PMS Strategies in India

Page 27 of 39

Compare PMS Schemes
UN
Unifi Capital P Ltd Debt

High Yield Strategy(Alternate Debt/EAF)
Min Ticket1 Lakhs
AUM SizeRs. 3.06 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+11.50%
3Y+10.13%
5Y+8.74%
SI+11.96%
N/A Inc: 01/04/2004
AR
Arthya Wealth And Investments Private Limited Debt

Arthya Yield Plus Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3.05 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+8.54%
N/A Inc: 08/08/2024
WR
Wryght Research And Capital Private Limited Debt

Wright Debt Fund
Min Ticket50 Lakhs
AUM SizeRs. 3.01 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.11%
3Y--
5Y--
SI+5.55%
N/A Inc: 01/09/2023
WH
Whiteoak Capital Asset Management Limited Equity

White Oak India Equity Portfolio Approach
Min Ticket50 Lakhs
AUM SizeRs. 3 Cr
Benchmark IndexBSE 500 TRI
1Y+8.19%
3Y+14.33%
5Y+11.31%
SI+15.01%
Mr. Parag Jariwala Inc: 31/08/2018
WH
Whiteoak Capital Asset Management Limited Debt

White Oak India Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.97%
3Y+5.71%
5Y+5.11%
SI+4.94%
N/A Inc: 09/12/2020
CA
Capitalmind Financial Services Private Limited Equity

Custom Portfolio 17
Min Ticket1 Rupees
AUM SizeRs. 2.99 Cr
Benchmark IndexNifty 500 TRI
1Y+11.58%
3Y+24.32%
5Y--
SI+17.71%
N/A Inc: 27/01/2022
AB
Abans Broking Services Private Limited Equity

ABANS SMART BETA PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 2.98 Cr
Benchmark IndexBSE 500 TRI
1Y+17.04%
3Y+10.35%
5Y+10.42%
SI+14.01%
Abhishek Bansal Inc: 29/04/2019
AS
ASK Investment Managers Limited Equity

ASK DOMESTIC RESURGENCE PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 2.98 Cr
Benchmark IndexBSE 500 TRI
1Y+2.58%
3Y+5.90%
5Y+7.12%
SI+10.91%
Mr. Sandip Bhansal Inc: 03/11/2019
IT
Itus Capital Advisors Private Limited Equity

Fund of Funds
Min Ticket50 Lakhs
AUM SizeRs. 2.95 Cr
Benchmark IndexNifty 50 TRI
1Y+0.70%
3Y+9.77%
5Y+8.73%
SI+11.77%
Naveen Chandramohan Inc: 18/05/2019
UN
UNICORN INVESTMENT MANAGERS LLP Multi Asset

UNICORN ASSET ALLOCATION BALANCED PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 2.94 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-2.00%
N/A Inc: 12/01/2026
CL
Clearmind Consultancy Private Limited Equity

POLARIS HUMAN PLUS MACHINE CONVERGED EQUITY STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 2.91 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+13.01%
Punam Hukumchand Kucheria Inc: 01/04/2026
NN
NNM Securities Private Limited Equity

ALGROW
Min Ticket50 Lakhs
AUM SizeRs. 2.88 Cr
Benchmark IndexNifty 500 TRI
1Y-16.38%
3Y+1.94%
5Y+0.00%
SI+7.01%
N/A Inc: 25/11/2020
FI
Findoc Investmart Private Limited Equity

FINDOC VANTAGE FUND
Min Ticket50 Lakhs
AUM SizeRs. 2.88 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+9.05%
NAVNEET DANG Inc: 27/04/2026
CH
Chona Financial Services Limited Equity

PMS-2 Q5
Min Ticket5 Lakhs
AUM SizeRs. 2.86 Cr
Benchmark IndexNifty 50 TRI
1Y+9.53%
3Y+10.98%
5Y+7.98%
SI+13.72%
PARVATHI PALANIAPPAN Inc: 21/02/2011
EM
Emkay Investment Managers Limited Equity

EMKAYS 12
Min Ticket50 Lakhs
AUM SizeRs. 2.85 Cr
Benchmark IndexNifty 50 TRI
1Y+8.04%
3Y+10.81%
5Y+9.53%
SI+11.16%
Kashyap Javeri Inc: 01/05/2019
CO
Concept Investwell Private Limited Equity

Concept Marvel
Min Ticket50 Lakhs
AUM SizeRs. 2.78 Cr
Benchmark IndexBSE 500 TRI
1Y-8.81%
3Y+4.75%
5Y+4.43%
SI+9.29%
Siddharth Mandalaywala Inc: 10/10/2009
ED
Edelweiss Asset Management Ltd Debt

