PMS Strategies in India

Page 3 of 39

Compare PMS Schemes
CA
Care Portfolio Managers Private Limited Equity

Care PMS Growth Plus Value
Min Ticket50 Lakhs
AUM SizeRs. 980.13 Cr
Benchmark IndexBSE 500 TRI
1Y+6.89%
3Y+15.87%
5Y+13.20%
SI+20.22%
Jayant Mamania Inc: 19/07/2011
AS
ASK Investment Managers Limited Equity

ASK INDIA SELECT PORTFOLIO
Min Ticket5 Lakhs
AUM SizeRs. 953.19 Cr
Benchmark IndexBSE 500 TRI
1Y-4.32%
3Y+3.67%
5Y+4.35%
SI+13.19%
Mr. Sandip Bhansal Inc: 04/01/2010
UN
Unifi Capital Pvt Ltd Equity

APJ (Formerly known as APJ 20)
Min Ticket100 Rupees
AUM SizeRs. 942.94 Cr
Benchmark IndexBSE 500 TRI
1Y+3.92%
3Y+12.81%
5Y+12.68%
SI+19.91%
Mr.Baidik Sarkar Inc: 02/09/2015
RE
Renaissance Investment Managers Private Limited Equity

Renaissance India Next Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 921.15 Cr
Benchmark IndexBSE 500 TRI
1Y-3.06%
3Y+12.29%
5Y+17.18%
SI+13.68%
Pankaj Murarka Inc: 19/04/2018
JU
Julius Baer Wealth Advisors (India) Private Limited Multi Asset

Julius Baer Non Discretionary Portfolio ND1
Min Ticket50 Lakhs
AUM SizeRs. 912.86 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+7.14%
N/A Inc: 05/03/2021
SB
SBI Funds Management Limited Equity

SBI ALPHA EDGE
Min Ticket50 Lakhs
AUM SizeRs. 912.15 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+30.02%
Mohal Lal Inc: 30/12/2025
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Largecap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 905.13 Cr
Benchmark IndexNifty 50 TRI
1Y+7.54%
3Y+17.57%
5Y+15.46%
SI+15.96%
Chockalingam Narayanan Inc: 16/03/2009
IT
Ithought Financial Consulting Llp Multi Asset

Sphere
Min Ticket50 Lakhs
AUM SizeRs. 904.41 Cr
Benchmark IndexNifty 500 TRI
1Y+16.88%
3Y+25.74%
5Y--
SI+21.54%
N/A Inc: 16/12/2021
SA
Savvy Capital Advisors Llp Equity

SAVVY DEFAULT
Min Ticket3 Crore
AUM SizeRs. 903.47 Cr
Benchmark IndexBSE 500 TRI
1Y+11.97%
3Y+17.90%
5Y+20.74%
SI+24.26%
SAMIR V PATEL Inc: 20/03/2017
IT
Itus Capital Advisors Private Limited Equity

Itus Fundamental Value Fund
Min Ticket50 Lakhs
AUM SizeRs. 901.22 Cr
Benchmark IndexNifty 50 TRI
1Y+7.57%
3Y+10.35%
5Y+9.28%
SI+17.08%
Naveen Chandramohan Inc: 01/01/2017
EN
Enam Asset Management Company Private Limited Equity

Enam India Vision Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 890.3 Cr
Benchmark IndexBSE 500 TRI
1Y+11.21%
3Y+12.60%
5Y+0.00%
SI+15.05%
Raghavendra Reddy Inc: 17/01/2023
TR
Trustline Holdings Pvt Ltd Equity

Intrinsic Series
Min Ticket50 Lakhs
AUM SizeRs. 885.65 Cr
Benchmark IndexBSE 500 TRI
1Y+12.31%
3Y+9.93%
5Y+12.92%
SI+16.43%
N. ARUNAGIRI Inc: 01/09/2007
AN
Anand Rathi Advisors Limited Equity

