PMS Strategies in India

Page 25 of 39

Compare PMS Schemes
CE
Centrum Broking Limited Equity

CENTRUM DEEP VALUE IV NRI
Min Ticket50 Lakhs
AUM SizeRs. 5.12 Cr
Benchmark IndexNifty 500 TRI
1Y+3.80%
3Y+13.74%
5Y+28.18%
SI+16.69%
N/A Inc: 18/12/2015
AL
Allegro Securities Pvt Ltd Debt

DEBTFOF
Min Ticket5 Lakhs
AUM SizeRs. 5.12 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.08%
3Y+7.12%
5Y+7.25%
SI+7.52%
N/A Inc: 09/06/2017
EL
Electrum Portfolio Managers Pvt Limited Equity

Electrum S.C.A.L.E.
Min Ticket50 Lakhs
AUM SizeRs. 5.12 Cr
Benchmark IndexBSE 500 TRI
1Y+21.84%
3Y+0.00%
5Y+0.00%
SI+10.52%
Romil Jain Inc: 27/11/2024
DE
Dezerv Investments Private Limited Multi Asset

Stability Reserve Strategy
Min Ticket50 Lakhs
AUM SizeRs. 5.12 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+3.55%
N/A Inc: 01/07/2025
CA
Capitalmind Financial Services Private Limited Debt

Custom Portfolio 3
Min Ticket1 Rupees
AUM SizeRs. 5.03 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.73%
3Y+7.89%
5Y+6.17%
SI+7.10%
N/A Inc: 23/05/2019
MU
Multi-Act Equity Consultancy Private Limited Equity

Sankhya India Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 5.02 Cr
Benchmark IndexBSE 500 TRI
1Y+4.38%
3Y+9.96%
5Y+9.94%
SI+13.34%
Aniruddha Meher Inc: 17/10/2017
BO
Bonanza Portfolio Limited Hybrid

BONANZA PRUDENTIA
Min Ticket50 Lakhs
AUM SizeRs. 5.01 Cr
Benchmark IndexNifty 500 TRI
1Y+5.98%
3Y--
5Y--
SI+5.11%
N/A Inc: 07/11/2024
DE
Dezerv Investments Private Limited Multi Asset

dezerv. IPA Growth Strategy
Min Ticket50 Lakhs
AUM SizeRs. 4.94 Cr
Benchmark IndexNifty 500 TRI
1Y+8.68%
3Y+15.01%
5Y--
SI+14.22%
N/A Inc: 08/06/2022
NE
Neo Asset Management Private Limited Multi Asset

Neo Club - Multi Asset Structure Investment Strategy - Moderately Conservative Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 4.92 Cr
Benchmark IndexNifty 500 TRI
1Y-2.06%
3Y--
5Y--
SI+5.22%
N/A Inc: 04/10/2023
CE
Centrum Investment Advisers Limited Equity

CENTRUM BUILT TO LAST NRI.
Min Ticket50 Lakhs
AUM SizeRs. 4.91 Cr
Benchmark IndexBSE 500 TRI
1Y-1.34%
3Y+7.88%
5Y+4.59%
SI+6.25%
Manish Jain Inc: 31/12/2019
IN
Invesco Asset Management (India) Private Limited Debt

Invesco India Cash Management Portfolio
Min Ticket1 Lakhs
AUM SizeRs. 4.9 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.15%
3Y+6.80%
5Y+5.88%
SI-10.19%
N/A Inc: 04/07/2011
SH
Sharekhan Limited Equity

Diversified equity
Min Ticket50 Lakhs
AUM SizeRs. 4.86 Cr
Benchmark IndexBSE 500 TRI
1Y+2.77%
3Y+8.56%
5Y+9.31%
SI-3.92%
Gaurav Dua Inc: 13/05/2004
AX
Axis Asset Management Company Limited Debt

Axis Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 4.85 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.05%
3Y+6.78%
5Y+5.90%
SI+3.73%
N/A Inc: 30/07/2018
SY
Sykes And Ray Equities India Limited Equity

Sykes & Ray Equities(I) Ltd-Quantitative Growth
Min Ticket50 Lakhs
AUM SizeRs. 4.82 Cr
Benchmark IndexNifty 500 TRI
1Y-0.81%
3Y+27.08%
5Y+27.09%
SI+16.29%
N/A Inc: 28/02/2018
WA
Wallfort Fund Management Llp Equity

Wallfort KOSH Value Fund
Min Ticket50 Lakhs
AUM SizeRs. 4.8 Cr
Benchmark IndexBSE 500 TRI
1Y+4.45%
3Y+0.00%
5Y+0.00%
SI-3.57%
Vijay Bharadia Inc: 01/07/2024
ME
Merisis Advisors Private Limited Equity

Merisis Multicap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 4.79 Cr
Benchmark IndexNifty 50 TRI
1Y+10.45%
3Y+10.90%
5Y+9.21%
SI+16.27%
Akshay Badjate Inc: 05/02/2020
DE
Dezerv Investments Private Limited Equity

dezerv. Alpha Beta Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 4.75 Cr
Benchmark IndexBSE 500 TRI
1Y+2.67%
3Y+12.95%
5Y+0.00%
SI+14.63%
Kunal Gurav Inc: 04/05/2022
LA
Laurel Securities Private Limited Equity