Edelweiss Structured Solutions Approach (ESS Strategy)
Min Ticket50 Lakhs
AUM SizeRs. 2.77 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+15.27%
3Y+16.68%
5Y+12.42%
SI+9.32%
N/A Inc: 31/03/2016
BU
Buglerock Capital Private Limited Debt

Liquid STP
Min Ticket50 Lakhs
AUM SizeRs. 2.77 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.20%
3Y--
5Y--
SI+3.41%
N/A Inc: 03/05/2023
VA
Vallum Capital Advisors Private Limited Equity

Vallum JAN Principles Approach
Min Ticket1 Crore
AUM SizeRs. 2.77 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+11.23%
Manish Bhandari Inc: 01/10/2025
TR
Trust Investment Advisors Pvt. Ltd. Debt

Debt Portfolio Plan
Min Ticket50 Lakhs
AUM SizeRs. 2.74 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+17.27%
3Y+36.65%
5Y+22.85%
SI+11.31%
N/A Inc: 26/11/2007
EM
Emkay Investment Managers Limited Equity

EMKAY LEAD
Min Ticket50 Lakhs
AUM SizeRs. 2.73 Cr
Benchmark IndexNifty 50 TRI
1Y+8.78%
3Y+7.82%
5Y+6.35%
SI+8.42%
Kashyap Javeri Inc: 01/11/2018
TR
Trilithon Partners LLP PMS Scheme

Trilithon High Conviction Strategy
Min Ticket5 Lakhs
AUM SizeRs. 2.73 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.72%
Abhishek Banerjee Inc: 09/06/2026
TR
Trivantage Capital Management India Private Limited Equity

Customised Portfolio Approach 6
Min Ticket50 Lakhs
AUM SizeRs. 2.72 Cr
Benchmark IndexNifty 50 TRI
1Y-0.21%
3Y+10.73%
5Y+0.00%
SI+13.68%
Nikhil Johri Inc: 26/04/2023
AC
Acepro Advisors Private Limited PMS Scheme

Acepro FOF Core Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 2.71 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.34%
Rajesh Rawat Inc: 21/08/2025
NE
Neo Asset Management Private Limited Multi Asset

Neo Club - Multi Asset Structure Investment Strategy - Moderate Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 2.71 Cr
Benchmark IndexNifty 500 TRI
1Y+0.43%
3Y--
5Y--
SI+8.02%
N/A Inc: 07/09/2023
LG
LGT Wealth India Private Limited Equity

Platina Select
Min Ticket50000 Rupees
AUM SizeRs. 2.7 Cr
Benchmark IndexNifty 50 TRI
1Y+3.31%
3Y+0.00%
5Y+0.00%
SI+1.88%
Chirag Doshi Inc: 16/12/2024
BU
Buglerock Capital Private Limited Equity

Growth Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 2.69 Cr
Benchmark IndexBSE 500 TRI
1Y+3.09%
3Y+7.78%
5Y+0.00%
SI+9.17%
Apurva Sharma Inc: 16/11/2022
CA
Capitalmind Financial Services Private Limited PMS Scheme

Apex India
Min Ticket50 Lakhs
AUM SizeRs. 2.66 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.56%
Krishna Kishore Appala Inc: 14/07/2026
WA
Waterfield Financial And Investment Advisors Private Limited Debt

NUCLEUS YIELD OPTIMIZER
Min Ticket50 Lakhs
AUM SizeRs. 2.66 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+1.26%
N/A Inc: 17/09/2025
AN
Angel One Investment Managers & Advisors Private Limited PMS Scheme

Ionic Vantage Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 2.65 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.81%
Abhishek Murarka Inc: 11/05/2026
AY
AYAN ANALYTICS PVT LTD Equity

PriceBridge Crescendo
Min Ticket50 Lakhs
AUM SizeRs. 2.64 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.71%
MAHESH GOWANDE Inc: 09/12/2025
SY
Sykes And Ray Equities India Limited Equity

SRE Finansys Quant Momentum PMS
Min Ticket5 Lakhs
AUM SizeRs. 2.62 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+5.34%
Smita Shetty Inc: 08/01/2026
AC
Acepro Advisors Private Limited Equity

Acepro Large Cap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 2.61 Cr
Benchmark IndexNifty 50 TRI
1Y-4.79%
3Y+8.20%
5Y+9.47%
SI+11.46%
Rajesh Kumar Rawat Inc: 15/02/2019
CO
Complete Circle Wealth Solutions Llp Equity

Complete Circle India Rising
Min Ticket50 Lakhs
AUM SizeRs. 2.59 Cr
Benchmark IndexBSE 500 TRI
1Y+4.14%
3Y+0.00%
5Y+0.00%
SI+3.28%
Gurmeet Chadha Inc: 20/06/2024
DY
Dynamic Equities Pvt Ltd Equity

