APMI

India Rising SME Stars

Compare

Inception Date : 17/02/2022

AUM in Cr. : 74.95

1M
23.81
3M
30.97
6M
20.66
1Y
58.26
2Y
68.54
3Y
NA
4Y
NA
5Y
NA
SI
48.21

MONEYGROW SMALL MIDCAP

Compare

Inception Date : 11/12/2023

AUM in Cr. : 108.88

1M
19.22
3M
24.33
6M
29.91
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.50

Diversified

Compare

Inception Date : 01/11/2018

AUM in Cr. : 50.13

1M
17.88
3M
41.67
6M
43.09
1Y
111.46
2Y
63.16
3Y
35.04
4Y
55.04
5Y
31.99
SI
27.57

Customised Portfolio Approach 11

Compare

Inception Date : 24/04/2024

AUM in Cr. : 0.20

1M
17.00
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
33.71

Motilal Oswal Hockey Stick Small Cap Portfolio

Compare

Inception Date : 04/01/2024

AUM in Cr. : 11.67

1M
16.83
3M
24.09
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
17.87

EQUITREE EMERGING OPPORTUNITIES

Compare

Inception Date : 28/07/2017

AUM in Cr. : 324.37

1M
16.72
3M
34.92
6M
27.69
1Y
86.04
2Y
58.18
3Y
36.94
4Y
58.10
5Y
28.66
SI
8.72

Compound 26 Capital

Compare

Inception Date : 13/03/2024

AUM in Cr. : 93.65

1M
16.69
3M
32.48
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
31.09

WEALTH GUARDIAN FUND

Compare

Inception Date : 16/05/2023

AUM in Cr. : 73.10

1M
16.45
3M
19.75
6M
20.93
1Y
44.01
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
51.41

SVAN INVESTMENT MANAGERS LLP - VELOCITY

Compare

Inception Date : 19/07/2023

AUM in Cr. : 85.87

1M
16.27
3M
23.45
6M
27.27
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
58.05

EQUIRUS LONG HORIZON FUND

Compare

Inception Date : 20/10/2016

AUM in Cr. : 850.22

1M
16.01
3M
14.66
6M
11.32
1Y
38.61
2Y
33.75
3Y
16.29
4Y
39.50
5Y
31.59
SI
24.42

Dynamo

Compare

Inception Date : 31/12/2016

AUM in Cr. : 8.61

1M
15.46
3M
28.38
6M
28.32
1Y
79.80
2Y
55.80
3Y
29.71
4Y
46.35
5Y
35.95
SI
27.50

Sohum India Focus 10 Investment Approach

Compare

Inception Date : 04/10/2023

AUM in Cr. : 3.56

1M
15.27
3M
32.99
6M
37.98
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
55.43

BONANZA MULTICAP

Compare

Inception Date : 05/07/2018

AUM in Cr. : 8.52

1M
14.79
3M
23.02
6M
21.14
1Y
69.01
2Y
55.61
3Y
29.09
4Y
53.01
5Y
34.47
SI
27.78

Unique Strategic Fund

Compare

Inception Date : 20/12/2019

AUM in Cr. : 1639.15

1M
14.29
3M
29.96
6M
30.96
1Y
62.84
2Y
59.62
3Y
38.46
4Y
50.51
5Y
NA
SI
43.89

Impress Portfolio

Compare

Inception Date : 31/05/2017

AUM in Cr. : 334.93

1M
14.00
3M
26.15
6M
27.93
1Y
52.64
2Y
42.81
3Y
26.60
4Y
38.31
5Y
28.32
SI
17.14

InCred Multicap Portfolio

Compare

Inception Date : 18/02/2021

AUM in Cr. : 155.65

1M
13.95
3M
27.51
6M
22.11
1Y
46.23
2Y
42.52
3Y
21.41
4Y
NA
5Y
NA
SI
22.35

NAFA EMERGING BLUE CHIP PORTFOLIO

Compare

Inception Date : 03/03/2016

AUM in Cr. : 338.11

1M
13.85
3M
25.11
6M
22.04
1Y
50.14
2Y
40.61
3Y
29.49
4Y
43.29
5Y
30.16
SI
19.41

InCred Select Opportunities Portfolio

Compare

Inception Date : 04/03/2022

AUM in Cr. : 197.82

1M
13.82
3M
25.60
6M
18.35
1Y
42.71
2Y
43.84
3Y
NA
4Y
NA
5Y
NA
SI
31.56

Motilal Oswal Hockey Stick Multi Cap Portfolio

Compare

Inception Date : 30/01/2024

AUM in Cr. : 11.34

1M
13.57
3M
20.41
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.03

Impress Portfolio - NRI

Compare

Inception Date : 28/07/2017

AUM in Cr. : 37.64

1M
13.19
3M
24.84
6M
26.35
1Y
51.35
2Y
42.37
3Y
26.20
4Y
38.41
5Y
29.57
SI
18.63

AGGRESSIVE

Compare

Inception Date : 08/07/2021

AUM in Cr. : 82.80

1M
13.18
3M
28.75
6M
31.02
1Y
83.43
2Y
53.17
3Y
NA
4Y
NA
5Y
NA
SI
31.07

SAVVY DEFAULT

Compare

Inception Date : 20/03/2017

AUM in Cr. : 794.75

1M
13.17
3M
33.39
6M
32.96
1Y
74.40
2Y
62.30
3Y
41.22
4Y
71.89
5Y
49.60
SI
31.60

INVASSET GROWTH FUND

Compare

Inception Date : 08/01/2020

AUM in Cr. : 384.76

1M
13.11
3M
22.83
6M
35.85
1Y
117.25
2Y
73.87
3Y
36.95
4Y
55.52
5Y
NA
SI
44.15

Care PMS Growth Plus Value

Compare

Inception Date : 19/07/2011

AUM in Cr. : 853.82

1M
13.04
3M
26.96
6M
21.57
1Y
65.68
2Y
38.30
3Y
26.68
4Y
45.42
5Y
30.03
SI
23.50

LATENT EQUITY GROWTH

Compare

Inception Date : 18/01/2024

AUM in Cr. : 20.28

1M
13.02
3M
19.05
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.11

Nuvama Equities eXpansion Target (NEXT) strategy

Compare

Inception Date : 25/05/2023

AUM in Cr. : 244.53

1M
12.99
3M
15.25
6M
15.72
1Y
38.45
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.96

InCred Small and Midcap Portfolio

Compare

Inception Date : 24/05/2021

AUM in Cr. : 131.54

1M
12.93
3M
29.61
6M
19.01
1Y
37.49
2Y
43.82
3Y
20.21
4Y
NA
5Y
NA
SI
20.81

ValueQuest Platinum

Compare

Inception Date : 24/07/2014

AUM in Cr. : 2354.22

1M
12.84
3M
18.51
6M
21.17
1Y
47.26
2Y
41.58
3Y
27.44
4Y
47.13
5Y
36.16
SI
22.43

RHPMPL-RHIUNDERVALUED PORTFOLIO

Compare

Inception Date : 29/09/2015

AUM in Cr. : 5.49

1M
12.73
3M
25.12
6M
34.71
1Y
66.68
2Y
52.30
3Y
27.60
4Y
42.90
5Y
21.91
SI
10.99

INDIA MULTI CAP - GARP

Compare

Inception Date : 01/09/2023

AUM in Cr. : 3.53

1M
12.49
3M
12.81
6M
17.56
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
18.71

Motilal Oswal Founders Portfolio

Compare

Inception Date : 09/01/2023

AUM in Cr. : 1443.45

1M
12.40
3M
16.64
6M
24.12
1Y
61.89
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
63.76

Electrum Customised Portfolio

Compare

Inception Date : 04/12/2020

AUM in Cr. : 89.86

1M
12.38
3M
20.25
6M
15.69
1Y
49.98
2Y
42.77
3Y
31.56
4Y
NA
5Y
NA
SI
44.77

DIVERSIFIED LONG TERM VALUE

Compare

Inception Date : 02/07/2019

AUM in Cr. : 683.80

1M
12.33
3M
25.46
6M
20.81
1Y
60.87
2Y
53.88
3Y
50.93
4Y
93.63
5Y
NA
SI
64.07

Shree Vriddhi

Compare

Inception Date : 02/05/2022

AUM in Cr. : 61.56

1M
12.32
3M
26.79
6M
30.30
1Y
66.54
2Y
47.75
3Y
NA
4Y
NA
5Y
NA
SI
39.67

SiMPL Small Cap Value Portfolio

Compare

Inception Date : 15/05/2023

AUM in Cr. : 31.94

1M
12.18
3M
19.47
6M
19.52
1Y
28.66
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
36.70

NAFA Small Cap Portfolio

Compare

Inception Date : 11/03/2019

AUM in Cr. : 45.20

1M
12.17
3M
23.39
6M
16.60
1Y
37.94
2Y
33.06
3Y
26.01
4Y
39.17
5Y
27.19
SI
24.83

PCS SECURITIES LTD ALYATTES 00017643-001

Compare

Inception Date : 30/11/2023

AUM in Cr. : 10.86

1M
12.06
3M
21.84
6M
25.27
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.06

RHPMPL -RHI UNDERSERVED PORTFOLIO

Compare

Inception Date : 08/04/2011

AUM in Cr. : 178.02

1M
12.05
3M
13.83
6M
5.49
1Y
25.35
2Y
21.65
3Y
30.09
4Y
42.59
5Y
27.55
SI
16.82

Aggressive Long Term Capital Appreciation

Compare

Inception Date : 12/11/2012

AUM in Cr. : 138.70

1M
12.04
3M
20.09
6M
32.56
1Y
53.38
2Y
55.43
3Y
28.33
4Y
33.85
5Y
23.02
SI
13.67

High Growth Fund

Compare

Inception Date : 14/06/2018

AUM in Cr. : 49.79

1M
11.86
3M
23.63
6M
22.77
1Y
42.21
2Y
28.25
3Y
20.98
4Y
33.00
5Y
25.12
SI
21.10

SAHASRAR CONCENTRATED GROWTH PORTFOLIO

Compare

Inception Date : 20/06/2022

AUM in Cr. : 937.23

1M
11.68
3M
23.04
6M
25.15
1Y
39.60
2Y
21.99
3Y
NA
4Y
NA
5Y
NA
SI
21.83

Emerging Opportunities Strategy

Compare

Inception Date : 13/11/2020

AUM in Cr. : 123.70

1M
11.64
3M
15.63
6M
14.61
1Y
50.33
2Y
53.35
3Y
40.17
4Y
NA
5Y
NA
SI
57.85

Alder Capital- B2C Growth

Compare

Inception Date : 05/10/2015

AUM in Cr. : 34.16

1M
11.63
3M
18.01
6M
11.38
1Y
15.22
2Y
18.77
3Y
4.20
4Y
13.59
5Y
8.70
SI
12.98

Edelweiss Focused Mid & Small Cap Portfolio - Series II

Compare

Inception Date : 18/01/2018

AUM in Cr. : 2.52

1M
11.60
3M
13.86
6M
9.76
1Y
23.75
2Y
19.99
3Y
11.94
4Y
31.25
5Y
18.16
SI
11.37

Edelweiss Focused Mid & Small Cap Portfolio Approach

Compare

Inception Date : 03/08/2015

AUM in Cr. : 42.81

1M
11.60
3M
15.82
6M
12.41
1Y
27.20
2Y
21.99
3Y
13.16
4Y
31.19
5Y
20.74
SI
11.43

RH Supervalue Aggressive

Compare

Inception Date : 29/03/2023

AUM in Cr. : 64.04

1M
11.60
3M
17.00
6M
13.19
1Y
40.80
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
53.19