Impress Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 884.23 Cr
Benchmark IndexBSE 500 TRI
1Y+3.45%
3Y+18.78%
5Y+16.24%
SI+14.45%
MAYUR P SHAH Inc: 31/05/2017
36
360 ONE Asset Management Limited Equity

360 ONE Large Value strategy PMS
Min Ticket10 Crore
AUM SizeRs. 852.22 Cr
Benchmark IndexBSE 500 TRI
1Y-9.10%
3Y+0.00%
5Y+0.00%
SI+56.47%
Mr.Nishant Vass Inc: 25/04/2024
KO
Kotak Mahindra Asset Management Company Ltd Equity

Kotak India Focus Portfolio Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 850.7 Cr
Benchmark IndexNifty 50 TRI
1Y+8.37%
3Y+15.52%
5Y+13.98%
SI+15.03%
Mr. Brijesh Jaysinh Ved Inc: 03/07/2012
AL
AlfAccurate Advisors Pvt Ltd Equity

AAA Budding Beasts Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 847.84 Cr
Benchmark IndexNifty 500 TRI
1Y+17.60%
3Y+24.38%
5Y+23.81%
SI+24.44%
N/A Inc: 01/01/2021
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Debt

360 ONE Premium Mixed-Conservative
Min Ticket50 Lakhs
AUM SizeRs. 825.91 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.22%
3Y+8.09%
5Y+8.59%
SI+9.78%
N/A Inc: 05/05/2020
MO
Motilal Oswal Wealth Limited Equity

DELPHI 4C ADVANTAGE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 819.23 Cr
Benchmark IndexNifty 50 TRI
1Y+4.45%
3Y+13.96%
5Y+12.55%
SI+14.64%
Mr. Sandipan Roy Inc: 06/11/2020
AX
Axis Asset Management Company Limited Equity

Axis Brand Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 804.15 Cr
Benchmark IndexNifty 50 TRI
1Y+2.51%
3Y+7.68%
5Y+9.38%
SI+10.51%
Mr.B.Gopkumar Inc: 05/12/2016
TR
Trust Investment Advisors Pvt. Ltd. Equity

Chanakya Wealth Creation Plan
Min Ticket50 Lakhs
AUM SizeRs. 796.78 Cr
Benchmark IndexNifty 50 TRI
1Y-2.42%
3Y+4.22%
5Y+3.24%
SI+13.79%
Mr. Nishit Rathi Inc: 01/01/2011
AS
Ask Wealth Advisors Private Limited Multi Asset

Customized Discretionary Solutions Multi Asset
Min Ticket50 Lakhs
AUM SizeRs. 795.06 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-3.51%
N/A Inc: 22/01/2026
AL
Alchemy Capital Management Pvt Ltd Equity

Alchemy High Growth
Min Ticket50 Lakhs
AUM SizeRs. 757.54 Cr
Benchmark IndexBSE 500 TRI
1Y+5.83%
3Y+13.44%
5Y+10.95%
SI+19.83%
Alok Agarwal Inc: 08/05/2002
AX
Axis Asset Management Company Limited PMS Scheme

Axis Pure Growth Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 756.71 Cr
Benchmark IndexBSE 500 TRI
1Y+2.34%
3Y+13.67%
5Y+15.57%
SI+16.64%
Naveen Kulkarni Inc: 13/01/2021
SB
SBI Funds Management Limited Equity

SBI Aeon Alpha Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 751.68 Cr
Benchmark IndexNifty 50 TRI
1Y+15.63%
3Y+13.76%
5Y+0.00%
SI+14.77%
Mohal Lal Inc: 21/01/2022
AL
Alchemy Capital Management Pvt Ltd Equity

Alchemy Smart Alpha 250
Min Ticket50 Lakhs
AUM SizeRs. 750.57 Cr
Benchmark IndexBSE 500 TRI
1Y+9.84%
3Y+0.00%
5Y+0.00%
SI+18.61%
Alok Agarwal Inc: 10/08/2023
EN
Entrust Family Office Investment Advisors Pvt Ltd Equity

