PMS Strategies in India

Page 9 of 39

Compare PMS Schemes
SH
Shree Rama Managers Llp Equity

Shree Lakshmi Plan
Min Ticket50 Lakhs
AUM SizeRs. 134.62 Cr
Benchmark IndexBSE 500 TRI
1Y+3.66%
3Y+7.96%
5Y+0.00%
SI+12.37%
ABHISHEK BASUMALLICK Inc: 02/05/2022
LG
LGT Wealth India Private Limited Debt

PRIMA - Flexi Debt
Min Ticket50 Lakhs
AUM SizeRs. 134.52 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+8.27%
3Y--
5Y--
SI+9.63%
N/A Inc: 12/04/2024
GI
Girik Wealth Advisors Private Limited Equity

Girik BluFIN Strategy
Min Ticket50 Lakhs
AUM SizeRs. 134.26 Cr
Benchmark IndexNifty 50 TRI
1Y+10.33%
3Y+15.68%
5Y+0.00%
SI+9.75%
Charandeep Singh Inc: 17/01/2022
IN
Incred Asset Management Private Limited Equity

InCred Small and Midcap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 133.94 Cr
Benchmark IndexBSE 500 TRI
1Y-3.47%
3Y+8.41%
5Y+10.45%
SI+11.67%
Aditya Khemka Inc: 24/05/2021
AB
Abakkus Investment Managers Private Limited Equity

Abakkus Curated Personalized Portfolio Strategy
Min Ticket50 Lakhs
AUM SizeRs. 132.84 Cr
Benchmark IndexBSE 500 TRI
1Y+7.53%
3Y+0.00%
5Y+0.00%
SI+24.07%
Aman Chowhan Inc: 11/12/2023
SU
Sundaram Alternate Assets Limited Equity

RISING STAR
Min Ticket50 Lakhs
AUM SizeRs. 132.42 Cr
Benchmark IndexBSE 500 TRI
1Y+41.89%
3Y+16.29%
5Y+15.66%
SI+15.19%
Mr Karthik Athreya Inc: 01/11/2009
AB
Abans Broking Services Private Limited Equity

ABANS GROWTH & MOMENTUM
Min Ticket50 Lakhs
AUM SizeRs. 132.39 Cr
Benchmark IndexBSE 500 TRI
1Y+4.65%
3Y+10.59%
5Y+11.23%
SI+20.46%
Abhishek Bansal Inc: 01/01/2012
CA
Capgrow Capital Advisors Llp Equity

SPECIAL SITUATION
Min Ticket50 Lakhs
AUM SizeRs. 132.34 Cr
Benchmark IndexBSE 500 TRI
1Y-1.96%
3Y+9.82%
5Y+10.88%
SI+15.88%
ARUN MALHOTRA Inc: 31/10/2018
PA
Pace Financial Investment Adviser Private Limited Debt

Pace 360 Multi Asset PMS Tresor Secure
Min Ticket50 Lakhs
AUM SizeRs. 131.78 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.39%
3Y+11.24%
5Y+10.17%
SI+9.61%
N/A Inc: 27/01/2021
TR
Trivantage Capital Management India Private Limited Equity

Trivantage Capital Edge Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 131.49 Cr
Benchmark IndexNifty 50 TRI
1Y+10.05%
3Y+14.09%
5Y+12.78%
SI+18.39%
Nikhil Johri Inc: 11/05/2020
CE
Centrum Broking Limited Equity

CENTRUM GOOD TO GREAT - T
Min Ticket50 Lakhs
AUM SizeRs. 130.99 Cr
Benchmark IndexNifty 500 TRI
1Y+4.61%
3Y+15.39%
5Y+23.28%
SI+21.21%
N/A Inc: 18/02/2020
IN
INVESQ INVESTMENT MANAGERS LLP Equity

InvesQ Multicap Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 129.96 Cr
Benchmark IndexBSE 500 TRI
1Y+0.19%
3Y+0.00%
5Y+0.00%
SI+6.79%
AASHISH JAYANT UPGANLAWAR Inc: 31/05/2024
MO
Moat Financial Services Private Limited Equity

