PMS Strategies in India

Page 7 of 39

Compare PMS Schemes
DA
Dalal & Broacha Stock Broking Pvt. Ltd. Equity

Aggressive Long Term Capital Appreciation
Min Ticket50 Lakhs
AUM SizeRs. 204.55 Cr
Benchmark IndexNifty 50 TRI
1Y+36.57%
3Y+26.01%
5Y+23.04%
SI+20.76%
MILIND KARMARKAR Inc: 12/11/2012
FO
FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED Equity

FORT DYNAMIC
Min Ticket50 Lakhs
AUM SizeRs. 204.29 Cr
Benchmark IndexNifty 50 TRI
1Y+12.18%
3Y+0.00%
5Y+0.00%
SI+19.08%
ISHAN THAKKAR Inc: 03/01/2024
II
IIFL Capital Services Limited Equity

IIFL Bluechip Alpha Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 203.71 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+9.74%
N/A Inc: 14/05/2025
AG
Agreya Capital Advisors Llp Equity

Agreya Momentum
Min Ticket50 Lakhs
AUM SizeRs. 203.15 Cr
Benchmark IndexNifty 50 TRI
1Y-3.27%
3Y+7.15%
5Y+5.51%
SI+10.29%
Arjun Narsipur Inc: 31/08/2018
WE
Wealth Managers (India) Pvt. Ltd. Hybrid

Select Direct Asset Allocation Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 202.23 Cr
Benchmark IndexNifty 500 TRI
1Y+4.81%
3Y+9.99%
5Y+9.74%
SI+9.73%
N/A Inc: 27/07/2018
EM
Emkay Investment Managers Limited Equity

EMKAYS ALPHA
Min Ticket50 Lakhs
AUM SizeRs. 202.22 Cr
Benchmark IndexBSE 500 TRI
1Y+8.14%
3Y+16.61%
5Y+13.72%
SI+13.88%
Manish Sonthalia Inc: 01/06/2021
SM
SMC Global Securities Limited Equity

SMC-Growth
Min Ticket50 Lakhs
AUM SizeRs. 201.68 Cr
Benchmark IndexBSE 500 TRI
1Y+9.44%
3Y+12.14%
5Y+11.59%
SI+13.95%
Shyam Sundar Bansal Inc: 01/10/2019
PH
Phillipcapital (India) Pvt Ltd Equity

Phillip Alpha Creation Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 201.57 Cr
Benchmark IndexBSE 500 TRI
1Y+6.67%
3Y+8.86%
5Y+9.03%
SI+13.04%
Mr Nishit Shah Inc: 28/02/2019
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA TRUFFLE STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 201.17 Cr
Benchmark IndexNifty 50 TRI
1Y+14.75%
3Y+16.44%
5Y+14.34%
SI+18.49%
Sheetal Malpani Inc: 14/01/2021
XP
Xponent Tribe LLP Equity

Xponent Tribe Long-term Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 200.6 Cr
Benchmark IndexBSE 500 TRI
1Y+52.10%
3Y+0.00%
5Y+0.00%
SI+39.47%
Akshay Jogani Inc: 04/06/2024
UN
Unifi Capital P Ltd Debt

OTHERS DEBT
Min Ticket1 Lakhs
AUM SizeRs. 200 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+1.65%
3Y+8.15%
5Y+10.66%
SI+11.89%
N/A Inc: 01/01/2004
ME
Mehta Equities Limited Equity

MEHTA MULTI FOCUS STRATEGY (MMFS)
Min Ticket50 Lakhs
AUM SizeRs. 199.77 Cr
Benchmark IndexNifty 50 TRI
1Y+7.25%
3Y+12.71%
5Y+15.22%
SI+15.01%
Mr.Rajat Mehta Inc: 12/06/2018
MA
Maximal Capital Private Limited Equity

Maximal Pathfinder Value Fund
Min Ticket50 Lakhs
AUM SizeRs. 198.82 Cr
Benchmark IndexBSE 500 TRI
1Y+9.76%
3Y+17.79%
5Y+0.00%
SI+25.40%
SARVESH GUPTA Inc: 18/05/2022
CA
Capitalmind Financial Services Private Limited Equity