SAMMAAN INDIA
Min Ticket50 Lakhs
AUM SizeRs. 4.74 Cr
Benchmark IndexMSEI SX 40 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.69%
MAANVARDHAN BAID Inc: 18/08/2025
PR
Prabhudas Lilladher Pvt Ltd Equity

TACTICAL ALPHA PORTFOLIO STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 4.74 Cr
Benchmark IndexNifty 500 TRI
1Y+12.21%
3Y--
5Y--
SI+5.62%
N/A Inc: 01/04/2022
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Enterprising India Strategy
Min Ticket50 Lakhs
AUM SizeRs. 4.68 Cr
Benchmark IndexNifty 50 TRI
1Y+6.62%
3Y+8.38%
5Y+12.50%
SI+10.58%
Geetika Gupta Inc: 04/02/2015
QU
Quest Investment Managers Pvt Ltd Equity

QUEST ALPHA OPPORTUNITIES
Min Ticket50 Lakhs
AUM SizeRs. 4.68 Cr
Benchmark IndexBSE 500 TRI
1Y+7.20%
3Y+0.00%
5Y+0.00%
SI+19.50%
Rakesh VYas Inc: 14/12/2023
GU
Guardian Asset Management Private Limited Equity

Guardian Multicap Strategy Passive
Min Ticket50 Lakhs
AUM SizeRs. 4.66 Cr
Benchmark IndexBSE 500 TRI
1Y+8.79%
3Y+0.00%
5Y+0.00%
SI+14.94%
KARTIK DAMODAR Inc: 20/04/2025
WA
Waterfield Financial And Investment Advisors Private Limited Equity

MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR
Min Ticket50 Lakhs
AUM SizeRs. 4.63 Cr
Benchmark IndexNifty 50 TRI
1Y-0.85%
3Y+0.00%
5Y+0.00%
SI+0.95%
Soumya Ranjan Inc: 29/03/2024
WE
Wealth Managers (India) Pvt. Ltd. Equity

Smart Beta Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 4.6 Cr
Benchmark IndexNifty 50 TRI
1Y-0.55%
3Y+0.00%
5Y+0.00%
SI+4.36%
Mandar Bagul Inc: 20/01/2024
CO
Composite Investments Private Limited Equity

PRIMA
Min Ticket50 Lakhs
AUM SizeRs. 4.59 Cr
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+41.45%
N/A Inc: 10/08/2022
AS
Asit C. Mehta Investment Interrmediates Ltd. Equity

Ace Blue-chip
Min Ticket50 Lakhs
AUM SizeRs. 4.55 Cr
Benchmark IndexBSE 500 TRI
1Y+8.70%
3Y+17.94%
5Y+16.76%
SI+12.99%
Prathmesh Agarwal Inc: 29/12/2017
WA
Way2Wealth Brokers Private Limited Hybrid

KALPAVRUKSHA MODERATE SCHEME
Min Ticket50 Lakhs
AUM SizeRs. 4.51 Cr
Benchmark IndexNifty 500 TRI
1Y+9.28%
3Y+13.16%
5Y--
SI+13.22%
N/A Inc: 11/04/2023
NE
Neo Asset Management Private Limited Multi Asset

Neo Club - Multi Asset Structure Investment Strategy - Moderately Aggressive portfolio
Min Ticket50 Lakhs
AUM SizeRs. 4.48 Cr
Benchmark IndexNifty 500 TRI
1Y+0.04%
3Y--
5Y--
SI+7.03%
N/A Inc: 20/03/2024
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Small cap Multifactor Strategy
Min Ticket50 Lakhs
AUM SizeRs. 4.47 Cr
Benchmark IndexBSE 500 TRI
1Y-1.77%
3Y+12.65%
5Y+0.00%
SI+19.54%
Bijon Pani Inc: 13/05/2022
MA
Markets MoJo Asset Management Private Limited Multi Asset

Mojo Asset Divergence Alpha Fund
Min Ticket50 Lakhs
AUM SizeRs. 4.44 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.25%
N/A Inc: 20/04/2026
TR
Trivantage Capital Management India Private Limited Equity

Customised Portfolio Approach 16
Min Ticket50 Lakhs
AUM SizeRs. 4.38 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+41.13%
Nikhil Johri Inc: 24/09/2025
OM
Omniscience Capital Advisors Private Limited Multi Asset

Omni Super Invest
Min Ticket5 Crore
AUM SizeRs. 4.37 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+1.60%
N/A Inc: 03/11/2025
NI
Nippon Life India Asset Management Ltd Equity

Emerging India Portfolio Systematic Rebalancing Option
Min Ticket50 Lakhs
AUM SizeRs. 4.35 Cr
Benchmark IndexBSE 500 TRI
1Y+10.06%
3Y+16.85%
5Y+14.88%
SI+16.94%
Gurbir Singh Chopra Inc: 08/07/2019
PR
PrimeInvestor Financial Research Private Limited Debt

