PMS Strategies in India

Page 5 of 39

Compare PMS Schemes
FO
FORTUNE WEALTH MANAGEMENT CO INDIA P LTD Equity

MULTICAP VALUE FUND
Min Ticket50 Lakhs
AUM SizeRs. 372.29 Cr
Benchmark IndexBSE 500 TRI
1Y+10.71%
3Y+0.00%
5Y+0.00%
SI+7.13%
JOSE C ABARAHM Inc: 03/06/2024
MA
Master Portfolio Services Limited Equity

Master Trust India Growth Strategy
Min Ticket50 Lakhs
AUM SizeRs. 372.24 Cr
Benchmark IndexBSE 500 TRI
1Y+0.16%
3Y+12.97%
5Y+13.31%
SI+24.00%
Mr Jagmohan Singh Inc: 22/10/2011
DE
Dezerv Investments Private Limited Equity

Dezerv Capital Reserve Strategy - Equity
Min Ticket50 Lakhs
AUM SizeRs. 371.34 Cr
Benchmark IndexBSE 500 TRI
1Y+5.20%
3Y+0.00%
5Y+0.00%
SI+6.39%
Kunal Gurav Inc: 13/09/2024
KR
KRIIS PORTFOLIO PRIVATE LIMITED Equity

KRIIS MULTICAP FUND STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 371.3 Cr
Benchmark IndexBSE 500 TRI
1Y+21.24%
3Y+26.11%
5Y+18.14%
SI+23.66%
RAKESH DIPCHAND DOSHI Inc: 09/05/2019
WA
Waterfield Financial And Investment Advisors Private Limited Multi Asset

Nucleus "Multi-Asset" Capital Compounder
Min Ticket50 Lakhs
AUM SizeRs. 366.14 Cr
Benchmark IndexNifty 500 TRI
1Y+11.75%
3Y+0.00%
5Y--
SI+11.87%
N/A Inc: 14/02/2023
IT
Ithought Financial Consulting Llp Equity

VRDDHI
Min Ticket50 Lakhs
AUM SizeRs. 366.13 Cr
Benchmark IndexBSE 500 TRI
1Y-13.82%
3Y+4.20%
5Y+13.48%
SI+17.16%
SHYAM SEKHAR Inc: 07/05/2021
PL
PL Asset Management Private Ltd Equity

Aqua Strategy
Min Ticket50 Lakhs
AUM SizeRs. 362.82 Cr
Benchmark IndexBSE 500 TRI
1Y+8.87%
3Y+16.33%
5Y+0.00%
SI+18.34%
Sandeep Neema Inc: 12/06/2023
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RHPMPL- FLEXICAP PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 360.51 Cr
Benchmark IndexBSE 500 TRI
1Y+3.87%
3Y+8.21%
5Y+11.01%
SI+10.61%
ANIL FRANCIS REGO Inc: 29/11/2012
GR
Green Portfolio Private Limited Equity

GREEN PORTFOLIO SPECIAL FUND
Min Ticket50 Lakhs
AUM SizeRs. 357.26 Cr
Benchmark IndexBSE 500 TRI
1Y+13.12%
3Y+17.80%
5Y+15.04%
SI+22.70%
Anuj Jain Inc: 12/07/2018
DE
Dezerv Investments Private Limited Equity

dezerv. Alpha Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 350.93 Cr
Benchmark IndexBSE 500 TRI
1Y+5.77%
3Y+15.34%
5Y+0.00%
SI+16.17%
Kunal Gurav Inc: 27/05/2022
AB
Abakkus Investment Managers Private Limited Equity

Abakkus Select Opportunities Strategy
Min Ticket50 Lakhs
AUM SizeRs. 349.53 Cr
Benchmark IndexBSE 500 TRI
1Y+22.50%
3Y+15.25%
5Y+22.21%
SI+22.92%
Aman Chowhan Inc: 20/07/2021
IC
ICICI Securities Limited Equity

Sterling Portfolio- Aggressive Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 348.07 Cr
Benchmark IndexNifty 50 TRI
1Y+3.90%
3Y+14.41%
5Y+0.00%
SI+15.39%
Mr Tejas Kadam Inc: 11/11/2022
EQ
EQUINOVA INVESTMENT MANAGERS PRIVATE LIMITED Equity