CM Flexi Cap Strategy
Min Ticket50 Lakhs
AUM SizeRs. 198.43 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.23%
Krishna Kishore Appala Inc: 06/08/2025
NJ
NJ Asset Management Private Limited Hybrid

BALANCED ADVANTAGE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 198.42 Cr
Benchmark IndexNifty 500 TRI
1Y+3.94%
3Y+11.42%
5Y--
SI+8.61%
N/A Inc: 01/12/2021
CK
Ckredence Wealth Management Pvt Ltd Equity

Business Cycle Fund
Min Ticket50 Lakhs
AUM SizeRs. 197.55 Cr
Benchmark IndexNifty 50 TRI
1Y+12.56%
3Y+0.00%
5Y+0.00%
SI+17.10%
KARTIK B MEHTA Inc: 10/11/2023
DW
Dwaith Advisory Private Limited Equity

Concentrated Growth Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 195.36 Cr
Benchmark IndexBSE 500 TRI
1Y+26.13%
3Y+0.00%
5Y+0.00%
SI+13.80%
Harsha Venkatesh Inc: 01/07/2024
QO
Qode Advisors LLP Equity

QODE ALL WEATHER
Min Ticket50 Lakhs
AUM SizeRs. 195.05 Cr
Benchmark IndexNifty 50 TRI
1Y+28.13%
3Y+0.00%
5Y+0.00%
SI+23.71%
Karan Salecha Inc: 18/11/2024
AA
AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED Multi Asset

Asset Allocation with Dynamic Rebalancing
Min Ticket50 Lakhs
AUM SizeRs. 194.94 Cr
Benchmark IndexNifty 500 TRI
1Y+8.87%
3Y+18.14%
5Y+13.15%
SI+11.45%
N/A Inc: 01/04/2015
VA
Value Prolific Investments & Consulting Private Limited Equity

ValPro Alpha (A) PMS
Min Ticket50 Lakhs
AUM SizeRs. 193.44 Cr
Benchmark IndexNifty 50 TRI
1Y+14.91%
3Y+17.20%
5Y+14.38%
SI+15.86%
Anshuman Khanna Inc: 15/04/2021
UN
Unifi Capital Pvt Ltd Equity

INDIVIDUALLY MANAGED ACCOUNTS
Min Ticket100 Rupees
AUM SizeRs. 192.91 Cr
Benchmark IndexBSE 500 TRI
1Y+7.64%
3Y+0.00%
5Y+0.00%
SI+11.56%
Ms.Nisha Kakran Inc: 15/04/2025
HE
Hem Securities Limited Equity

Dynamic Research & Emerging Asset Management Strategy (DREAM)
Min Ticket50 Lakhs
AUM SizeRs. 192.25 Cr
Benchmark IndexBSE 500 TRI
1Y+4.99%
3Y+16.04%
5Y+17.08%
SI+21.59%
Mohit Nigam Inc: 04/03/2020
ZE
Zen Wealth Management Services Ltd Equity

Emerging Opportunities Strategy
Min Ticket50 Lakhs
AUM SizeRs. 191.26 Cr
Benchmark IndexBSE 500 TRI
1Y+6.97%
3Y+16.85%
5Y+23.70%
SI+37.61%
SATISH KANTHETI Inc: 13/11/2020
PU
Purnartha Investment Advisers Private Limited Equity

Purnartha Vision
Min Ticket50 Lakhs
AUM SizeRs. 190.75 Cr
Benchmark IndexBSE 500 TRI
1Y+6.88%
3Y+12.46%
5Y+8.92%
SI+10.41%
Rahul Rathi Inc: 03/03/2021
PH
Phillipcapital (India) Pvt Ltd Debt

Phillip Income Builder Portfolio Regular Income
Min Ticket50 Lakhs
AUM SizeRs. 189.54 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+11.22%
3Y--
5Y--
SI+14.32%
N/A Inc: 10/10/2023
KY
KYNG CAPITAL MANAGEMENT PRIVATE LIMITED Equity

