PMS Strategies in India

Page 4 of 39

Compare PMS Schemes
NV
NV ALPHA FUND MANAGEMENT LLP Equity

NV Alpha Emerging Opportunities Fund
Min Ticket5 Crore
AUM SizeRs. 577.58 Cr
Benchmark IndexNifty 500 TRI
1Y+19.99%
3Y--
5Y--
SI+4.01%
N/A Inc: 04/09/2024
EM
Emkay Investment Managers Limited Equity

EIML CAPITAL
Min Ticket50 Lakhs
AUM SizeRs. 575.07 Cr
Benchmark IndexBSE 500 TRI
1Y+8.36%
3Y+17.28%
5Y+16.33%
SI+12.90%
Sachin Shah Inc: 01/04/2003
MO
Motilal Oswal Wealth Limited Multi Asset

Delphi Alpha Strategist Advantage Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 564.06 Cr
Benchmark IndexNifty 500 TRI
1Y+25.90%
3Y+19.43%
5Y+14.46%
SI+14.29%
N/A Inc: 06/11/2020
BH
Bhana Equity Advisors Llp Equity

BEA SPECIALIZED PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 529.95 Cr
Benchmark IndexBSE 500 TRI
1Y-7.54%
3Y+15.44%
5Y+19.15%
SI+24.18%
SATYAJIT ISHWAR BHANA Inc: 27/05/2019
AM
Ambit Wealth Private Limited Equity

Ambit Alpha Growth Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 529.7 Cr
Benchmark IndexNifty 50 TRI
1Y-0.84%
3Y+15.76%
5Y+16.23%
SI+21.26%
Surjitt Arora Inc: 28/01/2021
NE
Neo Asset Management Private Limited Multi Asset

Neo Core Multi Asset Capital Compounder Strategy
Min Ticket50 Lakhs
AUM SizeRs. 526.1 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+5.90%
N/A Inc: 08/09/2025
WH
White Pine Investment Management Private Limited Equity

White Pine India Emerging Stars Approach
Min Ticket50 Lakhs
AUM SizeRs. 521.91 Cr
Benchmark IndexMSEI SX 40 TRI
1Y+19.79%
3Y+31.24%
5Y+0.00%
SI+36.59%
NIRAJ MANSINGKA Inc: 20/05/2022
AX
Axis Asset Management Company Limited Equity

Axis Customized Portfolio
Min Ticket10 Crore
AUM SizeRs. 518.88 Cr
Benchmark IndexBSE 500 TRI
1Y+4.44%
3Y+15.14%
5Y+14.15%
SI+15.66%
Naveen Kulkarni Inc: 04/03/2020
AX
Axis Asset Management Company Limited PMS Scheme

Axis Kaizen Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 507.13 Cr
Benchmark IndexBSE 500 TRI
1Y+19.47%
3Y+25.74%
5Y+0.00%
SI+23.24%
Naveen Kulkarni Inc: 15/06/2023
AD
Aditya Birla Sun Life Amc Limited Equity

INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP
Min Ticket50 Lakhs
AUM SizeRs. 506.69 Cr
Benchmark IndexBSE 500 TRI
1Y+1.14%
3Y+9.90%
5Y+10.67%
SI+13.74%
Mr. A. Balasubramanian Inc: 22/06/2018
AS
ASK Investment Managers Limited Equity

ASK DOMESTIC RESURGENCE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 495.64 Cr
Benchmark IndexBSE 500 TRI
1Y+2.67%
3Y+6.64%
5Y+7.83%
SI+10.74%
Mr. Sandip Bhansal Inc: 21/06/2018
BU
Burman Capital Management Private Limited Equity

Unicorn Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 492.02 Cr
Benchmark IndexBSE 500 TRI
1Y-15.24%
3Y+8.40%
5Y+19.05%
SI+21.96%
ABHAS GUPTA Inc: 23/03/2021
AX
Axis Asset Management Company Limited Debt