CARNELIAN SHIFT STRATEGY

Compare

Inception Date : 06/10/2020

AUM in Cr. : 2134.04

1M
11.55
3M
15.55
6M
18.24
1Y
53.46
2Y
50.57
3Y
29.64
4Y
NA
5Y
NA
SI
46.07

RHPMPL- SUPER VALUE M&S CAP PORTFOLIO

Compare

Inception Date : 30/11/2012

AUM in Cr. : 124.71

1M
11.54
3M
18.70
6M
13.02
1Y
37.77
2Y
37.34
3Y
25.27
4Y
37.88
5Y
27.27
SI
17.39

Wallfort India Contra Equity Fund

Compare

Inception Date : 02/01/2024

AUM in Cr. : 3.20

1M
11.48
3M
19.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.03

ASK CONVICTION PORTFOLIO

Compare

Inception Date : 07/05/2014

AUM in Cr. : 494.93

1M
11.44
3M
18.41
6M
19.27
1Y
34.64
2Y
30.10
3Y
15.79
4Y
26.87
5Y
19.85
SI
21.10

COMPOSITE INDIA GARP FUND

Compare

Inception Date : 22/04/2019

AUM in Cr. : 95.10

1M
11.44
3M
20.14
6M
16.14
1Y
40.02
2Y
38.27
3Y
18.32
4Y
30.35
5Y
25.21
SI
24.43

Motilal Oswal Mid to Mega Strategy

Compare

Inception Date : 24/12/2019

AUM in Cr. : 1627.69

1M
11.41
3M
16.10
6M
22.02
1Y
58.79
2Y
40.22
3Y
18.51
4Y
34.52
5Y
NA
SI
29.61

Motilal Oswal Small cap Multifactor Strategy

Compare

Inception Date : 07/04/2022

AUM in Cr. : 4.21

1M
11.36
3M
13.76
6M
17.38
1Y
58.33
2Y
46.33
3Y
NA
4Y
NA
5Y
NA
SI
40.94

HSBC Aspire Portfolio

Compare

Inception Date : 21/09/2023

AUM in Cr. : 35.55

1M
11.33
3M
20.49
6M
25.20
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
33.70

Motilal Oswal 25-for-25 Strategy

Compare

Inception Date : 22/02/2021

AUM in Cr. : 0.33

1M
11.29
3M
15.86
6M
15.40
1Y
33.64
2Y
26.40
3Y
10.96
4Y
NA
5Y
NA
SI
10.29

ValueQuest Alpha

Compare

Inception Date : 14/06/2022

AUM in Cr. : 8467.72

1M
11.27
3M
18.80
6M
16.11
1Y
38.25
2Y
37.02
3Y
NA
4Y
NA
5Y
NA
SI
37.13

Composite India Emerging Stars

Compare

Inception Date : 06/05/2019

AUM in Cr. : 95.51

1M
11.25
3M
20.80
6M
14.40
1Y
38.14
2Y
29.48
3Y
20.12
4Y
32.25
5Y
24.03
SI
23.43

QUANT

Compare

Inception Date : 23/11/2023

AUM in Cr. : 2.73

1M
11.24
3M
13.23
6M
10.60
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
8.76

Kotak India Focus Portfolio Investment Approach Series II Erstwhile Kotak SSV Series II

Compare

Inception Date : 19/09/2017

AUM in Cr. : 482.83

1M
11.22
3M
19.34
6M
21.99
1Y
44.26
2Y
34.72
3Y
21.36
4Y
35.80
5Y
22.36
SI
13.07

ValueQuest Growth

Compare

Inception Date : 08/10/2010

AUM in Cr. : 1789.66

1M
11.22
3M
18.33
6M
16.54
1Y
44.99
2Y
40.53
3Y
22.95
4Y
42.38
5Y
31.22
SI
19.55

RH-PERENNIAL

Compare

Inception Date : 01/04/2021

AUM in Cr. : 32.49

1M
11.18
3M
9.72
6M
9.60
1Y
40.89
2Y
38.96
3Y
19.61
4Y
NA
5Y
NA
SI
20.85

Motilal Oswal Hockey Stick Large Cap Portfolio

Compare

Inception Date : 04/01/2024

AUM in Cr. : 11.10

1M
11.16
3M
21.85
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
36.63

Electrum Laureate Portfolio

Compare

Inception Date : 23/11/2020

AUM in Cr. : 354.99

1M
11.12
3M
17.66
6M
14.00
1Y
50.32
2Y
42.48
3Y
29.61
4Y
NA
5Y
NA
SI
41.40

Electrum Small and Microcap Portfolio

Compare

Inception Date : 30/09/2022

AUM in Cr. : 12.05

1M
11.12
3M
19.45
6M
11.64
1Y
36.33
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
31.44

GREEN PORTFOLIO SPECIAL FUND

Compare

Inception Date : 12/07/2018

AUM in Cr. : 335.66

1M
11.10
3M
25.13
6M
20.78
1Y
49.05
2Y
37.30
3Y
24.57
4Y
39.72
5Y
30.11
SI
28.96

KRIIS MULTICAP FUND STRATEGY

Compare

Inception Date : 09/05/2019

AUM in Cr. : 142.10

1M
11.07
3M
23.13
6M
28.04
1Y
47.47
2Y
35.75
3Y
19.88
4Y
32.65
5Y
25.97
SI
25.63

Alchemy Alpha Small cap

Compare

Inception Date : 06/12/2023

AUM in Cr. : 3.80

1M
11.01
3M
16.19
6M
23.48
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.52

KRIIS HIGH GROWTH STRATEGY

Compare

Inception Date : 27/05/2024

AUM in Cr. : 49.03

1M
11.01
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.34

SISOP

Compare

Inception Date : 01/02/2010

AUM in Cr. : 1223.06

1M
11.01
3M
16.07
6M
18.29
1Y
27.85
2Y
25.95
3Y
15.20
4Y
25.91
5Y
19.28
SI
18.31

India Resurgent III

Compare

Inception Date : 04/03/2015

AUM in Cr. : 17.27

1M
10.94
3M
22.60
6M
25.82
1Y
57.09
2Y
37.39
3Y
24.07
4Y
37.25
5Y
24.63
SI
14.48

MIDCAP

Compare

Inception Date : 14/05/2021

AUM in Cr. : 0.71

1M
10.92
3M
16.10
6M
19.07
1Y
44.11
2Y
20.94
3Y
11.74
4Y
NA
5Y
NA
SI
12.02

Kotak India Focus Portfolio Investment Approach Series I Erstwhile Kotak SSV Series I

Compare

Inception Date : 03/07/2012

AUM in Cr. : 346.70

1M
10.87
3M
18.92
6M
21.42
1Y
43.03
2Y
33.61
3Y
21.77
4Y
34.92
5Y
19.11
SI
15.93

CENTRUM DEEP VALUE MULTIBAGGER PORTFOLIO

Compare

Inception Date : 23/02/2012

AUM in Cr. : 2.69

1M
10.86
3M
26.64
6M
26.07
1Y
50.05
2Y
31.97
3Y
19.68
4Y
37.76
5Y
28.92
SI
20.43

Maxima

Compare

Inception Date : 10/10/2022

AUM in Cr. : 29.41

1M
10.80
3M
16.34
6M
14.72
1Y
30.85
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.45

MAS Growth

Compare

Inception Date : 18/12/2019

AUM in Cr. : 125.83

1M
10.78
3M
27.22
6M
25.74
1Y
59.01
2Y
41.39
3Y
23.81
4Y
38.97
5Y
NA
SI
32.80

PGIM INDIA PHOENIX PORTFOLIO

Compare

Inception Date : 01/08/2016

AUM in Cr. : 64.34

1M
10.78
3M
14.99
6M
9.15
1Y
33.44
2Y
31.71
3Y
21.09
4Y
32.06
5Y
16.79
SI
14.87

MAPL Value Investing Fund

Compare

Inception Date : 22/05/2019

AUM in Cr. : 220.24

1M
10.75
3M
20.02
6M
10.78
1Y
49.24
2Y
46.03
3Y
33.50
4Y
56.68
5Y
41.17
SI
38.96

Kotak Small and Midcap Equity Investment Approach

Compare

Inception Date : 30/04/2012

AUM in Cr. : 56.07

1M
10.70
3M
18.07
6M
22.04
1Y
48.54
2Y
33.98
3Y
22.44
4Y
38.93
5Y
24.01
SI
18.97

QRC - Long Term Opportunities Portfolio

Compare

Inception Date : 25/01/2018

AUM in Cr. : 67.97

1M
10.66
3M
15.95
6M
18.60
1Y
32.81
2Y
26.94
3Y
19.11
4Y
28.08
5Y
20.03
SI
15.55

East Lane Long Term Growth

Compare

Inception Date : 18/12/2020

AUM in Cr. : 1030.54

1M
10.64
3M
16.14
6M
17.64
1Y
33.97
2Y
26.90
3Y
14.04
4Y
NA
5Y
NA
SI
19.73

Envision India Opportunities Portfolio

Compare

Inception Date : 05/04/2021

AUM in Cr. : 52.36

1M
10.64
3M
16.17
6M
17.83
1Y
42.16
2Y
35.70
3Y
23.04
4Y
NA
5Y
NA
SI
24.27

NARNOLIA MID AND SMALL CAP STRATEGY

Compare

Inception Date : 04/05/2015

AUM in Cr. : 93.77

1M
10.64
3M
14.94
6M
15.55
1Y
39.57
2Y
34.13
3Y
19.47
4Y
27.84
5Y
24.39
SI
20.96

Abakkus Curated Personalized Portfolio Strategy

Compare

Inception Date : 01/09/2023

AUM in Cr. : 81.52

1M
10.63
3M
12.47
6M
45.70
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
45.63

NARNOLIA MULTI CAP STRATEGY

Compare

Inception Date : 28/03/2012

AUM in Cr. : 380.20

1M
10.60
3M
14.51
6M
13.95
1Y
25.69
2Y
22.67
3Y
14.94
4Y
22.94
5Y
14.87
SI
17.13

Envision India Value Portdolio

Compare

Inception Date : 15/09/2010

AUM in Cr. : 76.65

1M
10.59
3M
16.61
6M
17.13
1Y
44.98
2Y
36.97
3Y
23.15
4Y
32.94
5Y
21.34
SI
14.13

Valentis Rising Star Opportunity Fund

Compare

Inception Date : 05/08/2016

AUM in Cr. : 1007.20

1M
10.57
3M
18.60
6M
11.79
1Y
36.78
2Y
37.37
3Y
25.30
4Y
47.13
5Y
30.09
SI
21.00

Dynamic Research & Emerging Asset Management Strategy (DREAM)

Compare

Inception Date : 04/03/2020

AUM in Cr. : 125.33

1M
10.56
3M
18.86
6M
17.85
1Y
48.93
2Y
42.22
3Y
27.93
4Y
35.15
5Y
NA
SI
30.55

GREEN PORTFOLIO THE IMPACT ESG FUND

Compare

Inception Date : 22/03/2022

AUM in Cr. : 5.28

1M
10.56
3M
25.12
6M
32.31
1Y
71.42
2Y
55.86
3Y
NA
4Y
NA
5Y
NA
SI
46.65

Ambit Curated Portfolios

Compare

Inception Date : 28/08/2020

AUM in Cr. : 195.50

1M
10.54
3M
11.07
6M
7.23
1Y
23.71
2Y
22.71
3Y
11.11
4Y
NA
5Y
NA
SI
20.52

Sowilo Multi Cap Fund

Compare

Inception Date : 26/06/2023

AUM in Cr. : 77.12

1M
10.53
3M
19.92
6M
21.25
1Y
50.37
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
51.68

FCI LLP Wealth Builder

Compare

Inception Date : 15/03/2021

AUM in Cr. : 30.58

1M
10.50
3M
17.87
6M
17.40
1Y
38.51
2Y
43.87
3Y
24.44
4Y
NA
5Y
NA
SI
24.92

GREEN PORTFOLIO MNC ADVANTAGE FUND

Compare

Inception Date : 23/09/2019

AUM in Cr. : 19.07

1M
10.50
3M
26.20
6M
21.70
1Y
55.58
2Y
42.89
3Y
29.36
4Y
40.09
5Y
NA
SI
30.70

Abakkus Personalised Opportunity Specific Strategy

Compare

Inception Date : 24/09/2020

AUM in Cr. : 1302.34

1M
10.47
3M
13.94
6M
23.42
1Y
44.36
2Y
40.53
3Y
31.45
4Y
NA
5Y
NA
SI
55.75

Credent AIM Multi Cap Strategy

Compare

Inception Date : 20/03/2023

AUM in Cr. : 42.79

1M
10.47
3M
19.01
6M
12.87
1Y
52.44
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
62.32

Ambit Alpha Growth Portfolio - STP

Compare

Inception Date : 18/07/2022

AUM in Cr. : 17.49

1M
10.46
3M
22.23
6M
33.61
1Y
80.29
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
54.71

Purnartha Dynamic Midcap

Compare

Inception Date : 16/01/2023

AUM in Cr. : 130.48

1M
10.46
3M
18.65
6M
16.76
1Y
30.18
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.92