KING
Min Ticket50 Lakhs
AUM SizeRs. 189.26 Cr
Benchmark IndexNifty 50 TRI
1Y+2.80%
3Y+0.00%
5Y+0.00%
SI+5.52%
K.J. Siddharth Inc: 03/10/2023
GE
Geojit Financial Services Ltd Equity

BEACON PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 189.12 Cr
Benchmark IndexBSE 500 TRI
1Y+3.21%
3Y+0.00%
5Y+0.00%
SI-2.39%
Mr.RUPIN MUKESH SHAH Inc: 26/07/2024
DE
Dezerv Investments Private Limited Debt

dezerv. Fixed-Income Strategy
Min Ticket50 Lakhs
AUM SizeRs. 187.64 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.89%
3Y+7.74%
5Y--
SI+7.54%
N/A Inc: 23/06/2022
NJ
NJ Asset Management Private Limited Hybrid

DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE
Min Ticket50 Lakhs
AUM SizeRs. 187.32 Cr
Benchmark IndexNifty 500 TRI
1Y+5.01%
3Y+11.36%
5Y+9.18%
SI+9.13%
N/A Inc: 12/03/2018
CK
Ckredence Wealth Management Pvt Ltd Equity

ICE GROWTH
Min Ticket50 Lakhs
AUM SizeRs. 187.26 Cr
Benchmark IndexBSE 500 TRI
1Y+14.98%
3Y+0.00%
5Y+0.00%
SI+9.89%
KARTIK B MEHTA Inc: 01/10/2024
PR
Prithvi Finmart Pvt.Ltd. Equity

Prithvi Balance portfolio
Min Ticket50 Lakhs
AUM SizeRs. 185.04 Cr
Benchmark IndexBSE 500 TRI
1Y+12.77%
3Y+19.67%
5Y+0.00%
SI+21.49%
Janak Kotecha Inc: 11/07/2023
DG
DGS Capital Management Private Limited Multi Asset

DGS Consolidated Strategy
Min Ticket50 Lakhs
AUM SizeRs. 184.96 Cr
Benchmark IndexNifty 500 TRI
1Y+6.60%
3Y+12.10%
5Y+11.00%
SI+10.17%
N/A Inc: 01/11/2017
FI
First Global Finance Private Limited Equity

First Global India Super 50 (FG-IS50)
Min Ticket50 Lakhs
AUM SizeRs. 182.72 Cr
Benchmark IndexBSE 500 TRI
1Y-1.53%
3Y+6.60%
5Y+7.53%
SI+16.73%
Devina Mehra Inc: 18/02/2020
KO
KORMAN CAPITAL INVESTMENT ADVISORS LLP PMS Scheme

KORMAN CAPITAL INVESTMENT ADVISORS LLP - KORMAN AGILE STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 179.71 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+7.21%
Gaurav Kumar Somani Inc: 01/06/2026
GE
Geojit Financial Services Ltd Equity

FREEDOM PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 179.27 Cr
Benchmark IndexNifty 50 TRI
1Y+3.70%
3Y+5.41%
5Y+7.94%
SI+12.93%
Mr.RUPIN MUKESH SHAH Inc: 23/11/2011
MU
Multi-Act Equity Consultancy Private Limited Equity

Emerging Corporates India Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 179.02 Cr
Benchmark IndexBSE 500 TRI
1Y+15.31%
3Y+16.49%
5Y+11.34%
SI+14.56%
Rahul Picha Inc: 28/04/2017
AS
ASK Investment Managers Limited Equity

ASK SPECIALISED PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 178.66 Cr
Benchmark IndexNifty 50 TRI
1Y-2.25%
3Y+6.51%
5Y+6.06%
SI+15.82%
Mr. Sandip Bhansal Inc: 23/06/2003
MA
Markets MoJo Asset Management Private Limited Equity

Mojo Power
Min Ticket50 Lakhs
AUM SizeRs. 178.25 Cr
Benchmark IndexBSE 500 TRI
1Y-0.59%
3Y+4.45%
5Y+0.00%
SI+5.31%
Sunil Damania Inc: 13/07/2023
CA
CAPITAL 8 LLP Equity

