Compare India's Portfolio Management Services (PMS) — Returns & Rankings

TWRR Returns Across 6M · 1Y · 5Y · Since Inception — 600+ strategies compared · Updated monthly
600+
Strategies
100+
Curated Deep Dives
8
Categories
₹50 Lac
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Compare 600+ Portfolio Management Services (PMS) funds in India by TWRR returns (Time-Weighted Rate of Return, net of fixed fees), ranked and filterable by category. Held directly in the investor's own demat account for full transactional visibility, unlike pooled mutual funds or AIFs.

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Top 10 strategies are visible. Unlock all 610+ strategies with sortable returns and rankings.
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Provider Strategy Category AUM ₹Cr SI 🔒 Rating 🔒
Enam Asset
India Equity Portfolio
Flexi Cap 21,709 +17.3 Consistent Performer
Quantum Advisors
Q India Value Equity Strategy - Constrained V
Flexi Cap 15,674 +16.2 Underperformer
360 One
Customised Discretionary Portfolio
Large Cap 14,728 +13.5 Consistent Performer
Icici Prudential
PMS Contra Strategy
Flexi Cap 13,837 +18.0 Consistent Performer
Valuequest Investment
Alpha
Small Cap 11,992 +21.8 Recent Performer
Buoyant Capital
Opportunities PMS View PMS Detail
Flexi Cap 11,548 +20.8 Consistent Performer
Unifi Capital
Blended- Rangoli
Flexi Cap 11,427 +17.6 Underperformer
Enam Asset
India Core Equity Portfolio
Flexi Cap 9,048 +19.2 Consistent Performer
Stallion Asset
Asset Core Fund View PMS Detail
Flexi Cap 8,102 +28.1 Consistent Performer
Icici Prudential
PMS Pipe Strategy View PMS Detail
Small Cap 7,830 +25.1 Consistent Performer
Abakkus
All Cap Approach
Flexi Cap 7,767 🔒 🔒
Brainpoint Investment
Future Winners
Flexi Cap 7,205 🔒 🔒
Dezerv Investments
Equity Revival Strategy
Flexi Cap 6,973 🔒 🔒
Ask Investment
Indian Entrepreneur Portfolio
Flexi Cap 6,353 🔒 🔒
Karma Capital
Kwb Select PMS
Flexi Cap 6,339 🔒 🔒
Abakkus
Emerging Opportunities Approach
Mid Cap 5,943 🔒 🔒
Carnelian Asset
Shift Strategy
Flexi Cap 5,699 🔒 🔒
Banyan Tree
Growth At Reasonable Price
Flexi Cap 5,316 🔒 🔒
Alchemy Capital
Select Stock
Flexi Cap 4,875 🔒 🔒
Motilal Oswal
Next Trillion Dollar Opportunity Strategy
Multi Cap 4,490 🔒 🔒
Sageone Investment
Mid & Small Cap
Small Cap 4,203 🔒 🔒
Motilal Oswal
Founders Portfolio
Flexi Cap 4,097 🔒 🔒
Carnelian Asset
Bespoke Portfolio
Flexi Cap 3,645 🔒 🔒
Enam Asset
India Diversified Equity Advantage Portfolio
Flexi Cap 3,637 🔒 🔒
Valuequest Investment
Platinum
Flexi Cap 3,428 🔒 🔒
Motilal Oswal
Value Migration Strategy
Flexi Cap 3,236 🔒 🔒
360 One
Multicap PMS
Multi Cap 3,070 🔒 🔒
Clubmillionaire Financial
The All-Star Portfolio
Flexi Cap 3,037 🔒 🔒
Whiteoak Capital
India Pioneers Equity Portfolio
Flexi Cap 2,946 🔒 🔒
Aequitas Investment
India Opportunities Product
Small Cap 2,637 🔒 🔒
Bellwether Capital
Long Term Growth
Flexi Cap 2,630 🔒 🔒
Motilal Oswal
Mid To Mega Strategy
Mid Cap 2,286 🔒 🔒
Carnelian Asset
Capital Compounder Strategy
Flexi Cap 2,094 🔒 🔒
Miv Investment
Reverse Research
Small Cap 2,092 🔒 🔒
2Point2
Long Term Value Fund
Flexi Cap 2,042 🔒 🔒
Valuequest Investment
Growth
Flexi Cap 2,020 🔒 🔒
Unifi Capital
Bcad Breakout 20
Mid Cap 1,940 🔒 🔒
Sundaram Alternate
Sisop
Flexi Cap 1,865 🔒 🔒
Abakkus
Personalised Opportunity Specific
Flexi Cap 1,771 🔒 🔒
Green Lantern
Growth Fund
Mid Cap 1,769 🔒 🔒
360 One
Phoenix Portfolio
Flexi Cap 1,754 🔒 🔒
Solidarity Advisors
Prudence
Flexi Cap 1,751 🔒 🔒
Ithought Financial
Solitaire
Flexi Cap 1,750 🔒 🔒
Unique Asset
Strategic Fund
Flexi Cap 1,710 🔒 🔒
Purnartha Investment
Pratham
Flexi Cap 1,690 🔒 🔒
Marcellus Investment
Consistent Compounders
Large Cap 1,666 🔒 🔒
Icici Prudential
PMS Growth Leaders Strategy
Flexi Cap 1,622 🔒 🔒
Sahasrar Capital
Concentrated Growth Portfolio
Flexi Cap 1,621 🔒 🔒
Nj Asset
Bluechip Portfolio
Large Cap 1,585 🔒 🔒
Helios Capital
India Rising Portfolio
Flexi Cap 1,577 🔒 🔒
Girik Wealth
Multicap Strategy
Multi Cap 1,571 🔒 🔒
Axis Securities
Securities Pure Contra
Flexi Cap 1,561 🔒 🔒
Equitree Capital
Emerging Opportunities
Small Cap 1,512 🔒 🔒
Avestha Fund
Growth
Flexi Cap 1,498 🔒 🔒
Securities Investment
Simpl Multi Cap Value Portfolio
Multi Cap 1,468 🔒 🔒
Negen Capital
Special Situations & Dynamic Allocation Strategy
Flexi Cap 1,451 🔒 🔒
360 One
Mandate - Equity
Flexi Cap 1,448 🔒 🔒
Icici Prudential
PMS Ace Strategy
Flexi Cap 1,423 🔒 🔒
Abakkus
Diversified Alpha Approach
Flexi Cap 1,328 🔒 🔒
Sameeksha Capital
India Equity Fund
Flexi Cap 1,280 🔒 🔒
Vallum Capital
India Discovery Strategy
Mid Cap 1,257 🔒 🔒
Dalal & Broacha
Long Term Growth
Flexi Cap 1,241 🔒 🔒
Sageone Investment
Small Cap
Small Cap 1,221 🔒 🔒
Geojit Financial
Advantage Portfolio
Flexi Cap 1,217 🔒 🔒
Globe Capital
Value Driven Approach
Flexi Cap 1,210 🔒 🔒
Unique Asset
Focused Fund
Flexi Cap 1,191 🔒 🔒
Equity Intelligence
Value Investing
Flexi Cap 1,166 🔒 🔒
Icici Prudential
PMS Value Strategy
Flexi Cap 1,148 🔒 🔒
Buglerock Capital
Core Value Regular
Flexi Cap 1,136 🔒 🔒
Ambit Investment
Coffee Can Portfolio
Large Cap 1,127 🔒 🔒
Valuequest Investment
Vision
Flexi Cap 1,081 🔒 🔒
Valentis Advisors
Rising Star Opportunity Fund
Small Cap 1,078 🔒 🔒
East Lane
Lane Long Term Growth
Flexi Cap 1,040 🔒 🔒
Dezerv Investments
Dezerv. Alpha Focus Strategy
Flexi Cap 1,033 🔒 🔒
Sundaram Alternate
S.E.L.F
Mid Cap 1,027 🔒 🔒
Icici Prudential
PMS Prime Strategy
Flexi Cap 1,021 🔒 🔒
Piper Serica
Leader Portfolio Strategy
Flexi Cap 1,003 🔒 🔒
Ask Investment
India Select Portfolio
Thematic 999 🔒 🔒
Care Portfolio
PMS Growth Plus Value
Mid Cap 972 🔒 🔒
Counter Cyclical
Diversified Long Term Value
Flexi Cap 972 🔒 🔒
Itus Capital
Fundamental Value Fund
Flexi Cap 901 🔒 🔒
Unifi Capital
Apj (Formerly Known As Apj 20)
Mid Cap 901 🔒 🔒
Trustline Holdings
Intrinsic Series
Flexi Cap 900 🔒 🔒
Renaissance Investment
India Next Portfolio
Flexi Cap 890 🔒 🔒
Enam Asset
India Vision Portfolio
Flexi Cap 888 🔒 🔒
Icici Prudential
PMS Largecap Strategy
Large Cap 879 🔒 🔒
Savvy Capital
Default
Flexi Cap 875 🔒 🔒
360 One
Large Value Strategy PMS
Large Cap 855 🔒 🔒
Anand Rathi
Impress Portfolio
Flexi Cap 852 🔒 🔒
Kotak Mahindra
India Focus Portfolio Investment Approach
Flexi Cap 841 🔒 🔒
Sbi Funds
Alpha Edge
Flexi Cap 830 🔒 🔒
Axis Asset
Brand Equity Portfolio
Flexi Cap 808 🔒 🔒
Axis Securities
Securities Pure Growth
Flexi Cap 805 🔒 🔒
Motilal Oswal
Delphi 4C Advantage Portfolio
Flexi Cap 790 🔒 🔒
Alchemy Capital
High Growth
Flexi Cap 763 🔒 🔒
Ask Investment
Growth Portfolio
Flexi Cap 758 🔒 🔒
Entrust Family
Dividend Yield Approach
Flexi Cap 751 🔒 🔒
Trust Investment
Chanakya Wealth Creation Plan
Small Cap 751 🔒 🔒
Quest Investment
Multi Portfolio
Flexi Cap 745 🔒 🔒
Sbi Funds
Aeon Alpha Portfolio
Flexi Cap 736 🔒 🔒
Alchemy Capital
Smart Alpha 250
Mid Cap 732 🔒 🔒
Enam Asset
India Opportunities Portfolio
Flexi Cap 724 🔒 🔒
Nj Asset
Multicap Portfolio
Multi Cap 716 🔒 🔒
Ohm Portfolio
Growth
Flexi Cap 716 🔒 🔒
Multi-Act Equity
Moats And Special Situations Portfolio
Flexi Cap 709 🔒 🔒
Nine Rivers
Aurum Small Cap Opportunities
Small Cap 706 🔒 🔒
Profitgate Capital
Classic Compounders Equity Strategy
Large Cap 684 🔒 🔒
Dmz Partners
Partners Inheritors Strategy
Flexi Cap 678 🔒 🔒
Capitalmind Financial
Surge India
Mid Cap 671 🔒 🔒
Electrum Portfolio
Laureate Portfolio
Flexi Cap 659 🔒 🔒
Incred Asset
Healthcare Portfolio
Thematic 657 🔒 🔒
Sbi Funds
Esg Portfolio
Flexi Cap 655 🔒 🔒
Quantum Advisors
Q India Value Equity Strategy - Constrained Xix
Flexi Cap 655 🔒 🔒
J M
Apex
Flexi Cap 638 🔒 🔒
Markets Mojo
Mojo Soul
Flexi Cap 627 🔒 🔒
Awriga Capital
Core Strategy
Flexi Cap 593 🔒 🔒
Renaissance Investment
Opportunities Portfolio
Large Cap 577 🔒 🔒
Complete Circle
Circle Digital Compounders
Flexi Cap 576 🔒 🔒
Allegro Securities
Diversified
Flexi Cap 574 🔒 🔒
Wallfort Fund
Diversified
Flexi Cap 574 🔒 🔒
Hdfc Asset
Diversified Portfolio - Equity
Flexi Cap 571 🔒 🔒
Goldstandard Wealth
Aristos Equity Portfolio
Flexi Cap 563 🔒 🔒
Bhana Equity
Bea Specialized Portfolio
Flexi Cap 545 🔒 🔒
Ambit Wealth
Alpha Growth Portfolio
Flexi Cap 543 🔒 🔒
Axis Securities
Securities Kaizen
Mid Cap 535 🔒 🔒
Emkay Investment
Eiml Capital
Flexi Cap 532 🔒 🔒
Axis Securities
Securities Customised
Flexi Cap 520 🔒 🔒
Ask Investment
Domestic Resurgence Portfolio
Flexi Cap 516 🔒 🔒
Bhana Equity
Bea India Growth Fund
Flexi Cap 503 🔒 🔒
White Pine
Pine India Emerging Stars Approach
Small Cap 502 🔒 🔒
Ask Investment
Lighthouse Portfolio
Flexi Cap 501 🔒 🔒
Prospero Tree
Tree India Equity Fund
Flexi Cap 485 🔒 🔒
