PMS Strategies in India

Page 6 of 39

Compare PMS Schemes
NJ
NJ Asset Management Private Limited Hybrid

DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE
Min Ticket50 Lakhs
AUM SizeRs. 274.13 Cr
Benchmark IndexNifty 500 TRI
1Y+3.03%
3Y+8.99%
5Y+6.70%
SI+7.89%
N/A Inc: 02/04/2016
ST
Standard Chartered Securities (India) Ltd Equity

SCSI NDPMS Long Term Value Compounder (LTVC)
Min Ticket50 Lakhs
AUM SizeRs. 270.77 Cr
Benchmark IndexNifty 500 TRI
1Y+4.13%
3Y+21.84%
5Y+7.72%
SI+7.63%
N/A Inc: 11/01/2012
JA
Jain Investment Advisors Pvt Ltd Equity

Dynamic High Growth
Min Ticket50 Lakhs
AUM SizeRs. 270.74 Cr
Benchmark IndexBSE 500 TRI
1Y+4.22%
3Y+8.54%
5Y+0.00%
SI+10.20%
Vinod Jain Inc: 22/12/2022
AL
AlfAccurate Advisors Pvt Ltd PMS Scheme

AAA Shariah PMS
Min Ticket50 Lakhs
AUM SizeRs. 270.22 Cr
Benchmark IndexBSE 500 TRI
1Y+7.66%
3Y+12.59%
5Y+10.56%
SI+15.03%
RAJESH KOTHARI Inc: 01/05/2019
RI
Right Horizons Portfolio Management Pvt Ltd Multi Asset

RHPMPL- MULTI ASSET PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 269.92 Cr
Benchmark IndexNifty 500 TRI
1Y+2.11%
3Y+8.67%
5Y+7.01%
SI+7.43%
N/A Inc: 04/09/2012
VS
VSPARTANS CONSULTANTS PRIVATE LIMITED Equity

VSPARTANS MULTICAP PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 267.93 Cr
Benchmark IndexBSE 500 TRI
1Y+6.84%
3Y+0.00%
5Y+0.00%
SI+7.11%
ASTHA AGRAWAL Inc: 16/04/2025
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Emerging Leaders Strategy
Min Ticket50 Lakhs
AUM SizeRs. 267.19 Cr
Benchmark IndexBSE 500 TRI
1Y+10.30%
3Y+0.00%
5Y+0.00%
SI+9.65%
Anand Shah Inc: 20/02/2024
AL
AlfAccurate Advisors Pvt Ltd Equity

AAA Couture Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 266 Cr
Benchmark IndexNifty 500 TRI
1Y+26.50%
3Y--
5Y--
SI+18.04%
N/A Inc: 13/09/2023
DE
Dezerv Investments Private Limited Debt

dezerv. Dynamic Debt Strategy
Min Ticket50 Lakhs
AUM SizeRs. 262.85 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+10.32%
3Y+10.12%
5Y--
SI+10.04%
N/A Inc: 19/04/2023
TU
Turtle Wealth Management Pvt. Ltd. Equity

Wealth Mantra Fund
Min Ticket50 Lakhs
AUM SizeRs. 261.05 Cr
Benchmark IndexBSE 500 TRI
1Y+17.10%
3Y+19.57%
5Y+15.51%
SI+16.43%
Rohan Mehta Inc: 30/09/2019
II
IIFL Capital Asset Management Limited Equity

IIFLBLUEALPHA
Min Ticket50 Lakhs
AUM SizeRs. 260.88 Cr
Benchmark IndexNifty 50 TRI
1Y+11.57%
3Y+0.00%
5Y+0.00%
SI+11.81%
Bhaskar Bukrediwala Inc: 14/05/2025
PH
Phillipcapital (India) Pvt Ltd Debt

Phillip Income Builder Portfolio Growth
Min Ticket50 Lakhs
AUM SizeRs. 259.49 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+10.96%
3Y--
5Y--
SI+14.05%
N/A Inc: 28/08/2023
BU
Buoyant Capital Private Limited Debt

