PMS Strategies in India

Page 34 of 39

Compare PMS Schemes
TR
Trivantage Capital Management India Private Limited Equity

Trivantage Capital Small Cap Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.04 Cr
Benchmark IndexNifty 500 TRI
1Y-14.23%
3Y--
5Y--
SI+1.50%
N/A Inc: 26/09/2023
GI
Girik Wealth Advisors Private Limited Debt

Girik Liquid Strategy
Min Ticket50 Lakhs
AUM SizeRs. 0.03 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.26%
3Y+6.87%
5Y--
SI+6.41%
N/A Inc: 06/01/2022
BU
Buglerock Capital Private Limited Equity

Absolute Return
Min Ticket50 Lakhs
AUM SizeRs. 0.02 Cr
Benchmark IndexNifty 500 TRI
1Y+7.23%
3Y+2.17%
5Y+3.39%
SI+0.47%
N/A Inc: 07/03/2018
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

Agile Plus
Min Ticket50 Lakhs
AUM SizeRs. 0.02 Cr
Benchmark IndexNifty 500 TRI
1Y+13.15%
3Y+40.50%
5Y+5.30%
SI+1.17%
N/A Inc: 29/01/2014
CA
Capitalmind Financial Services Private Limited Equity

Custom Portfolio 20
Min Ticket1 Rupees
AUM SizeRs. 0.02 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+33.78%
N/A Inc: 03/07/2023
CA
Capitalmind Financial Services Private Limited Equity

Custom portfolio 21
Min Ticket1 Rupees
AUM SizeRs. 0.02 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+29.05%
N/A Inc: 03/07/2023
FO
Fortuna Asset Managers LLP Multi Asset

FORTUNA THREE - MULTI ASSET GROWTH STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 0.02 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+0.85%
N/A Inc: 20/03/2026
LI
LIC Mutual Fund Asset Management Ltd Multi Asset

LIC MF All Weather Asset Allocator
Min Ticket50 Lakhs
AUM SizeRs. 0.02 Cr
Benchmark IndexNifty 500 TRI
1Y+4.80%
3Y--
5Y--
SI+3.24%
N/A Inc: 28/03/2022
OM
Omniscience Capital Advisors Private Limited Debt

Omni Super Debt
Min Ticket5 Crore
AUM SizeRs. 0.02 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI-1.10%
N/A Inc: 03/11/2025
CO
Concept Investwell Private Limited PMS Scheme

CONCEPT EFFICIO ETF ALLOCATOR
Min Ticket50 Lakhs
AUM SizeRs. 0.01 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.06%
Hemantkumar Desai Inc: 01/06/2026
LI
LIC Mutual Fund Asset Management Ltd Equity

LIC MF Factor Advantage
Min Ticket50 Lakhs
AUM SizeRs. 0.01 Cr
Benchmark IndexNifty 500 TRI
1Y-11.08%
3Y--
5Y--
SI-1.40%
N/A Inc: 02/03/2021
CR
Credit Suisse Securities (India) Private Limited Hybrid

Premium India Mixed Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 0.01 Cr
Benchmark IndexNifty 500 TRI
1Y-20.29%
3Y+5.71%
5Y--
SI+6.46%
N/A Inc: 22/10/2020
JA
Jain Investment Advisors Pvt Ltd Equity

Stable+ Asset
Min Ticket50 Lakhs
AUM SizeRs. 0.01 Cr
Benchmark IndexNifty 500 TRI
1Y+8.96%
3Y+5.80%
5Y+10.64%
SI+9.16%
N/A Inc: 27/06/2016
BA
Bay Capital Investment Advisors Pvt. Ltd. Equity

STRUCTURED PRODUCT SERIES I
Min Ticket50 Lakhs
AUM SizeRs. 0.01 Cr
Benchmark IndexNifty 50 TRI
1Y+2.47%
3Y+2.77%
5Y-109.76%
SI-150.41%
Devang Mehta Inc: 12/03/2010
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Multi Asset

360 ONE Customized Discretionary Portfolio - Balanced
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-101.50%
3Y-126.56%
5Y-147.24%
SI-181.05%
N/A Inc: 07/05/2011
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Multi Asset

360 ONE Customized Discretionary Portfolio - Conservative
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+5.25%
5Y+9.28%
SI+10.74%
N/A Inc: 28/05/2008
36
360 ONE Asset Management Limited Debt

360 ONE Income Opportunities PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.23%
3Y+11.33%
5Y+12.95%
SI+12.41%
N/A Inc: 26/03/2019
36
360 ONE Asset Management Limited Equity

360 ONE Long Term Growth PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-3.46%
3Y+19.41%
5Y+10.54%
SI+11.12%
N/A Inc: 07/04/2015
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Long Term Value Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+14.10%
5Y+9.40%
SI+14.46%
N/A Inc: 17/08/2009
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Select Equity
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y-0.11%
5Y-0.50%
SI+11.39%
N/A Inc: 06/05/2009
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE SELECT EQUITY PORTFOLIO
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+0.00%
5Y+3.18%
SI+6.18%
N/A Inc: 07/10/2010
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Debt