Ambit Emerging Giants Small Cap Portfolio

Compare

Inception Date : 01/12/2017

AUM in Cr. : 346.36

1M
10.43
3M
13.57
6M
1.33
1Y
8.30
2Y
23.30
3Y
12.68
4Y
27.03
5Y
22.83
SI
15.93

Little Champs

Compare

Inception Date : 29/08/2019

AUM in Cr. : 442.00

1M
10.43
3M
16.39
6M
2.86
1Y
7.17
2Y
3.03
3Y
0.89
4Y
16.51
5Y
NA
SI
16.82

AAA Budding Beasts Portfolio

Compare

Inception Date : 01/01/2021

AUM in Cr. : 359.87

1M
10.42
3M
23.72
6M
23.14
1Y
49.71
2Y
46.03
3Y
32.25
4Y
NA
5Y
NA
SI
34.95

India Ascent Portfolio

Compare

Inception Date : 16/06/2023

AUM in Cr. : 5.47

1M
10.39
3M
19.25
6M
19.14
1Y
34.95
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.49

Libord Multicap Fund - I

Compare

Inception Date : 02/02/2024

AUM in Cr. : 1.07

1M
10.32
3M
9.21
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
8.48

SEVEN ISLANDS MULTICAP FUND

Compare

Inception Date : 05/01/2023

AUM in Cr. : 111.24

1M
10.30
3M
21.41
6M
26.50
1Y
61.28
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
52.91

Unicorn Portfolio

Compare

Inception Date : 23/03/2021

AUM in Cr. : 416.50

1M
10.28
3M
15.69
6M
3.49
1Y
23.85
2Y
36.10
3Y
34.97
4Y
NA
5Y
NA
SI
36.50

Valentis Multi-cap Fund

Compare

Inception Date : 08/10/2018

AUM in Cr. : 347.68

1M
10.28
3M
18.93
6M
14.69
1Y
38.06
2Y
33.74
3Y
23.55
4Y
32.91
5Y
21.17
SI
24.17

VRDDHI

Compare

Inception Date : 07/05/2021

AUM in Cr. : 364.26

1M
10.28
3M
16.30
6M
11.56
1Y
39.01
2Y
46.09
3Y
31.30
4Y
NA
5Y
NA
SI
34.40

Abakkus Emerging Opportunities Approach

Compare

Inception Date : 26/08/2020

AUM in Cr. : 4458.03

1M
10.24
3M
19.15
6M
15.53
1Y
47.83
2Y
43.89
3Y
24.89
4Y
NA
5Y
NA
SI
39.56

Arthya ALL-STAR Emerging Stars Portfolio

Compare

Inception Date : 03/07/2023

AUM in Cr. : 2.52

1M
10.20
3M
18.96
6M
14.57
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
41.23

SageOne Mid & Small Cap

Compare

Inception Date : 22/01/2017

AUM in Cr. : 3355.01

1M
10.19
3M
21.87
6M
29.00
1Y
75.41
2Y
42.09
3Y
22.12
4Y
39.03
5Y
27.30
SI
20.88

Alpha Equity

Compare

Inception Date : 27/06/2016

AUM in Cr. : 21.65

1M
10.17
3M
17.73
6M
35.04
1Y
68.26
2Y
51.60
3Y
31.24
4Y
33.94
5Y
25.46
SI
16.86

RH AlphaBots India Midcap 29

Compare

Inception Date : 28/04/2023

AUM in Cr. : 2.37

1M
10.17
3M
18.43
6M
20.56
1Y
42.51
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
47.68

Aurum Small Cap Opportunities

Compare

Inception Date : 20/12/2012

AUM in Cr. : 693.98

1M
10.15
3M
17.75
6M
13.86
1Y
46.96
2Y
43.80
3Y
23.31
4Y
49.80
5Y
30.34
SI
29.86

Invesco India Caterpillar Portfolio

Compare

Inception Date : 26/06/2006

AUM in Cr. : 79.35

1M
10.15
3M
19.06
6M
20.47
1Y
42.99
2Y
33.33
3Y
25.22
4Y
38.43
5Y
24.78
SI
12.97

Ambit Build India Portfolio

Compare

Inception Date : 15/01/2024

AUM in Cr. : 47.82

1M
10.14
3M
31.39
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
37.18

Consortium Securities Value PMS

Compare

Inception Date : 18/08/2014

AUM in Cr. : 109.80

1M
10.14
3M
8.66
6M
12.64
1Y
50.96
2Y
45.69
3Y
27.99
4Y
49.12
5Y
35.01
SI
30.85

Avestha Growth

Compare

Inception Date : 01/11/2017

AUM in Cr. : 1006.00

1M
10.12
3M
21.31
6M
16.14
1Y
32.89
2Y
35.53
3Y
27.89
4Y
36.34
5Y
25.24
SI
19.18

CAPSTOCKS-PMS

Compare

Inception Date : 07/12/2004

AUM in Cr. : 67.14

1M
10.11
3M
19.03
6M
23.73
1Y
50.83
2Y
39.35
3Y
18.19
4Y
26.62
5Y
17.90
SI
14.65

Ambit Good & Clean MidCap Portfolio

Compare

Inception Date : 12/03/2015

AUM in Cr. : 564.12

1M
10.10
3M
20.63
6M
17.97
1Y
44.73
2Y
32.11
3Y
17.84
4Y
28.48
5Y
18.93
SI
14.76

Long Term Growth

Compare

Inception Date : 24/08/2007

AUM in Cr. : 851.29

1M
10.09
3M
19.80
6M
27.65
1Y
51.94
2Y
37.20
3Y
21.68
4Y
26.82
5Y
20.96
SI
14.62

EMKAY GEMS NRI

Compare

Inception Date : 01/02/2020

AUM in Cr. : 4.21

1M
10.05
3M
19.39
6M
17.08
1Y
38.85
2Y
35.93
3Y
22.66
4Y
0.00
5Y
NA
SI
16.99

Kotak India Focus Portfolio Investment Approach Customised Erstwhile Kotak SSV Customised

Compare

Inception Date : 22/04/2015

AUM in Cr. : 30.36

1M
10.05
3M
14.33
6M
19.93
1Y
43.37
2Y
36.02
3Y
23.96
4Y
33.37
5Y
20.90
SI
12.20

VOYAGER

Compare

Inception Date : 01/10/2011

AUM in Cr. : 314.40

1M
10.05
3M
15.17
6M
18.45
1Y
28.29
2Y
24.53
3Y
14.83
4Y
27.31
5Y
21.18
SI
20.22

EMERGING LEADERS

Compare

Inception Date : 26/04/2023

AUM in Cr. : 41.23

1M
10.04
3M
15.31
6M
14.13
1Y
18.78
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
19.48

GREEN PORTFOLIO FUND OF FUNDS

Compare

Inception Date : 13/01/2020

AUM in Cr. : 53.07

1M
10.04
3M
12.95
6M
10.21
1Y
41.44
2Y
29.87
3Y
17.32
4Y
20.90
5Y
NA
SI
17.57

QUEENBEE

Compare

Inception Date : 01/08/2007

AUM in Cr. : 110.88

1M
10.04
3M
13.75
6M
28.74
1Y
70.80
2Y
51.56
3Y
45.07
4Y
62.18
5Y
38.01
SI
22.62

SPECIAL SITUATION

Compare

Inception Date : 31/10/2018

AUM in Cr. : 112.53

1M
10.02
3M
17.61
6M
12.63
1Y
35.88
2Y
36.73
3Y
19.95
4Y
36.78
5Y
23.20
SI
21.26

BONANZA AEGIS

Compare

Inception Date : 11/05/2022

AUM in Cr. : 24.70

1M
10.01
3M
25.24
6M
29.19
1Y
61.06
2Y
46.54
3Y
NA
4Y
NA
5Y
NA
SI
41.62

MONEYGROW BESPOKE

Compare

Inception Date : 13/04/2023

AUM in Cr. : 48.87

1M
10.01
3M
13.78
6M
13.75
1Y
31.38
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
40.11

Reverse Research

Compare

Inception Date : 01/03/2012

AUM in Cr. : 1838.17

1M
9.98
3M
18.27
6M
18.35
1Y
57.99
2Y
44.69
3Y
25.70
4Y
40.92
5Y
30.38
SI
25.89

RISING STAR

Compare

Inception Date : 01/11/2009

AUM in Cr. : 90.83

1M
9.96
3M
9.33
6M
4.50
1Y
14.07
2Y
19.62
3Y
14.81
4Y
29.09
5Y
15.60
SI
14.70

TAMOHARA NXT MULTICAP STRATEGY

Compare

Inception Date : 28/03/2019

AUM in Cr. : 15.05

1M
9.93
3M
11.04
6M
7.89
1Y
21.44
2Y
25.25
3Y
16.07
4Y
21.01
5Y
15.27
SI
14.65

Kotak FinTech Investment Approach

Compare

Inception Date : 29/03/2018

AUM in Cr. : 19.40

1M
9.91
3M
5.90
6M
7.60
1Y
26.71
2Y
25.15
3Y
14.73
4Y
27.52
5Y
16.37
SI
15.22

CENTRUM MICROCAP PORTFOLIO

Compare

Inception Date : 08/07/2016

AUM in Cr. : 13.90

1M
9.90
3M
27.00
6M
27.37
1Y
45.89
2Y
41.15
3Y
28.56
4Y
45.19
5Y
31.21
SI
20.22

Valcreate Growing India

Compare

Inception Date : 10/02/2023

AUM in Cr. : 22.31

1M
9.90
3M
23.36
6M
23.93
1Y
45.20
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
43.50

STALLION ASSET CORE FUND

Compare

Inception Date : 22/10/2018

AUM in Cr. : 2137.87

1M
9.89
3M
20.39
6M
34.86
1Y
84.60
2Y
57.29
3Y
29.91
4Y
41.31
5Y
34.00
SI
32.20

Kings of Capital

Compare

Inception Date : 28/07/2020

AUM in Cr. : 330.53

1M
9.77
3M
12.78
6M
9.79
1Y
16.13
2Y
18.65
3Y
5.73
4Y
NA
5Y
NA
SI
12.27

All Cap Strategy

Compare

Inception Date : 30/08/2016

AUM in Cr. : 1507.24

1M
9.76
3M
13.95
6M
15.97
1Y
42.65
2Y
34.66
3Y
23.14
4Y
34.97
5Y
24.42
SI
18.97

Mid Cap Equity FOF

Compare

Inception Date : 09/06/2017

AUM in Cr. : 5.03

1M
9.74
3M
19.77
6M
22.06
1Y
48.37
2Y
38.88
3Y
24.75
4Y
32.30
5Y
22.62
SI
14.91

EMKAY GEMS

Compare

Inception Date : 01/02/2020

AUM in Cr. : 15.99

1M
9.72
3M
18.10
6M
18.15
1Y
40.79
2Y
34.71
3Y
22.33
4Y
30.04
5Y
NA
SI
26.41

Piper Serica Leader Portfolio Strategy

Compare

Inception Date : 26/06/2019

AUM in Cr. : 838.45

1M
9.69
3M
16.04
6M
14.63
1Y
43.70
2Y
35.07
3Y
17.91
4Y
26.82
5Y
20.30
SI
20.68

SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)

Compare

Inception Date : 08/07/2016

AUM in Cr. : 687.76

1M
9.69
3M
20.88
6M
17.60
1Y
35.07
2Y
27.52
3Y
21.65
4Y
34.28
5Y
22.08
SI
17.60

Hanut Fundamental Quant

Compare

Inception Date : 07/05/2019

AUM in Cr. : 34.17

1M
9.66
3M
13.19
6M
21.03
1Y
48.28
2Y
32.88
3Y
16.74
4Y
32.36
5Y
21.69
SI
22.28

Sowilo Target Agressive Scheme

Compare

Inception Date : 23/06/2023

AUM in Cr. : 52.93

1M
9.63
3M
25.46
6M
23.33
1Y
51.42
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
51.01

Abakkus Emerging Opportunities (Shariah) Approach

Compare

Inception Date : 16/06/2023

AUM in Cr. : 8.23

1M
9.60
3M
17.61
6M
19.66
1Y
50.31
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
48.91

GREEN PORTFOLIO SUPER 30 DYNAMIC FUND

Compare

Inception Date : 23/09/2019

AUM in Cr. : 154.54

1M
9.60
3M
24.53
6M
19.40
1Y
44.74
2Y
47.39
3Y
38.59
4Y
46.36
5Y
NA
SI
35.08

ETHICAL

Compare

Inception Date : 01/08/2022

AUM in Cr. : 21.71

1M
9.59
3M
23.37
6M
26.85
1Y
59.37
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
29.44