Buoyant Liquid PMS
Min Ticket50 Lakhs
AUM SizeRs. 258.74 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.14%
3Y+4.86%
5Y--
SI+4.58%
N/A Inc: 01/01/2023
ES
Estee Advisors Private Limited Debt

I Alpha
Min Ticket50 Lakhs
AUM SizeRs. 255.79 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.60%
3Y+10.83%
5Y+9.07%
SI+10.53%
N/A Inc: 24/09/2009
PH
Phillipcapital (India) Pvt Ltd Equity

Phillip Signature India Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 251.07 Cr
Benchmark IndexBSE 500 TRI
1Y+4.52%
3Y+7.57%
5Y+8.12%
SI+11.57%
Mr Nishit Shah Inc: 18/05/2016
DV
DV INVESTMENT ADVISORS LLP Multi Asset

DVIA Bespoke All Weather Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 249.09 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+3.78%
N/A Inc: N/A
GR
Green Portfolio Private Limited Equity

GREEN PORTFOLIO SUPER 30 DYNAMIC FUND
Min Ticket50 Lakhs
AUM SizeRs. 247.64 Cr
Benchmark IndexBSE 500 TRI
1Y+16.77%
3Y+19.00%
5Y+20.10%
SI+27.01%
Anuj Jain Inc: 23/09/2019
IC
ICICI Securities Limited Equity

ACE Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 246.8 Cr
Benchmark IndexNifty 50 TRI
1Y+5.38%
3Y+14.91%
5Y+13.85%
SI+14.64%
Mr Chaitanya Choksi Inc: 05/12/2020
CK
Ckredence Wealth Management Pvt Ltd Equity

ALL WEATHER
Min Ticket50 Lakhs
AUM SizeRs. 246.55 Cr
Benchmark IndexBSE 500 TRI
1Y+17.93%
3Y+16.76%
5Y+15.02%
SI+15.54%
KARTIK B MEHTA Inc: 11/06/2021
SA
Samvitti Capital Private Limited Equity

PMSLONG
Min Ticket50 Lakhs
AUM SizeRs. 245.99 Cr
Benchmark IndexBSE 500 TRI
1Y+18.23%
3Y+15.39%
5Y+15.29%
SI+16.07%
M Prabhkar Kudva Inc: 10/11/2015
FI
FIVE RIVERS PORTFOLIO MANAGERS PRIVATE LIMITED Equity

Growth
Min Ticket50 Rupees
AUM SizeRs. 244.02 Cr
Benchmark IndexNifty 50 TRI
1Y+8.01%
3Y+15.57%
5Y+13.16%
SI+17.06%
PANKAJ CHOPRA Inc: 01/08/2013
AL
AlfAccurate Advisors Pvt Ltd Equity

AAA Shariah Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 243.02 Cr
Benchmark IndexNifty 500 TRI
1Y+4.43%
3Y+12.86%
5Y+11.33%
SI+13.87%
N/A Inc: 01/05/2019
AS
ASK Investment Managers Limited Equity

ASK EMERGING OPPORTUNITIES PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 242.51 Cr
Benchmark IndexBSE 500 TRI
1Y-4.46%
3Y+4.69%
5Y+4.88%
SI+9.48%
Mr. Sandip Bhansal Inc: 24/08/2017
SU
Sundaram Alternate Assets Limited Equity

Sundaram Voyager Global Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 241.95 Cr
Benchmark IndexBSE 500 TRI
1Y+29.49%
3Y+21.38%
5Y+14.58%
SI+19.79%
Mr Karthik Athreya Inc: 11/10/2011
UN
Unifi Capital Pvt Ltd Equity

BCAD
Min Ticket100 Rupees
AUM SizeRs. 237.35 Cr
Benchmark IndexBSE 500 TRI
1Y-0.55%
3Y+7.29%
5Y+9.56%
SI+13.20%
Mr.Baidik Sarkar Inc: 27/04/2018
AL
Alpha Alternatives Fund Advisors LLP Debt