Samvitti Capital
Activealphamc
Flexi Cap 477 🔒 🔒
Burman Capital
Unicorn Portfolio
Flexi Cap 473 🔒 🔒
Jeetay Investments
Growth Plus Value Investing
Flexi Cap 469 🔒 🔒
Banyan Capital
India Portfolio
Flexi Cap 464 🔒 🔒
Spark Asia Impact
India@75 Flexicap Strategy
Flexi Cap 464 🔒 🔒
Accuracap Consultancy
Picopower
Small Cap 456 🔒 🔒
Himalaya Investment
Everflow India Opportunities
Flexi Cap 450 🔒 🔒
Nafa Asset
Emerging Blue Chip Portfolio
Mid Cap 445 🔒 🔒
Mittal Analytics
Mapl Value Investing Fund
Flexi Cap 439 🔒 🔒
Ambit Investment
Good & Clean Midcap Portfolio
Mid Cap 439 🔒 🔒
Hsbc Asset
India Next Portfolio
Flexi Cap 439 🔒 🔒
Abakkus
Select Opportunities Strategy 2
Flexi Cap 436 🔒 🔒
Samvitti Capital
PMSaggressive
Flexi Cap 426 🔒 🔒
Quest Investment
Flagship Portfolio
Flexi Cap 414 🔒 🔒
1729 Advisors
Fundamental Value Investing
Flexi Cap 410 🔒 🔒
Seers Fund
Enduring Portfolio
Flexi Cap 406 🔒 🔒
Prescientcap Investment
High Quality Consistent Compounders
Large Cap 405 🔒 🔒
Ithought Financial
Alpha
Small Cap 400 🔒 🔒
Purnartha Investment
Dynamic Midcap
Mid Cap 398 🔒 🔒
Ambit Investment
Micro Marvels Portfolio
Micro Cap 395 🔒 🔒
Svan Investment
Investment Managers LLP - Velocity
Flexi Cap 385 🔒 🔒
Prudent Investment
Multicap PMS
Multi Cap 383 🔒 🔒
Master Portfolio
Trust India Growth Strategy
Flexi Cap 382 🔒 🔒
Pl Asset
Aqua Strategy
Flexi Cap 374 🔒 🔒
Fortune Wealth
Multicap Value Fund
Multi Cap 371 🔒 🔒
Equirus Wealth
Long Horizon Fund
Small Cap 369 🔒 🔒
Ithought Financial
Vrddhi
Flexi Cap 368 🔒 🔒
Kriis Portfolio
Multicap Fund Strategy
Multi Cap 360 🔒 🔒
Dezerv Investments
Capital Reserve Strategy - Equity
Flexi Cap 354 🔒 🔒
Invasset LLP
Growth Fund
Flexi Cap 351 🔒 🔒
Icici Securities
Sterling Portfolio- Aggressive Portfolio
Flexi Cap 350 🔒 🔒
Marathontrends Advisory
Trend Following - Flexicap Growth
Flexi Cap 349 🔒 🔒
Green Portfolio
Portfolio Special Fund
Small Cap 348 🔒 🔒
Right Horizons
Rhpmpl- Flexicap Portfolio
Flexi Cap 345 🔒 🔒
Roha Asset
Emerging Champions Portfolio
Small Cap 341 🔒 🔒
Invesco Asset
India R.I.S.E Portfolio
Flexi Cap 338 🔒 🔒
Chanakya Capital
Multi-Cap
Flexi Cap 337 🔒 🔒
Dezerv Investments
Dezerv. Alpha Equity Strategy
Flexi Cap 336 🔒 🔒
Sincere Syndication
Metamorphosis Fund
Flexi Cap 335 🔒 🔒
Abakkus
Select Opportunities Strategy
Flexi Cap 335 🔒 🔒
Neo Asset
Club - Equity Dedicated Product
Flexi Cap 333 🔒 🔒
Narnolia Financial
Multi Cap Strategy
Multi Cap 332 🔒 🔒
J M
Focus
Flexi Cap 325 🔒 🔒
Agreya Capital
Total Return
Flexi Cap 323 🔒 🔒
Ashima Capital
Long Heritage Value Fund
Flexi Cap 319 🔒 🔒
Iifl Capital
Flagship Leaders Portfolio
Large Cap 319 🔒 🔒
Avendus Investment
Margin Of Safety
Flexi Cap 315 🔒 🔒
Motilal Oswal
India Growth Strategy
Flexi Cap 314 🔒 🔒
Spark Asia Impact
India@75 Core And Satellite Strategy
Flexi Cap 311 🔒 🔒
Nj Asset
Freedom Etf Portfolio
Flexi Cap 308 🔒 🔒
Multi-Act Equity
Mid & Small Cap & Special Situations Portfolio
Mid Cap 296 🔒 🔒
Willow Advisors
Long Term Value Strategy
Flexi Cap 295 🔒 🔒
Valentis Advisors
Multi-Cap Fund
Flexi Cap 293 🔒 🔒
Dt Portfolio
India Strategy
Flexi Cap 291 🔒 🔒
Capitalmind Financial
All Weather Equity
Flexi Cap 290 🔒 🔒
Equinova Investment
Edge PMS
Flexi Cap 286 🔒 🔒
Karma Capital
Wealth Builder
Flexi Cap 286 🔒 🔒
Globe Capital
Arbitrage/Special Situation
Flexi Cap 285 🔒 🔒
Zen Wealth
Multicap Strategy
Multi Cap 283 🔒 🔒
T Ram
Bluechip
Large Cap 273 🔒 🔒
Ask Investment
Emerging Opportunities Portfolio
Mid Cap 267 🔒 🔒
Sharekhan Limited
Prime Picks
Flexi Cap 266 🔒 🔒
Turtle Wealth
Wealth Mantra Fund
Flexi Cap 261 🔒 🔒
Monarch Networth
Wealth Creator Fund
Flexi Cap 261 🔒 🔒
Avendus Investment
Olivo Core Equity Portfolio
Flexi Cap 256 🔒 🔒
Iifl Capital
Iiflbluealpha
Large Cap 256 🔒 🔒
Vspartans Consultants
Multicap Portfolio
Multi Cap 255 🔒 🔒
Icici Securities
Ace Equity Portfolio
Flexi Cap 253 🔒 🔒
Phillipcapital (India)
Phillip Signature India Portfolio
Flexi Cap 247 🔒 🔒
Alchemy Capital
Ascent
Small Cap 247 🔒 🔒
Green Portfolio
Portfolio Super 30 Dynamic Fund
Flexi Cap 246 🔒 🔒
Sundaram Alternate
Voyager Global Portfolio
Global 245 🔒 🔒
Samvitti Capital
PMSlong
Flexi Cap 244 🔒 🔒
Icici Prudential
PMS Emerging Leaders Strategy
Mid Cap 240 🔒 🔒
Capitalmind Financial
Adaptive Momentum
Flexi Cap 240 🔒 🔒
Ckredence Wealth
All Weather
Flexi Cap 233 🔒 🔒
Wealth Managers
Optimiser Portfolio
Flexi Cap 231 🔒 🔒
Unifi Capital
Bcad
Flexi Cap 231 🔒 🔒
Basant Maheshwari
Bmw Multi Cap Fund
Multi Cap 229 🔒 🔒
Wryght Research
Wright Factor Fund
Flexi Cap 224 🔒 🔒
Icici Prudential
PMS Multi-Manager - Core Equity Strategy
Flexi Cap 223 🔒 🔒
Mo Alternate
PMS Mope I
Flexi Cap 221 🔒 🔒
Sundaram Alternate
Voyager
Flexi Cap 218 🔒 🔒
Invesco Asset
India Dawn Portfolio
Flexi Cap 218 🔒 🔒
Capitalmind Financial
India Indices
Large Cap 215 🔒 🔒
Quantum Advisors
Q India Value Equity Strategy
Flexi Cap 213 🔒 🔒
Sageone Investment
Largecap
Large Cap 210 🔒 🔒
Spark Asia Impact
India 75 Active Alpha Strategy
Flexi Cap 208 🔒 🔒
Dalal & Broacha
Aggressive Long Term Capital Appreciation
Flexi Cap 208 🔒 🔒
Nirmal Bang
Bang Equity Multi Cap
Multi Cap 206 🔒 🔒
Purnartha Investment
Vision
Flexi Cap 204 🔒 🔒
Mehta Equities
Multi Focus Strategy (Mmfs)
Flexi Cap 203 🔒 🔒
Agreya Capital
Momentum
Flexi Cap 203 🔒 🔒
Phillipcapital (India)
Phillip Alpha Creation Equity Strategy
Flexi Cap 203 🔒 🔒
Tamohara Investment
Truffle Strategy
Flexi Cap 199 🔒 🔒
Stalwart Investment
Wealth Guardian Fund
Flexi Cap 199 🔒 🔒
Fort Capital
Dynamic
Flexi Cap 198 🔒 🔒
Right Horizons
Rhpmpl- Super Value M&S Cap Portfolio
Flexi Cap 198 🔒 🔒
Smc Global
Growth
Flexi Cap 198 🔒 🔒
Capitalmind Financial
Cm Flexi Cap Strategy
Flexi Cap 197 🔒 🔒
Qode Advisors
All Weather
Flexi Cap 195 🔒 🔒
Maximal Capital
Pathfinder Value Fund
Flexi Cap 195 🔒 🔒
Hem Securities
Dynamic Research & Emerging Asset Management Strategy (Dream)
Flexi Cap 194 🔒 🔒
Emkay Investment
Alpha
Flexi Cap 189 🔒 🔒
Kyng Capital
King
Flexi Cap 189 🔒 🔒
Dwaith Advisory
Concentrated Growth Portfolio
Flexi Cap 189 🔒 🔒
Incred Asset
Multicap Portfolio
Multi Cap 188 🔒 🔒
First Global
Global India Super 50 (Fg-Is50)
Global 187 🔒 🔒
Markets Mojo
Mojo Power
Flexi Cap 187 🔒 🔒
Prithvi Finmart
Balance Portfolio
Flexi Cap 187 🔒 🔒
Ask Investment
Specialised Portfolio
Flexi Cap 186 🔒 🔒
Zen Wealth
Emerging Opportunities Strategy
Small Cap 185 🔒 🔒
Ckredence Wealth
Business Cycle Fund
Flexi Cap 185 🔒 🔒
Geojit Financial
Beacon Portfolio
Flexi Cap 184 🔒 🔒
Unifi Capital
Individually Managed Accounts
Flexi Cap 183 🔒 🔒
Value Prolific
Valpro Alpha (A) PMS
Flexi Cap 180 🔒 🔒
Ask Investment
Financial Opportunities Portfolio
Thematic 179 🔒 🔒
Nippon Life
The Indian Economic Transformation Portfolio Systematic Rebalancing Option
Flexi Cap 179 🔒 🔒
Multi-Act Equity
Emerging Corporates India Portfolio
Mid Cap 177 🔒 🔒
360 One
Open - Enhancer Series - Passive Equity Enhancer
Large Cap 176 🔒 🔒
Courser Park
Growth At Reasonable Price (Garp)
Flexi Cap 176 🔒 🔒
Ckredence Wealth
Ice Growth
Flexi Cap 174 🔒 🔒
Capital 8
8 Infinity Fund
Flexi Cap 170 🔒 🔒
Samvitti Capital
Advisory Services
Flexi Cap 168 🔒 🔒
Turtle Wealth
Growth Mantra Fund
Flexi Cap 166 🔒 🔒
Sowilo Investment
Multi Cap Fund
Multi Cap 166 🔒 🔒
Tcg Advisory
Transformative Growth Portfolio
Flexi Cap 162 🔒 🔒
Girik Wealth
PMS Blufin X Equity Strategy
Flexi Cap 161 🔒 🔒
Ask Investment
Conviction Portfolio
Large Cap 160 🔒 🔒
Xponent Tribe
Tribe Long-Term Equity Portfolio
Flexi Cap 157 🔒 🔒
Badjate Wealth
Multicap Fund
Multi Cap 157 🔒 🔒
Right Horizons
Rh Minerva India Under-Served
Small Cap 155 🔒 🔒
Anand Rathi
Decennium Opportunity Portfolio
Flexi Cap 154 🔒 🔒
Marcellus Investment
Curation-I
Flexi Cap 154 🔒 🔒
True Beacon
Equityfactorquant
Flexi Cap 154 🔒 🔒
Moneygrow Asset
Small Midcap
Mid Cap 153 🔒 🔒
Janak Merchant
Dynamic Investment Approach
Flexi Cap 150 🔒 🔒
Systematix Shares
Dynamic Investment Approach
Flexi Cap 150 🔒 🔒
Buglerock Capital
Core Value Concentrated
Flexi Cap 149 🔒 🔒
Incred Asset
Focused Healthcare Equity
Thematic 149 🔒 🔒
Finwizard Technology
Fisdom Wealth Edge
Flexi Cap 149 🔒 🔒
Abakkus
Curated Personalized Portfolio
Flexi Cap 149 🔒 🔒
Barclays Securities
Wealth Dynamic Opportunities Portfolio
Flexi Cap 148 🔒 🔒
Sanctum Wealth
Indian Titans
Flexi Cap 148 🔒 🔒
Moneylife Advisory
Mas Growth
Flexi Cap 146 🔒 🔒
Mansi Share
Seven Islands Multicap Fund
Multi Cap 145 🔒 🔒
Geojit Financial
Freedom Portfolio
Flexi Cap 143 🔒 🔒
Nj Asset
Freedom Portfolio
Flexi Cap 143 🔒 🔒
V.E.C Assago
Assago Small And Mid-Cap Growth Bespoke Discretionary PMS
Flexi Cap 142 🔒 🔒
Narnolia Financial
Mid And Small Cap Strategy