DIVIDEND YIELD APPROACH
Min Ticket50 Lakhs
AUM SizeRs. 750.5 Cr
Benchmark IndexBSE 500 TRI
1Y+3.58%
3Y+24.91%
5Y+23.13%
SI+21.71%
Mr. Rajmohan Krishnan Inc: 26/11/2019
NJ
NJ Asset Management Private Limited Equity

MULTICAP PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 747.61 Cr
Benchmark IndexNifty 50 TRI
1Y+8.57%
3Y+17.60%
5Y+15.86%
SI+14.42%
Vineet Nayyar Inc: 02/04/2016
IN
Incred Asset Management Private Limited Equity

InCred Healthcare Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 730.87 Cr
Benchmark IndexBSE 500 TRI
1Y+3.60%
3Y+26.42%
5Y+15.65%
SI+19.18%
Aditya Khemka Inc: 15/02/2021
EN
Enam Asset Management Company Private Limited Equity

Enam India Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 728.57 Cr
Benchmark IndexBSE 500 TRI
1Y+15.93%
3Y+15.91%
5Y+0.00%
SI+17.88%
Jiten Doshi Inc: 04/05/2023
QU
Quest Investment Managers Pvt Ltd Equity

QUESTPMS MULTI PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 725.3 Cr
Benchmark IndexBSE 500 TRI
1Y+4.81%
3Y+17.06%
5Y+12.31%
SI+15.53%
Rakesh VYas Inc: 03/08/2014
AS
ASK Investment Managers Limited Equity

ASK GROWTH PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 724.64 Cr
Benchmark IndexBSE 500 TRI
1Y-4.58%
3Y+4.80%
5Y+3.85%
SI+17.02%
Mr. Sandip Bhansal Inc: 29/01/2001
OH
Ohm Portfolio Equi Research Private Limited Equity

Ohm Growth
Min Ticket1 Crore
AUM SizeRs. 711.6 Cr
Benchmark IndexNifty 50 TRI
1Y+17.84%
3Y+24.54%
5Y+0.00%
SI+24.45%
JIGAR S VALIA Inc: 01/07/2022
NI
Nine Rivers Capital Holdings Private Limited Equity

Aurum Small Cap Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 708.2 Cr
Benchmark IndexBSE 500 TRI
1Y+2.19%
3Y+10.86%
5Y+12.67%
SI+24.83%
SANDEEP DAGA Inc: 20/12/2012
MU
Multi-Act Equity Consultancy Private Limited Equity

Moats and Special Situations Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 696.48 Cr
Benchmark IndexBSE 500 TRI
1Y-3.27%
3Y+10.41%
5Y+10.96%
SI+13.81%
Akshat Hariya Inc: 27/01/2011
DM
DMZ Partners Investment Management LLP Equity

DMZ PARTNERS INHERITORS STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 691.34 Cr
Benchmark IndexNifty 50 TRI
1Y+9.87%
3Y+17.68%
5Y+14.26%
SI+15.38%
SOUMIL SANJAY ZAVERI Inc: 20/03/2018
PR
PROFITGATE CAPITAL SERVICES LLP Equity

ProfitGate Classic Compounders Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 683.44 Cr
Benchmark IndexBSE 500 TRI
1Y+2.69%
3Y+0.00%
5Y+0.00%
SI+13.25%
Mr. Nakul Rajendra Sarda Inc: 09/10/2023
QU
Quantum Advisors Private Limited Equity

Q India Value Equity Strategy - Constrained XIX
Min Ticket50 Lakhs
AUM SizeRs. 676.41 Cr
Benchmark IndexBSE 500 TRI
1Y-0.36%
3Y+0.00%
5Y+0.00%
SI+2.04%
Ajit Dayal Inc: 01/02/2025
EL
Electrum Portfolio Managers Pvt Limited Equity