Fixed Income Edge
Min Ticket50 Lakhs
AUM SizeRs. 235.29 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+9.85%
3Y--
5Y--
SI+10.95%
N/A Inc: 22/10/2024
AL
Alchemy Capital Management Pvt Ltd Equity

Alchemy Ascent
Min Ticket50 Lakhs
AUM SizeRs. 234.24 Cr
Benchmark IndexBSE 500 TRI
1Y+5.81%
3Y+7.21%
5Y+6.67%
SI+13.15%
Alok Agarwal Inc: 03/09/2019
VI
VIVEKAM FINANCIAL SERVICES PRIVATE LIMITED Equity

VIVEKAM HYBRID
Min Ticket1 Crore
AUM SizeRs. 234.08 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+15.90%
Venkata Krishna Prasad Vemuru Inc: 25/03/2026
WE
Wealth Managers (India) Pvt. Ltd. Equity

Optimiser Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 232.45 Cr
Benchmark IndexNifty 50 TRI
1Y+1.35%
3Y+21.77%
5Y+21.52%
SI+24.76%
Mandar Bagul Inc: 01/04/2021
MO
MO Alternate Investment Advisors Private Limited Equity

PMS MOPE I
Min Ticket50 Lakhs
AUM SizeRs. 230.79 Cr
Benchmark IndexBSE 500 TRI
1Y+10.79%
3Y+10.25%
5Y+6.44%
SI+4.21%
Vishal Tulsyan Inc: 26/04/2018
CA
Capitalmind Financial Services Private Limited Equity

Adaptive Momentum
Min Ticket1 Rupees
AUM SizeRs. 226.32 Cr
Benchmark IndexNifty 50 TRI
1Y-0.59%
3Y+7.10%
5Y+6.17%
SI+16.60%
Krishna Kishore Appala Inc: 05/03/2019
AD
Aditya Birla Sun Life Amc Limited Equity

India Special Opportunities Portfolio NR
Min Ticket50 Lakhs
AUM SizeRs. 225.53 Cr
Benchmark IndexBSE 500 TRI
1Y+1.19%
3Y+10.41%
5Y+11.22%
SI+12.92%
Mr. A. Balasubramanian Inc: 27/07/2018
BA
Basant Maheshwari Wealth Advisers Llp Equity

BMW Multi Cap Fund
Min Ticket50 Lakhs
AUM SizeRs. 224.23 Cr
Benchmark IndexBSE 500 TRI
1Y-8.86%
3Y+2.64%
5Y-0.24%
SI+11.33%
Basant Maheshwari Inc: 17/02/2016
AY
AYAN ANALYTICS PVT LTD Equity

PriceBridge Upswing
Min Ticket50 Lakhs
AUM SizeRs. 223.43 Cr
Benchmark IndexNifty 50 TRI
1Y+9.45%
3Y+11.74%
5Y+0.00%
SI+12.77%
Mahesh Gowande Inc: 12/12/2022
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Multi-Manager - Core Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 223.36 Cr
Benchmark IndexNifty 50 TRI
1Y+1.99%
3Y+11.28%
5Y+12.98%
SI+12.86%
Chockalingam Narayanan Inc: 23/06/2016
QU
Quantum Advisors Private Limited Equity

Q India Value Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 218.8 Cr
Benchmark IndexBSE 500 TRI
1Y-1.81%
3Y+10.86%
5Y+10.78%
SI+15.03%
I.V Subramaniam Inc: 27/06/2000
IN
Invesco Asset Management (India) Private Limited Equity

Invesco India DAWN Portfolio
Min Ticket1 Lakhs
AUM SizeRs. 218.62 Cr
Benchmark IndexBSE 500 TRI
1Y-3.12%
3Y+7.99%
5Y+10.73%
SI+8.91%
Neelesh Dhamnaskar Inc: 28/08/2017
CA
Capitalmind Financial Services Private Limited Equity

