PMS Strategies in India

Page 36 of 39

Compare PMS Schemes
DE
Dezerv Investments Private Limited Equity

dezerv. Momentum Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-0.44%
3Y+0.00%
5Y+0.00%
SI-12.54%
Kumarpal Jain Inc: 01/08/2024
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Discover Value Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Agrawal Inc: 30/10/2006
VA
Valfort PMS N/A

Diversified Fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
KL
Klay Securities Private Limited Equity

DPMS - Diversified
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+7.48%
3Y+11.45%
5Y+16.20%
SI+9.63%
N/A Inc: 26/03/2019
KL
Klay Securities Private Limited Equity

DPMS - Pharma
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.83%
3Y+4.89%
5Y--
SI+3.97%
N/A Inc: 24/11/2021
ED
Edelweiss Asset Management Ltd Equity

Edelweiss Focused Mid & Small Cap Portfolio - Series II
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+8.41%
3Y+6.48%
5Y+19.60%
SI+10.27%
N/A Inc: 18/01/2018
ED
Edelweiss Asset Management Ltd Equity

Edelweiss Focused Mid & Small Cap Portfolio Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+12.02%
3Y+7.98%
5Y+19.61%
SI+10.72%
N/A Inc: 03/08/2015
ED
Edelweiss Asset Management Ltd Multi Asset

Edelweiss Smart Asset Allocation Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+23.65%
3Y+13.97%
5Y+15.73%
SI+11.09%
N/A Inc: 17/01/2011
EL
Electrum Portfolio Managers Pvt Limited Equity

Electrum Small and Microcap Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+19.45%
3Y--
5Y--
SI+33.94%
N/A Inc: 30/09/2022
RE
Reliance Wealth Management Limited Equity

EMERGING BUSINESS OPPORTUNITY PORTFOLIO - 1
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+3.97%
SI+5.29%
Shubam k Guptaa Inc: 01/02/2017
DY
Dynamic Equities Pvt Ltd Equity

Emerging High Growth Low Valuation
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-28.55%
3Y--
5Y--
SI-28.55%
N/A Inc: 29/04/2024
NI
Nippon Life India Asset Management Ltd Equity

Emerging Sector Opportunity Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+4.18%
3Y+1.38%
5Y+29.54%
SI+10.94%
Gurbir Singh Chopra Inc: 01/01/2008
NI
Nippon Life India Asset Management Ltd Debt

Enhanced Equity Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y+40.62%
5Y+42.15%
SI+14.47%
N/A Inc: 01/06/2013
EQ
EQUIPOISE CAPITAL MANAGEMENT PRIVATE LIMITED Debt

EquiPoise Income Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y--
5Y--
SI+0.03%
N/A Inc: 28/08/2024
JA
Jain Investment Advisors Pvt Ltd Equity

Exceptional Equity
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-25.91%
3Y-0.59%
5Y+4.84%
SI+6.67%
N/A Inc: 27/06/2016
FI
Fident Asset Management Private Limited Debt

Fident Liquid Execution Portfolio (FLEX)
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+3.37%
N/A Inc: 20/03/2025
FI
Findoc Investmart Private Limited Equity

Findoc Emerging Midcap and Small Cap Fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+10.97%
Vaibhav Chowdhry Inc: 10/03/2026
FI
Findoc Investmart Private Limited Equity

FINDOC Equity Fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-19.59%
3Y+0.00%
5Y+0.00%
SI-13.54%
Vaibhav Chowdhry Inc: 15/04/2025
FI
Findoc Investmart Private Limited Equity

Findoc Large cap fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.06%
Vaibhav Chowdhry Inc: 10/03/2026
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Focused (Series V) A Contra Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Agrawal Inc: 09/11/2011
SH
Shriram Asset Management Company Small Cap & Mid Cap Equity

Future GEMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y+26%
3Y--
5Y--
SI--
N/A Inc: N/A
GI
Girik Wealth Advisors Private Limited Equity

