PMS Strategies in India

Page 8 of 39

Compare PMS Schemes
NI
Nippon Life India Asset Management Ltd Equity

The Indian Economic Transformation Portfolio Systematic Rebalancing Option
Min Ticket50 Lakhs
AUM SizeRs. 167.76 Cr
Benchmark IndexBSE 500 TRI
1Y+4.35%
3Y+13.14%
5Y+10.73%
SI+12.77%
Gurbir Singh Chopra Inc: 08/07/2019
V.
V.E.C ASSAGO CAPITAL MANAGEMENT LLP Equity

V.E.C ASSAGO Small and Mid-Cap Growth Bespoke Discretionary PMS
Min Ticket50 Lakhs
AUM SizeRs. 167.35 Cr
Benchmark IndexBSE 500 TRI
1Y+23.12%
3Y+0.00%
5Y+0.00%
SI+24.61%
RAJENDRA KHATU Inc: 17/06/2025
TC
TCG Advisory Services Private Limited Equity

TCG Transformative Growth Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 167.29 Cr
Benchmark IndexBSE 500 TRI
1Y-1.43%
3Y+0.00%
5Y+0.00%
SI+0.73%
Shahzad Madon Inc: 11/10/2024
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Open - Enhancer Series - Passive Equity Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 166.58 Cr
Benchmark IndexNifty 50 TRI
1Y+3.22%
3Y+0.00%
5Y+0.00%
SI+10.32%
Mr. Arjun Kedia Inc: 13/10/2023
AS
ASK Investment Managers Limited Equity

ASK CONVICTION PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 161.88 Cr
Benchmark IndexNifty 50 TRI
1Y-2.64%
3Y+5.63%
5Y+6.33%
SI+16.34%
Mr. Sandip Bhansal Inc: 07/05/2014
FI
Finwizard Technology Private Limited PMS Scheme

WealthEdge
Min Ticket50 Lakhs
AUM SizeRs. 160.65 Cr
Benchmark IndexBSE 500 TRI
1Y+10.67%
3Y+0.00%
5Y+0.00%
SI+8.76%
Nirav Karkera Inc: 20/12/2024
TR
Trust Investment Advisors Pvt. Ltd. Multi Asset

Trust Anchor
Min Ticket50 Lakhs
AUM SizeRs. 160.31 Cr
Benchmark IndexNifty 500 TRI
1Y+2.10%
3Y--
5Y--
SI+6.95%
N/A Inc: 04/01/2024
WA
Wallfort Fund Management Llp Equity

Wallfort Avenue Fund
Min Ticket50 Lakhs
AUM SizeRs. 160.31 Cr
Benchmark IndexBSE 500 TRI
1Y+31.43%
3Y+26.62%
5Y+0.00%
SI+25.80%
Kaushal Kedia Inc: 01/04/2022
MA
Marcellus Investment Managers Private Limited Equity

Marcellus Curation-I
Min Ticket50 Lakhs
AUM SizeRs. 159.04 Cr
Benchmark IndexBSE 500 TRI
1Y+1.45%
3Y+0.00%
5Y+0.00%
SI+5.64%
Saurabh Mukherjea Inc: 04/03/2024
BA
Badjate Wealth Private Limited Equity

BADJATE MULTICAP FUND
Min Ticket50 Lakhs
AUM SizeRs. 159.01 Cr
Benchmark IndexBSE 500 TRI
1Y+2.22%
3Y+18.64%
5Y+16.68%
SI+18.59%
ANUJ BADJATE Inc: 08/07/2021
AS
Astute Investment Management Private Limited Equity

Multiplier
Min Ticket50 Lakhs
AUM SizeRs. 159.01 Cr
Benchmark IndexNifty 500 TRI
1Y+12.36%
3Y+35.83%
5Y+22.24%
SI+19.34%
N/A Inc: 24/04/2008
DE
Dezerv Investments Private Limited Multi Asset

Strategic Holdings in Natural Elements (SHINE)
Min Ticket50 Lakhs
AUM SizeRs. 155.29 Cr
Benchmark IndexNifty 500 TRI
1Y+61.86%
3Y--
5Y--
SI+60.57%
N/A Inc: 15/04/2025
AB
ABCHLOR INVESTMENTS PRIVATE LIMITED Equity