India Indices
Min Ticket1 Rupees
AUM SizeRs. 214.17 Cr
Benchmark IndexNifty 50 TRI
1Y+5.03%
3Y+14.52%
5Y+12.49%
SI+14.65%
Krishna Kishore Appala Inc: 05/03/2019
SU
Sundaram Alternate Assets Limited Equity

VOYAGER
Min Ticket2.5 Crore
AUM SizeRs. 214.08 Cr
Benchmark IndexBSE 500 TRI
1Y+27.97%
3Y+23.05%
5Y+16.71%
SI+15.38%
Mr Karthik Athreya Inc: 01/10/2011
WR
Wryght Research And Capital Private Limited Equity

Wright Factor Fund
Min Ticket50 Lakhs
AUM SizeRs. 214.05 Cr
Benchmark IndexBSE 500 TRI
1Y+2.22%
3Y+0.00%
5Y+0.00%
SI+16.79%
Sonam Srivastava Inc: 18/08/2023
NI
Nirmal Bang Securities Private Limited Equity

Nirmal Bang Equity Multi Cap
Min Ticket50 Lakhs
AUM SizeRs. 213.66 Cr
Benchmark IndexBSE 500 TRI
1Y+23.90%
3Y+0.00%
5Y+0.00%
SI+21.50%
Manish Ostwal Inc: 30/10/2023
NU
Nuvama Asset Management Limited Equity

Nuvama Equities eXpansion Target (NEXT) strategy
Min Ticket50 Lakhs
AUM SizeRs. 213.16 Cr
Benchmark IndexBSE 500 TRI
1Y+7.06%
3Y+15.07%
5Y+0.00%
SI+14.89%
Anshu Kapoor Inc: 25/05/2023
AV
Avendus Investment Managers Private Limited Equity

Avendus Olivo Core Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 209.81 Cr
Benchmark IndexBSE 500 TRI
1Y-5.00%
3Y+10.12%
5Y+9.99%
SI+14.71%
Ganeshram Jayaraman Inc: 29/07/2020
SA
Sageone Investment Managers Llp Equity

SageOne LargeCap
Min Ticket50 Lakhs
AUM SizeRs. 209.72 Cr
Benchmark IndexBSE 500 TRI
1Y+2.80%
3Y+0.00%
5Y+0.00%
SI+18.20%
SAMIT VARTAK Inc: 24/08/2023
SP
Spark Asia Impact Managers Private Limited Equity

SPARK INDIA 75 ACTIVE ALPHA STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 206.5 Cr
Benchmark IndexNifty 50 TRI
1Y-1.27%
3Y+9.44%
5Y+0.00%
SI+9.43%
PARAMESWARA IYER KRISHNAN Inc: 29/07/2023
ST
Stalwart Investment Advisors Llp Equity

WEALTH GUARDIAN FUND
Min Ticket50 Lakhs
AUM SizeRs. 206.2 Cr
Benchmark IndexBSE 500 TRI
1Y+1.55%
3Y+12.26%
5Y+0.00%
SI+16.53%
Manish Chopra Inc: 16/05/2023
DE
Deutsche Investments India Private Limited Multi Asset

DB India Multi-Asset Mandate / Combination of Growth & Income
Min Ticket5 Crore
AUM SizeRs. 205.84 Cr
Benchmark IndexNifty 500 TRI
1Y+4.72%
3Y+7.88%
5Y+6.77%
SI+7.17%
N/A Inc: 08/10/2020
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS Rising Stars Strategy
Min Ticket50 Lakhs
AUM SizeRs. 205.67 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+10.45%
Anand Shah Inc: 18/02/2026
IN
Incred Asset Management Private Limited Equity

InCred Multicap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 205.48 Cr
Benchmark IndexBSE 500 TRI
1Y-2.73%
3Y+11.42%
5Y+12.09%
SI+13.75%
Aditya Khemka Inc: 18/02/2021
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RHPMPL- SUPER VALUE M&S CAP PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 205.48 Cr
Benchmark IndexBSE 500 TRI
1Y+12.12%
3Y+13.98%
5Y+17.14%
SI+15.74%
ANIL FRANCIS REGO Inc: 30/11/2012