Mid Cap 141 🔒 🔒
Shree Rama
Lakshmi Plan
Flexi Cap 136 🔒 🔒
Oaks Asset
Tenet Portfolio
Flexi Cap 136 🔒 🔒
True Beacon
Flexi-Cap Fundamental Opportunities
Flexi Cap 136 🔒 🔒
Ask Investment
Core Portfolio
Flexi Cap 136 🔒 🔒
Jhp Securities
Incredible India
Flexi Cap 135 🔒 🔒
Girik Wealth
Blufin Strategy
Flexi Cap 135 🔒 🔒
Kriis Portfolio
High Growth Strategy
Flexi Cap 135 🔒 🔒
Icici Prudential
PMS Smart Strategy
Flexi Cap 135 🔒 🔒
Marcellus Investment
Kings Of Capital
Thematic 135 🔒 🔒
Wealth Managers
Select Direct Growth Portfolio
Flexi Cap 135 🔒 🔒
Wealth Managers
Focused Leadership Portfolio
Flexi Cap 134 🔒 🔒
Securities Investment
Simpl Small Cap Value Portfolio
Small Cap 133 🔒 🔒
Trivantage Capital
Edge Portfolio
Flexi Cap 132 🔒 🔒
Abans
Growth & Momentum
Flexi Cap 131 🔒 🔒
Renaissance Investment
Platinum Portfolio
Flexi Cap 131 🔒 🔒
Icici Prudential
PMS Rising Stars Strategy
Small Cap 130 🔒 🔒
Alpha Alternatives
Alternatives Fund Advisors LLP PMS Systematic Equity
Flexi Cap 130 🔒 🔒
Capgrow Capital
Special Situation
Flexi Cap 129 🔒 🔒
Invesq Investment
Multicap Opportunities Portfolio
Multi Cap 129 🔒 🔒
Marcellus Investment
Little Champs
Small Cap 129 🔒 🔒
Moat Financial
Uppercrust Wealth Fund
Flexi Cap 129 🔒 🔒
Carnelian Asset
Contra Portfolio Strategy
Flexi Cap 129 🔒 🔒
Envision Capital
India Opportunities Portfolio
Flexi Cap 128 🔒 🔒
Anand Rathi
Mnc Portfolio
Flexi Cap 127 🔒 🔒
Moneylife Advisory
Mas Prime
Flexi Cap 125 🔒 🔒
Ckredence Wealth
Diversified Multicap
Multi Cap 125 🔒 🔒
Incred Asset
Small And Midcap Portfolio
Mid Cap 125 🔒 🔒
Alchemy Capital
W.I.N Strategy
Flexi Cap 124 🔒 🔒
Emkay Investment
Eiml Smid
Mid Cap 124 🔒 🔒
Revelation Portfolio
India Opportunities Portfolio I
Flexi Cap 123 🔒 🔒
Composite Investments
India Emerging Stars
Mid Cap 123 🔒 🔒
Sundaram Alternate
Rising Star
Small Cap 121 🔒 🔒
Infinity Alternatives
Flexi-Cap Wealth Creator Portfolio (A5)
Flexi Cap 120 🔒 🔒
Cumulus Advisory
Elevate
Flexi Cap 119 🔒 🔒
Asit C. Mehta
Ace Multicap
Multi Cap 117 🔒 🔒
Latent Advisors
Equity Growth
Flexi Cap 116 🔒 🔒
Narnolia Financial
Large Cap Strategy
Large Cap 116 🔒 🔒
Renaissance Investment
Midcap Portfolio
Mid Cap 115 🔒 🔒
Kapm Ventures
Compound 26 Capital
Flexi Cap 115 🔒 🔒
Marathontrends Advisory
Mega Trends - Multicap Growth
Multi Cap 114 🔒 🔒
Sohum Asset
India Opportunities Investment Approach
Small Cap 113 🔒 🔒
Prosperity Wealth
Discovery Fund
Flexi Cap 112 🔒 🔒
Ventura Securities
Multicap Portfolio Management Scheme
Multi Cap 112 🔒 🔒
Kedia Shares
PMS Multi Cap
Multi Cap 112 🔒 🔒
Aditya Birla
Innovation Portfolio
Thematic 112 🔒 🔒
Axis Asset
Emerging Stars Portfolio
Mid Cap 111 🔒 🔒
360 One
Open - Managed Solutions All Equity
Flexi Cap 111 🔒 🔒
Composite Investments
India Garp Fund
Flexi Cap 111 🔒 🔒
Equirus Wealth
Flexi Cap Fund
Flexi Cap 110 🔒 🔒
Moneygrow Asset
Large Midcap
Mid Cap 109 🔒 🔒
Sanctum Wealth
Tailored Discretionary Portfolio - Aggressive
Flexi Cap 109 🔒 🔒
Icici Securities
Sterling Portfolio- Growth Portfolio
Flexi Cap 108 🔒 🔒
Solidarity Advisors
Emerging Leaders
Mid Cap 108 🔒 🔒
Square 64
S64 Multicap
Multi Cap 107 🔒 🔒
Samatva Investment
Small Cap Strategy
Small Cap 106 🔒 🔒
Drchoksey Finserv
Chatur Amrit Kaal Fund
Flexi Cap 106 🔒 🔒
Unifi Capital
Others Equity
Flexi Cap 106 🔒 🔒
Moneybee Securities
Queenbee
Flexi Cap 105 🔒 🔒
Sameeksha Capital
Long Horizon Fund
Flexi Cap 105 🔒 🔒
Bonanza Portfolio
Aegis
Flexi Cap 105 🔒 🔒
Banyan Capital
Yield Plus
Flexi Cap 104 🔒 🔒
Consortium Securities
Securities Value PMS
Flexi Cap 104 🔒 🔒
Pgim India
India Core Equity Portfolio
Flexi Cap 104 🔒 🔒
Centrum Investment
Deep Value Multibagger Portfolio
Flexi Cap 104 🔒 🔒
Revelation Portfolio
India Opportunities Portfolio Ii
Flexi Cap 102 🔒 🔒
Ladderup Asset
Proud Portfolio
Flexi Cap 101 🔒 🔒
Quantum Advisors
Q India Value Equity Strategy - Constrained Xviii
Flexi Cap 101 🔒 🔒
Ambit Wealth
Caliber Portfolio
Large Cap 99 🔒 🔒
Emkay Investment
Emkaygolden
Flexi Cap 98 🔒 🔒
Bonanza Portfolio
Edge
Flexi Cap 98 🔒 🔒
Clockvine Capital
Growth Fund
Flexi Cap 97 🔒 🔒
Emkay Investment
New Vitalized India
Flexi Cap 97 🔒 🔒
Hem Securities
India Rising Sme Stars
Micro Cap 97 🔒 🔒
Renaissance Investment
Alpha Portfolio
Flexi Cap 97 🔒 🔒
Drchoksey Finserv
Alpha Invest
Flexi Cap 97 🔒 🔒
Agreya Capital
Total Return Enhancer
Flexi Cap 96 🔒 🔒
Spark Pwm
Absolute Return Portfolio (Arp)
Flexi Cap 95 🔒 🔒
Steadfort Investment
Eclectic Strategy
Flexi Cap 95 🔒 🔒
Grey Sky
Sky Smart Core Portfolio
Flexi Cap 94 🔒 🔒
Ikigai Asset
Bespoke Small Cap Strategy
Small Cap 94 🔒 🔒
Samvitti Capital
NdPMS
Flexi Cap 93 🔒 🔒
Wealthbridge Capital
Equity Focused Discretionary PMS
Flexi Cap 92 🔒 🔒
Ckredence Wealth
Focus Multicap
Multi Cap 92 🔒 🔒
Marcellus Investment
Rising Giants
Mid Cap 92 🔒 🔒
Right Horizons
Rh Supervalue Aggressive
Flexi Cap 92 🔒 🔒
Ghalla Bhansali
Kinetic
Flexi Cap 91 🔒 🔒
Impetus Arthasutra
Value Portfolio
Flexi Cap 91 🔒 🔒
White Stone
Stone Valueedge Fund
Flexi Cap 90 🔒 🔒
Fortuna Asset
One
Flexi Cap 89 🔒 🔒
Pgim India
Equity Portfolio
Thematic 89 🔒 🔒
Accuracap Consultancy
Alpha10
Flexi Cap 89 🔒 🔒
Bharat Bhushan
Bb All-Seasons
Flexi Cap 88 🔒 🔒
Unifi Capital
Insider Shadow Strategy
Flexi Cap 88 🔒 🔒
Icici Securities
Active Index Portfolio
Large Cap 88 🔒 🔒
Shade Capital
Value Fund
Flexi Cap 88 🔒 🔒
Ithought Financial
Trublu
Flexi Cap 88 🔒 🔒
Qrc Investment
Long Term Opportunities Portfolio
Flexi Cap 87 🔒 🔒
Centrum Investment
Good To Great T
Flexi Cap 87 🔒 🔒
Axis Asset
Core & Satellite Portfolio
Flexi Cap 87 🔒 🔒
Marfatia Stock
Allweather
Flexi Cap 87 🔒 🔒
Dezerv Investments
Arbitrage Strategy
Flexi Cap 86 🔒 🔒
Axis Asset
Customized Portfolio
Flexi Cap 86 🔒 🔒
Avendus Wealth
Halo DPMS
Flexi Cap 85 🔒 🔒
J M
Growth And Value
Flexi Cap 85 🔒 🔒
Oaks Asset
The Alpha Capital Pledge (Tap)
Flexi Cap 85 🔒 🔒
Equentis Wealth
Multi Cap Portfolio
Multi Cap 85 🔒 🔒
Dynamic Equities
Bluechip High Growth Low Valuation
Large Cap 84 🔒 🔒
Ksema Wealth
Wealth Multicap - India Opportunities Fund
Multi Cap 84 🔒 🔒
Bay Capital
Capital Pbh
Flexi Cap 84 🔒 🔒
Paterson Securities
Customised
Flexi Cap 83 🔒 🔒
Magadh Capital
Future Stars
Small Cap 83 🔒 🔒
Ambit Investment
Emerging Giants Small Cap Portfolio
Small Cap 82 🔒 🔒
Invesco Asset
India Caterpillar Portfolio
Small Cap 81 🔒 🔒
Bay Capital
India Opportunities Portfolio
Flexi Cap 80 🔒 🔒
Buglerock Capital
Special Situations Portfolio
Flexi Cap 80 🔒 🔒
Valtrust Partners
Momentum
Flexi Cap 79 🔒 🔒
Ghalla Bhansali
Opulence
Flexi Cap 79 🔒 🔒
Shree Rama
Vriddhi
Flexi Cap 79 🔒 🔒
Icici Securities
I-Sec Multifactor Portfolio
Flexi Cap 78 🔒 🔒
Capstocks
Capstocks-PMS
Flexi Cap 78 🔒 🔒
Oaks Asset
Co-Investment Portfolio
Flexi Cap 77 🔒 🔒
Motilal Oswal
Ethical Strategy
Flexi Cap 77 🔒 🔒
Qode Advisors
Growth Fund
Flexi Cap 77 🔒 🔒
Bharat Bhushan
Bb Micro-Mega
Micro Cap 74 🔒 🔒
Nippon Life
High Conviction Equity Portfolio Systematic Rebalancing Option
Flexi Cap 74 🔒 🔒
Nmr Capital
Growth Strategy
Flexi Cap 74 🔒 🔒
Icici Prudential
PMS Infrastructure Strategy
Flexi Cap 73 🔒 🔒
Turtle Wealth
Profit Mantra
Flexi Cap 73 🔒 🔒
Marcellus Investment
Marcellus' Curation
Flexi Cap 72 🔒 🔒
Barclays Securities
Wealth Creator
Flexi Cap 72 🔒 🔒
East Green
Green Agile Strategy
Flexi Cap 71 🔒 🔒
Ghalla Bhansali
Nucleus
Flexi Cap 71 🔒 🔒
Allegro Securities
Signature
Flexi Cap 71 🔒 🔒
Motilal Oswal
Focused Opportunities Strategy
Flexi Cap 71 🔒 🔒
Icici Prudential
PMS Multi-Manager - Thematic Strategy
Flexi Cap 71 🔒 🔒
Icici Securities
Isec Momentum Quality Dynamic Advantage Portfolio
Flexi Cap 69 🔒 🔒
Equipoise Capital
New India Opportunities
Flexi Cap 68 🔒 🔒
Brightseeds Advisors
Xylem Maverick Strategy
Flexi Cap 67 🔒 🔒
Kotak Mahindra
Evolv Equity Investment Approach
Mid Cap 67 🔒 🔒
Apricus Wealth
Wealth Sterling Equity Strategy
Flexi Cap 67 🔒 🔒
Maxiom Asset
PMS - Jewel Flexi Cap Quality-Growth
Flexi Cap 66 🔒 🔒
Whiteoak Capital
India Business Leaders PMS
Large Cap 65 🔒 🔒
Ask Investment
Life Portfolio
Flexi Cap 64 🔒 🔒
Atlas Integrated
Multicap
Multi Cap 64 🔒 🔒
Eureka Portfolio
Multicap
Multi Cap 64 🔒 🔒
Sanctum Wealth
Indian Olympians
Flexi Cap 64 🔒 🔒
White Whale
Whale North Star
Flexi Cap 64 🔒 🔒
Green Lantern
Alpha Fund
Flexi Cap 63 🔒 🔒
Whiteoak Capital
India Pioneers Equity Portfolio Stp Plan
Flexi Cap 63 🔒 🔒
Icici Prudential
PMS Growth Leaders Shariah Strategy
Flexi Cap 63 🔒 🔒
Lgt Wealth
Lighthouse
Flexi Cap 63 🔒 🔒
Guardian Asset
Asset Management Pvt Ltd-Multi Assets
Flexi Cap 63 🔒 🔒
Arthalpha LLP
Machine Learning (Equity) Quant
Flexi Cap 62 🔒 🔒
Centrum Investment
Good To Great Portfolio.
