PMS Strategies in India

Page 28 of 39

Compare PMS Schemes
AX
Axis Asset Management Company Limited PMS Scheme

Axis Retirement Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 2.34 Cr
Benchmark IndexBSE 500 TRI
1Y-4.86%
3Y+7.10%
5Y+0.00%
SI+6.91%
Naveen Kulkarni Inc: 27/08/2021
CI
Citrus Advisors Private Limited Equity

Citrus Index Plus Fund Strategy
Min Ticket50 Lakhs
AUM SizeRs. 2.33 Cr
Benchmark IndexNifty 50 TRI
1Y+1.73%
3Y+0.00%
5Y+0.00%
SI+1.78%
Sanjay Sinha Inc: 10/05/2024
TR
Trivantage Capital Management India Private Limited Equity

Customised Portfolio Approach 10
Min Ticket50 Lakhs
AUM SizeRs. 2.31 Cr
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+7.01%
N/A Inc: 03/10/2023
NI
Nippon Life India Asset Management Ltd Equity

Absolute Freedom Portfolio Systematic Rebalancing Option
Min Ticket50 Lakhs
AUM SizeRs. 2.21 Cr
Benchmark IndexBSE 500 TRI
1Y+6.13%
3Y+13.42%
5Y+12.92%
SI+12.85%
Gurbir Singh Chopra Inc: 08/07/2019
IN
Invesco Asset Management (India) Private Limited Equity

Invesco India Large Cap Core Portfolio
Min Ticket1 Lakhs
AUM SizeRs. 2.18 Cr
Benchmark IndexNifty 50 TRI
1Y-1.33%
3Y+10.35%
5Y+7.77%
SI+9.08%
Neelesh Dhamnaskar Inc: 07/09/2004
VE
Ventura Securities Limited Equity

Ventura Microcap Intelligence Thematic Management Scheme
Min Ticket50 Lakhs
AUM SizeRs. 2.14 Cr
Benchmark IndexBSE 500 TRI
1Y+7.53%
3Y+0.00%
5Y+0.00%
SI+3.57%
R AMARNATH Inc: 03/10/2024
PL
PL Asset Management Private Ltd Equity

LEAP
Min Ticket50 Lakhs
AUM SizeRs. 2.11 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.63%
Sandeep Neema Inc: 27/03/2026
WA
Waterfield Financial And Investment Advisors Private Limited PMS Scheme

NUCLEUS INDIA EQUITY STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 2.1 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+5.14%
Arun Prakash Inc: 04/05/2026
SB
SBI Funds Management Limited Multi Asset

SBI Sunrise Gold
Min Ticket5 Lakhs
AUM SizeRs. 2.1 Cr
Benchmark IndexNifty 500 TRI
1Y+6.15%
3Y+12.91%
5Y+11.94%
SI+10.60%
N/A Inc: 20/09/2010
OM
Omniscience Capital Advisors Private Limited Equity

Omni Victors
Min Ticket50 Lakhs
AUM SizeRs. 2.09 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-5.52%
Vikas V Gupta Inc: 03/11/2025
AL
Allegro Securities Pvt Ltd Equity

Mid Cap Equity FOF
Min Ticket5 Lakhs
AUM SizeRs. 2.08 Cr
Benchmark IndexNifty 50 TRI
1Y+4.21%
3Y+15.66%
5Y+14.96%
SI+14.14%
Kunal Kashyap Inc: 09/06/2017
36
360 ONE Asset Management Limited Equity

360 ONE Multicap Advantage PMS
Min Ticket50 Lakhs
AUM SizeRs. 2.06 Cr
Benchmark IndexBSE 500 TRI
1Y+8.88%
3Y+12.15%
5Y+9.98%
SI+10.96%
Mr. Sanket Hegde Inc: 05/12/2017
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Equity

Maxiom PMS - CORAL Cyclical
Min Ticket50 Lakhs
AUM SizeRs. 2.06 Cr
Benchmark IndexNifty 50 TRI
1Y-6.61%
3Y+0.00%
5Y+0.00%
SI-7.56%
Ram Kalyan Kumar Medury Inc: 01/06/2025
EM
Emkay Investment Managers Limited Equity

EMKAY GEMS NRI
Min Ticket50 Lakhs
AUM SizeRs. 2.05 Cr
Benchmark IndexBSE 500 TRI
1Y+9.86%
3Y+12.59%
5Y+13.63%
SI+12.31%
Kashyap Javeri Inc: 01/02/2020
VS
VSPARTANS CONSULTANTS PRIVATE LIMITED Equity

VSPARTANS ETF PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 2.05 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.28%
ASTHA AGRAWAL Inc: 17/04/2026
MA
Marcellus Investment Managers Private Limited Multi Asset

MultiAssetConservative
Min Ticket50000 Rupees
AUM SizeRs. 2.03 Cr
Benchmark IndexNifty 500 TRI
1Y+11.95%
3Y--
5Y--
SI+9.95%
N/A Inc: 24/01/2025
OM
Omniscience Capital Advisors Private Limited Multi Asset