Abchlor Portfolio Management Service
Min Ticket50 Lakhs
AUM SizeRs. 153.89 Cr
Benchmark IndexNifty 500 TRI
1Y-16.56%
3Y+19.40%
5Y+21.85%
SI+11.09%
N/A Inc: 28/01/2016
NU
Nuvama Asset Management Limited Equity

Infinity Core Equity Approach
Min Ticket50 Lakhs
AUM SizeRs. 153.71 Cr
Benchmark IndexNifty 50 TRI
1Y+10.49%
3Y+13.29%
5Y+12.24%
SI+17.19%
Anshu Kapoor Inc: 18/06/2020
JU
Julius Baer Wealth Advisors (India) Private Limited Equity

Julius Baer Premier Focused Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 152.51 Cr
Benchmark IndexBSE 500 TRI
1Y+8.98%
3Y+13.04%
5Y+0.00%
SI+16.32%
Nitin Raheja Inc: 24/02/2023
RI
Right Horizons Portfolio Management Pvt Ltd Multi Asset

RHPMPL - ALLIANCE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 151.91 Cr
Benchmark IndexNifty 500 TRI
1Y+3.60%
3Y+12.68%
5Y+12.65%
SI+8.55%
N/A Inc: 31/12/2014
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA TRUFFLE FLEXICAP STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 151.86 Cr
Benchmark IndexNifty 500 TRI
1Y-0.47%
3Y+16.23%
5Y+0.00%
SI+13.84%
N/A Inc: 14/01/2021
AN
Angel One Investment Managers & Advisors Private Limited Debt

Ionic Yield Enhancer Strategy
Min Ticket50 Lakhs
AUM SizeRs. 151.27 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+10.99%
3Y--
5Y--
SI+11.72%
N/A Inc: 25/02/2025
PR
PROFITGATE CAPITAL SERVICES LLP Multi Asset

ProfitGate Treasury Direct MultiAsset Strategy
Min Ticket50 Lakhs
AUM SizeRs. 151.01 Cr
Benchmark IndexNifty 500 TRI
1Y+15.46%
3Y--
5Y--
SI+10.67%
N/A Inc: 26/03/2024
MO
Moneygrow Asset Private Limited Equity

MONEYGROW SMALL MIDCAP
Min Ticket50 Lakhs
AUM SizeRs. 150.76 Cr
Benchmark IndexNifty 50 TRI
1Y+2.57%
3Y+0.00%
5Y+0.00%
SI+17.54%
VIRAJ MAHADEVIA Inc: 11/12/2023
GI
Girik Wealth Advisors Private Limited Equity

Girik PMS BluFIN X Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 150.73 Cr
Benchmark IndexNifty 50 TRI
1Y+5.78%
3Y+0.00%
5Y+0.00%
SI-2.17%
CHARANDEEP SINGH Inc: 07/05/2024
BU
Buglerock Capital Private Limited Equity

Core Value Concentrated
Min Ticket50 Lakhs
AUM SizeRs. 149.25 Cr
Benchmark IndexBSE 500 TRI
1Y-1.20%
3Y+10.35%
5Y+11.62%
SI+13.37%
E A Sundaram Inc: 15/04/2019
LA
Laburnum Capital Advisors Private Limited Equity

Relative Value Approach
Min Ticket50 Lakhs
AUM SizeRs. 149.03 Cr
Benchmark IndexBSE 500 TRI
1Y+8.73%
3Y+11.42%
5Y+12.07%
SI+18.96%
Pavan Ahluwalia Inc: 01/07/2020
MO
Moneylife Advisory Services Pvt Ltd Equity

MAS Growth
Min Ticket50 Lakhs
AUM SizeRs. 147.62 Cr
Benchmark IndexNifty 50 TRI
1Y+4.08%
3Y+15.40%
5Y+13.31%
SI+21.79%
Debashis Basu Inc: 18/12/2019
MA
Mansi Share And Stock Advisors Pvt Ltd Equity