Unique Focused Fund

Compare

Inception Date : 20/12/2019

AUM in Cr. : 813.63

1M
9.59
3M
15.85
6M
13.68
1Y
20.34
2Y
23.21
3Y
14.03
4Y
27.43
5Y
NA
SI
16.92

PRUDENCE

Compare

Inception Date : 11/05/2016

AUM in Cr. : 1791.80

1M
9.57
3M
13.11
6M
14.71
1Y
16.91
2Y
18.25
3Y
10.55
4Y
26.41
5Y
19.52
SI
18.36

SMC-Customised

Compare

Inception Date : 01/10/2019

AUM in Cr. : 1.17

1M
9.57
3M
18.87
6M
21.42
1Y
42.08
2Y
31.86
3Y
13.81
4Y
17.53
5Y
NA
SI
9.93

EMKAY PEARLS

Compare

Inception Date : 24/11/2011

AUM in Cr. : 0.66

1M
9.56
3M
14.29
6M
12.68
1Y
42.01
2Y
41.88
3Y
22.50
4Y
35.08
5Y
22.68
SI
17.50

JOINDRE VALUE FUND

Compare

Inception Date : 05/11/2018

AUM in Cr. : 62.03

1M
9.56
3M
15.92
6M
15.33
1Y
33.03
2Y
24.36
3Y
11.21
4Y
21.38
5Y
16.34
SI
16.14

CENTRUM STRING OF PEARLS DVIII NRI

Compare

Inception Date : 18/02/2015

AUM in Cr. : 0.79

1M
9.55
3M
26.17
6M
26.35
1Y
52.76
2Y
32.55
3Y
20.45
4Y
36.47
5Y
28.19
SI
17.44

Wright Factor Fund- NRI

Compare

Inception Date : 28/11/2023

AUM in Cr. : 0.22

1M
9.55
3M
15.00
6M
28.92
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
36.60

METAMORPHOSIS FUND

Compare

Inception Date : 05/05/2023

AUM in Cr. : 170.04

1M
9.53
3M
17.13
6M
21.31
1Y
42.65
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
37.46

CENTRUM DEEP VALUE IV

Compare

Inception Date : 10/12/2015

AUM in Cr. : 40.05

1M
9.51
3M
25.80
6M
25.82
1Y
52.24
2Y
32.26
3Y
19.05
4Y
35.19
5Y
28.08
SI
19.37

Trivantage Capital Diversified Equity Portfolio

Compare

Inception Date : 17/07/2018

AUM in Cr. : 15.96

1M
9.51
3M
12.87
6M
16.64
1Y
40.41
2Y
34.34
3Y
14.29
4Y
21.43
5Y
11.86
SI
10.50

White Oak India Select Equity Portfolio

Compare

Inception Date : 02/09/2018

AUM in Cr. : 131.02

1M
9.51
3M
9.39
6M
11.29
1Y
25.03
2Y
25.94
3Y
13.11
4Y
23.09
5Y
16.14
SI
13.93

Decennium Opportunity Port -NRI

Compare

Inception Date : 02/12/2021

AUM in Cr. : 23.22

1M
9.50
3M
15.80
6M
18.84
1Y
44.90
2Y
34.22
3Y
NA
4Y
NA
5Y
NA
SI
22.20

Avendus Olivo Core Equity Portfolio

Compare

Inception Date : 29/07/2020

AUM in Cr. : 597.66

1M
9.49
3M
14.09
6M
17.53
1Y
44.70
2Y
40.41
3Y
20.48
4Y
NA
5Y
NA
SI
24.97

Val-Q Mid Cap High Quality Fund

Compare

Inception Date : 24/12/2014

AUM in Cr. : 55.44

1M
9.49
3M
13.85
6M
13.87
1Y
35.81
2Y
35.12
3Y
19.24
4Y
27.83
5Y
18.84
SI
13.60

Alchemy High Growth Select Stock

Compare

Inception Date : 19/12/2008

AUM in Cr. : 4480.79

1M
9.48
3M
15.84
6M
23.21
1Y
45.15
2Y
33.70
3Y
23.18
4Y
32.49
5Y
18.62
SI
21.17

PGIM INDIA EQUITY PORTFOLIO SERIES II

Compare

Inception Date : 19/06/2023

AUM in Cr. : 22.25

1M
9.48
3M
13.59
6M
5.01
1Y
23.65
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.14

PicoPower

Compare

Inception Date : 10/10/2011

AUM in Cr. : 714.87

1M
9.46
3M
18.75
6M
22.37
1Y
61.30
2Y
39.86
3Y
22.89
4Y
42.94
5Y
32.53
SI
25.04

ValueQuest Poise

Compare

Inception Date : 10/02/2022

AUM in Cr. : 69.70

1M
9.46
3M
13.98
6M
8.76
1Y
29.95
2Y
39.39
3Y
NA
4Y
NA
5Y
NA
SI
30.51

KRIIS COMPOUNDERS PORTFOLIO STRATEGY

Compare

Inception Date : 16/01/2023

AUM in Cr. : 19.54

1M
9.45
3M
20.93
6M
30.86
1Y
68.68
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
60.69

Vallum India Discovery Strategy

Compare

Inception Date : 24/09/2020

AUM in Cr. : 1688.02

1M
9.45
3M
17.53
6M
16.18
1Y
46.19
2Y
41.72
3Y
24.05
4Y
NA
5Y
NA
SI
33.20

IME Digital Disruption

Compare

Inception Date : 10/02/2023

AUM in Cr. : 5.90

1M
9.44
3M
9.44
6M
24.24
1Y
39.51
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
46.78

White Oak India Digital Leaders

Compare

Inception Date : 05/01/2022

AUM in Cr. : 112.61

1M
9.44
3M
7.93
6M
10.67
1Y
25.34
2Y
21.56
3Y
NA
4Y
NA
5Y
NA
SI
3.26

Banyan Yield Plus

Compare

Inception Date : 01/04/2021

AUM in Cr. : 89.50

1M
9.42
3M
16.31
6M
14.45
1Y
50.93
2Y
44.04
3Y
27.47
4Y
NA
5Y
NA
SI
31.72

FORTUNA ONE

Compare

Inception Date : 04/07/2023

AUM in Cr. : 19.93

1M
9.39
3M
19.24
6M
28.70
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
56.55

I Equity

Compare

Inception Date : 18/06/2020

AUM in Cr. : 144.42

1M
9.39
3M
11.00
6M
13.89
1Y
36.20
2Y
30.45
3Y
18.59
4Y
25.66
5Y
NA
SI
24.77

SageOne LargeCap

Compare

Inception Date : 24/08/2023

AUM in Cr. : 64.09

1M
9.39
3M
15.20
6M
23.89
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
46.48