Flexi Cap 62 🔒 🔒
Amaltas Asset
Keystone Fund
Flexi Cap 62 🔒 🔒
Pgim India
Phoenix Portfolio
Mid Cap 62 🔒 🔒
Lgt Wealth
Optima
Flexi Cap 61 🔒 🔒
Whiteoak Capital
India Digital Leaders
Flexi Cap 61 🔒 🔒
Icici Prudential
PMS T.I.M.E Strategy
Flexi Cap 60 🔒 🔒
Motilal Oswal
Multifactor Equity Strategy
Flexi Cap 59 🔒 🔒
Guardian Asset
Asset Management Pvt Ltd-Multi Cap
Multi Cap 58 🔒 🔒
Envision Capital
India Value Portdolio
Flexi Cap 58 🔒 🔒
Moat Financial
Emerging Moat
Flexi Cap 57 🔒 🔒
Molecule Ventures
Quant
Flexi Cap 56 🔒 🔒
Sundaram Alternate
Quant
Flexi Cap 56 🔒 🔒
Neo Asset
Core Multicap Equity Strategy
Multi Cap 56 🔒 🔒
Ask Investment
India Vision Portfolio
Flexi Cap 56 🔒 🔒
Angel One
Ionic Allocate Portfolio-Equity
Flexi Cap 56 🔒 🔒
Alphagrep Investment
Multi-Factor Quant Portfolio
Flexi Cap 56 🔒 🔒
Ask Wealth
Wealth Core Equity
Flexi Cap 56 🔒 🔒
Ime Portfolio
Wealth Bespoke
Flexi Cap 55 🔒 🔒
Joindre Capital
Value Fund
Flexi Cap 55 🔒 🔒
Waterfield Financial
Nucleus Equity Multi-Cap Allocator
Flexi Cap 55 🔒 🔒
Wealth India
Funds India Dynamo Strategy
Flexi Cap 54 🔒 🔒
Infinity Alternatives
Customised Mutual Fund Portfolio (A4)
Flexi Cap 54 🔒 🔒
Care Portfolio
PMS Large & Midcap
Mid Cap 54 🔒 🔒
Himalaya Investment
Everflow Bespoke
Flexi Cap 54 🔒 🔒
Ebisu Investment
India All Inclusive
Flexi Cap 54 🔒 🔒
Sykes And Ray
Large & Mid Momentum PMS
Flexi Cap 52 🔒 🔒
Hsbc Asset
Aspire Portfolio
Flexi Cap 52 🔒 🔒
Green Portfolio
Portfolio Fund Of Funds
Flexi Cap 52 🔒 🔒
Nafa Asset
Small Cap Portfolio
Small Cap 52 🔒 🔒
Pelican Holdings
Pe Fund
Flexi Cap 52 🔒 🔒
Hdfc Asset
All Cap Portfolio - DPMS
Multi Cap 51 🔒 🔒
Tailwind Financial
Alpha Edge PMS
Flexi Cap 51 🔒 🔒
Agreya Capital
Momentum Enhancer
Flexi Cap 51 🔒 🔒
Bonanza Portfolio
Prima Fund-Aggressive
Flexi Cap 51 🔒 🔒
Pgim India
Equity Portfolio Series Ii
Thematic 51 🔒 🔒
Aditya Birla
Core And Satellite Equity Portfolio
Flexi Cap 51 🔒 🔒
Ime Portfolio
Concentrated Microtrends
Micro Cap 40 🔒 🔒
Ghalla Bhansali
Raw Pearl
Micro Cap 16 🔒 🔒
Centrum Investment
Microcap Portfolio.
Micro Cap 12 🔒 🔒
360 One
Open - Managed Solutions Global Equity
Global 10 🔒 🔒
Motilal Oswal
Microcap Multifactor Strategy
Micro Cap 4 🔒 🔒
Nine Rivers
Aurum Micro Cap Opportunities
Micro Cap 1 🔒 🔒
Sanctum Wealth
Global Allocator
Global 1 🔒 🔒
Sort by
Consistent Performer
Enam Asset
India Equity Portfolio
+17.3%
SI Return
Flexi Cap · ₹21,708 Cr
Underperformer
Quantum Advisors
Q India Value Equity Strategy - Constrained V
+16.2%
SI Return
Flexi Cap · ₹15,673 Cr
Consistent Performer
360 One
Customised Discretionary Portfolio
+13.5%
SI Return
Large Cap · ₹14,727 Cr
Consistent Performer
Icici Prudential
PMS Contra Strategy
+18.0%
SI Return
Flexi Cap · ₹13,837 Cr
Recent Performer
Valuequest Investment
Alpha
+21.8%
SI Return
Small Cap · ₹11,991 Cr
Consistent Performer
Buoyant Capital
Opportunities PMS
+20.8%
SI Return
Flexi Cap · ₹11,548 Cr
Underperformer
Unifi Capital
Blended- Rangoli
+17.6%
SI Return
Flexi Cap · ₹11,426 Cr
Consistent Performer
Enam Asset
India Core Equity Portfolio
+19.2%
SI Return
Flexi Cap · ₹9,048 Cr
Consistent Performer
Stallion Asset
Asset Core Fund
+28.1%
SI Return
Flexi Cap · ₹8,102 Cr
Consistent Performer
Icici Prudential
PMS Pipe Strategy
+25.1%
SI Return
Small Cap · ₹7,829 Cr
Abakkus
All Cap Approach
•••
SI Return
Flexi Cap · ₹7,766 Cr
Brainpoint Investment
Future Winners
•••
SI Return
Flexi Cap · ₹7,204 Cr
Dezerv Investments
Equity Revival Strategy
•••
SI Return
Flexi Cap · ₹6,973 Cr
Ask Investment
Indian Entrepreneur Portfolio
•••
SI Return
Flexi Cap · ₹6,353 Cr
Karma Capital
Kwb Select PMS
•••
SI Return
Flexi Cap · ₹6,339 Cr
Abakkus
Emerging Opportunities Approach
•••
SI Return
Mid Cap · ₹5,943 Cr
Carnelian Asset
Shift Strategy
•••
SI Return
Flexi Cap · ₹5,698 Cr
Banyan Tree
Growth At Reasonable Price
•••
SI Return
Flexi Cap · ₹5,315 Cr
Alchemy Capital
Select Stock
•••
SI Return
Flexi Cap · ₹4,874 Cr
Motilal Oswal
Next Trillion Dollar Opportunity Strategy
•••
SI Return
Multi Cap · ₹4,490 Cr
Sageone Investment
Mid & Small Cap
•••
SI Return
Small Cap · ₹4,203 Cr
Motilal Oswal
Founders Portfolio
•••
SI Return
Flexi Cap · ₹4,097 Cr
Carnelian Asset
Bespoke Portfolio
•••
SI Return
Flexi Cap · ₹3,645 Cr
Enam Asset
India Diversified Equity Advantage Portfolio
•••
SI Return
Flexi Cap · ₹3,637 Cr
Valuequest Investment
Platinum
•••
SI Return
Flexi Cap · ₹3,428 Cr
Motilal Oswal
Value Migration Strategy
•••
SI Return
Flexi Cap · ₹3,236 Cr
360 One
Multicap PMS
•••
SI Return
Multi Cap · ₹3,069 Cr
Clubmillionaire Financial
The All-Star Portfolio
•••
SI Return
Flexi Cap · ₹3,036 Cr
Whiteoak Capital
India Pioneers Equity Portfolio
•••
SI Return
Flexi Cap · ₹2,946 Cr
Aequitas Investment
India Opportunities Product
•••
SI Return
Small Cap · ₹2,637 Cr
Bellwether Capital
Long Term Growth
•••
SI Return
Flexi Cap · ₹2,629 Cr
Motilal Oswal
Mid To Mega Strategy
•••
SI Return
Mid Cap · ₹2,286 Cr
Carnelian Asset
Capital Compounder Strategy
•••
SI Return
Flexi Cap · ₹2,094 Cr
Miv Investment
Reverse Research
•••
SI Return
Small Cap · ₹2,092 Cr
2Point2
Long Term Value Fund
•••
SI Return
Flexi Cap · ₹2,041 Cr
Valuequest Investment
Growth
•••
SI Return
Flexi Cap · ₹2,020 Cr
Unifi Capital
Bcad Breakout 20
•••
SI Return
Mid Cap · ₹1,940 Cr
Sundaram Alternate
Sisop
•••
SI Return
Flexi Cap · ₹1,864 Cr
Abakkus
Personalised Opportunity Specific
•••
SI Return
Flexi Cap · ₹1,770 Cr
Green Lantern
Growth Fund
•••
SI Return
Mid Cap · ₹1,769 Cr
360 One
Phoenix Portfolio
•••
SI Return
Flexi Cap · ₹1,754 Cr
Solidarity Advisors
Prudence
•••
SI Return
Flexi Cap · ₹1,750 Cr
Ithought Financial
Solitaire
•••
SI Return
Flexi Cap · ₹1,750 Cr
Unique Asset
Strategic Fund
•••
SI Return
Flexi Cap · ₹1,709 Cr
Purnartha Investment
Pratham
•••
SI Return
Flexi Cap · ₹1,690 Cr
Marcellus Investment
Consistent Compounders
•••
SI Return
Large Cap · ₹1,666 Cr
Icici Prudential
PMS Growth Leaders Strategy
•••
SI Return
Flexi Cap · ₹1,621 Cr
Sahasrar Capital
Concentrated Growth Portfolio
•••
SI Return
Flexi Cap · ₹1,621 Cr
Nj Asset
Bluechip Portfolio
•••
SI Return
Large Cap · ₹1,584 Cr
Helios Capital
India Rising Portfolio
•••
SI Return
Flexi Cap · ₹1,577 Cr
Girik Wealth
Multicap Strategy
•••
SI Return
Multi Cap · ₹1,571 Cr
Axis Securities
Securities Pure Contra
•••
SI Return
Flexi Cap · ₹1,561 Cr
Equitree Capital
Emerging Opportunities
•••
SI Return
Small Cap · ₹1,512 Cr
Avestha Fund
Growth
•••
SI Return
Flexi Cap · ₹1,498 Cr
Securities Investment
Simpl Multi Cap Value Portfolio
•••
SI Return
Multi Cap · ₹1,468 Cr
Negen Capital
Special Situations & Dynamic Allocation Strategy
•••
SI Return
Flexi Cap · ₹1,451 Cr
360 One
Mandate - Equity
•••
SI Return
Flexi Cap · ₹1,448 Cr
Icici Prudential
PMS Ace Strategy
•••
SI Return
Flexi Cap · ₹1,422 Cr
Abakkus
Diversified Alpha Approach
•••
SI Return
Flexi Cap · ₹1,327 Cr
Sameeksha Capital
India Equity Fund
•••
SI Return
Flexi Cap · ₹1,280 Cr
Vallum Capital
India Discovery Strategy
•••
SI Return
Mid Cap · ₹1,256 Cr
Dalal & Broacha
Long Term Growth
•••
SI Return
Flexi Cap · ₹1,241 Cr
Sageone Investment
Small Cap
•••
SI Return
Small Cap · ₹1,221 Cr
Geojit Financial
Advantage Portfolio
•••
SI Return
Flexi Cap · ₹1,216 Cr
Globe Capital
Value Driven Approach
•••
SI Return
Flexi Cap · ₹1,209 Cr
Unique Asset
Focused Fund
•••
SI Return
Flexi Cap · ₹1,190 Cr
Equity Intelligence
Value Investing
•••
SI Return
Flexi Cap · ₹1,165 Cr
Icici Prudential
PMS Value Strategy
•••
SI Return
Flexi Cap · ₹1,148 Cr
Buglerock Capital
Core Value Regular
•••
SI Return
Flexi Cap · ₹1,136 Cr
Ambit Investment
Coffee Can Portfolio
•••
SI Return
Large Cap · ₹1,127 Cr
Valuequest Investment
Vision
•••
SI Return
Flexi Cap · ₹1,080 Cr
Valentis Advisors
Rising Star Opportunity Fund
•••
SI Return
Small Cap · ₹1,078 Cr
East Lane
Lane Long Term Growth
•••
SI Return
Flexi Cap · ₹1,039 Cr
Dezerv Investments
Dezerv. Alpha Focus Strategy
•••
SI Return
Flexi Cap · ₹1,033 Cr
Sundaram Alternate
S.E.L.F
•••
SI Return
Mid Cap · ₹1,027 Cr
Icici Prudential
PMS Prime Strategy
•••
SI Return
Flexi Cap · ₹1,021 Cr
Piper Serica
Leader Portfolio Strategy
•••
SI Return
Flexi Cap · ₹1,003 Cr
Ask Investment
India Select Portfolio
•••
SI Return
Thematic · ₹999 Cr
Care Portfolio
PMS Growth Plus Value
•••
SI Return
Mid Cap · ₹972 Cr
Counter Cyclical
Diversified Long Term Value
•••
SI Return
Flexi Cap · ₹971 Cr
Itus Capital
Fundamental Value Fund
•••
SI Return
Flexi Cap · ₹901 Cr
Unifi Capital
Apj (Formerly Known As Apj 20)
•••
SI Return