Equinova Edge PMS
Min Ticket50 Lakhs
AUM SizeRs. 346.16 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+10.02%
ANIRUDDHA SARKAR Inc: 08/01/2026
MA
Marathontrends Advisory Pvt Ltd Equity

Trend Following - Flexicap Growth
Min Ticket50 Lakhs
AUM SizeRs. 342.11 Cr
Benchmark IndexBSE 500 TRI
1Y+3.45%
3Y+9.80%
5Y+0.00%
SI+17.40%
Atul Suri Inc: 01/04/2023
IN
Invesco Asset Management (India) Private Limited Equity

Invesco India R.I.S.E Portfolio
Min Ticket1 Lakhs
AUM SizeRs. 341.61 Cr
Benchmark IndexBSE 500 TRI
1Y+11.43%
3Y+16.05%
5Y+14.03%
SI+14.01%
Neelesh Dhamnaskar Inc: 18/04/2016
AG
Agreya Capital Advisors Llp Equity

Agreya Total Return
Min Ticket50 Lakhs
AUM SizeRs. 339.4 Cr
Benchmark IndexBSE 500 TRI
1Y+24.67%
3Y+17.73%
5Y+13.35%
SI+20.90%
Shailendra Agarwal Inc: 14/09/2018
SI
SINCERE SYNDICATION AND CORPORATE SERVICES LLP Equity

METAMORPHOSIS FUND
Min Ticket50 Lakhs
AUM SizeRs. 337.26 Cr
Benchmark IndexBSE 500 TRI
1Y+4.99%
3Y+9.62%
5Y+0.00%
SI+10.65%
Sivaramakrishnan R Inc: 05/05/2023
NA
NARNOLIA VELOX ADVISORY LIMITED PMS Scheme

NARNOLIA MULTI CAP FUND
Min Ticket50 Lakhs
AUM SizeRs. 335.85 Cr
Benchmark IndexNifty 50 TRI
1Y+4.62%
3Y+7.63%
5Y+8.52%
SI+14.65%
ATUL KUMAR MISHRA Inc: 28/03/2012
CH
Chanakya Capital Services Private Limited Equity

Chanakya Multi-Cap
Min Ticket50 Lakhs
AUM SizeRs. 335.72 Cr
Benchmark IndexNifty 50 TRI
1Y+11.65%
3Y+15.97%
5Y+17.90%
SI+15.58%
DR.Rajesh Kumar Tiwari Inc: 13/08/2018
KB
KB Capital Markets Pvt. Ltd. Equity

Diversified Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 333.41 Cr
Benchmark IndexNifty 500 TRI
1Y+1.94%
3Y+14.80%
5Y+15.87%
SI+20.29%
N/A Inc: 02/11/2004
IN
INVASSET LLP Equity

INVASSET GROWTH FUND
Min Ticket50 Lakhs
AUM SizeRs. 332.83 Cr
Benchmark IndexBSE 500 TRI
1Y+3.52%
3Y+19.65%
5Y+18.37%
SI+26.46%
Anirudh Garg Inc: 08/01/2020
NE
Neo Asset Management Private Limited Equity

Neo Club - Equity Dedicated Product
Min Ticket50 Lakhs
AUM SizeRs. 332.34 Cr
Benchmark IndexNifty 50 TRI
1Y-0.72%
3Y+11.62%
5Y+0.00%
SI+17.85%
Nitin Jain Inc: 27/03/2023
JU
Julius Baer Wealth Advisors (India) Private Limited Equity

Julius Baer India Premier Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 325.82 Cr
Benchmark IndexBSE 500 TRI
1Y+8.66%
3Y+13.32%
5Y+0.00%
SI+13.10%
Nitin Raheja Inc: 26/08/2021
II
IIFL Capital Asset Management Limited Equity

