PMS Strategies in India

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AR
ArthAlpha LLP Debt

ArthAlpha Liquid STP
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+3.34%
N/A Inc: 06/03/2025
AR
Arthya Wealth And Investments Private Limited Equity

Arthya ALL-STAR Multi-Cap Shariah Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Dhoot Inc: 23/03/2022
AR
Arthya Wealth And Investments Private Limited Equity

ARTHYA Core Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Dhoot Inc: 05/06/2024
AR
Arthya Wealth And Investments Private Limited Equity

Arthya Emerging Stars Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Dhoot Inc: 03/07/2023
AR
Arthya Wealth And Investments Private Limited Equity

Arthya Leaders Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Dhoot Inc: 03/07/2023
AR
Arthya Wealth And Investments Private Limited Equity

Arthya Multicap Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Dhoot Inc: 23/07/2021
AR
Arthya Wealth And Investments Private Limited Equity

Arthya Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Dhoot Inc: 06/05/2022
AS
ASK Investment Managers Limited Equity

ASK HIGH CONVICTION PORTFOLIO
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-1.69%
3Y+5.05%
5Y+4.44%
SI+8.97%
Mr. Sandip Bhansal Inc: 01/08/2016
AS
ASK Investment Managers Limited Equity

ASK INDIA VISION PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-1.16%
3Y+2.16%
5Y+3.61%
SI+9.36%
Mr. Sandip Bhansal Inc: 18/11/2019
AD
Aditya Birla Sun Life Amc Limited Debt

ASSET LINKED PORTFOLIO
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y+2.33%
5Y--
SI+4.30%
N/A Inc: 01/09/2022
AT
ATISHAY STOCK BROKING PRIVATE LIMITED PMS Scheme

ATISHAY MULTICAP APPROACH
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Romy Patni Inc: 22/06/2026
AV
Avendus Capital Public Markets Alternate Strategies Llp Debt

Avendus Absolute Return Strategy
Min Ticket5 Crore
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y+1.62%
5Y--
SI+4.41%
N/A Inc: 29/07/2020
AV
Avendus Investment Managers Private Limited Debt

Avendus Olivo Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+2.09%
3Y+0.00%
5Y--
SI+5.17%
N/A Inc: 10/03/2023
AX
Axis Securities Ltd Equity

AXIS SECURITIES ALPHASENSE AI
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-2.06%
3Y+0.00%
5Y+0.00%
SI+5.18%
Naveen Kulkarni Inc: 10/10/2023
AX
Axis Securities Ltd Equity

AXIS SECURITIES CONTRARIAN
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-2.16%
3Y+16.16%
5Y+13.45%
SI+17.72%
Naveen Kulkarni Inc: 04/12/2020
AX
Axis Securities Ltd Equity

AXIS SECURITIES CUSTOMISED
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+5.84%
3Y+15.66%
5Y+14.45%
SI+15.90%
Naveen Kulkarni Inc: 04/03/2020
AX
Axis Securities Ltd Equity

AXIS SECURITIES ETHICAL
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-3.72%
3Y+11.35%
5Y+0.00%
SI+10.58%
Naveen Kulkarni Inc: 01/08/2022
AX
Axis Securities Ltd Equity

AXIS SECURITIES GROWAN
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+2.89%
3Y+13.78%
5Y+15.12%
SI+15.19%
Naveen Kulkarni Inc: 24/06/2021
AX
Axis Securities Ltd Equity

AXIS SECURITIES KAIZEN
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+23.76%
3Y+27.23%
5Y+0.00%
SI+24.64%
Naveen Kulkarni Inc: 15/06/2023
AX
Axis Securities Ltd Equity

AXIS SECURITIES MF MAXIMIZER EQUITY
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y-52.32%
5Y+0.00%
SI-33.95%
Naveen Kulkarni Inc: 04/08/2021
AX
Axis Securities Ltd Equity

AXIS SECURITIES PURE CONTRA
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-2.42%
3Y+13.26%
5Y+15.32%
SI+19.07%
Naveen Kulkarni Inc: 27/11/2020
AX
Axis Securities Ltd Equity

AXIS SECURITIES PURE GROWTH
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+4.78%
3Y+14.56%
5Y+16.09%
SI+17.12%
Naveen Kulkarni Inc: 13/01/2021
AX
Axis Securities Ltd Equity

AXIS SECURITIES PURE LIQUID C
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+5.49%
3Y+6.35%
5Y+0.00%
SI+6.32%
Naveen Kulkarni Inc: 19/07/2023
AX
Axis Securities Ltd Equity

AXIS SECURITIES PURE LIQUID G
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+5.61%
3Y+6.41%
5Y+0.00%
SI+6.38%
Naveen Kulkarni Inc: 19/07/2023
AX
Axis Securities Ltd Equity