Mid Cap · ₹900 Cr
Trustline Holdings
Intrinsic Series
•••
SI Return
Flexi Cap · ₹899 Cr
Renaissance Investment
India Next Portfolio
•••
SI Return
Flexi Cap · ₹889 Cr
Enam Asset
India Vision Portfolio
•••
SI Return
Flexi Cap · ₹888 Cr
Icici Prudential
PMS Largecap Strategy
•••
SI Return
Large Cap · ₹879 Cr
Savvy Capital
Default
•••
SI Return
Flexi Cap · ₹875 Cr
360 One
Large Value Strategy PMS
•••
SI Return
Large Cap · ₹854 Cr
Anand Rathi
Impress Portfolio
•••
SI Return
Flexi Cap · ₹851 Cr
Kotak Mahindra
India Focus Portfolio Investment Approach
•••
SI Return
Flexi Cap · ₹840 Cr
Sbi Funds
Alpha Edge
•••
SI Return
Flexi Cap · ₹830 Cr
Axis Asset
Brand Equity Portfolio
•••
SI Return
Flexi Cap · ₹807 Cr
Axis Securities
Securities Pure Growth
•••
SI Return
Flexi Cap · ₹805 Cr
Motilal Oswal
Delphi 4C Advantage Portfolio
•••
SI Return
Flexi Cap · ₹790 Cr
Alchemy Capital
High Growth
•••
SI Return
Flexi Cap · ₹762 Cr
Ask Investment
Growth Portfolio
•••
SI Return
Flexi Cap · ₹757 Cr
Entrust Family
Dividend Yield Approach
•••
SI Return
Flexi Cap · ₹751 Cr
Trust Investment
Chanakya Wealth Creation Plan
•••
SI Return
Small Cap · ₹750 Cr
Quest Investment
Multi Portfolio
•••
SI Return
Flexi Cap · ₹744 Cr
Sbi Funds
Aeon Alpha Portfolio
•••
SI Return
Flexi Cap · ₹735 Cr
Alchemy Capital
Smart Alpha 250
•••
SI Return
Mid Cap · ₹732 Cr
Enam Asset
India Opportunities Portfolio
•••
SI Return
Flexi Cap · ₹723 Cr
Nj Asset
Multicap Portfolio
•••
SI Return
Multi Cap · ₹716 Cr
Ohm Portfolio
Growth
•••
SI Return
Flexi Cap · ₹716 Cr
Multi-Act Equity
Moats And Special Situations Portfolio
•••
SI Return
Flexi Cap · ₹709 Cr
Nine Rivers
Aurum Small Cap Opportunities
•••
SI Return
Small Cap · ₹705 Cr
Profitgate Capital
Classic Compounders Equity Strategy
•••
SI Return
Large Cap · ₹684 Cr
Dmz Partners
Partners Inheritors Strategy
•••
SI Return
Flexi Cap · ₹678 Cr
Capitalmind Financial
Surge India
•••
SI Return
Mid Cap · ₹671 Cr
Electrum Portfolio
Laureate Portfolio
•••
SI Return
Flexi Cap · ₹659 Cr
Incred Asset
Healthcare Portfolio
•••
SI Return
Thematic · ₹657 Cr
Sbi Funds
Esg Portfolio
•••
SI Return
Flexi Cap · ₹655 Cr
Quantum Advisors
Q India Value Equity Strategy - Constrained Xix
•••
SI Return
Flexi Cap · ₹654 Cr
J M
Apex
•••
SI Return
Flexi Cap · ₹638 Cr
Markets Mojo
Mojo Soul
•••
SI Return
Flexi Cap · ₹626 Cr
Awriga Capital
Core Strategy
•••
SI Return
Flexi Cap · ₹592 Cr
Renaissance Investment
Opportunities Portfolio
•••
SI Return
Large Cap · ₹576 Cr
Complete Circle
Circle Digital Compounders
•••
SI Return
Flexi Cap · ₹575 Cr
Allegro Securities
Diversified
•••
SI Return
Flexi Cap · ₹574 Cr
Wallfort Fund
Diversified
•••
SI Return
Flexi Cap · ₹574 Cr
Hdfc Asset
Diversified Portfolio - Equity
•••
SI Return
Flexi Cap · ₹571 Cr
Goldstandard Wealth
Aristos Equity Portfolio
•••
SI Return
Flexi Cap · ₹563 Cr
Bhana Equity
Bea Specialized Portfolio
•••
SI Return
Flexi Cap · ₹545 Cr
Ambit Wealth
Alpha Growth Portfolio
•••
SI Return
Flexi Cap · ₹543 Cr
Axis Securities
Securities Kaizen
•••
SI Return
Mid Cap · ₹534 Cr
Emkay Investment
Eiml Capital
•••
SI Return
Flexi Cap · ₹532 Cr
Axis Securities
Securities Customised
•••
SI Return
Flexi Cap · ₹519 Cr
Ask Investment
Domestic Resurgence Portfolio
•••
SI Return
Flexi Cap · ₹516 Cr
Bhana Equity
Bea India Growth Fund
•••
SI Return
Flexi Cap · ₹502 Cr
White Pine
Pine India Emerging Stars Approach
•••
SI Return
Small Cap · ₹501 Cr
Ask Investment
Lighthouse Portfolio
•••
SI Return
Flexi Cap · ₹500 Cr
Prospero Tree
Tree India Equity Fund
•••
SI Return
Flexi Cap · ₹484 Cr
Samvitti Capital
Activealphamc
•••
SI Return
Flexi Cap · ₹476 Cr
Burman Capital
Unicorn Portfolio
•••
SI Return
Flexi Cap · ₹473 Cr
Jeetay Investments
Growth Plus Value Investing
•••
SI Return
Flexi Cap · ₹468 Cr
Banyan Capital
India Portfolio
•••
SI Return
Flexi Cap · ₹463 Cr
Spark Asia Impact
India@75 Flexicap Strategy
•••
SI Return
Flexi Cap · ₹463 Cr
Accuracap Consultancy
Picopower
•••
SI Return
Small Cap · ₹455 Cr
Himalaya Investment
Everflow India Opportunities
•••
SI Return
Flexi Cap · ₹449 Cr
Nafa Asset
Emerging Blue Chip Portfolio
•••
SI Return
Mid Cap · ₹445 Cr
Mittal Analytics
Mapl Value Investing Fund
•••
SI Return
Flexi Cap · ₹439 Cr
Ambit Investment
Good & Clean Midcap Portfolio
•••
SI Return
Mid Cap · ₹439 Cr
Hsbc Asset
India Next Portfolio
•••
SI Return
Flexi Cap · ₹439 Cr
Abakkus
Select Opportunities Strategy 2
•••
SI Return
Flexi Cap · ₹436 Cr
Samvitti Capital
PMSaggressive
•••
SI Return
Flexi Cap · ₹425 Cr
Quest Investment
Flagship Portfolio
•••
SI Return
Flexi Cap · ₹413 Cr
1729 Advisors
Fundamental Value Investing
•••
SI Return
Flexi Cap · ₹410 Cr
Seers Fund
Enduring Portfolio
•••
SI Return
Flexi Cap · ₹406 Cr
Prescientcap Investment
High Quality Consistent Compounders
•••
SI Return
Large Cap · ₹405 Cr
Ithought Financial
Alpha
•••
SI Return
Small Cap · ₹399 Cr
Purnartha Investment
Dynamic Midcap
•••
SI Return
Mid Cap · ₹398 Cr
Ambit Investment
Micro Marvels Portfolio
•••
SI Return
Micro Cap · ₹395 Cr
Svan Investment
Investment Managers LLP - Velocity
•••
SI Return
Flexi Cap · ₹384 Cr
Prudent Investment
Multicap PMS
•••
SI Return
Multi Cap · ₹383 Cr
Master Portfolio
Trust India Growth Strategy
•••
SI Return
Flexi Cap · ₹381 Cr
Pl Asset
Aqua Strategy
•••
SI Return
Flexi Cap · ₹374 Cr
Fortune Wealth
Multicap Value Fund
•••
SI Return
Multi Cap · ₹370 Cr
Equirus Wealth
Long Horizon Fund
•••
SI Return
Small Cap · ₹368 Cr
Ithought Financial
Vrddhi
•••
SI Return
Flexi Cap · ₹367 Cr
Kriis Portfolio
Multicap Fund Strategy
•••
SI Return
Multi Cap · ₹359 Cr
Dezerv Investments
Capital Reserve Strategy - Equity
•••
SI Return
Flexi Cap · ₹353 Cr
Invasset LLP
Growth Fund
•••
SI Return
Flexi Cap · ₹351 Cr
Icici Securities
Sterling Portfolio- Aggressive Portfolio
•••
SI Return
Flexi Cap · ₹349 Cr
Marathontrends Advisory
Trend Following - Flexicap Growth
•••
SI Return
Flexi Cap · ₹349 Cr
Green Portfolio
Portfolio Special Fund
•••
SI Return
Small Cap · ₹348 Cr
Right Horizons
Rhpmpl- Flexicap Portfolio
•••
SI Return
Flexi Cap · ₹345 Cr
Roha Asset
Emerging Champions Portfolio
•••
SI Return
Small Cap · ₹340 Cr
Invesco Asset
India R.I.S.E Portfolio
•••
SI Return
Flexi Cap · ₹337 Cr
Chanakya Capital
Multi-Cap
•••
SI Return
Flexi Cap · ₹337 Cr
Dezerv Investments
Dezerv. Alpha Equity Strategy
•••
SI Return
Flexi Cap · ₹335 Cr
Sincere Syndication
Metamorphosis Fund
•••
SI Return
Flexi Cap · ₹335 Cr
Abakkus
Select Opportunities Strategy
•••
SI Return
Flexi Cap · ₹334 Cr
Neo Asset
Club - Equity Dedicated Product
•••
SI Return
Flexi Cap · ₹332 Cr
Narnolia Financial
Multi Cap Strategy
•••
SI Return
Multi Cap · ₹332 Cr
J M
Focus
•••
SI Return
Flexi Cap · ₹325 Cr
Agreya Capital
Total Return
•••
SI Return
Flexi Cap · ₹322 Cr
Ashima Capital
Long Heritage Value Fund
•••
SI Return
Flexi Cap · ₹319 Cr
Iifl Capital
Flagship Leaders Portfolio
•••
SI Return
Large Cap · ₹318 Cr
Avendus Investment
Margin Of Safety
•••
SI Return
Flexi Cap · ₹315 Cr
Motilal Oswal
India Growth Strategy
•••
SI Return
Flexi Cap · ₹314 Cr
Spark Asia Impact
India@75 Core And Satellite Strategy
•••
SI Return
Flexi Cap · ₹310 Cr
Nj Asset
Freedom Etf Portfolio
•••
SI Return
Flexi Cap · ₹307 Cr
Multi-Act Equity
Mid & Small Cap & Special Situations Portfolio
•••
SI Return
Mid Cap · ₹295 Cr
Willow Advisors
Long Term Value Strategy
•••
SI Return
Flexi Cap · ₹295 Cr
Valentis Advisors
Multi-Cap Fund
•••
SI Return
Flexi Cap · ₹293 Cr
Dt Portfolio
India Strategy
•••
SI Return
Flexi Cap · ₹290 Cr
Capitalmind Financial
All Weather Equity
•••
SI Return
Flexi Cap · ₹289 Cr
Equinova Investment
Edge PMS
•••
SI Return
Flexi Cap · ₹286 Cr
Karma Capital
Wealth Builder
•••
SI Return
Flexi Cap · ₹285 Cr
Globe Capital
Arbitrage/Special Situation
•••
SI Return
Flexi Cap · ₹284 Cr
Zen Wealth
Multicap Strategy
•••
SI Return
Multi Cap · ₹282 Cr
T Ram
Bluechip
•••
SI Return
Large Cap · ₹273 Cr
Ask Investment
Emerging Opportunities Portfolio
•••
SI Return
Mid Cap · ₹266 Cr
Sharekhan Limited
Prime Picks
•••
SI Return
Flexi Cap · ₹265 Cr
Turtle Wealth
Wealth Mantra Fund
•••
SI Return
Flexi Cap · ₹260 Cr
Monarch Networth
Wealth Creator Fund
•••
SI Return
Flexi Cap · ₹260 Cr
Avendus Investment
Olivo Core Equity Portfolio
•••
SI Return
Flexi Cap · ₹255 Cr
Iifl Capital
Iiflbluealpha
•••
SI Return
Large Cap · ₹255 Cr
Vspartans Consultants
Multicap Portfolio
•••
SI Return
Multi Cap · ₹254 Cr
Icici Securities
Ace Equity Portfolio
•••
SI Return
Flexi Cap · ₹252 Cr
Phillipcapital (India)