Electrum Laureate Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 670.5 Cr
Benchmark IndexBSE 500 TRI
1Y+14.41%
3Y+21.32%
5Y+20.76%
SI+29.75%
Arpit Agrawal Inc: 23/11/2020
AM
Ambit Wealth Private Limited Debt

Ambit IRIS Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 666.74 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+18.31%
3Y--
5Y--
SI+15.64%
N/A Inc: 31/01/2025
SB
SBI Funds Management Limited Equity

SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)
Min Ticket50 Lakhs
AUM SizeRs. 666.2 Cr
Benchmark IndexNifty 50 TRI
1Y+9.21%
3Y+13.13%
5Y+13.39%
SI+14.83%
Mohal Lal Inc: 08/07/2016
CA
Capitalmind Financial Services Private Limited Equity

Surge India
Min Ticket1 Rupees
AUM SizeRs. 649.19 Cr
Benchmark IndexNifty 50 TRI
1Y-4.96%
3Y+15.69%
5Y+15.58%
SI+10.95%
Krishna Kishore Appala Inc: 03/11/2017
MA
Markets MoJo Asset Management Private Limited Equity

Mojo Soul
Min Ticket50 Lakhs
AUM SizeRs. 616.34 Cr
Benchmark IndexBSE 500 TRI
1Y+1.90%
3Y+4.51%
5Y+0.00%
SI+5.63%
Sunil Damania Inc: 30/06/2023
J
J M Financial Ltd Equity

Apex
Min Ticket50 Lakhs
AUM SizeRs. 615.02 Cr
Benchmark IndexBSE 500 TRI
1Y+11.80%
3Y+15.91%
5Y+0.00%
SI+18.36%
Ashish Chaturmohta Inc: 01/02/2023
AW
Awriga Capital Advisors Llp Equity

AWRIGA CORE STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 610.32 Cr
Benchmark IndexNifty 50 TRI
1Y-3.62%
3Y+7.84%
5Y+11.45%
SI+14.16%
Mr. Jinal Bharat Sheth Inc: 27/12/2019
CO
Complete Circle Wealth Solutions Llp Equity

Complete Circle Digital compounders
Min Ticket50 Lakhs
AUM SizeRs. 609.09 Cr
Benchmark IndexBSE 500 TRI
1Y+7.97%
3Y+14.97%
5Y+0.00%
SI+14.49%
Gurmeet Chadha Inc: 09/05/2022
AD
Aditya Birla Sun Life Amc Limited Equity

SELECT SECTOR PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 607.62 Cr
Benchmark IndexBSE 500 TRI
1Y+9.81%
3Y+24.40%
5Y+18.32%
SI+17.18%
Mr. A. Balasubramanian Inc: 06/10/2009
GO
GoldStandard Wealth Private Limited Equity

Aristos Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 589.36 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.66%
Rajiv Vijay Shastri Inc: 23/10/2025
HD
HDFC Asset Management Company Limited Equity

Diversified Portfolio - Equity
Min Ticket50 Lakhs
AUM SizeRs. 586.26 Cr
Benchmark IndexBSE 500 TRI
1Y+3.56%
3Y+16.88%
5Y+20.13%
SI+19.05%
Rijul Maheshwari Inc: 20/09/2001
RE
Renaissance Investment Managers Private Limited Equity

Renaissance Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 585.94 Cr
Benchmark IndexNifty 50 TRI
1Y-0.76%
3Y+9.82%
5Y+13.76%
SI+11.29%
Pankaj Murarka Inc: 01/01/2018
NE
Neo Asset Management Private Limited Hybrid

Neo Club - Equity Advantage Products
Min Ticket50 Lakhs
AUM SizeRs. 579.9 Cr
Benchmark IndexNifty 500 TRI
1Y+9.72%
3Y--
5Y--
SI+9.91%
N/A Inc: 19/12/2023