360 ONE Treasury Solutions
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.83%
3Y+5.82%
5Y+8.02%
SI-6.48%
N/A Inc: 22/09/2014
AB
Abakkus Investment Managers Private Limited PMS Scheme

Abakkus All Cap (ESG) Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Aman Chowhan Inc: 01/04/2022
AB
Abakkus Investment Managers Private Limited PMS Scheme

Abakkus All Cap Approach 2
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Aman Chowhan Inc: 01/09/2023
AB
Abakkus All Cap

Abakkus All Cap Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
AB
Abakkus Investment Managers Private Limited PMS Scheme

Abakkus Emerging Opportunities Approach 2
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Aman Chowhan Inc: 01/09/2023
AD
Aditya Birla Sun Life Amc Limited Equity

ABSL Next 100 Portfolio NR
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y-0.57%
5Y+0.42%
SI+6.53%
Mr. A. Balasubramanian Inc: 31/12/2019
AC
Accuracap N/A

Accuracap's Dynamo
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
AC
Accuracap Small and Mid Cap

Accuracap's Picopower
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y+62.21%
3Y--
5Y--
SI--
N/A Inc: N/A
AC
Ace Lansdowne Investments Services Llp Equity

Ace Focused 10 Strategy
Min Ticket1 Crore
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+27.93%
3Y--
5Y--
SI+28.20%
N/A Inc: 07/10/2022
AC
Ace Lansdowne Investments Services Llp Equity

Ace Lansdowne Absolute Return Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+32.38%
3Y--
5Y--
SI+22.36%
N/A Inc: 11/10/2022
AC
Ace Lansdowne Investments Services Llp Debt

Ace Lansdowne Liquid Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.16%
3Y--
5Y--
SI+6.46%
N/A Inc: 01/11/2022
AC
Ace Lansdowne Investments Services Llp Equity

Ace Lansdowne Multicap Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+32.29%
3Y--
5Y--
SI+22.97%
N/A Inc: 07/10/2022
AD
Aditya Birla Sun Life AMC N/A

Aditya Birla Sun Life AMC — Select Sector Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
MO
Moat Financial Services Private Limited Equity

Aggressive Leaders
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
BIJU JOHN Inc: 07/01/2021
AL
Alchemy Capital Management N/A

Alchemy Capital Management — High Growth
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
AL
Alchemy Capital Small Cap

Alchemy Capital's Alpha Small Cap
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
AL
Alchemy Capital Management Pvt Ltd Equity

Alchemy Select Satellite
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+3.99%
3Y+0.00%
5Y+0.00%
SI+10.72%
Alok Agarwal Inc: 30/11/2023
AB
Abakkus Asset Manager Private Limited PMS Scheme

All Cap (ESG) Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Sunil Singhania Inc: 01/04/2022
AN
Anvil Wealth Management Private Limited Equity

Alpha 25
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y--
5Y--
SI+17.81%
N/A Inc: 01/04/2023
AL
Alpha Alternatives Fund Advisors LLP Equity

Alpha Alternatives Special Situations Discretionary PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y-52.77%
5Y-33.93%
SI-32.56%
N/A Inc: 29/01/2020
RE
Reliance Wealth Management Limited Equity

ALPHA LARGE CAP
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+18.54%
3Y+25.11%
5Y+19.51%
SI+15.87%
Shubam k Guptaa Inc: 01/06/2014
RE
Reliance Wealth Management Limited Equity

ALPHA MUTUAL F-of-F
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+3.24%
5Y+5.54%
SI+12.27%
Shubam k Guptaa Inc: 01/03/2012
AM
Ambit Wealth Private Limited Equity

Ambit Build India Portfolio - STP
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y-12.91%
3Y+0.00%
5Y+0.00%
SI-11.29%
Surjitt Arora Inc: 11/07/2024
AM
Ambit Investment Advisors Private Limited Debt

Ambit Debt Edge Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+5.92%
N/A Inc: 05/06/2024
AM
Ambit Investment Advisors Private Limited Equity

Ambit Long- Short Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y--
5Y--
SI+1.72%
N/A Inc: 01/07/2022
AM
Ametra Investment Managers Private Limited Equity

Ametra FactorShields PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-32.59%
3Y+0.00%
5Y+0.00%
SI-21.45%
Karan Inc: 16/10/2024
AN
Anvil Wealth Management Private Limited Equity

Anvil Long Holding Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-2.80%
3Y+5.05%
5Y+17.99%
SI+16.76%
N/A Inc: 23/04/2008
AN
Anvil Wealth Management Private Limited Equity

Anvil Wealth Compounders
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-4.05%
3Y--
5Y--
SI+13.98%
N/A Inc: 01/04/2023
EL
Elite Wealth Limited Equity

Approach 1 Elite Opportunity
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+22.03%
3Y+17.43%
5Y+14.07%
SI+7.57%
N/A Inc: 19/04/2017