Phillip Signature India Portfolio
•••
SI Return
Flexi Cap · ₹246 Cr
Alchemy Capital
Ascent
•••
SI Return
Small Cap · ₹246 Cr
Green Portfolio
Portfolio Super 30 Dynamic Fund
•••
SI Return
Flexi Cap · ₹245 Cr
Sundaram Alternate
Voyager Global Portfolio
•••
SI Return
Global · ₹245 Cr
Samvitti Capital
PMSlong
•••
SI Return
Flexi Cap · ₹243 Cr
Icici Prudential
PMS Emerging Leaders Strategy
•••
SI Return
Mid Cap · ₹239 Cr
Capitalmind Financial
Adaptive Momentum
•••
SI Return
Flexi Cap · ₹239 Cr
Ckredence Wealth
All Weather
•••
SI Return
Flexi Cap · ₹233 Cr
Wealth Managers
Optimiser Portfolio
•••
SI Return
Flexi Cap · ₹231 Cr
Unifi Capital
Bcad
•••
SI Return
Flexi Cap · ₹230 Cr
Basant Maheshwari
Bmw Multi Cap Fund
•••
SI Return
Multi Cap · ₹229 Cr
Wryght Research
Wright Factor Fund
•••
SI Return
Flexi Cap · ₹224 Cr
Icici Prudential
PMS Multi-Manager - Core Equity Strategy
•••
SI Return
Flexi Cap · ₹222 Cr
Mo Alternate
PMS Mope I
•••
SI Return
Flexi Cap · ₹220 Cr
Sundaram Alternate
Voyager
•••
SI Return
Flexi Cap · ₹218 Cr
Invesco Asset
India Dawn Portfolio
•••
SI Return
Flexi Cap · ₹217 Cr
Capitalmind Financial
India Indices
•••
SI Return
Large Cap · ₹214 Cr
Quantum Advisors
Q India Value Equity Strategy
•••
SI Return
Flexi Cap · ₹212 Cr
Sageone Investment
Largecap
•••
SI Return
Large Cap · ₹210 Cr
Spark Asia Impact
India 75 Active Alpha Strategy
•••
SI Return
Flexi Cap · ₹207 Cr
Dalal & Broacha
Aggressive Long Term Capital Appreciation
•••
SI Return
Flexi Cap · ₹207 Cr
Nirmal Bang
Bang Equity Multi Cap
•••
SI Return
Multi Cap · ₹205 Cr
Purnartha Investment
Vision
•••
SI Return
Flexi Cap · ₹203 Cr
Mehta Equities
Multi Focus Strategy (Mmfs)
•••
SI Return
Flexi Cap · ₹203 Cr
Agreya Capital
Momentum
•••
SI Return
Flexi Cap · ₹202 Cr
Phillipcapital (India)
Phillip Alpha Creation Equity Strategy
•••
SI Return
Flexi Cap · ₹202 Cr
Tamohara Investment
Truffle Strategy
•••
SI Return
Flexi Cap · ₹199 Cr
Stalwart Investment
Wealth Guardian Fund
•••
SI Return
Flexi Cap · ₹199 Cr
Fort Capital
Dynamic
•••
SI Return
Flexi Cap · ₹198 Cr
Right Horizons
Rhpmpl- Super Value M&S Cap Portfolio
•••
SI Return
Flexi Cap · ₹197 Cr
Smc Global
Growth
•••
SI Return
Flexi Cap · ₹197 Cr
Capitalmind Financial
Cm Flexi Cap Strategy
•••
SI Return
Flexi Cap · ₹197 Cr
Qode Advisors
All Weather
•••
SI Return
Flexi Cap · ₹194 Cr
Maximal Capital
Pathfinder Value Fund
•••
SI Return
Flexi Cap · ₹194 Cr
Hem Securities
Dynamic Research & Emerging Asset Management Strategy (Dream)
•••
SI Return
Flexi Cap · ₹193 Cr
Emkay Investment
Alpha
•••
SI Return
Flexi Cap · ₹189 Cr
Kyng Capital
King
•••
SI Return
Flexi Cap · ₹189 Cr
Dwaith Advisory
Concentrated Growth Portfolio
•••
SI Return
Flexi Cap · ₹188 Cr
Incred Asset
Multicap Portfolio
•••
SI Return
Multi Cap · ₹187 Cr
First Global
Global India Super 50 (Fg-Is50)
•••
SI Return
Global · ₹187 Cr
Markets Mojo
Mojo Power
•••
SI Return
Flexi Cap · ₹187 Cr
Prithvi Finmart
Balance Portfolio
•••
SI Return
Flexi Cap · ₹186 Cr
Ask Investment
Specialised Portfolio
•••
SI Return
Flexi Cap · ₹185 Cr
Zen Wealth
Emerging Opportunities Strategy
•••
SI Return
Small Cap · ₹184 Cr
Ckredence Wealth
Business Cycle Fund
•••
SI Return
Flexi Cap · ₹184 Cr
Geojit Financial
Beacon Portfolio
•••
SI Return
Flexi Cap · ₹183 Cr
Unifi Capital
Individually Managed Accounts
•••
SI Return
Flexi Cap · ₹183 Cr
Value Prolific
Valpro Alpha (A) PMS
•••
SI Return
Flexi Cap · ₹180 Cr
Ask Investment
Financial Opportunities Portfolio
•••
SI Return
Thematic · ₹178 Cr
Nippon Life
The Indian Economic Transformation Portfolio Systematic Rebalancing Option
•••
SI Return
Flexi Cap · ₹178 Cr
Multi-Act Equity
Emerging Corporates India Portfolio
•••
SI Return
Mid Cap · ₹176 Cr
360 One
Open - Enhancer Series - Passive Equity Enhancer
•••
SI Return
Large Cap · ₹176 Cr
Courser Park
Growth At Reasonable Price (Garp)
•••
SI Return
Flexi Cap · ₹176 Cr
Ckredence Wealth
Ice Growth
•••
SI Return
Flexi Cap · ₹173 Cr
Capital 8
8 Infinity Fund
•••
SI Return
Flexi Cap · ₹169 Cr
Samvitti Capital
Advisory Services
•••
SI Return
Flexi Cap · ₹167 Cr
Turtle Wealth
Growth Mantra Fund
•••
SI Return
Flexi Cap · ₹166 Cr
Sowilo Investment
Multi Cap Fund
•••
SI Return
Multi Cap · ₹165 Cr
Tcg Advisory
Transformative Growth Portfolio
•••
SI Return
Flexi Cap · ₹161 Cr
Girik Wealth
PMS Blufin X Equity Strategy
•••
SI Return
Flexi Cap · ₹161 Cr
Ask Investment
Conviction Portfolio
•••
SI Return
Large Cap · ₹159 Cr
Xponent Tribe
Tribe Long-Term Equity Portfolio
•••
SI Return
Flexi Cap · ₹157 Cr
Badjate Wealth
Multicap Fund
•••
SI Return
Multi Cap · ₹156 Cr
Right Horizons
Rh Minerva India Under-Served
•••
SI Return
Small Cap · ₹155 Cr
Anand Rathi
Decennium Opportunity Portfolio
•••
SI Return
Flexi Cap · ₹154 Cr
Marcellus Investment
Curation-I
•••
SI Return
Flexi Cap · ₹153 Cr
True Beacon
Equityfactorquant
•••
SI Return
Flexi Cap · ₹153 Cr
Moneygrow Asset
Small Midcap
•••
SI Return
Mid Cap · ₹153 Cr
Janak Merchant
Dynamic Investment Approach
•••
SI Return
Flexi Cap · ₹150 Cr
Systematix Shares
Dynamic Investment Approach
•••
SI Return
Flexi Cap · ₹150 Cr
Buglerock Capital
Core Value Concentrated
•••
SI Return
Flexi Cap · ₹149 Cr
Incred Asset
Focused Healthcare Equity
•••
SI Return
Thematic · ₹149 Cr
Finwizard Technology
Fisdom Wealth Edge
•••
SI Return
Flexi Cap · ₹148 Cr
Abakkus
Curated Personalized Portfolio
•••
SI Return
Flexi Cap · ₹148 Cr
Barclays Securities
Wealth Dynamic Opportunities Portfolio
•••
SI Return
Flexi Cap · ₹147 Cr
Sanctum Wealth
Indian Titans
•••
SI Return
Flexi Cap · ₹147 Cr
Moneylife Advisory
Mas Growth
•••
SI Return
Flexi Cap · ₹146 Cr
Mansi Share
Seven Islands Multicap Fund
•••
SI Return
Multi Cap · ₹145 Cr
Geojit Financial
Freedom Portfolio
•••
SI Return
Flexi Cap · ₹143 Cr
Nj Asset
Freedom Portfolio
•••
SI Return
Flexi Cap · ₹143 Cr
V.E.C Assago
Assago Small And Mid-Cap Growth Bespoke Discretionary PMS
•••
SI Return
Flexi Cap · ₹141 Cr
Narnolia Financial
Mid And Small Cap Strategy
•••
SI Return
Mid Cap · ₹141 Cr
Shree Rama
Lakshmi Plan
•••
SI Return
Flexi Cap · ₹136 Cr
Oaks Asset
Tenet Portfolio
•••
SI Return
Flexi Cap · ₹136 Cr
True Beacon
Flexi-Cap Fundamental Opportunities
•••
SI Return
Flexi Cap · ₹136 Cr
Ask Investment
Core Portfolio
•••
SI Return
Flexi Cap · ₹136 Cr
Jhp Securities
Incredible India
•••
SI Return
Flexi Cap · ₹135 Cr
Girik Wealth
Blufin Strategy
•••
SI Return
Flexi Cap · ₹135 Cr
Kriis Portfolio
High Growth Strategy
•••
SI Return
Flexi Cap · ₹135 Cr
Icici Prudential
PMS Smart Strategy
•••
SI Return
Flexi Cap · ₹134 Cr
Marcellus Investment
Kings Of Capital
•••
SI Return
Thematic · ₹134 Cr
Wealth Managers
Select Direct Growth Portfolio
•••
SI Return
Flexi Cap · ₹134 Cr
Wealth Managers
Focused Leadership Portfolio
•••
SI Return
Flexi Cap · ₹134 Cr
Securities Investment
Simpl Small Cap Value Portfolio
•••
SI Return
Small Cap · ₹132 Cr
Trivantage Capital
Edge Portfolio
•••
SI Return
Flexi Cap · ₹131 Cr
Abans
Growth & Momentum
•••
SI Return
Flexi Cap · ₹131 Cr
Renaissance Investment
Platinum Portfolio
•••
SI Return
Flexi Cap · ₹130 Cr
Icici Prudential
PMS Rising Stars Strategy
•••
SI Return
Small Cap · ₹130 Cr
Alpha Alternatives
Alternatives Fund Advisors LLP PMS Systematic Equity
•••
SI Return
Flexi Cap · ₹130 Cr
Capgrow Capital
Special Situation
•••
SI Return
Flexi Cap · ₹129 Cr
Invesq Investment
Multicap Opportunities Portfolio
•••
SI Return
Multi Cap · ₹129 Cr
Marcellus Investment
Little Champs
•••
SI Return
Small Cap · ₹129 Cr
Moat Financial
Uppercrust Wealth Fund
•••
SI Return
Flexi Cap · ₹129 Cr
Carnelian Asset
Contra Portfolio Strategy
•••
SI Return
Flexi Cap · ₹129 Cr
Envision Capital
India Opportunities Portfolio
•••
SI Return
Flexi Cap · ₹127 Cr
Anand Rathi
Mnc Portfolio
•••
SI Return
Flexi Cap · ₹127 Cr
Moneylife Advisory
Mas Prime
•••
SI Return
Flexi Cap · ₹124 Cr
Ckredence Wealth
Diversified Multicap
•••
SI Return
Multi Cap · ₹124 Cr
Incred Asset
Small And Midcap Portfolio
•••
SI Return
Mid Cap · ₹124 Cr
Alchemy Capital
W.I.N Strategy
•••
SI Return
Flexi Cap · ₹124 Cr
Emkay Investment
Eiml Smid
•••
SI Return
Mid Cap · ₹124 Cr
Revelation Portfolio
India Opportunities Portfolio I
•••
SI Return
Flexi Cap · ₹122 Cr
Composite Investments
India Emerging Stars
•••
SI Return
Mid Cap · ₹122 Cr
Sundaram Alternate
Rising Star
•••
SI Return
Small Cap · ₹121 Cr
Infinity Alternatives
Flexi-Cap Wealth Creator Portfolio (A5)
•••
SI Return
Flexi Cap · ₹119 Cr
Cumulus Advisory
Elevate
•••
SI Return
