PMS Strategies in India

Page 29 of 39

Compare PMS Schemes
PR
Prabhudas Lilladher Pvt Ltd Equity

SPECIALISE STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 1.66 Cr
Benchmark IndexNifty 500 TRI
1Y-28.01%
3Y-7.84%
5Y+5.01%
SI+6.96%
N/A Inc: 18/06/2009
EL
Electrum Portfolio Managers Pvt Limited Equity

Electrum Viksit Bharat Approach
Min Ticket50 Lakhs
AUM SizeRs. 1.64 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+15.62%
Romil Jain Inc: 24/10/2025
WA
Waterfield Financial And Investment Advisors Private Limited Debt

Nucleus "Fixed Income" Accrual Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.64 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+3.50%
3Y+0.00%
5Y--
SI+5.55%
N/A Inc: 14/02/2023
JH
JHP Securities Private Limited Equity

The Great India Opportunity
Min Ticket50 Lakhs
AUM SizeRs. 1.64 Cr
Benchmark IndexBSE 500 TRI
1Y+7.24%
3Y+16.89%
5Y+18.38%
SI+11.04%
Milind Pankaj Patel Inc: 01/01/2016
GR
Growthfiniti Wealth Pvt Ltd Hybrid

GROWTHFINITI STABLE
Min Ticket50 Lakhs
AUM SizeRs. 1.61 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.56%
N/A Inc: 26/08/2025
PE
Pelican Holdings Private Limited Equity

Pelican Top100 Fund
Min Ticket50 Lakhs
AUM SizeRs. 1.61 Cr
Benchmark IndexNifty 50 TRI
1Y-4.74%
3Y+6.03%
5Y+0.00%
SI+7.35%
KANU KRISHNA WARRIAR Inc: 14/02/2023
TA
Tata Asset Management Private Limited Equity

Tata PMS Emerging Opportunities Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 1.59 Cr
Benchmark IndexNifty 500 TRI
1Y+5.38%
3Y+15.41%
5Y+14.05%
SI+11.43%
N/A Inc: 04/04/2006
GO
GoldStandard Wealth Private Limited PMS Scheme

57Forward Diversified Momentum Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.58 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-5.37%
Rajiv Vijay Shastri Inc: 24/04/2026
VA
Valcreate Investment Managers LLP Equity

Vacreate Bespoke strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.58 Cr
Benchmark IndexBSE 500 TRI
1Y+9.14%
3Y+7.63%
5Y+0.00%
SI+7.79%
Rajesh Pherwani Inc: 10/02/2023
GR
Growthfiniti Wealth Pvt Ltd PMS Scheme

GROWTHFINITI FOCUS 10
Min Ticket50 Lakhs
AUM SizeRs. 1.57 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+4.43%
Bhavesh Sanghvi Inc: 29/06/2026
BA
Barclays Securities (India) Private Limited Multi Asset

Discretionary MAC Balanced POOL
Min Ticket50 Lakhs
AUM SizeRs. 1.56 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+0.40%
N/A Inc: 14/10/2025
CE
Centrum Broking Limited Equity

CENTRUM BUILT TO LAST - T - NRI
Min Ticket50 Lakhs
AUM SizeRs. 1.55 Cr
Benchmark IndexNifty 500 TRI
1Y+3.38%
3Y+0.00%
5Y+0.00%
SI+5.75%
N/A Inc: 05/05/2021
CE
Centrum Broking Limited Equity

CENTRUM FLEXICAP PORTFOLIO - T - NRI
Min Ticket50 Lakhs
AUM SizeRs. 1.55 Cr
Benchmark IndexNifty 500 TRI
1Y+7.94%
3Y+18.21%
5Y--
SI+13.34%
N/A Inc: 05/01/2022
CE
Centrum Broking Limited Equity

CENTRUM GROWTH PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 1.55 Cr
Benchmark IndexNifty 500 TRI
1Y+14.09%
3Y-9.40%
5Y-8.59%
SI+0.56%
N/A Inc: 07/06/2011
AD
Aditya Birla Money Limited Equity

CORE and SATELLITE PORTFOLIO SCHEME 1
Min Ticket50 Lakhs
AUM SizeRs. 1.54 Cr
Benchmark IndexNifty 50 TRI
1Y+1.70%
3Y+15.70%
5Y+10.19%
SI+13.39%
Vivek Mahajan Inc: 01/01/2020
CO
Concept Investwell Private Limited Equity

Concept Legend Flexi
Min Ticket50 Lakhs
AUM SizeRs. 1.52 Cr
Benchmark IndexBSE 500 TRI
1Y+0.49%
3Y+0.00%
5Y+0.00%
SI+4.91%
Siddharth Mandalaywala Inc: 09/04/2024
NO
Northern Arc Investment Managers Pvt. Ltd. Debt