SEVEN ISLANDS MULTICAP FUND
Min Ticket50 Lakhs
AUM SizeRs. 147.56 Cr
Benchmark IndexBSE 500 TRI
1Y+14.22%
3Y+18.82%
5Y+0.00%
SI+23.49%
HEMANT SHAH Inc: 05/01/2023
WA
Wallfort Fund Management Llp Equity

Wallfort Ameya Fund
Min Ticket50 Lakhs
AUM SizeRs. 147.17 Cr
Benchmark IndexBSE 500 TRI
1Y+14.77%
3Y+23.05%
5Y+0.00%
SI+37.09%
Vijay Bharadia Inc: 07/12/2022
CK
Ckredence Wealth Management Pvt Ltd Equity

DIVERSIFIED MULTICAP
Min Ticket50 Lakhs
AUM SizeRs. 146.97 Cr
Benchmark IndexBSE 500 TRI
1Y+14.56%
3Y+18.10%
5Y+16.66%
SI+17.76%
KARTIK B MEHTA Inc: 23/06/2021
TR
True Beacon Investment Advisors Llp Equity

Flexi-cap Fundamental Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 146.81 Cr
Benchmark IndexBSE 500 TRI
1Y+17.96%
3Y+17.24%
5Y+0.00%
SI+18.03%
Mohammed Faizan Sait Inc: 03/07/2023
OA
Oaks Asset Management Private Limited Equity

ABC Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 146.01 Cr
Benchmark IndexNifty 500 TRI
1Y+12.42%
3Y+15.95%
5Y+16.27%
SI+16.47%
N/A Inc: 28/01/2021
SA
Sanctum Wealth Private Limited Equity

Sanctum Indian Titans
Min Ticket50 Lakhs
AUM SizeRs. 145.75 Cr
Benchmark IndexBSE 500 TRI
1Y+2.34%
3Y+7.25%
5Y+9.03%
SI+12.55%
Hemang Kapasi Inc: 18/11/2016
WA
Waterfield Financial And Investment Advisors Private Limited Multi Asset

Nucleus "Multi-Asset" Lifestyle Maintainer
Min Ticket50 Lakhs
AUM SizeRs. 145.5 Cr
Benchmark IndexNifty 500 TRI
1Y+11.54%
3Y+0.00%
5Y--
SI+11.23%
N/A Inc: 14/02/2023
AN
Anand Rathi Advisors Limited Equity

Decennium Opportunity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 144.91 Cr
Benchmark IndexBSE 500 TRI
1Y+0.12%
3Y+9.19%
5Y+0.00%
SI+9.85%
MAYUR P SHAH Inc: 12/11/2021
TR
True Beacon Investment Advisors Llp Equity

EquityFactorQuant
Min Ticket50 Lakhs
AUM SizeRs. 143.29 Cr
Benchmark IndexBSE 500 TRI
1Y-3.80%
3Y+11.26%
5Y+0.00%
SI+13.40%
Mohammed Faizan Sait Inc: 18/08/2022
IT
Ithought Financial Consulting Llp Multi Asset

NIO
Min Ticket50 Lakhs
AUM SizeRs. 142.68 Cr
Benchmark IndexNifty 500 TRI
1Y+8.06%
3Y+22.07%
5Y--
SI+20.45%
N/A Inc: 17/10/2022
BA
Barclays Securities (India) Private Limited Equity

Barclays Wealth Dynamic Opportunities portfolio
Min Ticket50 Lakhs
AUM SizeRs. 142.49 Cr
Benchmark IndexBSE 500 TRI
1Y-5.14%
3Y+9.47%
5Y+6.44%
SI+5.94%
Surjitt Singh Arora Inc: 29/04/2009
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS SMART Strategy
Min Ticket50 Lakhs
AUM SizeRs. 142.38 Cr
Benchmark IndexBSE 500 TRI
1Y+7.02%
3Y+18.96%
5Y+19.24%
SI+14.52%
Chockalingam Narayanan Inc: 22/10/2014
RE
Renaissance Investment Managers Private Limited Equity

