PMS Strategies in India

Page 38 of 39

Compare PMS Schemes
PA
PATERSON SECURITIES PRIVATE LIMITED Equity

PATERSON ADVANTAGE
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y-43.37%
3Y+0.00%
5Y+0.00%
SI-31.18%
prasannabidkar Inc: 01/06/2024
PC
PCS SECURITIES LTD Equity

PCS Securities Absolute Return - 00006242-001
Min Ticket50 Rupees
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-100.00%
3Y-100.00%
5Y-100.00%
SI-100.00%
N/A Inc: 21/06/2018
PC
PCS SECURITIES LTD Equity

PCS Securities LTD - 00003313-001
Min Ticket50 Rupees
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-100.00%
3Y-96.86%
5Y-87.68%
SI-78.49%
N/A Inc: 01/02/2017
MK
MK Investment Managers N/A

Pearl Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
PH
Phillipcapital (India) Pvt Ltd Equity

Phillip Multi Asset Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Mr Nishit Shah Inc: 12/08/2022
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

PLUS 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
AN
Anand Rathi Advisors Limited Equity

Portfolio Plus
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-1.35%
3Y+7.57%
5Y+4.79%
SI+7.99%
N/A Inc: 19/10/2011
36
360 ONE Asset Management Limited Equity

Pre-leased Rental Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-2.17%
3Y-1.76%
5Y+0.16%
SI+0.10%
N/A Inc: 12/02/2015
CR
Credit Suisse Securities (India) Private Limited Hybrid

Premium India Mixed Ultra Conservative
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+7.84%
3Y+8.58%
5Y+7.33%
SI+8.56%
N/A Inc: 12/09/2019
PR
Prescientcap Investment Advisors LLP Multi Cap & Flexi Cap

Prescientcap Investment Advisors LLP - High Quality Consistent Compounders
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y+22.97%
3Y+24.63%
5Y--
SI+19.57%
N/A Inc: Dec 2021
PR
PROFITGATE CAPITAL SERVICES LLP Debt

ProfitGate Debt Portfolio Management Services
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y--
5Y--
SI-112.14%
N/A Inc: 31/10/2023
PR
PRP Professional Edge Associates Pvt Ltd. Equity

PRP Defensive & Responsible Fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+5.62%
3Y--
5Y--
SI+1.57%
N/A Inc: 28/10/2021
PR
PRP Professional Edge Associates Pvt Ltd. Equity

PRP India Opportunity Equity Fund
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+12.94%
3Y--
5Y--
SI+8.08%
N/A Inc: 14/09/2021
PR
PRP Professional Edge Associates Pvt Ltd. Equity

PRP Indian Exports Momentum Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+6.56%
3Y--
5Y--
SI+4.43%
N/A Inc: 28/10/2021
KA
KAPM Ventures LLP PMS Scheme

Prudent Growth Opportunities
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Mitali Gupta Inc: 13/03/2024
QO
Qode Advisor N/A

Qode Future Horizon Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
QO
Qode Advisors LLP Equity

QODE FUTURE HORIZONS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-2.29%
3Y+0.00%
5Y+0.00%
SI-6.11%
Karan Salecha Inc: 13/11/2024
MA
Marcellus Investment Managers Private Limited Equity

Quantitative Compounders
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+14.32%
3Y--
5Y--
SI+4.41%
N/A Inc: 05/04/2021
R.
R. Wadiwala Securities Private Limited Equity

R. Wadiwala Agile PE Ratio Portfolio-Master-New
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-2.01%
3Y+10.45%
5Y+67.04%
SI+102.97%
N/A Inc: 27/02/2019
AD
Aditya Birla Sun Life Amc Limited Debt

Real Estate Yield Maximizer Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y-68.10%
3Y-26.17%
5Y-10.99%
SI-8.91%
N/A Inc: 17/09/2018
RI
Right Horizons Portfolio Management Pvt Ltd PMS Scheme

RHPMPL DYNAMIC QUANT PORTFOLIO
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
ANIL FRANCIS REGO Inc: 31/03/2026
SA
Sanctum Wealth Private Limited Equity

Sanctum FinEdge
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.64%
5Y+0.00%
SI+3.08%
Hemang Kapasi Inc: 04/08/2021
SB
SBI Funds Management Limited Equity

SBI PURE APLHA PORTFOLIO
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+7.26%
N/A Inc: 13/11/2023
SI
Silverarch Investment Advisers Private Limited Equity

