A Inc: 17/07/2025
TC
TCG Advisory Services Private Limited Equity

TCG All Cap Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.6 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.60%
Shahzad Madon Inc: 15/09/2025
BA
Barclays Securities (India) Private Limited Multi Asset

Discretionary MAC Moderately Conservative
Min Ticket50 Lakhs
AUM SizeRs. 5.58 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+0.55%
N/A Inc: 23/09/2025
GR
Growthfiniti Wealth Pvt Ltd PMS Scheme

GROWTHFINITI BESPOKE
Min Ticket50 Lakhs
AUM SizeRs. 5.57 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.56%
Bhavesh Sanghvi Inc: 06/07/2026
NO
Northern Arc Investment Managers Pvt. Ltd. Debt

Northern Arc Income Builder Series A
Min Ticket50 Lakhs
AUM SizeRs. 5.57 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.12%
3Y--
5Y--
SI+7.45%
N/A Inc: 01/12/2021
JU
Julius Baer Wealth Advisors (India) Private Limited Multi Asset

Julius Baer All Weather Portfolio- Core
Min Ticket50 Lakhs
AUM SizeRs. 5.51 Cr
Benchmark IndexNifty 500 TRI
1Y+8.95%
3Y+13.17%
5Y+10.24%
SI+9.92%
N/A Inc: 05/03/2021
CA
Capitalmind Financial Services Private Limited Debt

Custom portfolio 11
Min Ticket1 Rupees
AUM SizeRs. 5.5 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.49%
3Y+7.40%
5Y+5.65%
SI+5.65%
N/A Inc: 06/07/2020
AM
Ambit Wealth Private Limited Equity

Ambit Maximus Smart Factor Portfolio - STP
Min Ticket50 Lakhs
AUM SizeRs. 5.41 Cr
Benchmark IndexNifty 50 TRI
1Y+5.91%
3Y+0.00%
5Y+0.00%
SI-3.43%
Surjitt Arora Inc: 26/07/2024
UN
UNICORN INVESTMENT MANAGERS LLP Equity

UNICORN Flexi Cap Quant Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.41 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+7.09%
Pawan Mehar Inc: 02/09/2025
IM
IME Portfolio Managers LLP Equity

IME Bespoke Equity
Min Ticket50 Lakhs
AUM SizeRs. 5.36 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.02%
Ashi Savara Anand Inc: 01/10/2025
LG
LGT Wealth India Private Limited Equity

MAXIMA
Min Ticket1 Crore
AUM SizeRs. 5.29 Cr
Benchmark IndexNifty 50 TRI
1Y+3.91%
3Y+6.13%
5Y+0.00%
SI+8.54%
Chirag Doshi Inc: 10/10/2022
LG
LGT Wealth India Private Limited Debt

PRIMA - Credit Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 5.23 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+7.96%
N/A Inc: 05/08/2025
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Hybrid

360 ONE Open - Managed Solutions Conservative
Min Ticket50 Lakhs
AUM SizeRs. 5.21 Cr
Benchmark IndexNifty 500 TRI
1Y+3.08%
3Y+9.15%
5Y+7.72%
SI+7.66%
N/A Inc: 29/08/2016
UN
Unifi Capital P Ltd Equity

HOLDCO
Min Ticket1 Lakhs
AUM SizeRs. 5.21 Cr
Benchmark IndexNifty 500 TRI
1Y+63.83%
3Y+24.45%
5Y+20.78%
SI+24.37%
N/A Inc: 22/05/2014
WH
White Whale Partners Equity

WHITE WHALE PARTNERS LLP-RISING STAR PF
Min Ticket50 Lakhs
AUM SizeRs. 5.18 Cr
Benchmark IndexNifty 50 TRI
1Y+21.74%
3Y+0.00%
5Y+0.00%
SI+19.21%
Hardik Doshi Inc: 01/10/2024
TC
TCG Advisory Services Private Limited Debt

TCG Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.16 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.53%
3Y--
5Y--
SI+5.36%
N/A Inc: 11/10/2024
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Equity

Maxiom PMS - GEM Quality-Momentum
Min Ticket50 Lakhs
AUM SizeRs. 5.13 Cr
Benchmark IndexNifty 50 TRI
1Y+0.50%
3Y+4.36%
5Y+0.00%
SI+4.33%
Ram Kalyan Kumar Medury Inc: 23/06/2023