CENTRUM FLEXICAP PORTFOLIO NRI

Compare

Inception Date : 24/01/2012

AUM in Cr. : 8.54

1M
9.38
3M
20.62
6M
20.39
1Y
42.97
2Y
30.26
3Y
18.58
4Y
28.86
5Y
18.31
SI
12.73

Custom portfolio 19

Compare

Inception Date : 10/06/2022

AUM in Cr. : 21.71

1M
9.38
3M
10.38
6M
7.38
1Y
19.61
2Y
24.54
3Y
NA
4Y
NA
5Y
NA
SI
21.96

WILLOW LONG TERM VALUE STRATEGY

Compare

Inception Date : 03/02/2020

AUM in Cr. : 365.45

1M
9.38
3M
12.56
6M
11.39
1Y
24.02
2Y
24.67
3Y
12.11
4Y
17.67
5Y
NA
SI
13.62

VALUE

Compare

Inception Date : 09/09/2018

AUM in Cr. : 12.65

1M
9.36
3M
19.40
6M
11.13
1Y
22.65
2Y
28.92
3Y
24.32
4Y
40.55
5Y
24.75
SI
21.42

Value Migration Strategy

Compare

Inception Date : 18/02/2003

AUM in Cr. : 2387.73

1M
9.36
3M
16.40
6M
22.07
1Y
59.22
2Y
39.15
3Y
23.12
4Y
28.08
5Y
19.96
SI
20.52

Ambit TenX Portfolio

Compare

Inception Date : 13/12/2021

AUM in Cr. : 189.51

1M
9.35
3M
13.11
6M
8.65
1Y
22.57
2Y
27.97
3Y
NA
4Y
NA
5Y
NA
SI
14.93

Invesco India Challengers Portfolio

Compare

Inception Date : 30/09/2021

AUM in Cr. : 29.12

1M
9.35
3M
14.89
6M
17.50
1Y
40.23
2Y
30.76
3Y
NA
4Y
NA
5Y
NA
SI
16.99

TAMOHARA TRUFFLE FLEXICAP STRATEGY

Compare

Inception Date : 14/01/2021

AUM in Cr. : 59.40

1M
9.35
3M
14.61
6M
13.90
1Y
32.98
2Y
30.45
3Y
16.38
4Y
NA
5Y
NA
SI
22.77

Motilal Oswal Multicap Opportunities Strategy

Compare

Inception Date : 22/01/2019

AUM in Cr. : 2.83

1M
9.34
3M
28.23
6M
37.61
1Y
81.92
2Y
43.61
3Y
24.77
4Y
30.67
5Y
21.67
SI
21.79

CENTRUM GOOD TO GREAT PORTFOLIO

Compare

Inception Date : 03/06/2019

AUM in Cr. : 172.65

1M
9.33
3M
25.18
6M
24.45
1Y
49.36
2Y
30.80
3Y
20.08
4Y
34.42
5Y
26.62
SI
25.84

Marcellus Rising Giants

Compare

Inception Date : 27/12/2021

AUM in Cr. : 288.69

1M
9.33
3M
17.79
6M
6.99
1Y
15.39
2Y
12.64
3Y
NA
4Y
NA
5Y
NA
SI
-1.79

Shree Lakshmi Plan

Compare

Inception Date : 02/05/2022

AUM in Cr. : 58.14

1M
9.31
3M
17.00
6M
20.06
1Y
48.45
2Y
36.13
3Y
NA
4Y
NA
5Y
NA
SI
31.18

SMC-Growth

Compare

Inception Date : 01/10/2019

AUM in Cr. : 106.40

1M
9.31
3M
18.17
6M
15.18
1Y
37.75
2Y
31.03
3Y
18.21
4Y
28.98
5Y
NA
SI
19.19

CENTRUM GOOD TO GREAT - T

Compare

Inception Date : 18/02/2020

AUM in Cr. : 142.18

1M
9.30
3M
24.16
6M
23.94
1Y
48.26
2Y
30.36
3Y
19.85
4Y
28.81
5Y
NA
SI
27.48

R Wadiwala Ethical Portfolio - PMS

Compare

Inception Date : 06/11/2019

AUM in Cr. : 14.14

1M
9.28
3M
3.68
6M
15.21
1Y
33.52
2Y
83.25
3Y
88.09
4Y
201.14
5Y
NA
SI
190.74

Kotak Equity Portfolio Investment Approach

Compare

Inception Date : 22/04/2022

AUM in Cr. : 1.30

1M
9.27
3M
19.32
6M
24.50
1Y
45.85
2Y
35.04
3Y
NA
4Y
NA
5Y
NA
SI
29.91

MONEYCOMB

Compare

Inception Date : 01/08/2007

AUM in Cr. : 0.86

1M
9.27
3M
-0.75
6M
24.92
1Y
59.80
2Y
50.87
3Y
43.62
4Y
56.64
5Y
38.79
SI
21.74

Motilal Oswal Business Opportunities Portfolio Strategy

Compare

Inception Date : 18/12/2017

AUM in Cr. : 1469.16

1M
9.22
3M
17.49
6M
17.49
1Y
40.42
2Y
34.52
3Y
19.92
4Y
26.41
5Y
19.04
SI
15.09

Trivantage Capital Select Diversified Equity Portfolio

Compare

Inception Date : 18/05/2020

AUM in Cr. : 4.78

1M
9.22
3M
12.83
6M
11.44
1Y
31.63
2Y
29.99
3Y
14.99
4Y
23.62
5Y
NA
SI
29.48

White Pine India Emerging Stars Approach

Compare

Inception Date : 20/05/2022

AUM in Cr. : 255.54

1M
9.21
3M
23.12
6M
21.38
1Y
89.34
2Y
68.96
3Y
NA
4Y
NA
5Y
NA
SI
61.11

ETHICAL PORTFOLIO

Compare

Inception Date : 31/01/2022

AUM in Cr. : 5.01

1M
9.20
3M
17.08
6M
15.44
1Y
26.94
2Y
23.38
3Y
NA
4Y
NA
5Y
NA
SI
13.70

Trivantage Capital Edge Portfolio

Compare

Inception Date : 11/05/2020

AUM in Cr. : 98.80

1M
9.20
3M
12.64
6M
15.84
1Y
39.20
2Y
34.05
3Y
19.88
4Y
24.60
5Y
NA
SI
25.80

ValPro Alpha (A) PMS

Compare

Inception Date : 15/04/2021

AUM in Cr. : 121.09

1M
9.20
3M
19.63
6M
26.02
1Y
51.59
2Y
30.77
3Y
20.21
4Y
NA
5Y
NA
SI
22.60

CENTRUM FLEXICAP PORTFOLIO - T

Compare

Inception Date : 26/10/2021

AUM in Cr. : 65.75

1M
9.19
3M
19.61
6M
20.43
1Y
42.46
2Y
28.52
3Y
NA
4Y
NA
5Y
NA
SI
15.45

Special Opportunity Fund

Compare

Inception Date : 28/01/2010

AUM in Cr. : 670.98

1M
9.19
3M
11.01
6M
8.68
1Y
22.89
2Y
19.95
3Y
13.92
4Y
40.83
5Y
29.36
SI
24.65

TAMOHARA INDIA OPPORTUNITIES STRATEGY

Compare

Inception Date : 18/03/2016

AUM in Cr. : 53.96

1M
9.19
3M
10.39
6M
7.42
1Y
19.47
2Y
22.51
3Y
14.46
4Y
20.59
5Y
14.20
SI
12.55

CENTRUM FLEXICAP PORTFOLIO

Compare

Inception Date : 20/06/2011

AUM in Cr. : 53.06

1M
9.18
3M
20.10
6M
20.69
1Y
43.49
2Y
29.70
3Y
18.72
4Y
28.31
5Y
18.08
SI
14.24

S.I.T.P

Compare

Inception Date : 01/12/2023

AUM in Cr. : 5.91

1M
9.18
3M
16.97
6M
18.92
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
19.51

SHADE VALUE FUND

Compare

Inception Date : 23/02/2012

AUM in Cr. : 78.47

1M
9.18
3M
19.11
6M
21.19
1Y
59.90
2Y
38.06
3Y
17.16
4Y
32.12
5Y
21.47
SI
18.83

All Cap Portfolio

Compare

Inception Date : 27/07/2022

AUM in Cr. : 38.83

1M
9.17
3M
19.05
6M
18.08
1Y
35.13
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
28.21

Value Investing

Compare

Inception Date : 19/01/2003

AUM in Cr. : 1828.56

1M
9.17
3M
15.36
6M
12.42
1Y
28.78
2Y
38.05
3Y
22.61
4Y
41.78
5Y
24.24
SI
21.04

Growth

Compare

Inception Date : 01/08/2013

AUM in Cr. : 177.96

1M
9.16
3M
12.63
6M
8.18
1Y
28.40
2Y
28.21
3Y
16.55
4Y
28.74
5Y
19.33
SI
18.12

Aurum Small Cap Plus

Compare

Inception Date : 10/05/2017

AUM in Cr. : 11.55

1M
9.14
3M
16.39
6M
22.07
1Y
26.96
2Y
35.47
3Y
17.29
4Y
44.63
5Y
26.65
SI
16.54

FCI LLP Opportunities

Compare

Inception Date : 02/06/2022

AUM in Cr. : 16.51

1M
9.13
3M
15.14
6M
16.38
1Y
40.27
2Y
37.74
3Y
NA
4Y
NA
5Y
NA
SI
35.20

Ambit Alpha Growth Portfolio

Compare

Inception Date : 28/01/2021

AUM in Cr. : 500.02

1M
9.12
3M
19.78
6M
30.82
1Y
81.41
2Y
56.64
3Y
33.47
4Y
NA
5Y
NA
SI
37.45

Girik PMS BluFIN X Equity Strategy

Compare

Inception Date : 07/05/2024

AUM in Cr. : 56.28

1M
9.12
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
9.63

ALPHA ALTERNATIVES FUND ADVISORS LLP PMS SYSTEMATIC EQUITY

Compare

Inception Date : 15/06/2021

AUM in Cr. : 100.89

1M
9.11
3M
20.13
6M
27.05
1Y
52.38
2Y
33.46
3Y
22.04
4Y
NA
5Y
NA
SI
22.63

Alphagen

Compare

Inception Date : 31/12/2015

AUM in Cr. : 83.37

1M
9.11
3M
12.62
6M
16.82
1Y
40.64
2Y
31.54
3Y
17.68
4Y
26.41
5Y
20.24
SI
15.34

Marcellus Curation-I

Compare

Inception Date : 04/03/2024

AUM in Cr. : 343.64

1M
9.08
3M
11.54
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
12.86

Select Sector Portfolio NR

Compare

Inception Date : 06/10/2009

AUM in Cr. : 32.09

1M
9.08
3M
19.14
6M
23.98
1Y
49.92
2Y
37.22
3Y
22.11
4Y
38.78
5Y
25.40
SI
16.91

Motilal Oswal India Growth Strategy

Compare

Inception Date : 04/10/2023

AUM in Cr. : 43.96

1M
9.07
3M
17.56
6M
21.68
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
37.25

NARNOLIA 5TX5T

Compare

Inception Date : 04/05/2015

AUM in Cr. : 38.32

1M
9.05
3M
11.42
6M
17.65
1Y
33.99
2Y
30.87
3Y
18.14
4Y
25.24
5Y
19.45
SI
18.18

EIML PEARLS

Compare

Inception Date : 24/11/2011

AUM in Cr. : 15.96

1M
9.04
3M
11.50
6M
12.88
1Y
31.27
2Y
33.23
3Y
19.39
4Y
34.91
5Y
22.69
SI
19.67

Axis Core & Satellite Portfolio

Compare

Inception Date : 11/11/2019

AUM in Cr. : 143.47

1M
9.03
3M
13.94
6M
11.50
1Y
28.94
2Y
31.24
3Y
18.01
4Y
24.90
5Y
NA
SI
17.36

Valcreate Lifesciences & speciality opportunities

Compare

Inception Date : 10/02/2023

AUM in Cr. : 6.49

1M
9.03
3M
14.75
6M
13.14
1Y
26.86
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
25.02

Optimiser Portfolio

Compare

Inception Date : 01/04/2021

AUM in Cr. : 115.51

1M
9.01
3M
26.34
6M
42.04
1Y
91.70
2Y
61.28
3Y
41.51
4Y
NA
5Y
NA
SI
43.85

Wright Factor Fund

Compare

Inception Date : 18/08/2023

AUM in Cr. : 120.54

1M
9.00
3M
16.02
6M
31.22
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
69.95

Decennium Opportunity Portfolio

Compare

Inception Date : 12/11/2021

AUM in Cr. : 175.64

1M
8.99
3M
17.18
6M
20.46
1Y
49.94
2Y
37.45
3Y
NA
4Y
NA
5Y
NA
SI
21.85

Investwell MIDCAP

Compare

Inception Date : 20/06/2020

AUM in Cr. : 2.84

1M
8.97
3M
20.59
6M
17.92
1Y
33.61
2Y
35.33
3Y
21.61
4Y
30.30
5Y
NA
SI
29.92

QUEST LONG ODYSSEY

Compare

Inception Date : 12/04/2024

AUM in Cr. : 9.15

1M
8.97
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.97

MINT

Compare

Inception Date : 01/06/2014

AUM in Cr. : 0.68

1M
8.96
3M
21.40
6M
19.02
1Y
39.13
2Y
33.33
3Y
19.43
4Y
32.38
5Y
21.85
SI
20.18

VARANIUM G2G INDIA PORTFOLIO - 00010051

Compare

Inception Date : 18/09/2014

AUM in Cr. : 112.57

1M
8.95
3M
10.02
6M
33.78
1Y
85.95
2Y
54.19
3Y
31.77
4Y
34.40
5Y
17.86
SI
6.58

CENTRUM GOOD TO GREAT NRI

Compare

Inception Date : 14/08/2019

AUM in Cr. : 14.72

1M
8.87
3M
23.75
6M
22.83
1Y
46.09
2Y
29.14
3Y
18.24
4Y
31.20
5Y
NA
SI
23.47

Axis Brand Equity Portfolio

Compare

Inception Date : 05/12/2016

AUM in Cr. : 1362.72

1M
8.85
3M
15.31
6M
15.68
1Y
31.61
2Y
30.84
3Y
17.59
4Y
25.68
5Y
17.67
SI
13.89

MeritorQ

Compare

Inception Date : 15/11/2022

AUM in Cr. : 27.34

1M
8.85
3M
11.74
6M
14.07
1Y
39.35
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.69

Motilal Oswal Mid and Smallcap Opportunities Strategy

Compare

Inception Date : 23/01/2019

AUM in Cr. : 2.15

1M
8.85
3M
10.82
6M
17.16
1Y
45.21
2Y
25.51
3Y
14.67
4Y
23.46
5Y
13.86
SI
15.80

DMZ PARTNERS INHERITORS STRATEGY

Compare

Inception Date : 20/03/2018

AUM in Cr. : 535.93

1M
8.84
3M
11.04
6M
8.91
1Y
24.62
2Y
22.98
3Y
14.94
4Y
24.25
5Y
14.46
SI
15.74

PINC Future Fund

Compare

Inception Date : 18/10/2021

AUM in Cr. : 14.00

1M
8.83
3M
11.22
6M
8.71
1Y
32.79
2Y
30.87
3Y
NA
4Y
NA
5Y
NA
SI
18.63

Innovation Portfolio NR

Compare

Inception Date : 31/03/2020

AUM in Cr. : 25.49

1M
8.82
3M
9.61
6M
14.56
1Y
35.51
2Y
32.23
3Y
19.99
4Y
27.06
5Y
NA
SI
31.58

Surge India

Compare

Inception Date : 03/11/2017

AUM in Cr. : 599.77

1M
8.82
3M
21.91
6M
30.83
1Y
67.96
2Y
41.46
3Y
29.84
4Y
33.08
5Y
24.64
SI
14.80

Ohm Growth

Compare

Inception Date : 01/07/2022

AUM in Cr. : 537.37

1M
8.81
3M
16.38
6M
27.21
1Y
53.58
2Y
0.00
3Y
NA
4Y
NA
5Y
NA
SI
34.59

SERENITY WEALTH

Compare

Inception Date : 29/08/2023

AUM in Cr. : 7.06

1M
8.80
3M
9.89
6M
9.04
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.35

CENTRUM FLEXICAP PORTFOLIO - T - NRI

Compare

Inception Date : 05/01/2022

AUM in Cr. : 1.59

1M
8.78
3M
27.22
6M
27.92
1Y
49.12
2Y
31.64
3Y
NA
4Y
NA
5Y
NA
SI
19.07

Growth at Reasonable Price (GARP)

Compare

Inception Date : 01/04/2024

AUM in Cr. : 38.91

1M
8.77
3M
10.41
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.41

o3 INCA

Compare

Inception Date : 18/10/2023

AUM in Cr. : 18.39

1M
8.77
3M
19.83
6M
24.87
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
40.46

MONEYGROW FLEXICAP

Compare

Inception Date : 11/04/2023

AUM in Cr. : 79.43

1M
8.76
3M
14.57
6M
16.80
1Y
31.31
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
36.54

Customised Discretionary Portfolio - Equity

Compare

Inception Date : 15/10/2014

AUM in Cr. : 15236.01

1M
8.71
3M
15.35
6M
20.12
1Y
42.33
2Y
32.96
3Y
19.35
4Y
20.29
5Y
15.73
SI
-0.92

dezerv. Alpha Focus Strategy

Compare

Inception Date : 26/05/2023

AUM in Cr. : 53.60

1M
8.71
3M
18.14
6M
22.76
1Y
57.26
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
58.19