Girik Deep Value Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+73.83%
3Y+28.39%
5Y+19.70%
SI+19.17%
N/A Inc: 08/11/2010
GR
Green Lantern Capital Small Cap & Mid Cap

Green Lantern Growth Fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5YHighest CAGR among small & mid-cap
SI--
N/A Inc: N/A
GR
Green Portfolio Private Limited Equity

GREEN PORTFOLIO INDEX FUND
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+0.00%
5Y--
SI-12.03%
N/A Inc: 30/12/2019
GR
Grey Sky Capital Private Limited Debt

Grey Sky Smart Liquid Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI-0.01%
N/A Inc: 07/01/2026
IN
Incred Assert Management Healthcare

Healthcare Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
IC
ICICI Prudential PMS N/A

ICICI Prudential Contra Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
IC
ICICI Prudential PMS Large Cap

ICICI Prudential Large Cap Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
IC
ICICI Prudential PMS N/A

ICICI Prudential PMS — Value Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Enterprising India Strategy Series II
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+10.00%
5Y+13.88%
SI+11.77%
Geetika Gupta Inc: 10/03/2017
IC
Iconic Asset Management N/A

Iconic Asset Management Iconic Yield Announcer Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
VA
Valcreate Investment Managers LLP Equity

IME Bespoke Wealth
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Ashi Anand Inc: 20/02/2023
VA
Valcreate Investment Managers LLP Equity

IME Digital Disruption
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Ashi Anand Inc: 10/02/2023
VA
Valkrrete Investment Managers N/A

IME Digital Disruption Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
VA
Valcreate Investment Managers LLP Equity

IME Equity Bespoke
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Ashi Anand Inc: 20/02/2023
MA
Maximal Capital Debt

Income Fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y+23.46%
3Y+21.58%
5Y--
SI+21.58%
N/A Inc: Jun 2022
IN
Incred Assert Management Focused Healthcare

Incred Focused Healthcare Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
IN
InCred Asset Management Healthcare

InCred Healthcare PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
JA
Jain Investment Advisors Pvt Ltd Equity

India Dedicated
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-15.16%
3Y+4.83%
5Y+10.00%
SI+6.90%
N/A Inc: 27/06/2016
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

India Invest Opportunity Portfolio Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Agrawal Inc: 21/03/2017
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

India Invest Opportunity Portfolio Strategy V2
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Agrawal Inc: 22/02/2018
AE
Aequitas Investment Consultancy Pvt Ltd Small Cap

India Opportunities Product
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
Mr. S.N. Singh Inc: 2007-2008 (over 16 years of existence)
IC
ICICI Prudential Asset Management Company Ltd Debt

India Opportunities Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+40.54%
3Y-177.76%
5Y-179.47%
SI-188.83%
N/A Inc: 01/02/2013
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

India Opportunity Portfolio Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Agrawal Inc: 15/02/2010
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

India Opportunity Portfolio Strategy - V2
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Prateek Agrawal Inc: 11/01/2018
SU
Surefin Financial Consultants Private Limited Equity

Investment Approach 1
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-0.18%
3Y-0.07%
5Y+0.34%
SI+7.87%
N/A Inc: 16/12/2016
CO
Concept Investwell Private Limited Equity

Investwell Multicap
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+0.00%
5Y--
SI+25.42%
N/A Inc: 24/03/2021
AN
Angel One Investment Managers & Advisors Private Limited Debt

Ionic High Grade Debt Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+1.90%
N/A Inc: 19/12/2025
AN
Angel One Investment Managers & Advisors Private Limited Equity

Ionic Navigator Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y-32.19%
3Y+0.00%
5Y+0.00%
SI-30.28%
Yajash Mehta Inc: 05/06/2025
AN
Angel One Investment Managers & Advisors Private Limited Equity

Ionic Navigator Portfolio-Midcap
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y-33.12%
3Y+0.00%
5Y+0.00%
SI-31.19%
Yajash Mehta Inc: 05/06/2025