Omni Super Pay
Min Ticket1 Crore
AUM SizeRs. 2.03 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-3.09%
N/A Inc: 03/11/2025
KB
KB Capital Markets Pvt. Ltd. Equity

Concentrated Diversified Equity
Min Ticket50 Lakhs
AUM SizeRs. 2.01 Cr
Benchmark IndexNifty 500 TRI
1Y+2.45%
3Y--
5Y--
SI-1.66%
N/A Inc: 01/09/2024
SY
Sykes And Ray Equities India Limited Equity

SRE PlantRich Heritage Value PMS
Min Ticket50 Lakhs
AUM SizeRs. 2.01 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+0.55%
N/A Inc: 19/02/2026
TR
Trivantage Capital Management India Private Limited Equity

Customised Portfolio Approach 15
Min Ticket50 Lakhs
AUM SizeRs. 2 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+46.60%
Nikhil Johri Inc: 16/09/2025
SH
Shree Rama Managers Llp PMS Scheme

Shree Microcap & SME Plan
Min Ticket1 Crore
AUM SizeRs. 1.99 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.25%
ABHISHEK BASUMALLICK Inc: 22/06/2026
GE
Gems Imperial Portfolio Advisory LLP Equity

Gems Equity Diversified Long Term value
Min Ticket50 Lakhs
AUM SizeRs. 1.98 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.95%
N/A Inc: 05/09/2025
DR
Drchoksey Finserv Private Limited Equity

DRChoksey Select Multiplier
Min Ticket50 Lakhs
AUM SizeRs. 1.97 Cr
Benchmark IndexNifty 500 TRI
1Y-20.97%
3Y-7.92%
5Y--
SI-8.03%
N/A Inc: 27/07/2021
GE
Gems Imperial Portfolio Advisory LLP Equity

Gems Imperial All Cap Alpha
Min Ticket50 Lakhs
AUM SizeRs. 1.96 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-1.91%
N/A Inc: 05/09/2025
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Midcap Multifactor Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.96 Cr
Benchmark IndexBSE 500 TRI
1Y+15.84%
3Y+23.55%
5Y+0.00%
SI+17.16%
Bijon Pani Inc: 25/10/2021
WE
Wealth Managers (India) Pvt. Ltd. Hybrid

Real Assets Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.96 Cr
Benchmark IndexNifty 500 TRI
1Y+38.64%
3Y--
5Y--
SI+22.70%
N/A Inc: 12/01/2024
CO
Cosmea Portfolio Management Private Limited Equity

Alpha Multi Asset.
Min Ticket50 Lakhs
AUM SizeRs. 1.95 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-4.45%
Ankit Doshi Inc: 01/01/2024
PI
Pioneer Client Associates Pvt Ltd Equity

CA MFM Multi Cap
Min Ticket50 Lakhs
AUM SizeRs. 1.94 Cr
Benchmark IndexBSE 500 TRI
1Y-2.18%
3Y+3.42%
5Y+0.00%
SI+2.62%
Nitin Aggarwal Inc: 10/01/2022
CI
Citrus Advisors Private Limited Equity

Citrus Mutual Fund Strategy(Aggressive)
Min Ticket50 Lakhs
AUM SizeRs. 1.91 Cr
Benchmark IndexNifty 50 TRI
1Y+5.76%
3Y+0.00%
5Y+0.00%
SI+5.14%
Sanjay Sinha Inc: 10/05/2024
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RH Alphabots India Large Cap 50
Min Ticket50 Lakhs
AUM SizeRs. 1.91 Cr
Benchmark IndexNifty 50 TRI
1Y+4.08%
3Y+6.47%
5Y+0.00%
SI+9.44%
ANIL FRANCIS REGO Inc: 31/03/2023
EM
Emkay Investment Managers Limited Equity

EMKAY PLATINUM
Min Ticket50 Lakhs
AUM SizeRs. 1.9 Cr
Benchmark IndexNifty 500 TRI
1Y-5.51%
3Y-1.40%
5Y-0.83%
SI+0.40%
N/A Inc: 24/11/2011
GO
GoldStandard Wealth Private Limited Equity

GoldStandard Mystic Wealth Momentum Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.88 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+5.30%
N/A Inc: 13/01/2026
BA
Bay Capital Investment Advisors Pvt. Ltd. Equity

STRUCTERED PRODUCT SERIES VIII
Min Ticket50 Lakhs
AUM SizeRs. 1.87 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.82%
5Y+0.49%
SI+0.08%
Devang Mehta Inc: 26/04/2013
AM
Ametra Investment Managers Private Limited Equity

Ametra FactorAlpha Smallcap PMS
Min Ticket50 Lakhs
AUM SizeRs. 1.85 Cr
Benchmark IndexBSE 500 TRI
1Y+0.63%
3Y+0.00%
5Y+0.00%
SI-5.15%
Karan Inc: 21/10/2024
CA
Capitalmind Financial Services Private Limited Equity