UpperCrust Wealth Fund
Min Ticket50 Lakhs
AUM SizeRs. 129.22 Cr
Benchmark IndexBSE 500 TRI
1Y+9.99%
3Y+21.47%
5Y+0.00%
SI+14.88%
BIJU JOHN Inc: 20/01/2022
JA
Jain Investment Advisors Pvt Ltd Equity

Dynamic Business Leader
Min Ticket50 Lakhs
AUM SizeRs. 128.37 Cr
Benchmark IndexBSE 500 TRI
1Y+0.04%
3Y+8.23%
5Y+0.00%
SI+8.44%
Vinod Jain Inc: 17/08/2022
MA
Marcellus Investment Managers Private Limited Equity

Kings of Capital
Min Ticket50 Lakhs
AUM SizeRs. 128.19 Cr
Benchmark IndexNifty 50 TRI
1Y+0.60%
3Y+8.21%
5Y+5.75%
SI+9.73%
saurabh Mukherjea Inc: 28/07/2020
CO
Composite Investments Private Limited Equity

Composite India Emerging Stars
Min Ticket5 Crore
AUM SizeRs. 127.23 Cr
Benchmark IndexBSE 500 TRI
1Y+6.61%
3Y+15.38%
5Y+14.76%
SI+18.95%
VINOD JAYARAM Inc: 06/05/2019
CR
Credit Suisse Securities (India) Private Limited Equity

Equity Diversified Strategy
Min Ticket50 Lakhs
AUM SizeRs. 126.94 Cr
Benchmark IndexNifty 500 TRI
1Y-6.89%
3Y+12.21%
5Y+17.95%
SI+8.99%
N/A Inc: 01/02/2010
RE
Revelation Portfolio Management Pvt Ltd Equity

Revelation India Opportunities Portfolio I
Min Ticket50 Lakhs
AUM SizeRs. 125.86 Cr
Benchmark IndexBSE 500 TRI
1Y+1.48%
3Y+10.34%
5Y+0.00%
SI+14.87%
MANISH BIPIN SHAH Inc: 25/05/2023
LA
Latent Advisors LLP Equity

LATENT EQUITY GROWTH
Min Ticket50 Lakhs
AUM SizeRs. 125.7 Cr
Benchmark IndexBSE 500 TRI
1Y+14.68%
3Y+0.00%
5Y+0.00%
SI+23.92%
Bhavin Shah Inc: 18/01/2024
AL
Alchemy Capital Management Pvt Ltd Equity

ALCHEMY W.I.N STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 124.65 Cr
Benchmark IndexBSE 500 TRI
1Y+6.25%
3Y+0.00%
5Y+0.00%
SI+13.19%
Alok Agarwal Inc: 31/10/2023
IN
Infinity Alternatives Investment Managers Private Limited Equity

Flexi-Cap Wealth Creator Portfolio (A5)
Min Ticket50 Lakhs
AUM SizeRs. 123.71 Cr
Benchmark IndexBSE 500 TRI
1Y+8.80%
3Y+18.63%
5Y+17.86%
SI+16.95%
Ashish Kumar Inc: 13/11/2018
AN
Anand Rathi Advisors Limited Equity

MNC Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 123.55 Cr
Benchmark IndexBSE 500 TRI
1Y+2.68%
3Y+8.58%
5Y+9.12%
SI+11.27%
MAYUR P SHAH Inc: 28/03/2018
CU
CUMULUS ADVISORY LLP Equity

Elevate
Min Ticket50 Lakhs
AUM SizeRs. 123.45 Cr
Benchmark IndexBSE 500 TRI
1Y+10.80%
3Y+0.00%
5Y+0.00%
SI+15.16%
Duby Rex Inc: 25/04/2025
KO
Kotak Mahindra Asset Management Company Ltd Multi Asset

Kotak Evolv Aggressive Asset Allocation Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 123.43 Cr
Benchmark IndexNifty 500 TRI
1Y+6.21%
3Y+13.61%
5Y--
SI+12.03%
N/A Inc: 16/12/2022
MA
Marcellus Investment Managers Private Limited Equity

