PMS Strategies in India

Page 37 of 39

Compare PMS Schemes
IC
ICICI Securities Limited Hybrid

ISEC Balanced Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-7.68%
3Y+8.81%
5Y+8.34%
SI+8.10%
N/A Inc: 01/02/2021
IC
ICICI Securities Limited Debt

ISEC Conservative Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+31.81%
3Y+18.28%
5Y+12.41%
SI+12.41%
N/A Inc: 17/03/2021
IC
ICICI Securities Limited Multi Asset

ISEC Multi Asset Growth Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+8.67%
3Y+16.23%
5Y+13.71%
SI+12.74%
N/A Inc: 12/02/2021
IC
ICICI Securities Limited Debt

ISEC Risk Averse Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y+0.00%
5Y--
SI+0.48%
N/A Inc: 12/08/2021
IT
ITI ALTERNATE FUNDS MANAGEMENT LIMITED Equity

ITI EMERGING BUSINESSES FUND
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-94.40%
3Y-52.75%
5Y--
SI-46.37%
N/A Inc: 04/02/2021
IT
ITI ALTERNATE FUNDS MANAGEMENT LIMITED Equity

ITI MAGNUM OPUS FUND
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-65.40%
3Y-13.23%
5Y--
SI-6.20%
N/A Inc: 06/01/2021
IT
Itus Capital Advisors Private Limited Equity

Itus Theme Founder Fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-12.51%
3Y+7.29%
5Y--
SI+6.65%
N/A Inc: 10/02/2022
OA
Oaks Asset Management Private Limited Equity

JBL Bridge Round (Just Buy Live)
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-99.98%
3Y-94.45%
5Y-85.45%
SI-76.73%
N/A Inc: 24/12/2016
JA
JAINAM BROKING LIMITED Equity

JPMS BHARAT 5T
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+1.42%
5Y+9.46%
SI+7.93%
N/A Inc: 31/12/2019
KO
Kotak Mahindra Asset Management Company Multi-asset PMS

Kotak Pioneer Model Strategy Conservative
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y+22% (FY26)
3Y--
5Y--
SI--
N/A Inc: N/A
KR
KRIIS PORTFOLIO PRIVATE LIMITED Equity

KRIIS COMPOUNDERS PORTFOLIO STRATEGY
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+31.00%
5Y--
SI+29.28%
N/A Inc: 16/01/2023
KR
KRIIS PORTFOLIO PRIVATE LIMITED Equity

KRIIS METAVERSE EQUITY FUND STRATEGY
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+22.33%
3Y--
5Y--
SI+38.90%
N/A Inc: 19/04/2023
KV
KVY Capital N/A

KVY Capital Excel strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Large Cap Growth 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: 22/02/2018
NI
Nippon Life India Asset Management Ltd Hybrid

Large Cap Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.03%
N/A Inc: 01/08/2004
VA
Valkrrete Investment Managers Life Sciences & Specialty Opportunities

Life Sciences and Specialty Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
LG
LGT Wealth India Private Limited Multi Asset

LINEA
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y--
5Y--
SI-61.56%
N/A Inc: 19/12/2023
LG
LGT Wealth India Private Limited Debt

Liquid
Min Ticket1 Rupees
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y+1.11%
5Y--
SI+1.32%
N/A Inc: 31/05/2022
LA
Ladderup Asset Managers Private Limited Debt

Liquid PMS
Min Ticket5 Crore
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+1.94%
3Y--
5Y--
SI-14.22%
N/A Inc: 05/06/2023
DI
Divya Capital One Private Limited Equity

Long Term Growth Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.31%
3Y+0.00%
5Y+0.00%
SI+4.45%
Anil Rana Inc: 16/05/2024
36
360 ONE Asset Management Limited Debt

MANAGED CREDIT SOLUTIONS PORTFOLIO
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y--
5Y--
SI+9.36%
N/A Inc: 18/10/2022
MA
Marcellus Investment Managers Private Limited Equity

Marcellus' Curation E
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+5.93%
3Y+3.55%
5Y--
SI+7.40%
N/A Inc: 01/07/2021
AM
Ambit Investment Advisor N/A

Micro Marvel's portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
MI
Microsec Wealth Management Limited Equity

Microsec Wealth Management Ltd.
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+10.02%
5Y+9.10%
SI+12.38%
Ajay Jaiswal Inc: 29/09/2018
RE
Reliance Wealth Management Limited Equity

MINT
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-1.28%
3Y+11.32%
5Y+10.84%
SI+16.81%
Shubam k Guptaa Inc: 01/06/2014
GR
Green Portfolio N/A

MNC Advantage Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
MO
Moneybee Securities Pvt Ltd Equity

MONEYCOMB
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
DHIREN SHAH Inc: 01/08/2007
MO
Moneygrow Asset Private Limited Debt

MONEYGROW LIQUID
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+1.59%
N/A Inc: 04/07/2025
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal 25-for-25 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: 22/02/2021
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal All cap Growth Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Abhishek Anand Inc: 23/01/2019
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Business Opportunities 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: 18/12/2017
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Emerging Business 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: 23/01/2019
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers PMS Scheme

Motilal Oswal 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%
Vaibhav Agrawal Inc: 04/01/2024
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Hockey Stick Micro Cap Portfolio
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: 29/08/2024
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Hockey Stick Mid Cap Portfolio
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: 04/01/2024
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Hockey Stick Mini Cap Portfolio
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: 29/08/2024
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Hockey Stick Small Cap Portfolio
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: 04/01/2024
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Mid and Smallcap Opportunities Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Abhishek Anand Inc: 23/01/2019
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Multicap Opportunities 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: 22/01/2019
NA
NAFA Asset Managers Small Cap

NAFA Asset Managers' Small Cap Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
NA
Nafa Asset Managers Private Limited Equity

NAFA Pharma Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y-7.73%
SI-0.93%
NARAYANAN BALAJI VAIDYANATH Inc: 24/08/2020
NA
Natanarch Investment Manager Credit Opportunity

Natanarch Investment Manager credit opportunity strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
NE
Neo Asset Management Private Limited Equity

Neo Club - Equity Advantage Product
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Nitin Jain Inc: 02/01/2023
NE
Neo Asset Management Private Limited PMS Scheme

Neo Club - Multi Asset Investment Product
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Nitin Jain Inc: 02/01/2023
NE
Neo Asset Management Private Limited Hybrid

Neo Core Hybrid Balanced Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-2.16%
N/A Inc: 20/10/2025
NE
New Asset Management N/A

New Asset Management Yield Enhancer
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
NI
Nine Rivers Capital Holdings Pvt Ltd Small Cap

Nine Rivers Capital Holdings Pvt Ltd's Aurum Small Cap Opportunities
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y+64.9%
3Y--
5Y--
SI--
N/A Inc: Over 11 years ago
NO
Northern Arc Investment Managers Pvt. Ltd. Debt

Northern Arc Income Builder Series B
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+9.79%
3Y+10.98%
5Y--
SI+10.98%
N/A Inc: 09/09/2022
NU
Nuvama Asset Management Limited Debt

Nuvama Protection Plus Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+2.52%
3Y+9.27%
5Y--
SI+8.23%
N/A Inc: 27/06/2022
OA
Oaklane Capital Management Llp Equity

Oaklane Large Cap
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+11.56%
3Y--
5Y--
SI+14.56%
N/A Inc: 30/01/2024