Custom Portfolio 25
Min Ticket1 Rupees
AUM SizeRs. 1.85 Cr
Benchmark IndexNifty 50 TRI
1Y+7.50%
3Y+8.77%
5Y+0.00%
SI+5.90%
Krishna Kishore Appala Inc: 25/01/2022
AL
AlfAccurate Advisors Pvt Ltd PMS Scheme

AAA Focus PMS
Min Ticket50 Lakhs
AUM SizeRs. 1.84 Cr
Benchmark IndexBSE 500 TRI
1Y-0.75%
3Y+9.99%
5Y+10.60%
SI+13.05%
RAJESH KOTHARI Inc: 17/11/2014
AS
Asteya Investment Managers Llp Debt

ASTEYA LIQUID STP - DPMS
Min Ticket50 Lakhs
AUM SizeRs. 1.84 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+0.03%
N/A Inc: N/A
GO
GoldStandard Wealth Private Limited PMS Scheme

Mystic Wealth Value Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.83 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+12.60%
Dayanand Deshpande Inc: 13/01/2026
AS
ASK Investment Managers Limited Equity

ASK FINANCIAL OPPORTUNITIES PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 1.81 Cr
Benchmark IndexNifty 50 TRI
1Y-0.55%
3Y+8.52%
5Y+7.09%
SI+9.46%
Mr. Sandip Bhansal Inc: 01/11/2019
PH
Phillipcapital (India) Pvt Ltd Equity

AG PRIVE PHILLIP DYNAMIC ALLOCATOR
Min Ticket50 Lakhs
AUM SizeRs. 1.8 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.30%
Mr Nishit Shah Inc: 04/02/2026
SM
SMC Global Securities Limited Equity

SMC-Moderate
Min Ticket50 Lakhs
AUM SizeRs. 1.8 Cr
Benchmark IndexNifty 50 TRI
1Y+2.60%
3Y+8.55%
5Y+13.72%
SI+14.43%
Shyam Sundar Bansal Inc: 01/10/2019
IN
INVASSET LLP Equity

INVASSET PRIME FUND
Min Ticket50 Lakhs
AUM SizeRs. 1.78 Cr
Benchmark IndexBSE 500 TRI
1Y+5.79%
3Y+0.00%
5Y+0.00%
SI+13.38%
Anirudh Garg Inc: 14/02/2025
JA
JAINAM BROKING LIMITED Equity

JPMS AGILITY FUND
Min Ticket50 Lakhs
AUM SizeRs. 1.78 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+27.89%
Mahek Talati Inc: 01/02/2026
CE
Centrum Investment Advisers Limited Equity

CENTRUM BUILT TO GROW MULTICAP PORTFOLIO.
Min Ticket50 Lakhs
AUM SizeRs. 1.74 Cr
Benchmark IndexBSE 500 TRI
1Y-4.97%
3Y+6.35%
5Y+6.85%
SI+12.21%
Manish Jain Inc: 18/02/2020
VA
Valtrust Partners Llp Hybrid

Valtrust Equity Hybrid Funds
Min Ticket5 Lakhs
AUM SizeRs. 1.74 Cr
Benchmark IndexNifty 500 TRI
1Y+15.84%
3Y+19.65%
5Y--
SI+21.25%
N/A Inc: 31/03/2023
OM
Omniscience Capital Advisors Private Limited Equity

Omni Services Corp
Min Ticket50 Lakhs
AUM SizeRs. 1.73 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-6.05%
Vikas V Gupta Inc: 03/11/2025
PA
Pace Financial Investment Adviser Private Limited Multi Asset

Pace 360 Multi Asset PMS-SKG INDIA VALUE
Min Ticket50 Lakhs
AUM SizeRs. 1.73 Cr
Benchmark IndexNifty 500 TRI
1Y-41.99%
3Y--
5Y--
SI-16.94%
N/A Inc: 27/07/2023
EM
Emkay Investment Managers Limited Hybrid

EIML A/C ONE EMKAY CONSERVATIVE
Min Ticket50 Lakhs
AUM SizeRs. 1.72 Cr
Benchmark IndexNifty 500 TRI
1Y+0.03%
3Y--
5Y--
SI+0.06%
N/A Inc: 01/09/2020
AD
Aditya Birla Sun Life Amc Limited Equity

ABSL India Equity Services Portfolio STP
Min Ticket50 Lakhs
AUM SizeRs. 1.7 Cr
Benchmark IndexBSE 500 TRI
1Y-5.31%
3Y+0.00%
5Y+0.00%
SI-1.13%
Mr. Sameer Narayan Inc: 17/01/2024
LA
Latent Advisors LLP Multi Asset

LATENT CASH MANAGEMENT SCHEME
Min Ticket50 Lakhs
AUM SizeRs. 1.7 Cr
Benchmark IndexNifty 500 TRI
1Y+1.84%
3Y--
5Y--
SI+6.19%
N/A Inc: 18/01/2024