Little Champs
Min Ticket50 Lakhs
AUM SizeRs. 122.91 Cr
Benchmark IndexBSE 500 TRI
1Y-5.33%
3Y+1.25%
5Y-1.56%
SI+10.94%
saurabh Mukherjea Inc: 29/08/2019
TR
True Beacon Investment Advisors Llp Equity

BeSpokeEquity
Min Ticket50 Lakhs
AUM SizeRs. 122.64 Cr
Benchmark IndexBSE 500 TRI
1Y+13.29%
3Y+16.13%
5Y+0.00%
SI+16.88%
Mohammed Faizan Sait Inc: 19/07/2022
AN
Angel One Investment Managers & Advisors Private Limited Multi Asset

Ionic Allocate Portfolio-Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 122.5 Cr
Benchmark IndexNifty 500 TRI
1Y+21.27%
3Y--
5Y--
SI+20.22%
N/A Inc: 24/03/2025
EQ
Equirus Wealth Private Limited Equity

Equirus Flexi Cap Fund
Min Ticket50 Lakhs
AUM SizeRs. 122.25 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+9.28%
Mr. Ashutosh Tiwari Inc: 01/11/2025
NJ
NJ Asset Management Private Limited Hybrid

DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE
Min Ticket50 Lakhs
AUM SizeRs. 121.44 Cr
Benchmark IndexNifty 500 TRI
1Y+6.05%
3Y+11.72%
5Y+9.53%
SI+10.65%
N/A Inc: 02/01/2017
FI
Finwizard Technology Private Limited Equity

Fisdom Wealth Edge
Min Ticket50 Lakhs
AUM SizeRs. 121.3 Cr
Benchmark IndexNifty 500 TRI
1Y+15.51%
3Y--
5Y--
SI+9.10%
N/A Inc: 20/12/2024
AS
Asit C. Mehta Investment Interrmediates Ltd. Equity

Ace Multicap
Min Ticket50 Lakhs
AUM SizeRs. 120.99 Cr
Benchmark IndexBSE 500 TRI
1Y+10.18%
3Y+24.34%
5Y+23.39%
SI+19.20%
Prathmesh Agarwal Inc: 23/08/2018
SH
Shepherds Hill Financial Advisors Llp Equity

Value Magno
Min Ticket50 Lakhs
AUM SizeRs. 120.51 Cr
Benchmark IndexBSE 500 TRI
1Y+5.70%
3Y+20.00%
5Y+17.72%
SI+16.61%
Rishi Gupta Inc: 17/08/2015
TR
True Beacon Investment Advisors Llp Debt

BespokeCash
Min Ticket50 Lakhs
AUM SizeRs. 120.15 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.94%
3Y+3.84%
5Y--
SI+3.97%
N/A Inc: 23/02/2023
NA
Narnolia Financial Services Limited Equity

NARNOLIA MID AND SMALL CAP STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 120.14 Cr
Benchmark IndexNifty 500 TRI
1Y+4.42%
3Y+19.94%
5Y+14.05%
SI+17.67%
N/A Inc: 04/05/2015
DR
Drchoksey Finserv Private Limited Equity

Chatur Amrit Kaal Fund
Min Ticket5 Lakhs
AUM SizeRs. 119.65 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.13%
PITALE VAISHALI Inc: 16/01/2026
MO
Moneylife Advisory Services Pvt Ltd Equity

MAS Prime
Min Ticket50 Lakhs
AUM SizeRs. 119.43 Cr
Benchmark IndexNifty 50 TRI
1Y+6.28%
3Y+20.29%
5Y+14.03%
SI+16.25%
Debashis Basu Inc: 02/12/2019
KA
KAPM Ventures LLP Equity

Compound 26 Capital
Min Ticket50 Lakhs
AUM SizeRs. 119.41 Cr
Benchmark IndexBSE 500 TRI
1Y+12.99%
3Y+0.00%
5Y+0.00%
SI+19.28%
Mitali Gupta Inc: 13/03/2024
RE
Renaissance Investment Managers Private Limited Equity