Axis Fixed Income Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 490.57 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.08%
3Y--
5Y--
SI+8.22%
N/A Inc: 16/07/2024
BH
Bhana Equity Advisors Llp Equity

BEA India Growth Fund
Min Ticket50 Lakhs
AUM SizeRs. 487.7 Cr
Benchmark IndexBSE 500 TRI
1Y-5.82%
3Y+17.26%
5Y+21.40%
SI+27.15%
SATYAJIT ISHWAR BHANA Inc: 21/06/2019
JE
Jeetay Investments Pvt Ltd Equity

Growth Plus Value Investing
Min Ticket50 Lakhs
AUM SizeRs. 486.97 Cr
Benchmark IndexBSE 500 TRI
1Y+2.35%
3Y+9.36%
5Y+10.08%
SI+14.31%
Chetan Jitendra Parikh Inc: 01/07/2004
SA
Samvitti Capital Private Limited Equity

ACTIVEALPHAMC
Min Ticket50 Lakhs
AUM SizeRs. 483.07 Cr
Benchmark IndexBSE 500 TRI
1Y+8.32%
3Y+20.55%
5Y+22.22%
SI+26.41%
M Prabhkar Kudva Inc: 13/04/2021
PR
Prospero Tree Asset Management LLP Equity

PROSPERO TREE INDIA EQUITY FUND
Min Ticket50 Lakhs
AUM SizeRs. 482.51 Cr
Benchmark IndexBSE 500 TRI
1Y+6.92%
3Y+0.00%
5Y+0.00%
SI+27.30%
Dhruvesh Anil Sanghvi Inc: 03/03/2025
BA
Banyan Capital Advisors Llp Equity

Banyan India Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 469.98 Cr
Benchmark IndexBSE 500 TRI
1Y+4.22%
3Y+16.87%
5Y+18.80%
SI+18.13%
V P Rajesh Inc: 24/04/2012
AS
ASK Investment Managers Limited Equity

ASK LIGHTHOUSE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 467 Cr
Benchmark IndexBSE 500 TRI
1Y-3.39%
3Y+0.00%
5Y+0.00%
SI+6.01%
Mr. Sandip Bhansal Inc: 07/03/2024
SB
SBI Funds Management Limited Debt

PMS Services to PF and Institutional Treasuries (Debt)
Min Ticket50 Lakhs
AUM SizeRs. 466.66 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.43%
3Y+7.50%
5Y+7.43%
SI+7.60%
N/A Inc: 20/12/2017
HD
HDFC Asset Management Company Limited Debt

Debt Mandate
Min Ticket50 Lakhs
AUM SizeRs. 466.07 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.47%
3Y+6.01%
5Y+8.57%
SI+8.25%
N/A Inc: 05/07/2013
SP
Spark Asia Impact Managers Private Limited Equity

SPARK INDIA@75 FLEXICAP STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 460.92 Cr
Benchmark IndexNifty 50 TRI
1Y+0.06%
3Y+12.16%
5Y+14.05%
SI+15.06%
PARAMESWARA IYER KRISHNAN Inc: 07/02/2019
AC
Accuracap Consultancy Services Private Limited Equity

PicoPower
Min Ticket50 Lakhs
AUM SizeRs. 454.6 Cr
Benchmark IndexBSE 500 TRI
1Y+7.96%
3Y+17.54%
5Y+13.57%
SI+21.94%
Nidhi Gupta Inc: 10/10/2011
IC
ICICI Prudential Asset Management Company Ltd Debt

ICICI Prudential PMS Liquid Strategy
Min Ticket50 Lakhs
AUM SizeRs. 452.69 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.48%
3Y+5.40%
5Y--
SI+5.12%
N/A Inc: 20/09/2021
KO
Kotak Mahindra Asset Management Company Ltd Equity

Kotak India Focus Portfolio Investment Approach Series II
Min Ticket50 Lakhs
AUM SizeRs. 452.31 Cr
Benchmark IndexNifty 500 TRI
1Y+17.86%
3Y+15.90%
5Y+21.19%
SI+11.68%
N/A Inc: 19/09/2017
NA
Nafa Asset Managers Private Limited Equity