SiMPL Multi Cap Value Portfolio

Compare

Inception Date : 03/09/2009

AUM in Cr. : 1296.17

1M
8.71
3M
17.44
6M
18.00
1Y
41.44
2Y
32.67
3Y
22.26
4Y
29.92
5Y
22.47
SI
20.28

Innovative Business

Compare

Inception Date : 27/06/2016

AUM in Cr. : 10.62

1M
8.69
3M
12.34
6M
28.53
1Y
52.80
2Y
38.41
3Y
24.10
4Y
26.21
5Y
18.81
SI
15.46

TAMOHARA FAMILY OFFICE SERIES VI

Compare

Inception Date : 21/12/2018

AUM in Cr. : 23.77

1M
8.69
3M
9.28
6M
6.36
1Y
17.82
2Y
22.52
3Y
12.15
4Y
0.00
5Y
0.00
SI
6.75

CUSTOMISED

Compare

Inception Date : 04/03/2020

AUM in Cr. : 422.60

1M
8.65
3M
19.22
6M
25.79
1Y
52.69
2Y
37.90
3Y
24.08
4Y
27.54
5Y
NA
SI
22.92

ICICI Prudential PMS Quantitative Strategy

Compare

Inception Date : 02/02/2024

AUM in Cr. : 3.79

1M
8.65
3M
14.57
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
13.99

India Ultra-Focussed Mid-Cap Growth Portfolio Series II (A2)

Compare

Inception Date : 11/12/2015

AUM in Cr. : 21.09

1M
8.64
3M
18.63
6M
18.70
1Y
53.98
2Y
44.02
3Y
23.90
4Y
38.18
5Y
22.75
SI
15.91

Motilal Oswal Ethical Strategy

Compare

Inception Date : 13/03/2020

AUM in Cr. : 67.43

1M
8.64
3M
14.25
6M
24.74
1Y
54.13
2Y
37.67
3Y
21.91
4Y
0.00
5Y
NA
SI
19.88

Next Trillion Dollar Opportunity Strategy

Compare

Inception Date : 03/08/2007

AUM in Cr. : 6256.19

1M
8.64
3M
11.20
6M
15.87
1Y
44.83
2Y
26.96
3Y
14.50
4Y
23.91
5Y
15.42
SI
15.87

SMC-NRI

Compare

Inception Date : 01/10/2019

AUM in Cr. : 7.68

1M
8.64
3M
17.48
6M
15.00
1Y
39.10
2Y
30.45
3Y
15.24
4Y
25.63
5Y
NA
SI
16.71

Banyan India Portfolio

Compare

Inception Date : 24/04/2012

AUM in Cr. : 347.80

1M
8.62
3M
18.19
6M
15.81
1Y
48.03
2Y
45.07
3Y
32.85
4Y
53.05
5Y
36.21
SI
19.77

Concept Marvel

Compare

Inception Date : 10/10/2009

AUM in Cr. : 5.02

1M
8.62
3M
15.00
6M
12.00
1Y
26.17
2Y
22.19
3Y
10.78
4Y
21.72
5Y
15.07
SI
11.08

MNC Portfolio

Compare

Inception Date : 28/03/2018

AUM in Cr. : 195.08

1M
8.62
3M
18.73
6M
20.59
1Y
35.87
2Y
26.57
3Y
18.40
4Y
23.46
5Y
20.67
SI
15.76

FREEDOM PORTFOLIO

Compare

Inception Date : 01/12/2017

AUM in Cr. : 152.07

1M
8.61
3M
14.93
6M
20.78
1Y
42.51
2Y
33.62
3Y
20.10
4Y
28.30
5Y
20.48
SI
15.78

Chanakya Multi-Cap

Compare

Inception Date : 13/08/2018

AUM in Cr. : 282.73

1M
8.59
3M
18.42
6M
15.28
1Y
38.69
2Y
41.04
3Y
25.26
4Y
36.57
5Y
21.52
SI
18.17

Innovation Portfolio

Compare

Inception Date : 24/04/2018

AUM in Cr. : 95.45

1M
8.58
3M
9.80
6M
15.15
1Y
36.91
2Y
34.13
3Y
21.61
4Y
28.60
5Y
23.62
SI
20.90

Master Trust India Growth Strategy

Compare

Inception Date : 22/10/2011

AUM in Cr. : 511.47

1M
8.58
3M
13.77
6M
12.78
1Y
38.96
2Y
37.07
3Y
22.86
4Y
40.34
5Y
29.07
SI
27.68

Q India Value Equity Strategy - Constrained V

Compare

Inception Date : 17/12/2008

AUM in Cr. : 18188.25

1M
8.57
3M
13.78
6M
20.78
1Y
42.61
2Y
33.08
3Y
19.66
4Y
29.51
5Y
17.57
SI
18.37

RHPMPL- FLEXICAP PORTFOLIO

Compare

Inception Date : 29/11/2012

AUM in Cr. : 356.28

1M
8.56
3M
11.99
6M
11.47
1Y
34.35
2Y
29.42
3Y
20.67
4Y
30.19
5Y
22.23
SI
13.18

APJ 20

Compare

Inception Date : 02/09/2015

AUM in Cr. : 663.14

1M
8.53
3M
13.03
6M
7.40
1Y
39.92
2Y
37.32
3Y
21.46
4Y
40.75
5Y
33.77
SI
23.90

Banyan Edhas Portfolio

Compare

Inception Date : 29/05/2023

AUM in Cr. : 23.50

1M
8.53
3M
12.21
6M
10.23
1Y
35.32
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.55

Future Stars

Compare

Inception Date : 02/08/2021

AUM in Cr. : 31.49

1M
8.51
3M
15.72
6M
24.97
1Y
68.65
2Y
53.56
3Y
NA
4Y
NA
5Y
NA
SI
29.70

Tailored Discretionary Portfolio - Aggressive

Compare

Inception Date : 11/11/2016

AUM in Cr. : 36.82

1M
8.51
3M
16.05
6M
24.97
1Y
32.37
2Y
28.08
3Y
16.67
4Y
23.04
5Y
16.39
SI
14.36

New Berry Capitals Private Limites Seeking ALpha Strategy

Compare

Inception Date : 27/06/2017

AUM in Cr. : 8.30

1M
8.50
3M
14.21
6M
20.42
1Y
45.90
2Y
53.83
3Y
41.08
4Y
27.40
5Y
18.01
SI
6.31

SELECT SECTOR PORTFOLIO

Compare

Inception Date : 06/10/2009

AUM in Cr. : 328.02

1M
8.50
3M
18.75
6M
24.15
1Y
56.48
2Y
41.26
3Y
24.35
4Y
40.54
5Y
27.24
SI
17.77

Aurum Multiplier Portfolio

Compare

Inception Date : 13/12/2019

AUM in Cr. : 6.18

1M
8.49
3M
11.41
6M
12.79
1Y
34.62
2Y
30.59
3Y
18.92
4Y
32.87
5Y
NA
SI
19.57

R. Wadiwala Agile PE Ratio Portfolio-Master-New

Compare

Inception Date : 27/02/2019

AUM in Cr. : 3.03

1M
8.49
3M
6.47
6M
18.75
1Y
30.47
2Y
32.28
3Y
47.94
4Y
89.11
5Y
142.83
SI
148.01

Sohum India Opportunities Investment Approach

Compare

Inception Date : 15/12/2023

AUM in Cr. : 19.69

1M
8.49
3M
16.24
6M
20.15
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.26

ABANS GROWTH & MOMENTUM

Compare

Inception Date : 01/01/2012

AUM in Cr. : 132.58

1M
8.48
3M
16.34
6M
13.21
1Y
36.66
2Y
34.14
3Y
20.17
4Y
32.09
5Y
25.43
SI
24.01

Consistent Compounders

Compare

Inception Date : 01/12/2018

AUM in Cr. : 4649.37

1M
8.48
3M
10.04
6M
6.55
1Y
16.17
2Y
17.84
3Y
7.89
4Y
17.53
5Y
17.48
SI
16.60

Research Picks II Portfolio Approach

Compare

Inception Date : 27/12/2022

AUM in Cr. : 0.34

1M
8.47
3M
9.65
6M
10.12
1Y
24.11
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.79

Phillip Emerging India Portfolio

Compare

Inception Date : 09/08/2017

AUM in Cr. : 28.01

1M
8.46
3M
11.57
6M
7.32
1Y
26.81
2Y
28.00
3Y
16.33
4Y
28.35
5Y
21.56
SI
15.39

Trivantage Capital Small Cap Equity Portfolio

Compare

Inception Date : 26/09/2023

AUM in Cr. : 4.97

1M
8.45
3M
17.23
6M
11.83
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
12.74

TAMOHARA LONG TERM EQUITY STRATEGY

Compare

Inception Date : 06/10/2015

AUM in Cr. : 36.96

1M
8.44
3M
12.90
6M
7.14
1Y
21.54
2Y
21.55
3Y
130.40
4Y
25.88
5Y
17.00
SI
12.32

EQUIRUS CORE EQUITY

Compare

Inception Date : 27/05/2022

AUM in Cr. : 103.71

1M
8.43
3M
10.93
6M
9.40
1Y
19.42
2Y
25.61
3Y
NA
4Y
NA
5Y
NA
SI
22.70

Neo Club - Equity Dedicated Product

Compare

Inception Date : 27/03/2023

AUM in Cr. : 116.48

1M
8.41
3M
17.29
6M
17.52
1Y
40.52
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
46.69

ADVANTAGE PORTFOLIO

Compare

Inception Date : 13/06/2003

AUM in Cr. : 826.25

1M
8.39
3M
15.78
6M
10.76
1Y
29.45
2Y
28.65
3Y
21.64
4Y
36.77
5Y
22.55
SI
22.04

Alphaa MPT Plus Fund

Compare

Inception Date : 08/09/2023

AUM in Cr. : 0.61

1M
8.36
3M
11.65
6M
16.29
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
25.66

DIIPL- DB India Alpha Factor Equities

Compare

Inception Date : 28/03/2024

AUM in Cr. : 59.35

1M
8.36
3M
8.36
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.22

GROWTH

Compare

Inception Date : 31/10/2018

AUM in Cr. : 89.31

1M
8.35
3M
12.70
6M
5.75
1Y
20.83
2Y
22.49
3Y
11.67
4Y
24.43
5Y
13.82
SI
14.08

Complete Circle Digital compounders

Compare

Inception Date : 09/05/2022

AUM in Cr. : 329.68

1M
8.34
3M
15.09
6M
16.69
1Y
42.95
2Y
27.96
3Y
NA
4Y
NA
5Y
NA
SI
24.30

ALPHA

Compare

Inception Date : 01/02/2014

AUM in Cr. : 0.58

1M
8.33
3M
5.60
6M
16.52
1Y
34.01
2Y
23.02
3Y
11.71
4Y
16.07
5Y
12.03
SI
11.49

ICICI Prudential PMS Growth Leaders Shariah Strategy

Compare

Inception Date : 21/10/2022

AUM in Cr. : 30.31

1M
8.33
3M
15.22
6M
29.48
1Y
54.47
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
42.83

SBI Aeon Alpha Portfolio

Compare

Inception Date : 21/01/2022

AUM in Cr. : 547.35

1M
8.32
3M
19.93
6M
19.19
1Y
42.43
2Y
33.92
3Y
NA
4Y
NA
5Y
NA
SI
23.65

CENTRUM GOOD TO GREAT - T - NRI

Compare

Inception Date : 27/11/2020

AUM in Cr. : 13.67

1M
8.30
3M
23.00
6M
22.87
1Y
48.97
2Y
31.54
3Y
21.24
4Y
NA
5Y
NA
SI
22.89

MNC Portfolio - NRI

Compare

Inception Date : 29/10/2018

AUM in Cr. : 19.44

1M
8.29
3M
20.03
6M
21.20
1Y
38.20
2Y
27.15
3Y
18.48
4Y
24.03
5Y
19.76
SI
18.92

CONTRARIAN

Compare

Inception Date : 04/12/2020

AUM in Cr. : 17.01

1M
8.27
3M
20.66
6M
32.62
1Y
67.43
2Y
47.05
3Y
26.00
4Y
NA
5Y
NA
SI
29.50

TAMOHARA Q STRATEGY

Compare

Inception Date : 04/02/2022

AUM in Cr. : 13.93

1M
8.26
3M
12.89
6M
21.03
1Y
37.00
2Y
0.00
3Y
NA
4Y
NA
5Y
NA
SI
23.98

ACTIVEALPHAMC

Compare

Inception Date : 13/04/2021

AUM in Cr. : 285.92

1M
8.23
3M
25.58
6M
34.09
1Y
93.86
2Y
73.95
3Y
42.74
4Y
NA
5Y
NA
SI
46.53

Ad Astra Fund

Compare

Inception Date : 13/09/2023

AUM in Cr. : 16.68

1M
8.22
3M
8.04
6M
7.69
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
12.19

Emerging Moat

Compare

Inception Date : 23/09/2022

AUM in Cr. : 29.25

1M
8.21
3M
21.17
6M
23.12
1Y
49.98
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
33.46