Renaissance Midcap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 119.22 Cr
Benchmark IndexNifty 50 TRI
1Y-3.58%
3Y+8.60%
5Y+13.40%
SI+11.06%
Pankaj Murarka Inc: 01/01/2018
AD
Aditya Birla Sun Life Amc Limited Equity

Select Sector Portfolio NR
Min Ticket50 Lakhs
AUM SizeRs. 119.05 Cr
Benchmark IndexBSE 500 TRI
1Y+8.83%
3Y+20.52%
5Y+15.81%
SI+16.06%
Mr. A. Balasubramanian Inc: 06/10/2009
MO
Moneygrow Asset Private Limited Multi Asset

MONEYGROW BESPOKE
Min Ticket50 Lakhs
AUM SizeRs. 118.71 Cr
Benchmark IndexNifty 500 TRI
1Y+1.99%
3Y+14.82%
5Y--
SI+15.68%
N/A Inc: 13/04/2023
SO
Solidarity Advisors Private Limited Equity

EMERGING LEADERS
Min Ticket50 Lakhs
AUM SizeRs. 118.46 Cr
Benchmark IndexBSE 500 TRI
1Y+25.01%
3Y+15.74%
5Y+0.00%
SI+17.38%
MANISH GUPTA Inc: 26/04/2023
SO
SOHUM ASSET MANAGERS PRIVATE LIMITED Equity

Sohum India Opportunities Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 117.91 Cr
Benchmark IndexNifty 50 TRI
1Y+5.32%
3Y+0.00%
5Y+0.00%
SI+12.36%
Sanjay Parekh Inc: 15/12/2023
NA
Narnolia Financial Services Limited Equity

NARNOLIA LARGE CAP STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 116.94 Cr
Benchmark IndexNifty 500 TRI
1Y+2.15%
3Y+14.93%
5Y+12.25%
SI+15.55%
N/A Inc: 28/03/2012
KE
KEDIA SHARES & STOCKS BROKERS LIMITED Equity

KEDIA PMS MULTI CAP
Min Ticket50 Lakhs
AUM SizeRs. 115.97 Cr
Benchmark IndexBSE 500 TRI
1Y+2.63%
3Y+12.21%
5Y+15.01%
SI+16.26%
YASHRAJ N KEDIA Inc: 08/04/2019
AD
Aditya Birla Sun Life Amc Limited Equity

Customised Equity Portfolio
Min Ticket10 Crore
AUM SizeRs. 115.38 Cr
Benchmark IndexNifty 50 TRI
1Y+4.11%
3Y+0.00%
5Y+0.00%
SI+5.97%
Salvin Shah Inc: 12/11/2024
HA
Harmoney Finserv India Private Limited Multi Asset

INTELLECT MULTI ASSET THROUGH ETF
Min Ticket50 Lakhs
AUM SizeRs. 114.75 Cr
Benchmark IndexNifty 500 TRI
1Y+18.90%
3Y+16.46%
5Y+13.60%
SI+10.36%
N/A Inc: 27/02/2017
CO
Composite Investments Private Limited Equity

COMPOSITE INDIA GARP FUND
Min Ticket50 Lakhs
AUM SizeRs. 114.64 Cr
Benchmark IndexBSE 500 TRI
1Y+14.01%
3Y+13.45%
5Y+12.01%
SI+18.34%
KEDAR B Inc: 22/04/2019
SA
Sanctum Wealth Private Limited Equity

Tailored Discretionary Portfolio - Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 114.57 Cr
Benchmark IndexBSE 500 TRI
1Y+1.38%
3Y+9.01%
5Y+9.31%
SI+10.41%
Shiv Gupta Inc: 11/11/2016
AD
Aditya Birla Sun Life Amc Limited Equity

Innovation Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 114.05 Cr
Benchmark IndexBSE 500 TRI
1Y-3.32%
3Y+11.47%
5Y+12.74%
SI+15.83%
Mr. A. Balasubramanian Inc: 24/04/2018
TR
True Beacon Investment Advisors Llp Debt

BESPOKEDebt
Min Ticket50 Lakhs
AUM SizeRs. 113.92 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+21.86%
3Y+15.99%
5Y--
SI+14.35%
N/A Inc: 22/08/2022