Northern Arc Income Builder Series C
Min Ticket50 Lakhs
AUM SizeRs. 1.52 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+3.06%
N/A Inc: 02/01/2026
WA
Waterfield Financial And Investment Advisors Private Limited Debt

NUCLEUS DYNAMIC DEBT
Min Ticket50 Lakhs
AUM SizeRs. 1.52 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+0.65%
N/A Inc: 17/09/2025
AN
Angel One Investment Managers & Advisors Private Limited Multi Asset

Ionic Summit Portfolio-Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 1.51 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-2.18%
N/A Inc: 19/02/2026
CE
Centrum Broking Limited Equity

CENTRUM BUILT TO GROW MULTICAP PORTFOLIO NRI
Min Ticket50 Lakhs
AUM SizeRs. 1.5 Cr
Benchmark IndexNifty 500 TRI
1Y+8.17%
3Y+13.35%
5Y+16.99%
SI+17.10%
N/A Inc: 20/04/2020
CK
Ckredence Wealth Management Pvt Ltd Debt

WEALTH PRESERVE
Min Ticket50 Lakhs
AUM SizeRs. 1.5 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.36%
3Y--
5Y--
SI+5.31%
N/A Inc: 01/10/2024
WA
Wallfort Fund Management Llp Equity

Wallfort Focus Fund
Min Ticket50 Lakhs
AUM SizeRs. 1.49 Cr
Benchmark IndexBSE 500 TRI
1Y-7.93%
3Y+0.00%
5Y+0.00%
SI-4.64%
Vijay Bharadia Inc: 01/07/2024
UN
UNICORN INVESTMENT MANAGERS LLP Equity

UNICORN GRORIGHT INDIA OPPORTUNITIES PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 1.48 Cr
Benchmark IndexNifty 50 TRI
1Y-1.76%
3Y+0.00%
5Y+0.00%
SI+0.05%
Pawan Mehar Inc: 24/03/2025
DE
Dezerv Investments Private Limited Multi Asset

dezerv. IPA Conservative Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.46 Cr
Benchmark IndexNifty 500 TRI
1Y+8.35%
3Y+10.89%
5Y--
SI+10.58%
N/A Inc: 17/05/2022
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

VARANIUM G2G INDIA PORTFOLIO - 00007267
Min Ticket50 Lakhs
AUM SizeRs. 1.46 Cr
Benchmark IndexNifty 500 TRI
1Y+25.55%
3Y+12.72%
5Y+12.49%
SI+12.49%
N/A Inc: 21/01/2019
KO
Kotak Mahindra Asset Management Company Ltd Debt

Kotak Liquid Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 1.45 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.76%
3Y+6.58%
5Y--
SI+6.58%
N/A Inc: 21/03/2023
CO
Concept Investwell Private Limited Equity

Legend Jain
Min Ticket50 Lakhs
AUM SizeRs. 1.45 Cr
Benchmark IndexBSE 500 TRI
1Y-1.68%
3Y+7.38%
5Y+6.48%
SI+9.73%
Siddharth Mandalaywala Inc: 23/02/2016
AS
Asit C. Mehta Investment Interrmediates Ltd. Equity

ACE QGM
Min Ticket50 Lakhs
AUM SizeRs. 1.43 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-7.41%
N/A Inc: 24/09/2024
DY
Dynamic Equities Pvt Ltd Equity

PMS EMERGING WINNERS
Min Ticket50 Lakhs
AUM SizeRs. 1.43 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+1.89%
N/A Inc: 26/08/2025
RE
Reliance Wealth Management Limited Debt

ALPHA YIELD MULTIPLIER
Min Ticket50 Lakhs
AUM SizeRs. 1.42 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y+0.00%
5Y+3.62%
SI+6.00%
N/A Inc: 31/05/2017
CE
Centrum Investment Advisers Limited Equity

CENTRUM BUILT TO GROW MULTICAP NRI.
Min Ticket50 Lakhs
AUM SizeRs. 1.42 Cr
Benchmark IndexBSE 500 TRI
1Y-3.41%
3Y+7.87%
5Y+6.30%
SI+13.12%
Manish Jain Inc: 20/04/2020
AN
Anand Rathi Advisors Limited Equity

Flexicap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.41 Cr
Benchmark IndexBSE 500 TRI
1Y+5.80%
3Y+0.00%
5Y+0.00%
SI+13.46%
MAYUR P SHAH Inc: 16/11/2023
CE
Centrum Broking Limited Equity

CENTRUM BUILT TO LAST - T
Min Ticket50 Lakhs
AUM SizeRs. 1.4 Cr
Benchmark IndexNifty 500 TRI
1Y+9.63%
3Y+14.11%
5Y+0.00%
SI+10.09%
N/A Inc: 18/02/2020
PA
Pace Financial Investment Adviser Private Limited Multi Asset

Pace 360 Multi Asset PMS Tresor Smart Alpha Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.39 Cr
Benchmark IndexNifty 500 TRI
1Y+13.52%
3Y+0.00%
5Y--
SI+8.64%
N/A Inc: 05/12/2022
CH
Chona Financial Services Limited Equity