Flexi Cap · ₹118 Cr
Asit C. Mehta
Ace Multicap
•••
SI Return
Multi Cap · ₹117 Cr
Latent Advisors
Equity Growth
•••
SI Return
Flexi Cap · ₹116 Cr
Narnolia Financial
Large Cap Strategy
•••
SI Return
Large Cap · ₹116 Cr
Renaissance Investment
Midcap Portfolio
•••
SI Return
Mid Cap · ₹115 Cr
Kapm Ventures
Compound 26 Capital
•••
SI Return
Flexi Cap · ₹115 Cr
Marathontrends Advisory
Mega Trends - Multicap Growth
•••
SI Return
Multi Cap · ₹113 Cr
Sohum Asset
India Opportunities Investment Approach
•••
SI Return
Small Cap · ₹112 Cr
Prosperity Wealth
Discovery Fund
•••
SI Return
Flexi Cap · ₹112 Cr
Ventura Securities
Multicap Portfolio Management Scheme
•••
SI Return
Multi Cap · ₹112 Cr
Kedia Shares
PMS Multi Cap
•••
SI Return
Multi Cap · ₹111 Cr
Aditya Birla
Innovation Portfolio
•••
SI Return
Thematic · ₹111 Cr
Axis Asset
Emerging Stars Portfolio
•••
SI Return
Mid Cap · ₹111 Cr
360 One
Open - Managed Solutions All Equity
•••
SI Return
Flexi Cap · ₹110 Cr
Composite Investments
India Garp Fund
•••
SI Return
Flexi Cap · ₹110 Cr
Equirus Wealth
Flexi Cap Fund
•••
SI Return
Flexi Cap · ₹110 Cr
Moneygrow Asset
Large Midcap
•••
SI Return
Mid Cap · ₹109 Cr
Sanctum Wealth
Tailored Discretionary Portfolio - Aggressive
•••
SI Return
Flexi Cap · ₹108 Cr
Icici Securities
Sterling Portfolio- Growth Portfolio
•••
SI Return
Flexi Cap · ₹108 Cr
Solidarity Advisors
Emerging Leaders
•••
SI Return
Mid Cap · ₹107 Cr
Square 64
S64 Multicap
•••
SI Return
Multi Cap · ₹106 Cr
Samatva Investment
Small Cap Strategy
•••
SI Return
Small Cap · ₹105 Cr
Drchoksey Finserv
Chatur Amrit Kaal Fund
•••
SI Return
Flexi Cap · ₹105 Cr
Unifi Capital
Others Equity
•••
SI Return
Flexi Cap · ₹105 Cr
Moneybee Securities
Queenbee
•••
SI Return
Flexi Cap · ₹105 Cr
Sameeksha Capital
Long Horizon Fund
•••
SI Return
Flexi Cap · ₹105 Cr
Bonanza Portfolio
Aegis
•••
SI Return
Flexi Cap · ₹104 Cr
Banyan Capital
Yield Plus
•••
SI Return
Flexi Cap · ₹104 Cr
Consortium Securities
Securities Value PMS
•••
SI Return
Flexi Cap · ₹104 Cr
Pgim India
India Core Equity Portfolio
•••
SI Return
Flexi Cap · ₹104 Cr
Centrum Investment
Deep Value Multibagger Portfolio
•••
SI Return
Flexi Cap · ₹103 Cr
Revelation Portfolio
India Opportunities Portfolio Ii
•••
SI Return
Flexi Cap · ₹102 Cr
Ladderup Asset
Proud Portfolio
•••
SI Return
Flexi Cap · ₹100 Cr
Quantum Advisors
Q India Value Equity Strategy - Constrained Xviii
•••
SI Return
Flexi Cap · ₹100 Cr
Ambit Wealth
Caliber Portfolio
•••
SI Return
Large Cap · ₹99 Cr
Emkay Investment
Emkaygolden
•••
SI Return
Flexi Cap · ₹98 Cr
Bonanza Portfolio
Edge
•••
SI Return
Flexi Cap · ₹97 Cr
Clockvine Capital
Growth Fund
•••
SI Return
Flexi Cap · ₹97 Cr
Emkay Investment
New Vitalized India
•••
SI Return
Flexi Cap · ₹96 Cr
Hem Securities
India Rising Sme Stars
•••
SI Return
Micro Cap · ₹96 Cr
Renaissance Investment
Alpha Portfolio
•••
SI Return
Flexi Cap · ₹96 Cr
Drchoksey Finserv
Alpha Invest
•••
SI Return
Flexi Cap · ₹96 Cr
Agreya Capital
Total Return Enhancer
•••
SI Return
Flexi Cap · ₹96 Cr
Spark Pwm
Absolute Return Portfolio (Arp)
•••
SI Return
Flexi Cap · ₹95 Cr
Steadfort Investment
Eclectic Strategy
•••
SI Return
Flexi Cap · ₹94 Cr
Grey Sky
Sky Smart Core Portfolio
•••
SI Return
Flexi Cap · ₹93 Cr
Ikigai Asset
Bespoke Small Cap Strategy
•••
SI Return
Small Cap · ₹93 Cr
Samvitti Capital
NdPMS
•••
SI Return
Flexi Cap · ₹92 Cr
Wealthbridge Capital
Equity Focused Discretionary PMS
•••
SI Return
Flexi Cap · ₹92 Cr
Ckredence Wealth
Focus Multicap
•••
SI Return
Multi Cap · ₹92 Cr
Marcellus Investment
Rising Giants
•••
SI Return
Mid Cap · ₹92 Cr
Right Horizons
Rh Supervalue Aggressive
•••
SI Return
Flexi Cap · ₹91 Cr
Ghalla Bhansali
Kinetic
•••
SI Return
Flexi Cap · ₹90 Cr
Impetus Arthasutra
Value Portfolio
•••
SI Return
Flexi Cap · ₹90 Cr
White Stone
Stone Valueedge Fund
•••
SI Return
Flexi Cap · ₹89 Cr
Fortuna Asset
One
•••
SI Return
Flexi Cap · ₹88 Cr
Pgim India
Equity Portfolio
•••
SI Return
Thematic · ₹88 Cr
Accuracap Consultancy
Alpha10
•••
SI Return
Flexi Cap · ₹88 Cr
Bharat Bhushan
Bb All-Seasons
•••
SI Return
Flexi Cap · ₹88 Cr
Unifi Capital
Insider Shadow Strategy
•••
SI Return
Flexi Cap · ₹88 Cr
Icici Securities
Active Index Portfolio
•••
SI Return
Large Cap · ₹88 Cr
Shade Capital
Value Fund
•••
SI Return
Flexi Cap · ₹87 Cr
Ithought Financial
Trublu
•••
SI Return
Flexi Cap · ₹87 Cr
Qrc Investment
Long Term Opportunities Portfolio
•••
SI Return
Flexi Cap · ₹87 Cr
Centrum Investment
Good To Great T
•••
SI Return
Flexi Cap · ₹87 Cr
Axis Asset
Core & Satellite Portfolio
•••
SI Return
Flexi Cap · ₹87 Cr
Marfatia Stock
Allweather
•••
SI Return
Flexi Cap · ₹86 Cr
Dezerv Investments
Arbitrage Strategy
•••
SI Return
Flexi Cap · ₹85 Cr
Axis Asset
Customized Portfolio
•••
SI Return
Flexi Cap · ₹85 Cr
Avendus Wealth
Halo DPMS
•••
SI Return
Flexi Cap · ₹85 Cr
J M
Growth And Value
•••
SI Return
Flexi Cap · ₹85 Cr
Oaks Asset
The Alpha Capital Pledge (Tap)
•••
SI Return
Flexi Cap · ₹85 Cr
Equentis Wealth
Multi Cap Portfolio
•••
SI Return
Multi Cap · ₹84 Cr
Dynamic Equities
Bluechip High Growth Low Valuation
•••
SI Return
Large Cap · ₹84 Cr
Ksema Wealth
Wealth Multicap - India Opportunities Fund
•••
SI Return
Multi Cap · ₹83 Cr
Bay Capital
Capital Pbh
•••
SI Return
Flexi Cap · ₹83 Cr
Paterson Securities
Customised
•••
SI Return
Flexi Cap · ₹83 Cr
Magadh Capital
Future Stars
•••
SI Return
Small Cap · ₹82 Cr
Ambit Investment
Emerging Giants Small Cap Portfolio
•••
SI Return
Small Cap · ₹82 Cr
Invesco Asset
India Caterpillar Portfolio
•••
SI Return
Small Cap · ₹81 Cr
Bay Capital
India Opportunities Portfolio
•••
SI Return
Flexi Cap · ₹79 Cr
Buglerock Capital
Special Situations Portfolio
•••
SI Return
Flexi Cap · ₹79 Cr
Valtrust Partners
Momentum
•••
SI Return
Flexi Cap · ₹79 Cr
Ghalla Bhansali
Opulence
•••
SI Return
Flexi Cap · ₹79 Cr
Shree Rama
Vriddhi
•••
SI Return
Flexi Cap · ₹78 Cr
Icici Securities
I-Sec Multifactor Portfolio
•••
SI Return
Flexi Cap · ₹78 Cr
Capstocks
Capstocks-PMS
•••
SI Return
Flexi Cap · ₹77 Cr
Oaks Asset
Co-Investment Portfolio
•••
SI Return
Flexi Cap · ₹76 Cr
Motilal Oswal
Ethical Strategy
•••
SI Return
Flexi Cap · ₹76 Cr
Qode Advisors
Growth Fund
•••
SI Return
Flexi Cap · ₹76 Cr
Bharat Bhushan
Bb Micro-Mega
•••
SI Return
Micro Cap · ₹74 Cr
Nippon Life
High Conviction Equity Portfolio Systematic Rebalancing Option
•••
SI Return
Flexi Cap · ₹73 Cr
Nmr Capital
Growth Strategy
•••
SI Return
Flexi Cap · ₹73 Cr
Icici Prudential
PMS Infrastructure Strategy
•••
SI Return
Flexi Cap · ₹73 Cr
Turtle Wealth
Profit Mantra
•••
SI Return
Flexi Cap · ₹72 Cr
Marcellus Investment
Marcellus' Curation
•••
SI Return
Flexi Cap · ₹72 Cr
Barclays Securities
Wealth Creator
•••
SI Return
Flexi Cap · ₹71 Cr
East Green
Green Agile Strategy
•••
SI Return
Flexi Cap · ₹71 Cr
Ghalla Bhansali
Nucleus
•••
SI Return
Flexi Cap · ₹71 Cr
Allegro Securities
Signature
•••
SI Return
Flexi Cap · ₹71 Cr
Motilal Oswal
Focused Opportunities Strategy
•••
SI Return
Flexi Cap · ₹71 Cr
Icici Prudential
PMS Multi-Manager - Thematic Strategy
•••
SI Return
Flexi Cap · ₹71 Cr
Icici Securities
Isec Momentum Quality Dynamic Advantage Portfolio
•••
SI Return
Flexi Cap · ₹69 Cr
Equipoise Capital
New India Opportunities
•••
SI Return
Flexi Cap · ₹67 Cr
Brightseeds Advisors
Xylem Maverick Strategy
•••
SI Return
Flexi Cap · ₹67 Cr
Kotak Mahindra
Evolv Equity Investment Approach
•••
SI Return
Mid Cap · ₹67 Cr
Apricus Wealth
Wealth Sterling Equity Strategy
•••
SI Return
Flexi Cap · ₹66 Cr
Maxiom Asset
PMS - Jewel Flexi Cap Quality-Growth
•••
SI Return
Flexi Cap · ₹66 Cr
Whiteoak Capital
India Business Leaders PMS
•••
SI Return
Large Cap · ₹65 Cr
Ask Investment
Life Portfolio
•••
SI Return
Flexi Cap · ₹64 Cr
Atlas Integrated
Multicap
•••
SI Return
Multi Cap · ₹64 Cr
Eureka Portfolio
Multicap
•••
SI Return
Multi Cap · ₹64 Cr
Sanctum Wealth
Indian Olympians
•••
SI Return
Flexi Cap · ₹63 Cr
White Whale
Whale North Star
•••
SI Return
Flexi Cap · ₹63 Cr
Green Lantern
Alpha Fund
•••
SI Return
Flexi Cap · ₹63 Cr
Whiteoak Capital
India Pioneers Equity Portfolio Stp Plan
•••
SI Return
Flexi Cap · ₹63 Cr
Icici Prudential
PMS Growth Leaders Shariah Strategy
•••
SI Return
Flexi Cap · ₹63 Cr
Lgt Wealth
Lighthouse
•••
SI Return
Flexi Cap · ₹62 Cr
Guardian Asset
Asset Management Pvt Ltd-Multi Assets
•••
SI Return
Flexi Cap · ₹62 Cr
Arthalpha LLP
Machine Learning (Equity) Quant
•••
SI Return
Flexi Cap · ₹62 Cr
Centrum Investment
Good To Great Portfolio.