AXIS SECURITIES PURE LIQUID K
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+4.27%
3Y+0.00%
5Y+0.00%
SI+5.62%
Naveen Kulkarni Inc: 19/01/2024
AX
Axis Securities Ltd Equity

AXIS SECURITIES RETIREMENT
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-5.70%
3Y+6.98%
5Y+0.00%
SI+6.71%
Naveen Kulkarni Inc: 27/08/2021
AX
Axis Securities Ltd Equity

AXIS SECURITIES SELECT NIFTY 50
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+3.45%
3Y+11.11%
5Y+11.26%
SI+11.74%
Naveen Kulkarni Inc: 04/07/2013
BA
Banyan Capital Advisors Llp Equity

Banyan Leaders Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.79%
3Y+0.00%
5Y+0.00%
SI+10.18%
V P Rajesh Inc: 20/03/2024
BA
Bay Capital Investment Advisors Pvt. Ltd. Equity

Bay Capital Quant Edge Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+10.75%
3Y--
5Y--
SI-6.63%
N/A Inc: 07/11/2024
BA
Bay Capital Investment Advisors Pvt. Ltd. Equity

Bay Frontline Equity Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+10.90%
3Y-71.19%
5Y-51.74%
SI-63.53%
N/A Inc: 12/12/2007
AL
Allegro Securities Pvt Ltd Equity

BESPOKE
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-0.12%
3Y+5.28%
5Y+7.25%
SI+13.36%
N/A Inc: 30/01/2010
NI
Nippon Life India Asset Management Ltd Debt

Blended Debt Plus Hybrid Option
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y+33.36%
5Y+18.77%
SI-7.99%
N/A Inc: 01/11/2015
BO
Bonanza Portfolio Limited PMS Scheme

Bonanza Prima Fund-Moderate
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Achin Goel Inc: 22/12/2023
BU
Buoyant Capital Private Limited Multi Asset

Buoyant All Weather PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+13.48%
3Y+10.21%
5Y--
SI+9.00%
N/A Inc: 01/04/2022
BU
Buoyant Capital N/A

Buoyant Capital Opportunities Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
PI
Pioneer Client Associates Pvt Ltd Equity

CA MFM Large cap
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y-19.32%
3Y-4.74%
5Y+0.00%
SI-0.89%
Nitin Aggarwal Inc: 22/02/2022
PI
Pioneer Client Associates Pvt Ltd Debt

CA MFM LIQUID
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y-5.96%
5Y--
SI-4.80%
N/A Inc: 10/05/2022
PI
Pioneer Client Associates Pvt Ltd Equity

CA MFM MID CAP
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-51.36%
3Y-18.10%
5Y+0.00%
SI-9.98%
Nitin Aggarwal Inc: 17/04/2022
CA
Capitalmind Financial Services Private Limited Equity

Capitalmind Resilient
Min Ticket1 Rupees
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-0.63%
3Y+5.54%
5Y--
SI+3.84%
N/A Inc: 06/09/2021
CO
Code Advisor N/A

Code Advisor Code Growth Fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
LA
Lapis India Capital Advisors Private Limited Equity

Compounder Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.07%
3Y+0.01%
5Y+0.09%
SI+0.10%
N/A Inc: 20/03/2019
SW
Swyom Advisors Limited Equity

Concentrated Portfolio Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y-3.72%
3Y+0.00%
5Y+0.00%
SI-2.08%
Sanjana Jain Inc: 13/09/2024
MO
Moat Financial Services Private Limited Equity

Conservative Growth
Min Ticket50000 Rupees
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
BIJU JOHN Inc: 01/11/2021
AL
Allegro Securities Pvt Ltd Debt

Credit Risk FOF
Min Ticket5 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y+0.00%
5Y+0.54%
SI+0.36%
N/A Inc: 06/09/2018
36
360 ONE Asset Management Limited Multi Asset

Customised Discretionary Portfolio - Multi-Asset
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+412.09%
3Y+67.33%
5Y+36.84%
SI+29.98%
N/A Inc: 31/07/2012
ED
Edelweiss Asset Management Ltd Multi Asset

Customized Family Office Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+7.31%
3Y+6.91%
5Y-0.48%
SI+3.33%
N/A Inc: 23/09/2015
SU
Sundaram Alternate Assets Limited Equity

DEDICATED
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+29.24%
3Y+19.55%
5Y+14.82%
SI+14.10%
N/A Inc: 01/12/2010
NI
Nippon Life India Asset Management Ltd Equity

Deep Value Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.56%
SI+3.20%
Gurbir Singh Chopra Inc: 01/01/2008
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Deep Value Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Vaibhav Agrawal Inc: 16/01/2012
DE
Dezerv Investments Private Limited Multi Asset

dezerv. IPA Balanced Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+2.90%
3Y+10.75%
5Y--
SI+11.06%
N/A Inc: 10/10/2022