NAFA EMERGING BLUE CHIP PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 447.76 Cr
Benchmark IndexBSE 500 TRI
1Y-4.42%
3Y+11.30%
5Y+14.94%
SI+14.86%
NARAYANAN BALAJI VAIDYANATH Inc: 03/03/2016
PU
Purnartha Investment Advisers Private Limited Equity

Purnartha Dynamic Midcap
Min Ticket50 Lakhs
AUM SizeRs. 447.27 Cr
Benchmark IndexBSE 500 TRI
1Y+8.61%
3Y+14.34%
5Y+0.00%
SI+15.55%
Rahul Rathi Inc: 16/02/2023
HI
Himalaya Investment Advisors LLP Equity

EverFlow India Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 446.96 Cr
Benchmark IndexBSE 500 TRI
1Y+9.37%
3Y+19.72%
5Y+0.00%
SI+24.13%
Rahul Agrawal Inc: 02/05/2023
17
1729 ADVISORS LLP Equity

1729 Fundamental value Investing
Min Ticket50 Lakhs
AUM SizeRs. 445.89 Cr
Benchmark IndexBSE 500 TRI
1Y+14.26%
3Y+0.00%
5Y+0.00%
SI+11.36%
Deepak Thakran Inc: 15/02/2024
AM
Ambit Investment Advisors Private Limited Equity

Ambit Good & Clean MidCap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 441.87 Cr
Benchmark IndexBSE 500 TRI
1Y+13.84%
3Y+15.31%
5Y+12.34%
SI+12.69%
Mr. Siddhartha Rastogi Inc: 12/03/2015
HS
HSBC Asset Management (India) Private Limited Equity

HSBC India Next Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 440.57 Cr
Benchmark IndexBSE 500 TRI
1Y+6.18%
3Y+11.59%
5Y+11.78%
SI+13.62%
Sheetalkumar Shah Inc: 02/02/2021
MI
Mittal Analytics Private Limited Equity

MAPL Value Investing Fund
Min Ticket50 Lakhs
AUM SizeRs. 438.03 Cr
Benchmark IndexBSE 500 TRI
1Y+18.74%
3Y+18.65%
5Y+19.28%
SI+30.13%
Ayush Mittal Inc: 22/05/2019
GU
Guardian Advisors Private Limited Equity

Special Opportunity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 437.38 Cr
Benchmark IndexNifty 500 TRI
1Y-7.54%
3Y+1.30%
5Y+2.42%
SI+19.27%
N/A Inc: 28/01/2010
NU
Nuvama Asset Management Limited Debt

Nuvama Absolute Return Strategy
Min Ticket50 Lakhs
AUM SizeRs. 427.57 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+2.78%
3Y--
5Y--
SI+8.33%
N/A Inc: 29/05/2023
PR
Prescientcap Investment Advisors Llp Equity

High Quality Consistent Compounders
Min Ticket50 Lakhs
AUM SizeRs. 424.87 Cr
Benchmark IndexBSE 500 TRI
1Y+14.65%
3Y+19.67%
5Y+0.00%
SI+20.37%
Sonal Minhas Inc: 15/12/2021
SA
Samvitti Capital Private Limited Equity

PMSAGGRESSIVE
Min Ticket50 Lakhs
AUM SizeRs. 423.36 Cr
Benchmark IndexBSE 500 TRI
1Y+9.17%
3Y+17.72%
5Y+14.93%
SI+13.60%
M Prabhkar Kudva Inc: 23/10/2015
AB
Abakkus Investment Managers Private Limited Equity

Abakkus Select Opportunities Strategy 2
Min Ticket50 Lakhs
AUM SizeRs. 423.17 Cr
Benchmark IndexBSE 500 TRI
1Y+10.06%
3Y+0.00%
5Y+0.00%
SI+19.89%
Aman Chowhan Inc: 20/11/2023
AD
Aditya Birla Sun Life Amc Limited Equity