EquityFactorQuant

Compare

Inception Date : 18/08/2022

AUM in Cr. : 376.84

1M
8.21
3M
14.66
6M
25.25
1Y
60.75
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
38.55

ProfitGate Classic Compounders Equity Strategy

Compare

Inception Date : 01/10/2023

AUM in Cr. : 487.71

1M
8.21
3M
18.26
6M
21.42
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.90

Special Situations Portfolio

Compare

Inception Date : 01/08/2022

AUM in Cr. : 85.17

1M
8.20
3M
15.90
6M
27.95
1Y
64.79
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
58.55

AAA India Opportunity Portfolio

Compare

Inception Date : 23/11/2009

AUM in Cr. : 1679.00

1M
8.16
3M
16.42
6M
20.56
1Y
39.34
2Y
33.01
3Y
20.28
4Y
30.11
5Y
21.75
SI
19.61

Custom portfolio 2

Compare

Inception Date : 03/04/2019

AUM in Cr. : 0.78

1M
8.16
3M
8.35
6M
18.24
1Y
34.62
2Y
31.73
3Y
13.32
4Y
19.52
5Y
24.45
SI
23.48

FREEDOM PORTFOLIO

Compare

Inception Date : 23/11/2011

AUM in Cr. : 224.96

1M
8.15
3M
12.36
6M
9.87
1Y
19.56
2Y
22.19
3Y
14.00
4Y
23.64
5Y
16.06
SI
15.42

Q India Small Cap Strategy

Compare

Inception Date : 03/11/2023

AUM in Cr. : 1.17

1M
8.15
3M
13.40
6M
11.27
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
16.21

Alchemy Smart Alpha Small & Microcap

Compare

Inception Date : 06/12/2023

AUM in Cr. : 30.46

1M
8.14
3M
26.69
6M
33.92
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.29

Diversified Equity Portfolio

Compare

Inception Date : 02/11/2004

AUM in Cr. : 389.47

1M
8.13
3M
14.59
6M
17.64
1Y
40.58
2Y
35.71
3Y
21.56
4Y
31.84
5Y
20.74
SI
22.34

Multicap

Compare

Inception Date : 04/04/2007

AUM in Cr. : 48.42

1M
8.11
3M
24.50
6M
29.37
1Y
67.31
2Y
43.25
3Y
25.84
4Y
32.15
5Y
21.91
SI
12.61

Focused Opportunities Strategy

Compare

Inception Date : 05/05/2014

AUM in Cr. : 60.85

1M
8.10
3M
23.49
6M
27.58
1Y
68.43
2Y
55.87
3Y
34.99
4Y
46.51
5Y
33.62
SI
21.84

THINQWISE INDIA LONG TERM FUND

Compare

Inception Date : 23/06/2023

AUM in Cr. : 20.61

1M
8.10
3M
12.83
6M
10.87
1Y
25.89
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.96

White Oak India Equity Portfolio Approach

Compare

Inception Date : 31/08/2018

AUM in Cr. : 3.41

1M
8.07
3M
9.89
6M
9.19
1Y
24.38
2Y
24.96
3Y
13.23
4Y
26.70
5Y
19.51
SI
16.75

Revelation India Opportunities Portfolio II

Compare

Inception Date : 25/05/2023

AUM in Cr. : 98.67

1M
8.04
3M
14.60
6M
24.40
1Y
42.22
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
48.89

Alphaa Focused Small-Cap Portfolio

Compare

Inception Date : 01/08/2023

AUM in Cr. : 14.26

1M
8.03
3M
20.27
6M
27.17
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
46.95

Chanakya Wealth Creation Plan

Compare

Inception Date : 01/01/2011

AUM in Cr. : 722.93

1M
8.02
3M
7.02
6M
6.09
1Y
14.57
2Y
20.09
3Y
7.78
4Y
20.59
5Y
16.85
SI
16.45

BLUECHIP PORTFOLIO

Compare

Inception Date : 12/03/2018

AUM in Cr. : 1905.21

1M
8.00
3M
12.05
6M
13.13
1Y
29.96
2Y
22.46
3Y
12.29
4Y
25.37
5Y
19.50
SI
15.97

Renaissance Alpha Portfolio

Compare

Inception Date : 20/01/2020

AUM in Cr. : 17.45

1M
8.00
3M
14.40
6M
22.73
1Y
36.67
2Y
34.20
3Y
23.85
4Y
28.31
5Y
NA
SI
23.72

BeSpokeEquity

Compare

Inception Date : 19/07/2022

AUM in Cr. : 72.26

1M
7.99
3M
10.59
6M
11.15
1Y
28.72
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.01

QUESTPMS FLAGSHIP PORTFOLIO

Compare

Inception Date : 12/10/2007

AUM in Cr. : 659.34

1M
7.99
3M
15.05
6M
24.88
1Y
42.05
2Y
30.87
3Y
15.94
4Y
27.57
5Y
17.81
SI
17.34

TAMOHARA INVESTMENT MANAGERS PVT LTD -JRL - TAMOHARA RISING 20-20 STRATEGY

Compare

Inception Date : 20/08/2019

AUM in Cr. : 1.04

1M
7.99
3M
14.99
6M
11.91
1Y
29.99
2Y
26.88
3Y
15.72
4Y
23.73
5Y
NA
SI
17.88

White Oak India Pioneers Equity ESG Portfolio

Compare

Inception Date : 01/09/2021

AUM in Cr. : 8.11

1M
7.99
3M
10.63
6M
12.05
1Y
23.94
2Y
24.20
3Y
NA
4Y
NA
5Y
NA
SI
9.99

High Quality Consistent Compounders

Compare

Inception Date : 15/12/2021

AUM in Cr. : 232.69

1M
7.98
3M
18.09
6M
20.30
1Y
48.32
2Y
45.00
3Y
NA
4Y
NA
5Y
NA
SI
29.21

East Green Agile Strategy

Compare

Inception Date : 07/06/2023

AUM in Cr. : 46.32

1M
7.97
3M
9.37
6M
10.21
1Y
30.98
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
30.98

Banyan Leaders Portfolio

Compare

Inception Date : 20/03/2024

AUM in Cr. : 16.71

1M
7.96
3M
8.12
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.94

Julius Baer Premier Focused Portfolio

Compare

Inception Date : 24/02/2023

AUM in Cr. : 112.94

1M
7.96
3M
14.90
6M
19.20
1Y
38.54
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
38.93

Pearl Portfolio

Compare

Inception Date : 01/01/2008

AUM in Cr. : 13.72

1M
7.95
3M
13.68
6M
16.56
1Y
41.17
2Y
32.67
3Y
20.17
4Y
34.16
5Y
23.17
SI
14.51

Intrinsic Series

Compare

Inception Date : 01/09/2007

AUM in Cr. : 859.59

1M
7.93
3M
7.00
6M
9.00
1Y
33.07
2Y
36.64
3Y
24.21
4Y
42.82
5Y
25.59
SI
18.14

CENTRUM DEEP VALUE IV NRI

Compare

Inception Date : 18/12/2015

AUM in Cr. : 5.39

1M
7.91
3M
21.27
6M
19.80
1Y
43.54
2Y
27.42
3Y
16.80
4Y
34.08
5Y
26.94
SI
19.18

Emerging India Portfolio 1

Compare

Inception Date : 07/03/2017

AUM in Cr. : 33.23

1M
7.91
3M
16.80
6M
18.48
1Y
45.59
2Y
37.49
3Y
22.92
4Y
35.59
5Y
24.50
SI
16.31

INNOVATION PORTFOLIO STP

Compare

Inception Date : 08/02/2021

AUM in Cr. : 8.95

1M
7.91
3M
8.76
6M
12.80
1Y
32.30
2Y
28.76
3Y
17.51
4Y
NA
5Y
NA
SI
17.60

RHPMPL-RH India Business Leader Portfolio

Compare

Inception Date : 15/11/2012

AUM in Cr. : 30.67

1M
7.91
3M
11.27
6M
16.71
1Y
39.84
2Y
30.74
3Y
18.70
4Y
28.10
5Y
19.54
SI
12.53

GROWAN

Compare

Inception Date : 24/06/2021

AUM in Cr. : 9.45

1M
7.90
3M
10.98
6M
15.27
1Y
35.27
2Y
32.64
3Y
22.56
4Y
NA
5Y
NA
SI
22.40

Q India Value Equity Strategy

Compare

Inception Date : 27/06/2000

AUM in Cr. : 9.30

1M
7.89
3M
12.95
6M
19.04
1Y
40.87
2Y
31.08
3Y
18.86
4Y
28.17
5Y
17.32
SI
16.40

SUNIOP

Compare

Inception Date : 01/08/2017

AUM in Cr. : 0.47

1M
7.87
3M
6.81
6M
2.68
1Y
10.55
2Y
15.66
3Y
11.06
4Y
22.92
5Y
14.07
SI
10.72

Emerging Corporates India Portfolio

Compare

Inception Date : 28/04/2017

AUM in Cr. : 131.44

1M
7.86
3M
9.89
6M
6.05
1Y
12.76
2Y
15.41
3Y
6.73
4Y
16.11
5Y
13.45
SI
13.43

Trivantage Capital Resurgent Financials Equity Portfolio

Compare

Inception Date : 17/02/2016

AUM in Cr. : 50.99

1M
7.85
3M
11.54
6M
7.41
1Y
16.64
2Y
22.56
3Y
11.88
4Y
20.94
5Y
9.57
SI
13.64

Ace Lansdowne Multicap Strategy

Compare

Inception Date : 07/10/2022

AUM in Cr. : 15.73

1M
7.83
3M
13.95
6M
14.78
1Y
35.51
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.51

Axis Securities Pure Contra

Compare

Inception Date : 27/11/2020

AUM in Cr. : 1642.97

1M
7.83
3M
20.27
6M
31.59
1Y
63.70
2Y
48.12
3Y
31.44
4Y
NA
5Y
NA
SI
34.01

Mega Trends - Multicap Growth

Compare

Inception Date : 18/09/2017

AUM in Cr. : 249.48

1M
7.83
3M
16.39
6M
25.63
1Y
53.25
2Y
41.42
3Y
20.85
4Y
27.56
5Y
20.00
SI
14.37

Prosperity Discovery Fund

Compare

Inception Date : 07/12/2020

AUM in Cr. : 84.39

1M
7.83
3M
14.64
6M
21.41
1Y
52.74
2Y
36.23
3Y
21.59
4Y
NA
5Y
NA
SI
30.02

S.E.L.F

Compare

Inception Date : 01/06/2010

AUM in Cr. : 846.66

1M
7.82
3M
11.22
6M
14.03
1Y
27.64
2Y
24.64
3Y
14.95
4Y
28.30
5Y
20.79
SI
17.95

Marcellus' Curation

Compare

Inception Date : 25/08/2020

AUM in Cr. : 368.73

1M
7.81
3M
9.51
6M
4.38
1Y
11.59
2Y
13.43
3Y
4.88
4Y
NA
5Y
NA
SI
13.88

Negen Capital Services Private Limited

Compare

Inception Date : 26/04/2017

AUM in Cr. : 906.28

1M
7.81
3M
20.48
6M
15.86
1Y
59.27
2Y
39.55
3Y
28.28
4Y
53.96
5Y
33.96
SI
19.79

Dhanvesttor Faith Fund

Compare

Inception Date : 07/02/2024

AUM in Cr. : 12.13

1M
7.79
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
9.17

Emerging India Portfolio

Compare

Inception Date : 07/04/2017

AUM in Cr. : 32.68

1M
7.79
3M
16.65
6M
17.98
1Y
46.57
2Y
38.18
3Y
24.12
4Y
36.63
5Y
25.41
SI
18.22

Principal Fund

Compare

Inception Date : 01/04/2007

AUM in Cr. : 12.67

1M
7.79
3M
23.72
6M
14.61
1Y
36.48
2Y
21.96
3Y
22.58
4Y
34.73
5Y
22.86
SI
35.33

SPARK INDIA@75 FLEXICAP STRATEGY

Compare

Inception Date : 07/02/2019

AUM in Cr. : 389.32

1M
7.79
3M
11.66
6M
14.26
1Y
50.02
2Y
40.32
3Y
24.73
4Y
30.00
5Y
21.77
SI
21.23

Tata PMS Enterprising India Investment Approach

Compare

Inception Date : 10/04/2006

AUM in Cr. : 16.22

1M
7.79
3M
17.48
6M
17.88
1Y
27.34
2Y
27.85
3Y
16.11
4Y
22.91
5Y
15.49
SI
12.41

360 ONE Multicap PMS

Compare

Inception Date : 07/11/2013

AUM in Cr. : 4663.26

1M
7.78
3M
15.40
6M
17.56
1Y
34.38
2Y
29.96
3Y
17.65
4Y
27.00
5Y
19.00
SI
23.63

DEDICATED

Compare

Inception Date : 01/12/2010

AUM in Cr. : 2.71

1M
7.78
3M
12.00
6M
23.06
1Y
40.16
2Y
29.18
3Y
17.04
4Y
22.36
5Y
15.27
SI
14.11

Girik Multicap Strategy

Compare

Inception Date : 03/12/2009

AUM in Cr. : 1487.90

1M
7.77
3M
16.54
6M
19.52
1Y
60.53
2Y
41.30
3Y
22.95
4Y
32.78
5Y
25.68
SI
21.80

CENTRUM STRING OF PEARLS DVIII

Compare

Inception Date : 10/02/2015

AUM in Cr. : 15.10

1M
7.76
3M
23.68
6M
22.72
1Y
47.96
2Y
30.32
3Y
18.71
4Y
35.07
5Y
26.93
SI
16.57

Dynamic High Growth

Compare

Inception Date : 22/12/2022

AUM in Cr. : 227.70

1M
7.76
3M
14.74
6M
15.08
1Y
27.26
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.45