PMS-1 Q8
Min Ticket5 Lakhs
AUM SizeRs. 1.38 Cr
Benchmark IndexNifty 50 TRI
1Y+3.92%
3Y+11.10%
5Y+10.86%
SI+9.66%
PARVATHI PALANIAPPAN Inc: 18/01/2008
AR
Arthya Wealth And Investments Private Limited Equity

Arthya Growth Plus Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.35 Cr
Benchmark IndexNifty 50 TRI
1Y+5.67%
3Y+0.00%
5Y+0.00%
SI+7.95%
Prateek Dhoot Inc: 14/02/2025
AD
Aditya Birla Sun Life Amc Limited Equity

ABSL India Equity Services
Min Ticket50 Lakhs
AUM SizeRs. 1.34 Cr
Benchmark IndexBSE 500 TRI
1Y-4.67%
3Y+0.00%
5Y+0.00%
SI+5.30%
Mr. Sameer Narayan Inc: 11/10/2023
RE
Reliance Wealth Management Limited Debt

ALPHA LIQUID
Min Ticket50 Lakhs
AUM SizeRs. 1.34 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.14%
3Y+6.82%
5Y+5.94%
SI+5.48%
N/A Inc: 12/08/2019
QU
Quantum Advisors Private Limited Equity

Q India Small Cap Strategy
Min Ticket1 Crore
AUM SizeRs. 1.34 Cr
Benchmark IndexBSE 500 TRI
1Y+4.90%
3Y+0.00%
5Y+0.00%
SI+10.42%
I.V Subramaniam Inc: 03/11/2023
CA
Capitalmind Financial Services Private Limited Equity

Quantitative Value
Min Ticket1 Rupees
AUM SizeRs. 1.34 Cr
Benchmark IndexNifty 500 TRI
1Y+33.47%
3Y--
5Y--
SI+17.90%
N/A Inc: 21/04/2022
SA
Sanctum Wealth Private Limited Equity

Sanctum Global Allocator
Min Ticket50 Lakhs
AUM SizeRs. 1.34 Cr
Benchmark IndexNifty 50 TRI
1Y+31.52%
3Y+18.94%
5Y+9.66%
SI+12.83%
Hemang Kapasi Inc: 29/11/2018
TA
Tata Asset Management Private Limited Equity

Tata PMS ACT Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 1.34 Cr
Benchmark IndexBSE 500 TRI
1Y-4.64%
3Y+7.34%
5Y+9.84%
SI+11.78%
Mr. Pranav Mise Inc: 12/02/2019
VA
Valcreate Investment Managers LLP Equity

Valcreate Recovery Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.34 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+12.21%
Rajesh Pherwani Inc: 19/08/2025
QU
Quantum Advisors Private Limited Equity

Q India Responsible Returns Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.33 Cr
Benchmark IndexBSE 500 TRI
1Y+0.79%
3Y+9.53%
5Y+8.96%
SI+10.76%
I.V Subramaniam Inc: 16/04/2021
BA
Bay Capital Investment Advisors Pvt. Ltd. Equity

STRUCTURED PRODUCT SERIES IX
Min Ticket50 Lakhs
AUM SizeRs. 1.32 Cr
Benchmark IndexNifty 50 TRI
1Y-2.05%
3Y-2.05%
5Y-2.04%
SI-1.57%
Devang Mehta Inc: 08/01/2019
PR
PRP Edge Wealth Pvt Ltd Equity

AlphaaMoney Equity+ Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.31 Cr
Benchmark IndexNifty 500 TRI
1Y+18.64%
3Y--
5Y--
SI+18.41%
N/A Inc: 13/10/2023
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

Varanium Large-Cap Focused Fund Haresh Chulani
Min Ticket50 Lakhs
AUM SizeRs. 1.31 Cr
Benchmark IndexNifty 500 TRI
1Y+1.10%
3Y+14.03%
5Y--
SI+10.77%
N/A Inc: 20/01/2019
AD
Aditya Birla Money Limited Equity

ADITYA BIRLA MONEY LTD R B P RULE BASED PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 1.29 Cr
Benchmark IndexNifty 500 TRI
1Y+51.71%
3Y--
5Y--
SI+34.10%
N/A Inc: 19/10/2022
CO
Cosmea Portfolio Management Private Limited Equity

Alpha Value
Min Ticket50 Lakhs
AUM SizeRs. 1.28 Cr
Benchmark IndexBSE 500 TRI
1Y+6.35%
3Y+0.00%
5Y+0.00%
SI+6.04%
Ankit Doshi Inc: 14/03/2024
SC
Scient Capital Pvt Ltd Debt

ZEN PMS
Min Ticket50 Lakhs
AUM SizeRs. 1.24 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.94%
3Y+5.51%
5Y+5.78%
SI+5.81%
N/A Inc: 16/12/2020