India Special Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 415.32 Cr
Benchmark IndexBSE 500 TRI
1Y+1.04%
3Y+10.19%
5Y+11.00%
SI+14.24%
Mr. A. Balasubramanian Inc: 14/06/2018
SV
Svan Investment Managers LLP Equity

SVAN INVESTMENT MANAGERS LLP - VELOCITY
Min Ticket50 Lakhs
AUM SizeRs. 415.03 Cr
Benchmark IndexBSE 500 TRI
1Y+6.57%
3Y+24.19%
5Y+0.00%
SI+24.22%
Jigar Shah Inc: 19/07/2023
AM
Ambit Investment Advisors Private Limited Equity

Ambit Micro Marvels Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 406.83 Cr
Benchmark IndexBSE 500 TRI
1Y-5.17%
3Y+0.00%
5Y+0.00%
SI-5.24%
Bhargav Buddhadev Inc: 29/07/2024
NI
Nippon Life India Asset Management Ltd Debt

High Yield Portfolio
Min Ticket5 Crore
AUM SizeRs. 406.73 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+10.80%
N/A Inc: 09/05/2025
QU
Quest Investment Managers Pvt Ltd Equity

QUESTPMS FLAGSHIP PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 406.27 Cr
Benchmark IndexBSE 500 TRI
1Y-7.02%
3Y+10.56%
5Y+7.89%
SI+15.18%
Rakesh VYas Inc: 12/10/2007
IT
Ithought Financial Consulting Llp Equity

ALPHA
Min Ticket50 Lakhs
AUM SizeRs. 404.31 Cr
Benchmark IndexBSE 500 TRI
1Y+3.29%
3Y+14.72%
5Y+0.00%
SI+18.91%
SHYAM SEKHAR Inc: 13/08/2021
SE
Seers Fund Management Pvt. Ltd. Equity

SEERS ENDURING PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 401.41 Cr
Benchmark IndexNifty 50 TRI
1Y+6.17%
3Y+20.55%
5Y+25.64%
SI+21.76%
CHANDER BHATIA Inc: 13/05/2017
AL
AlfAccurate Advisors Pvt Ltd PMS Scheme

AAA Couture PMS
Min Ticket50 Lakhs
AUM SizeRs. 392.78 Cr
Benchmark IndexBSE 500 TRI
1Y+32.87%
3Y+0.00%
5Y+0.00%
SI+23.36%
RAJESH KOTHARI Inc: 13/09/2023
SU
Sundaram Alternate Assets Limited Debt

FIRST BESPOKE
Min Ticket50 Lakhs
AUM SizeRs. 391.14 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+9.68%
3Y--
5Y--
SI+10.53%
N/A Inc: 01/06/2024
PR
Prudent Investment Managers LLP Equity

Prudent Multicap PMS
Min Ticket50 Lakhs
AUM SizeRs. 387 Cr
Benchmark IndexNifty 50 TRI
1Y+3.89%
3Y+13.90%
5Y+0.00%
SI+15.59%
Prashasta Seth Inc: 07/03/2022
AG
Agreya Capital Advisors Llp Multi Asset

Agreya Multi-Asset
Min Ticket50 Lakhs
AUM SizeRs. 384.41 Cr
Benchmark IndexNifty 500 TRI
1Y+6.00%
3Y+9.86%
5Y+9.30%
SI+9.79%
N/A Inc: 02/03/2019
EQ
Equirus Wealth Private Limited Equity

EQUIRUS LONG HORIZON FUND
Min Ticket50 Lakhs
AUM SizeRs. 374.43 Cr
Benchmark IndexBSE 500 TRI
1Y+19.72%
3Y+12.83%
5Y+11.05%
SI+20.75%
Mr. Ashutosh Tiwari Inc: 20/10/2016
UN
Unifi Capital P Ltd Debt

HIGH YIELD STRATEGY
Min Ticket1 Lakhs
AUM SizeRs. 372.37 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.52%
3Y+9.30%
5Y--
SI+9.16%
N/A Inc: 01/02/2022