IIFL Flagship Leaders Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 325.25 Cr
Benchmark IndexBSE 500 TRI
1Y+2.17%
3Y+0.00%
5Y+0.00%
SI+2.47%
Bhaskar Bukrediwala Inc: 20/05/2025
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal India Growth Strategy
Min Ticket50 Lakhs
AUM SizeRs. 320.35 Cr
Benchmark IndexBSE 500 TRI
1Y+14.98%
3Y+0.00%
5Y+0.00%
SI+20.69%
Prateek Agrawal Inc: 01/11/2023
J
J M Financial Ltd Equity

Focus
Min Ticket50 Lakhs
AUM SizeRs. 319.06 Cr
Benchmark IndexBSE 500 TRI
1Y+3.42%
3Y+13.55%
5Y+9.47%
SI+15.08%
Ashish Chaturmohta Inc: 15/10/2012
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Hybrid

360 ONE Premium Mixed-Ultra Conservative
Min Ticket50 Lakhs
AUM SizeRs. 318.91 Cr
Benchmark IndexNifty 500 TRI
1Y+3.16%
3Y+7.76%
5Y+6.26%
SI+6.96%
N/A Inc: 12/09/2019
AS
ASHIMA CAPITAL MANAGEMENT LIMITED Equity

LONG HERITAGE VALUE FUND
Min Ticket50 Lakhs
AUM SizeRs. 316.23 Cr
Benchmark IndexBSE 500 TRI
1Y+11.65%
3Y+0.00%
5Y+0.00%
SI+16.94%
KRISHNACHINTAN CHINTAN PARIKH Inc: 03/03/2025
NA
Narnolia Financial Services Limited Equity

NARNOLIA MULTI CAP STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 314.8 Cr
Benchmark IndexNifty 500 TRI
1Y+2.14%
3Y+10.49%
5Y+9.85%
SI+14.53%
N/A Inc: 28/03/2012
AV
Avendus Investment Managers Private Limited Equity

Avendus Margin Of Safety
Min Ticket50 Lakhs
AUM SizeRs. 314.33 Cr
Benchmark IndexNifty 50 TRI
1Y-7.33%
3Y+0.00%
5Y+0.00%
SI-3.16%
Ganeshram Jayaraman Inc: 20/01/2025
NJ
NJ Asset Management Private Limited Equity

FREEDOM ETF PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 314.17 Cr
Benchmark IndexNifty 50 TRI
1Y+4.39%
3Y+11.40%
5Y+10.36%
SI+10.85%
Vineet Nayyar Inc: 09/03/2018
DT
DT PORTFOLIO MANAGERS LLP Equity

DT India strategy
Min Ticket50 Lakhs
AUM SizeRs. 314.13 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-1.35%
Nimit Tanna Inc: 20/08/2025
TU
Tulsian PMS Limited Equity

TULSIANPMS
Min Ticket50 Lakhs
AUM SizeRs. 312.25 Cr
Benchmark IndexNifty 500 TRI
1Y+11.20%
3Y+23.15%
5Y+22.80%
SI+0.00%
N/A Inc: 01/04/2020
CA
Capitalmind Financial Services Private Limited Equity

All Weather Equity
Min Ticket1 Rupees
AUM SizeRs. 303 Cr
Benchmark IndexNifty 50 TRI
1Y+4.49%
3Y+14.35%
5Y+0.00%
SI+16.62%
Krishna Kishore Appala Inc: 08/07/2022
RO
ROHA ASSET MANAGERS LLP Equity

Roha Emerging Champions Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 298.71 Cr
Benchmark IndexBSE 500 TRI
1Y-3.55%
3Y+13.02%
5Y+14.78%
SI+27.43%
Rajdeep Virendra Singh Inc: 30/09/2020
WI
Willow Advisors Llp Equity

WILLOW LONG TERM VALUE STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 297.05 Cr
Benchmark IndexNifty 50 TRI
1Y+1.77%
3Y+6.11%
5Y+6.68%
SI+8.94%
RUSTAM KUMANA Inc: 03/02/2020
MU
Multi-Act Equity Consultancy Private Limited Equity

Mid & Small cap & Special Situations Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 297.04 Cr
Benchmark IndexBSE 500 TRI
1Y+5.06%
3Y+11.61%
5Y+17.17%
SI+16.35%
Rahul Picha Inc: 21/05/2015
KA
Karma Capital Advisors Pvt Ltd. Equity