Renaissance Platinum Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 140.45 Cr
Benchmark IndexNifty 50 TRI
1Y-1.53%
3Y+15.28%
5Y+12.04%
SI+16.45%
Pankaj Murarka Inc: 20/11/2020
AD
Aditya Birla Sun Life Amc Limited Debt

Customised Debt Portfolio
Min Ticket10 Crore
AUM SizeRs. 140.22 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+9.58%
3Y--
5Y--
SI+13.21%
N/A Inc: 23/07/2024
WE
Wealth Managers (India) Pvt. Ltd. Equity

Select Direct Growth Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 139.78 Cr
Benchmark IndexNifty 50 TRI
1Y+11.66%
3Y+16.26%
5Y+14.57%
SI+17.70%
Mandar Bagul Inc: 20/01/2020
KR
KRIIS PORTFOLIO PRIVATE LIMITED Equity

KRIIS HIGH GROWTH STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 139.77 Cr
Benchmark IndexBSE 500 TRI
1Y+23.90%
3Y+0.00%
5Y+0.00%
SI+36.80%
RAKESH DIPCHAND DOSHI Inc: 27/05/2024
AS
ASK Investment Managers Limited Equity

ASK CORE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 139.3 Cr
Benchmark IndexNifty 50 TRI
1Y-4.20%
3Y+0.00%
5Y+0.00%
SI-4.21%
Mr. Sandip Bhansal Inc: 23/07/2025
OA
Oaks Asset Management Private Limited PMS Scheme

OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets
Min Ticket50 Lakhs
AUM SizeRs. 138.83 Cr
Benchmark IndexNifty 50 TRI
1Y+4.96%
3Y+11.14%
5Y+13.92%
SI+15.34%
Kenneth Serrao Inc: 28/01/2021
WE
Wealth Managers (India) Pvt. Ltd. Equity

Focused Leadership Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 138.06 Cr
Benchmark IndexNifty 50 TRI
1Y+9.53%
3Y+12.56%
5Y+9.04%
SI+13.10%
Mayur Parkeria Inc: 01/05/2015
SE
Securities Investment Management Private Limited Equity

SiMPL Small Cap Value Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 137.62 Cr
Benchmark IndexBSE 500 TRI
1Y+8.90%
3Y+18.68%
5Y+0.00%
SI+21.13%
Ravindra Purohit Inc: 15/05/2023
FI
Finwizard Technology Private Limited Multi Asset

Fisdom Custom Edge
Min Ticket50 Lakhs
AUM SizeRs. 137.56 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+6.47%
N/A Inc: 03/06/2025
EM
Emkay Investment Managers Limited Equity

EIML SMID
Min Ticket50 Lakhs
AUM SizeRs. 136.71 Cr
Benchmark IndexBSE 500 TRI
1Y-0.03%
3Y+0.00%
5Y+0.00%
SI-2.04%
Manish Sonthalia Inc: 09/06/2025
CA
Carnelian Asset Management & Advisors Pvt Ltd Equity

CARNELIAN CONTRA PORTFOLIO STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 136 Cr
Benchmark IndexBSE 500 TRI
1Y+9.22%
3Y+21.89%
5Y+0.00%
SI+24.96%
Kunal Shah Inc: 27/01/2022
TA
Tamohara Investment Managers Pvt Ltd Multi Asset

TAMOHARA MULTI ASSET STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 135.83 Cr
Benchmark IndexNifty 500 TRI
1Y+5.54%
3Y+9.73%
5Y+9.92%
SI+9.90%
N/A Inc: 18/03/2019
EN
Envision Capital Services Private Limited Equity

Envision India Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 135.65 Cr
Benchmark IndexBSE 500 TRI
1Y+8.84%
3Y+14.04%
5Y+15.09%
SI+16.64%
Nilesh Shah Inc: 05/04/2021
JH
JHP Securities Private Limited Equity

Incredible India
Min Ticket50 Lakhs
AUM SizeRs. 135.19 Cr
Benchmark IndexBSE 500 TRI
1Y+8.57%
3Y+18.92%
5Y+19.27%
SI+13.99%
Milind Pankaj Patel Inc: 04/07/2016