Prime Liquid
Min Ticket50 Lakhs
AUM SizeRs. 4.35 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+2.23%
N/A Inc: 08/12/2025
NI
Nine Rivers Capital Holdings Private Limited Equity

Aurum Growth Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 4.31 Cr
Benchmark IndexBSE 500 TRI
1Y+9.49%
3Y+11.56%
5Y+10.45%
SI+19.40%
SANDEEP DAGA Inc: 26/07/2013
PL
PL Asset Management Private Ltd Equity

TRINITY
Min Ticket50 Lakhs
AUM SizeRs. 4.27 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+12.27%
Sandeep Neema Inc: 27/03/2026
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Microcap Multifactor Strategy
Min Ticket50 Lakhs
AUM SizeRs. 4.24 Cr
Benchmark IndexBSE 500 TRI
1Y+0.87%
3Y+0.00%
5Y+0.00%
SI+6.39%
Bijon Pani Inc: 22/01/2025
QU
Quest Investment Managers Pvt Ltd Equity

QUEST LONG ODYSSEY
Min Ticket50 Lakhs
AUM SizeRs. 4.22 Cr
Benchmark IndexBSE 500 TRI
1Y-5.62%
3Y+0.00%
5Y+0.00%
SI+4.09%
Rakesh VYas Inc: 12/04/2024
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

PREMIER
Min Ticket50 Lakhs
AUM SizeRs. 4.19 Cr
Benchmark IndexBSE 500 TRI
1Y+1.55%
3Y+13.28%
5Y+14.83%
SI+21.05%
ROHAN GHALLA Inc: 04/07/2012
KA
Karvy Capital Ltd Debt

Aegis - Debt
Min Ticket50 Lakhs
AUM SizeRs. 4.17 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.08%
3Y+0.10%
5Y+0.10%
SI+0.10%
N/A Inc: 08/10/2018
PR
Progressive Share Brokers Private Limited Equity

Equity Flexi Cap
Min Ticket50 Lakhs
AUM SizeRs. 4.1 Cr
Benchmark IndexBSE 500 TRI
1Y-5.19%
3Y+0.00%
5Y+0.00%
SI-4.17%
Rohit Ohri Inc: 10/10/2024
AL
AlfAccurate Advisors Pvt Ltd Equity

AAA Focus Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 4.08 Cr
Benchmark IndexNifty 500 TRI
1Y-0.60%
3Y+11.80%
5Y+11.74%
SI+12.87%
N/A Inc: 17/11/2014
LG
LGT Wealth India Private Limited Equity

EDGE
Min Ticket50 Lakhs
AUM SizeRs. 4.08 Cr
Benchmark IndexNifty 50 TRI
1Y+0.37%
3Y+0.00%
5Y+0.00%
SI-1.54%
Chirag Doshi Inc: 16/05/2024
SA
Sanctum Wealth Private Limited Equity

Sanctum Thematic Strategies - Sanctum Select Series 1
Min Ticket50 Lakhs
AUM SizeRs. 4.06 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.00%
Hemang Kapasi Inc: 04/08/2025
PR
Profusion Investment Advisors Llp Equity

Multi Strategy PMS
Min Ticket50 Lakhs
AUM SizeRs. 4.04 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+17.15%
N/A Inc: 01/01/2022
AS
ASK Investment Managers Limited Equity

ASK GROWTH PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 4.03 Cr
Benchmark IndexBSE 500 TRI
1Y-5.52%
3Y+3.83%
5Y+3.21%
SI+8.66%
Mr. Sandip Bhansal Inc: 05/11/2019
AL
Allegro Securities Pvt Ltd Equity

Diversified
Min Ticket5 Lakhs
AUM SizeRs. 3.96 Cr
Benchmark IndexNifty 50 TRI
1Y+5.04%
3Y+13.27%
5Y+22.27%
SI+20.20%
Kunal Kashyap Inc: 06/09/2018
PI
Piper Serica Advisors Private Limited Equity

Emerging Dominators Plus
Min Ticket50 Lakhs
AUM SizeRs. 3.93 Cr
Benchmark IndexNifty 50 TRI
1Y+15.50%
3Y+0.00%
5Y+0.00%
SI+14.37%
Mr. Abhay Agarwal Inc: 03/11/2023
AX
Axis Asset Management Company Limited PMS Scheme

Axis Alphasense Adaptive Investing Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3.92 Cr
Benchmark IndexBSE 500 TRI
1Y+0.47%
3Y+0.00%
5Y+0.00%
SI+6.14%
Naveen Kulkarni Inc: 10/10/2023
WA
Way2Wealth Brokers Private Limited Equity

WEALTH FLEXI FUND
Min Ticket50 Lakhs
AUM SizeRs. 3.92 Cr
Benchmark IndexNifty 50 TRI
1Y+9.49%
3Y+10.14%
5Y+6.96%
SI+8.74%
Siddhant Arun Punjabi Inc: 18/01/2013