•••
SI Return
Flexi Cap · ₹62 Cr
Amaltas Asset
Keystone Fund
•••
SI Return
Flexi Cap · ₹61 Cr
Pgim India
Phoenix Portfolio
•••
SI Return
Mid Cap · ₹61 Cr
Lgt Wealth
Optima
•••
SI Return
Flexi Cap · ₹60 Cr
Whiteoak Capital
India Digital Leaders
•••
SI Return
Flexi Cap · ₹60 Cr
Icici Prudential
PMS T.I.M.E Strategy
•••
SI Return
Flexi Cap · ₹60 Cr
Motilal Oswal
Multifactor Equity Strategy
•••
SI Return
Flexi Cap · ₹59 Cr
Guardian Asset
Asset Management Pvt Ltd-Multi Cap
•••
SI Return
Multi Cap · ₹58 Cr
Envision Capital
India Value Portdolio
•••
SI Return
Flexi Cap · ₹57 Cr
Moat Financial
Emerging Moat
•••
SI Return
Flexi Cap · ₹56 Cr
Molecule Ventures
Quant
•••
SI Return
Flexi Cap · ₹56 Cr
Sundaram Alternate
Quant
•••
SI Return
Flexi Cap · ₹56 Cr
Neo Asset
Core Multicap Equity Strategy
•••
SI Return
Multi Cap · ₹56 Cr
Ask Investment
India Vision Portfolio
•••
SI Return
Flexi Cap · ₹56 Cr
Angel One
Ionic Allocate Portfolio-Equity
•••
SI Return
Flexi Cap · ₹55 Cr
Alphagrep Investment
Multi-Factor Quant Portfolio
•••
SI Return
Flexi Cap · ₹55 Cr
Ask Wealth
Wealth Core Equity
•••
SI Return
Flexi Cap · ₹55 Cr
Ime Portfolio
Wealth Bespoke
•••
SI Return
Flexi Cap · ₹55 Cr
Joindre Capital
Value Fund
•••
SI Return
Flexi Cap · ₹55 Cr
Waterfield Financial
Nucleus Equity Multi-Cap Allocator
•••
SI Return
Flexi Cap · ₹54 Cr
Wealth India
Funds India Dynamo Strategy
•••
SI Return
Flexi Cap · ₹54 Cr
Infinity Alternatives
Customised Mutual Fund Portfolio (A4)
•••
SI Return
Flexi Cap · ₹54 Cr
Care Portfolio
PMS Large & Midcap
•••
SI Return
Mid Cap · ₹53 Cr
Himalaya Investment
Everflow Bespoke
•••
SI Return
Flexi Cap · ₹53 Cr
Ebisu Investment
India All Inclusive
•••
SI Return
Flexi Cap · ₹53 Cr
Sykes And Ray
Large & Mid Momentum PMS
•••
SI Return
Flexi Cap · ₹52 Cr
Hsbc Asset
Aspire Portfolio
•••
SI Return
Flexi Cap · ₹52 Cr
Green Portfolio
Portfolio Fund Of Funds
•••
SI Return
Flexi Cap · ₹51 Cr
Nafa Asset
Small Cap Portfolio
•••
SI Return
Small Cap · ₹51 Cr
Pelican Holdings
Pe Fund
•••
SI Return
Flexi Cap · ₹51 Cr
Hdfc Asset
All Cap Portfolio - DPMS
•••
SI Return
Multi Cap · ₹51 Cr
Tailwind Financial
Alpha Edge PMS
•••
SI Return
Flexi Cap · ₹51 Cr
Agreya Capital
Momentum Enhancer
•••
SI Return
Flexi Cap · ₹51 Cr
Bonanza Portfolio
Prima Fund-Aggressive
•••
SI Return
Flexi Cap · ₹51 Cr
Pgim India
Equity Portfolio Series Ii
•••
SI Return
Thematic · ₹51 Cr
Aditya Birla
Core And Satellite Equity Portfolio
•••
SI Return
Flexi Cap · ₹50 Cr
Ime Portfolio
Concentrated Microtrends
•••
SI Return
Micro Cap · ₹39 Cr
Ghalla Bhansali
Raw Pearl
•••
SI Return
Micro Cap · ₹16 Cr
Centrum Investment
Microcap Portfolio.
•••
SI Return
Micro Cap · ₹11 Cr
360 One
Open - Managed Solutions Global Equity
•••
SI Return
Global · ₹9 Cr
Motilal Oswal
Microcap Multifactor Strategy
•••
SI Return
Micro Cap · ₹3 Cr
Nine Rivers
Aurum Micro Cap Opportunities
•••
SI Return
Micro Cap · ₹1 Cr
Sanctum Wealth
Global Allocator
•••
SI Return
Global · ₹1 Cr
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About this dashboard · methodology
Returns are Time-Weighted Rate of Return (TWRR), already net of fixed fees — the SEBI-mandated standard that makes every PMS strategy comparable across providers. The top 10 strategies are fully visible; unlock the remaining rows with a quick OTP to sort, rank, and explore the complete universe. Data sourced from SEBI/APMI monthly disclosures and refreshed monthly.
All returns are Time-Weighted Rate of Return (TWRR), already net of fixed fees · Rating is a factual, data-derived classification — not an AND Fintech recommendation
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Check Alpha before investing

What is Alpha?
Alpha is how much a strategy earned above its benchmark index. If the benchmark returned 12% and the strategy returned 17%, its alpha is +5% — the value the fund manager added over simply owning the index. Positive alpha is skill; negative alpha means you'd have done better in a low-cost index.
Why consistency matters
One strong year can be luck — a single sector call that happened to work. Alpha that holds across both 1 year and 5 years, through different market cycles, is far harder to fake. That persistence is the closest signal to genuine, repeatable skill.
How we tag each strategy
Consistent Performer Beats its benchmark over 1Y and 5Y
Long-Term Performer Beats over 5Y but not 1Y
Recent Performer Beats 1Y but not 5Y
Recent Launch Under 1 year old or too new to measure
Underperformer Beats neither
A factual classification from published data — not a recommendation.
Unlock to view ranking by alpha in the Monthly Alpha Report →

How PMS is taxed

Same as direct equity
STCG 20% for holdings under 12 months · LTCG 12.5% above ₹1.25 lakh annually · every transaction in your demat is a taxable event — identical to holding stocks directly.
The churn factor
Strategies that trade more frequently to realise gains more often, generate more taxable events. A strategy's turnover, though not the only indicator for taxation, is worth checking with your advisor before you invest.
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🔒 Monthly Alpha Report
Strategies ranked by alpha, refreshed monthly
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Frequently Asked Questions

What is PMS (Portfolio Management Services) in India?
PMS is a SEBI-regulated investment service where a professional fund manager runs an equity portfolio held directly in your own demat account, in your name. The minimum investment is ₹50 lakhs. While most PMS in India operate on a discretionary basis under a Power of Attorney, investors can also opt for non-discretionary PMS, where the provider executes transactions only at the investor's instruction.
What is the minimum investment for PMS in India?
SEBI has set the minimum investment for PMS at ₹50 lakhs. Individual strategies may set higher entry points. As a working rule, PMS suits investors for whom ₹50 lakhs is one allocation within a larger portfolio, not the majority of their investable wealth.
How is PMS taxed in India?
PMS is taxed exactly like direct equity. Every transaction in your demat account is a taxable event — STCG at 20% for listed equity held 12 months or less, LTCG at 12.5% above ₹1.25 lakh annually for longer holdings. Unlike mutual funds, there is no fund-level tax shield.
What does Alpha mean in a PMS strategy?
Alpha is the return a strategy generates above its benchmark index. If the benchmark returned 12% and the strategy returned 17%, it generated 5% alpha. Consistent positive alpha across 1 and 5 years indicates repeatable skill rather than a lucky cycle.
How do I choose the best PMS in India?
Look beyond last year's returns. Evaluate alpha across 1 and 5 years together; consistency across both periods indicates repeatable skill. Then verify fund manager tenure, strategy clarity, complete fee structure, and overlap with your existing holdings.
Which PMS categories can I compare here?
Our dashboard covers eight equity categories: Large Cap, Mid Cap, Small Cap, Micro Cap, Multi Cap, Flexi Cap, Thematic and Global. You can filter and compare strategies within each category by returns and alpha versus their benchmark.
What do the consistency tags mean?
Each strategy is tagged from its published alpha versus benchmark: "Consistent Performer" beats its benchmark over both 1 year and 5 years; "Long-Term Performer" beats over 5 years but not 1 year; "Recent Performer" beats over 1 year but not 5 years; "Recent Launch" is under one year old or lacks measurable alpha data; "Underperformer" beats over neither period. These are factual, data-derived classifications, not recommendations.
How are Portfolio Management Services returns calculated?
All PMS returns in India are reported as TWRR — Time-Weighted Rate of Return — a SEBI-mandated standard. TWRR strips out the effect of investor cash-flow timing (deposits, withdrawals) so that published figures reflect pure investment decision-making. Fixed costs (management fee, brokerage, transaction taxes) are already deducted. Variable performance fees and personal taxes are not included, as these differ per investor.
What is the difference between PMS and mutual funds?
In a mutual fund, your money is pooled with other investors into units. In Portfolio Management Services, stocks are held directly in your own demat account — you see every holding and transaction. PMS has no single-stock concentration cap (mutual funds are limited to 10% per stock), allows covered call strategies, and requires a ₹50 lakh minimum. Mutual funds remain the right vehicle for the building phase; PMS enters when corpus, conviction, and comfort with direct ownership align.
Can NRIs invest in Portfolio Management Services in India?
Yes. NRIs, PIOs, and OCIs can invest in PMS in India, subject to FEMA regulations and RBI guidelines. The investment typically routes through an NRE or NRO account. TDS applies on gains, and the investor may claim DTAA benefits with proper documentation (Form 10F, Tax Residency Certificate). Specific requirements vary by PMS provider and country of residence.
Which PMS gives the highest returns in India?
Returns vary by category and time period. As of our latest quarterly update, the highest 5-year alpha among strategies with ₹1,000+ Cr AUM is held by Aequitas India Opportunities Product, followed by Green Lantern Growth Fund and Valuequest Vision. See our full ranked list at andfintech.in/best-pms-india — sorted by alpha, which measures manager skill rather than market-driven returns.
Is PMS better than mutual funds for ₹1 Crore?
At ₹1 Crore, both PMS and mutual funds are viable. PMS offers direct stock ownership, full portfolio transparency, higher concentration (potential for higher alpha), and tax-loss harvesting on individual positions. Mutual funds offer simplicity, lower fees, and no transaction-level tax events until redemption. Most HNI investors with ₹1 Crore+ use both — PMS for active alpha-seeking allocation and mutual funds for passive or debt allocation.
How can I check PMS performance online?
AND Fintech's PMS Dashboard at andfintech.in/pms lets you compare 600+ SEBI-registered strategies by TWRR returns across 6-month, 1-year, 5-year and since-inception periods. The Monthly Alpha Report at andfintech.in/pms-report ranks every strategy by alpha — return above benchmark. All data is sourced from SEBI/APMI monthly disclosures and updated regularly.
What is the minimum investment for PMS in 2026?
The SEBI-mandated minimum investment for PMS in India is ₹50 lakhs. This was increased from ₹25 lakhs in November 2019 and has remained at ₹50 lakhs through 2026. Some premium PMS strategies may require higher minimums of ₹1 Crore or more, depending on the provider. For investors below ₹50 lakhs, Specialised Investment Funds (SIF) offer similar active strategies from ₹10 lakhs — see andfintech.in/sif.
What are PMS exit loads and lock-in periods?
Most PMS strategies charge an exit load if you redeem within 1-2 years — typically 2-3% in Year 1 and 1% in Year 2, dropping to nil after. There is no SEBI-mandated lock-in period for PMS, but exit loads serve as a soft lock-in. Always check the Investment Management Agreement for the specific exit load schedule before investing. Some strategies have zero exit load from day one.
PMS Section Disclaimer. AND Fintech (ARN-301536, APRN05170) is an AMFI-registered Mutual Fund Distributor and an APMI-registered PMS Distributor — not a SEBI-Registered Investment Adviser. All data is for educational and comparison purposes only and does not constitute investment advice or a recommendation. Performance data is compiled from official regulatory disclosures and updated monthly; while every effort is made to ensure accuracy, AND Fintech accepts no responsibility or liability for any errors, omissions, or discrepancies in the data, or for any decisions taken in reliance on it. Returns are TWRR, net of fixed costs but not variable performance fees or taxes. PMS investments carry market risk and require a minimum of ₹50 lakhs. Tax treatment depends on your individual situation and prevailing law — consult a qualified Chartered Accountant. Past performance is not indicative of future results. Please read all disclosure documents carefully before investing.