Capital 8 Infinity Fund
Min Ticket8 Crore
AUM SizeRs. 177.44 Cr
Benchmark IndexBSE 500 TRI
1Y+20.23%
3Y+0.00%
5Y+0.00%
SI+24.49%
PANNA BHANDARI Inc: 02/02/2024
CO
Courser Park Advisors LLP Equity

Growth at Reasonable Price (GARP)
Min Ticket50 Lakhs
AUM SizeRs. 176.88 Cr
Benchmark IndexNifty 50 TRI
1Y+14.33%
3Y+0.00%
5Y+0.00%
SI+10.34%
Jagarlapudi Srirama Krishna Chaitanya Inc: 01/04/2024
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RH MINERVA INDIA UNDER-SERVED
Min Ticket50 Lakhs
AUM SizeRs. 175.75 Cr
Benchmark IndexBSE 500 TRI
1Y+18.16%
3Y+12.79%
5Y+16.72%
SI+15.53%
ANIL FRANCIS REGO Inc: 08/04/2011
IN
Incred Asset Management Private Limited Equity

InCred Focused Healthcare Equity
Min Ticket50 Lakhs
AUM SizeRs. 174.65 Cr
Benchmark IndexBSE 500 TRI
1Y-2.26%
3Y+32.06%
5Y+0.00%
SI+37.04%
Aditya Khemka Inc: 18/07/2023
AS
ASK Investment Managers Limited Equity

ASK FINANCIAL OPPORTUNITIES PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 172.71 Cr
Benchmark IndexNifty 50 TRI
1Y+1.15%
3Y+9.13%
5Y+7.36%
SI+8.07%
Mr. Sandip Bhansal Inc: 26/06/2018
SO
Sowilo Investment Managers LLP Equity

Sowilo Multi Cap Fund
Min Ticket50 Lakhs
AUM SizeRs. 171.55 Cr
Benchmark IndexBSE 500 TRI
1Y+10.18%
3Y+18.68%
5Y+0.00%
SI+20.61%
Sandip Agarwal Inc: 26/06/2023
DE
Dezerv Investments Private Limited Debt

dezerv. Liquid Strategy
Min Ticket50 Lakhs
AUM SizeRs. 171.16 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.18%
3Y+5.92%
5Y--
SI+5.91%
N/A Inc: 04/08/2022
SA
Samvitti Capital Private Limited Equity

Advisory Services
Min Ticket50 Lakhs
AUM SizeRs. 171.1 Cr
Benchmark IndexBSE 500 TRI
1Y+7.67%
3Y+16.65%
5Y+15.23%
SI+15.90%
M Athul Kudva Inc: 09/02/2018
NA
NARNOLIA VELOX ADVISORY LIMITED PMS Scheme

NARNOLIA MID AND SMALL CAP FUND
Min Ticket50 Lakhs
AUM SizeRs. 170.53 Cr
Benchmark IndexBSE 500 TRI
1Y+5.67%
3Y+14.20%
5Y+12.74%
SI+18.13%
ATUL KUMAR MISHRA Inc: 04/05/2015
TU
Turtle Wealth Management Pvt. Ltd. Equity

Growth Mantra Fund
Min Ticket50 Lakhs
AUM SizeRs. 170.31 Cr
Benchmark IndexBSE 500 TRI
1Y+24.07%
3Y+17.97%
5Y+9.20%
SI+14.61%
Rohan Mehta Inc: 19/10/2020
AR
Ardeko Asset Management Pvt Ltd Equity

ARDEKO GROWTH FUND
Min Ticket50 Lakhs
AUM SizeRs. 169.48 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+0.03%
N/A Inc: 23/06/2025
AD
Aditya Birla Sun Life Amc Limited Equity

Core Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 168.25 Cr
Benchmark IndexNifty 50 TRI
1Y+1.34%
3Y+6.77%
5Y+8.66%
SI+17.72%
Mr. Sameer Narayan Inc: 07/01/2009