MIDCAP MAVENS
Min Ticket50 Lakhs
AUM SizeRs. 2.59 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.32%
Shridhar Bhuwalka Inc: 05/03/2026
MO
Motilal Oswal Wealth Limited Debt

DELPHI CONSERVATIVE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 2.58 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.99%
3Y+6.31%
5Y+5.41%
SI+5.22%
N/A Inc: 05/11/2020
CE
Centrum Broking Limited Equity

CENTRUM BUILT TO LAST PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 2.53 Cr
Benchmark IndexNifty 500 TRI
1Y+8.96%
3Y+12.60%
5Y+16.86%
SI+11.10%
N/A Inc: 03/06/2019
EM
Emkay Investment Managers Limited Equity

EMKAY CAPITAL
Min Ticket50 Lakhs
AUM SizeRs. 2.51 Cr
Benchmark IndexNifty 500 TRI
1Y+4.00%
3Y+14.84%
5Y+17.70%
SI+10.52%
N/A Inc: 01/04/2003
EQ
EQUINOVA INVESTMENT MANAGERS PRIVATE LIMITED Debt

Equinova Liquid PMS
Min Ticket50 Lakhs
AUM SizeRs. 2.51 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+1.01%
N/A Inc: 23/01/2026
DR
Drchoksey Finserv Private Limited Equity

DRChoksey Diversified Equity Fund
Min Ticket5 Lakhs
AUM SizeRs. 2.5 Cr
Benchmark IndexNifty 500 TRI
1Y-0.77%
3Y+14.05%
5Y+25.68%
SI+7.77%
N/A Inc: 16/09/2005
TR
Trivantage Capital Management India Private Limited Equity

Trivantage Capital Focussed Corporate Lenders Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 2.5 Cr
Benchmark IndexNifty 50 TRI
1Y+4.33%
3Y+5.82%
5Y+8.59%
SI+6.82%
Nikhil Johri Inc: 10/12/2018
AS
Asit C. Mehta Investment Interrmediates Ltd. Multi Asset

Ace Allocator
Min Ticket50 Lakhs
AUM SizeRs. 2.47 Cr
Benchmark IndexNifty 500 TRI
1Y+6.10%
3Y+31.87%
5Y+31.89%
SI+13.77%
N/A Inc: 03/01/2018
PR
Profit Bloom Private Limited Equity

Profit Bloom Quant Alpha
Min Ticket50 Lakhs
AUM SizeRs. 2.47 Cr
Benchmark IndexNifty 500 TRI
1Y-0.04%
3Y--
5Y--
SI+12.29%
N/A Inc: 10/08/2023
MO
Molecule Ventures Limited Liability Partnership Equity

QUANT
Min Ticket50 Lakhs
AUM SizeRs. 2.46 Cr
Benchmark IndexBSE 500 TRI
1Y+19.07%
3Y+0.00%
5Y+0.00%
SI+8.55%
Nirav Parikh Inc: 23/11/2023
CE
Centrum Investment Advisers Limited Equity

CENTRUM DEEP VALUE MULTIBAGGER NRI.
Min Ticket50 Lakhs
AUM SizeRs. 2.45 Cr
Benchmark IndexBSE 500 TRI
1Y+0.50%
3Y+5.98%
5Y+6.61%
SI+14.31%
Manish Jain Inc: 06/03/2012
BO
Bonanza Portfolio Limited Multi Asset

BONANZA FACTORX
Min Ticket50 Lakhs
AUM SizeRs. 2.4 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-6.39%
N/A Inc: 16/02/2026
AS
ASK Investment Managers Limited Equity

ASK INDIA SELECT PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 2.39 Cr
Benchmark IndexBSE 500 TRI
1Y-5.88%
3Y+2.53%
5Y+3.16%
SI+7.23%
Mr. Sandip Bhansal Inc: 17/10/2019
OM
Omniscience Capital Advisors Private Limited Equity

Omni Capital Creators
Min Ticket50 Lakhs
AUM SizeRs. 2.38 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-2.89%
Vikas V Gupta Inc: 03/11/2025
TA
Tata Asset Management Private Limited Equity

Tata PMS Enterprising India Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 2.37 Cr
Benchmark IndexNifty 500 TRI
1Y+7.00%
3Y+12.59%
5Y+11.97%
SI+11.41%
N/A Inc: 10/04/2006
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Multi Asset

Maxiom PMS - EMERALD Diversified Mutual Funds
Min Ticket50 Lakhs
AUM SizeRs. 2.35 Cr
Benchmark IndexNifty 500 TRI
1Y-2.14%
3Y--
5Y--
SI+5.79%
N/A Inc: N/A