Karma Wealth Builder
Min Ticket50 Lakhs
AUM SizeRs. 295.65 Cr
Benchmark IndexBSE 500 TRI
1Y+2.73%
3Y+13.02%
5Y+13.26%
SI+12.73%
Rushabh Vinod Sheth Inc: 31/12/2006
SP
Spark Asia Impact Managers Private Limited Equity

SPARK INDIA@75 CORE AND SATELLITE STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 288.53 Cr
Benchmark IndexNifty 50 TRI
1Y-2.74%
3Y+10.34%
5Y+12.85%
SI+16.96%
PARAMESWARA IYER KRISHNAN Inc: 20/06/2019
ZE
Zen Wealth Management Services Ltd Equity

Multicap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 283.99 Cr
Benchmark IndexBSE 500 TRI
1Y+5.36%
3Y+12.12%
5Y+12.85%
SI+14.55%
SATISH KANTHETI Inc: 18/01/2005
DE
Dezerv Investments Private Limited Debt

Dezerv Corporate Surplus Management Strategy
Min Ticket50 Lakhs
AUM SizeRs. 282.18 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.26%
3Y--
5Y--
SI+8.21%
N/A Inc: 07/11/2024
NE
Neo Asset Management Private Limited Multi Asset

Neo Multi Asset Moderate Strategy
Min Ticket50 Lakhs
AUM SizeRs. 281.5 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+10.34%
N/A Inc: 01/08/2025
GL
Globe Capital Market Ltd Equity

Globe Arbitrage/Special Situation
Min Ticket50 Lakhs
AUM SizeRs. 281.42 Cr
Benchmark IndexBSE 500 TRI
1Y+7.56%
3Y+12.97%
5Y+12.70%
SI+14.46%
Yashpal Mendiratta Inc: 14/01/2008
IC
ICICI Prudential Asset Management Company Ltd Debt

ICICI Prudential PMS Dynamic Debt Strategy
Min Ticket50 Lakhs
AUM SizeRs. 279.73 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+18.32%
3Y+14.83%
5Y--
SI+14.19%
N/A Inc: 27/05/2022
MO
MONARCH NETWORTH CAPITAL LIMITED Equity

Monarch Wealth Creator Fund
Min Ticket50 Lakhs
AUM SizeRs. 279.09 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+10.66%
Md Shaukat Ali Inc: 17/12/2025
36
360 ONE Asset Management Limited Multi Asset

360 ONE Large Value Strategy Alternates PMS
Min Ticket50 Lakhs
AUM SizeRs. 278.97 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.68%
N/A Inc: 14/11/2025
LA
Laburnum Capital Advisors Private Limited Equity

Fundamental-Based / Value-Oriented Approach
Min Ticket50 Lakhs
AUM SizeRs. 278.52 Cr
Benchmark IndexBSE 500 TRI
1Y+11.33%
3Y+11.13%
5Y+10.79%
SI+13.16%
Pavan Ahluwalia Inc: 22/03/2010
VA
Valentis Advisors Private Limited Equity

Valentis Multi-cap Fund
Min Ticket50 Lakhs
AUM SizeRs. 278.36 Cr
Benchmark IndexBSE 500 TRI
1Y+9.33%
3Y+11.50%
5Y+12.93%
SI+17.87%
JYOTIVARDHAN JAIPURIA Inc: 08/10/2018
T
T Ram Financial Services Private Limited Equity

BLUECHIP
Min Ticket50 Lakhs
AUM SizeRs. 278.32 Cr
Benchmark IndexNifty 50 TRI
1Y-2.77%
3Y+6.18%
5Y+7.40%
SI+8.99%
R SUBASH Inc: 18/07/2018
SH
Sharekhan Limited Equity

PRIME PICKS
Min Ticket50 Lakhs
AUM SizeRs. 274.26 Cr
Benchmark IndexBSE 500 TRI
1Y-1.93%
3Y+8.53%
5Y+9.02%
SI+10.38%
Gaurav Dua Inc: 25/06/2018