SilverArch India Mid & Small Cap Equity Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y+23.97%
5Y+17.90%
SI+11.52%
N/A Inc: 05/02/2018
SI
Singular Capital India Advisors LLP Equity

Singular Multicap
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+5.19%
N/A Inc: 18/04/2024
SY
Sykes And Ray Equities India Limited Equity

SRE Small Cap Momentum PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-2.27%
3Y--
5Y--
SI+0.62%
N/A Inc: 28/11/2023
ST
Stalwart Investment Advisors Llp Debt

STALWART LIQUID FUND STP
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.73%
3Y--
5Y--
SI+1.44%
N/A Inc: 23/09/2024
OA
Oaks Asset Management Private Limited Equity

Structure Product Series 3 (Hero Electric)
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-2.69%
3Y-117.98%
5Y-135.43%
SI-150.15%
N/A Inc: 04/08/2018
OA
Oaks Asset Management Private Limited Equity

Structured Product Series 1 (Just Buy Live)
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+6.69%
3Y+13.74%
5Y-47.48%
SI-46.31%
N/A Inc: 02/11/2015
SU
Sundaram Alternates N/A

Sundaram Alternates — India Secular Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA FAMILY OFFICE SERIES VI
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y-2.31%
5Y+2.83%
SI+2.14%
Sheetal Malpani Inc: 21/12/2018
TC
TCG Advisory Services Private Limited Equity

TCG ADVISORY SERVICES PVT LTD FUND 4
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+33.70%
3Y+13.30%
5Y--
SI+16.43%
N/A Inc: 06/01/2021
TC
TCG Advisory N/A

TCG Advisory's Transformative Growth
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
TC
TCG Advisory Services Private Limited Debt

TCG Arbitrage Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+1.54%
N/A Inc: 21/11/2024
MU
Multi-Act Equity Consultancy Private Limited Equity

Technical Momentum Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-1.22%
3Y--
5Y--
SI-3.46%
N/A Inc: 15/10/2021
MA
Marathontrends Advisory Pvt Ltd Equity

Trend Following -Large Cap
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-5.43%
Atul Suri Inc: 02/12/2024
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

TRUFFLE INVESTMENT
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-100.00%
3Y-100.00%
5Y-100.00%
SI-100.00%
N/A Inc: 25/05/2017
UN
UNICORN INVESTMENT MANAGERS LLP Debt

UNICORN LIQUID PORTFOLIO
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+1.63%
N/A Inc: 31/10/2024
UN
Unique Asset Management Llp Debt

Unique Debt Fund
Min Ticket1 Crore
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y-98.45%
3Y--
5Y--
SI-72.83%
N/A Inc: 09/02/2023
VA
Valcreate Investment Managers Lifesciences

Valcreate Lifesciences PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
VA
Vallum Capital Advisor Multi-asset Equity

Vallum Multi Activa Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y+30% (FY26)
3Y--
5Y--
SI--
N/A Inc: N/A
VA
Value Prolific Investments & Consulting Private Limited Equity

ValPro Conserve (C) PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 50 TRI
1Y-1.90%
3Y+8.80%
5Y+6.20%
SI+5.80%
Anshuman Khanna Inc: 15/04/2021
VA
Valtrust Partners Llp Debt

Valtrust Shield
Min Ticket5 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+3.16%
N/A Inc: 31/03/2023
RE
Reliance Wealth Management Limited Equity

VALUE
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+20.61%
3Y+16.59%
5Y+14.80%
SI+15.45%
Shubam k Guptaa Inc: 15/01/2008
VA
Valuequest Investment Advisors Pvt. Ltd. Equity

ValueQuest Poise
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y-2.51%
3Y+17.91%
5Y--
SI+19.32%
N/A Inc: 10/02/2022
BA
Bandhan AMC Limited Debt

Vedartha Money Market Edge Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+2.01%
N/A Inc: 18/11/2025
BA
Bandhan AMC Limited Equity

VEDARTHA NEO EQUITY PORTFOLIO
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+6.71%
3Y+13.18%
5Y+10.53%
SI+8.53%
N/A Inc: 11/07/2017
VE
Ventura Securities Limited Equity

Ventura Micro Cap Thematic Portfolio Management Scheme
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
R AMARNATH Inc: 01/08/2022
WA
Wallfort PMS Diversified Fund

Wallfort Diversified PMS
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A
WA
Wave Asset Private Limited Large & Mid-Cap

Wave Asset's Bloom Strategy
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexN/A
1Y--
3Y--
5Y--
SI--
N/A Inc: N/A