Karma Capital Lotus

Compare

Inception Date : 22/02/2023

AUM in Cr. : 13.21

1M
7.76
3M
12.40
6M
16.43
1Y
44.09
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
47.93

Optimiser Small Cap

Compare

Inception Date : 25/11/2021

AUM in Cr. : 2.64

1M
7.76
3M
26.43
6M
26.65
1Y
99.53
2Y
70.32
3Y
NA
4Y
NA
5Y
NA
SI
42.14

CA MFM MID CAP

Compare

Inception Date : 17/04/2022

AUM in Cr. : 2.22

1M
7.75
3M
7.76
6M
5.93
1Y
20.71
2Y
23.72
3Y
NA
4Y
NA
5Y
NA
SI
13.97

CENTRUM DEEP VALUE MULTIBAGGER NRI

Compare

Inception Date : 06/03/2012

AUM in Cr. : 4.09

1M
7.75
3M
22.65
6M
19.13
1Y
41.96
2Y
28.75
3Y
17.72
4Y
33.40
5Y
24.33
SI
17.85

Julius Baer India Premier Opportunities Portfolio

Compare

Inception Date : 26/08/2021

AUM in Cr. : 308.93

1M
7.75
3M
15.29
6M
18.45
1Y
41.26
2Y
36.02
3Y
NA
4Y
NA
5Y
NA
SI
20.33

GROWTH

Compare

Inception Date : 31/05/2021

AUM in Cr. : 589.24

1M
7.74
3M
15.01
6M
15.82
1Y
59.73
2Y
55.74
3Y
0.00
4Y
NA
5Y
NA
SI
39.10

India Dedicated

Compare

Inception Date : 27/06/2016

AUM in Cr. : 57.84

1M
7.73
3M
9.03
6M
24.27
1Y
42.85
2Y
28.66
3Y
18.70
4Y
23.73
5Y
16.07
SI
11.59

Enam India Equity Portfolio

Compare

Inception Date : 08/07/2013

AUM in Cr. : 23686.96

1M
7.72
3M
13.34
6M
18.99
1Y
39.15
2Y
37.37
3Y
22.14
4Y
33.41
5Y
23.14
SI
20.92

Moats and Special Situations Portfolio

Compare

Inception Date : 27/01/2011

AUM in Cr. : 778.80

1M
7.72
3M
13.96
6M
11.48
1Y
27.81
2Y
26.28
3Y
16.27
4Y
21.98
5Y
16.11
SI
15.50

Strategic Equity

Compare

Inception Date : 25/08/2016

AUM in Cr. : 1059.85

1M
7.72
3M
14.43
6M
29.18
1Y
56.25
2Y
39.65
3Y
24.31
4Y
27.79
5Y
19.80
SI
14.62

Key Picks Portfolio Approach

Compare

Inception Date : 27/12/2022

AUM in Cr. : 0.34

1M
7.71
3M
8.62
6M
9.49
1Y
23.77
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.60

Moderate Compounders

Compare

Inception Date : 12/11/2013

AUM in Cr. : 16.50

1M
7.71
3M
19.73
6M
21.94
1Y
50.55
2Y
38.40
3Y
25.86
4Y
32.29
5Y
21.91
SI
13.88

EMKAY LEAD

Compare

Inception Date : 01/11/2018

AUM in Cr. : 9.67

1M
7.69
3M
9.73
6M
7.60
1Y
17.81
2Y
16.71
3Y
7.80
4Y
14.06
5Y
10.44
SI
10.16

Arthya All-STAR Leaders Portfolio

Compare

Inception Date : 03/07/2023

AUM in Cr. : 1.85

1M
7.68
3M
12.87
6M
15.56
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.51

Equity Diversified Strategy

Compare

Inception Date : 01/02/2010

AUM in Cr. : 209.71

1M
7.67
3M
14.11
6M
16.57
1Y
31.10
2Y
25.97
3Y
14.92
4Y
25.77
5Y
16.05
SI
9.83

QUEST ALPHA OPPORTUNITIES PORTFOLIO

Compare

Inception Date : 14/12/2023

AUM in Cr. : 26.88

1M
7.67
3M
18.04
6M
36.14
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
38.49

Research Picks I Portfolio Approach

Compare

Inception Date : 27/12/2022

AUM in Cr. : 0.33

1M
7.67
3M
6.54
6M
5.25
1Y
19.42
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
19.92

WONDER

Compare

Inception Date : 01/03/2012

AUM in Cr. : 0.84

1M
7.66
3M
7.45
6M
16.59
1Y
35.19
2Y
25.01
3Y
12.85
4Y
19.88
5Y
15.44
SI
15.25

India Special Opportunities Portfolio NR

Compare

Inception Date : 27/07/2018

AUM in Cr. : 145.66

1M
7.65
3M
15.13
6M
20.84
1Y
44.39
2Y
35.98
3Y
22.19
4Y
31.21
5Y
23.12
SI
18.55

Arthya ALL-STAR Multicap Portfolio

Compare

Inception Date : 23/07/2021

AUM in Cr. : 35.01

1M
7.64
3M
16.75
6M
12.83
1Y
33.80
2Y
28.72
3Y
NA
4Y
NA
5Y
NA
SI
14.17

BELLWETHER LONG TERM GROWTH

Compare

Inception Date : 23/04/2004

AUM in Cr. : 2924.56

1M
7.63
3M
14.75
6M
25.12
1Y
45.27
2Y
42.52
3Y
25.08
4Y
35.76
5Y
21.08
SI
24.44

Growth Plus Value Investing

Compare

Inception Date : 01/07/2004

AUM in Cr. : 538.05

1M
7.63
3M
11.94
6M
12.97
1Y
36.16
2Y
33.23
3Y
18.11
4Y
27.12
5Y
18.53
SI
15.73

Renaissance India Next Portfolio

Compare

Inception Date : 19/04/2018

AUM in Cr. : 214.39

1M
7.63
3M
13.89
6M
22.94
1Y
41.38
2Y
39.45
3Y
30.29
4Y
47.40
5Y
24.06
SI
18.38

NARNOLIA LARGE CAP STRATEGY

Compare

Inception Date : 28/03/2012

AUM in Cr. : 35.49

1M
7.62
3M
10.64
6M
14.39
1Y
28.31
2Y
26.33
3Y
15.01
4Y
22.42
5Y
16.01
SI
17.24

India Equity

Compare

Inception Date : 27/06/2016

AUM in Cr. : 33.05

1M
7.61
3M
12.12
6M
25.29
1Y
53.96
2Y
37.46
3Y
21.18
4Y
22.16
5Y
16.36
SI
13.91

MULTICAP PORTFOLIO

Compare

Inception Date : 02/04/2016

AUM in Cr. : 676.13

1M
7.60
3M
21.45
6M
32.43
1Y
75.85
2Y
50.23
3Y
30.79
4Y
39.83
5Y
30.29
SI
18.54

ALPHA COMPOUNDERS

Compare

Inception Date : 01/11/2022

AUM in Cr. : 39.02

1M
7.59
3M
13.30
6M
25.39
1Y
47.39
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
33.54

Bay India Opportunities Portfolio

Compare

Inception Date : 19/01/2023

AUM in Cr. : 63.00

1M
7.59
3M
10.42
6M
9.71
1Y
23.29
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
30.11

Business Cycle Fund

Compare

Inception Date : 10/11/2023

AUM in Cr. : 47.62

1M
7.59
3M
7.89
6M
9.73
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.55

ICICI Prudential PMS India Recovery Strategy

Compare

Inception Date : 31/01/2019

AUM in Cr. : 125.61

1M
7.59
3M
34.38
6M
52.18
1Y
79.90
2Y
68.92
3Y
55.69
4Y
64.27
5Y
43.79
SI
40.58

CENTRUM BUILT TO GROW MULTICAP PORTFOLIO

Compare

Inception Date : 18/02/2020

AUM in Cr. : 4.50

1M
7.57
3M
16.51
6M
17.02
1Y
34.09
2Y
25.06
3Y
15.42
4Y
23.37
5Y
NA
SI
20.19

Abakkus All Cap (FPI) Approach

Compare

Inception Date : 01/04/2022

AUM in Cr. : 3650.55

1M
7.55
3M
15.80
6M
22.46
1Y
44.35
2Y
34.37
3Y
NA
4Y
NA
5Y
NA
SI
16.83

India Special Opportunities Portfolio

Compare

Inception Date : 14/06/2018

AUM in Cr. : 325.76

1M
7.55
3M
14.90
6M
20.55
1Y
43.45
2Y
35.42
3Y
21.86
4Y
31.78
5Y
23.85
SI
20.34

SELECT SECTOR PORTFOLIO STP

Compare

Inception Date : 23/03/2018

AUM in Cr. : 15.84

1M
7.54
3M
16.90
6M
21.57
1Y
52.40
2Y
39.03
3Y
23.06
4Y
38.88
5Y
28.32
SI
19.24

Agreya Total Return

Compare

Inception Date : 14/09/2018

AUM in Cr. : 235.91

1M
7.51
3M
11.56
6M
11.93
1Y
37.28
2Y
28.39
3Y
18.06
4Y
31.14
5Y
27.12
SI
24.08

EMKAY CAPITAL

Compare

Inception Date : 01/04/2003

AUM in Cr. : 2.96

1M
7.51
3M
13.43
6M
14.98
1Y
39.43
2Y
36.58
3Y
23.30
4Y
32.67
5Y
20.24
SI
11.32

Julius Baer India Equity Opportunities Portfolio

Compare

Inception Date : 31/05/2024

AUM in Cr. : 3.09

1M
7.51
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.57

Aurum Micro Cap Opportunities

Compare

Inception Date : 13/06/2023

AUM in Cr. : 7.47

1M
7.50
3M
12.17
6M
11.02
1Y
23.39
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
22.13

Incredible India

Compare

Inception Date : 04/07/2016

AUM in Cr. : 95.95

1M
7.50
3M
18.52
6M
23.65
1Y
60.66
2Y
49.94
3Y
33.20
4Y
36.85
5Y
25.07
SI
16.60

Val-Q Large Cap Blue Chip Fund

Compare

Inception Date : 24/12/2014

AUM in Cr. : 43.79

1M
7.50
3M
10.46
6M
11.37
1Y
28.27
2Y
27.44
3Y
17.40
4Y
24.75
5Y
16.07
SI
11.36

Trend Following - Flexicap Growth

Compare

Inception Date : 01/04/2023

AUM in Cr. : 312.67

1M
7.49
3M
13.21
6M
23.07
1Y
51.16
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
60.77

NAFA NEW & CLEAN TECH

Compare

Inception Date : 22/09/2021

AUM in Cr. : 13.15

1M
7.48
3M
31.52
6M
41.80
1Y
79.34
2Y
53.94
3Y
NA
4Y
NA
5Y
NA
SI
42.20

EIML CAPITAL

Compare

Inception Date : 01/04/2003

AUM in Cr. : 289.97

1M
7.47
3M
11.03
6M
15.36
1Y
34.20
2Y
33.53
3Y
21.69
4Y
30.41
5Y
18.82
SI
13.10

Emerging India Portfolio Systematic Rebalancing Option

Compare

Inception Date : 08/07/2019

AUM in Cr. : 11.19

1M
7.47
3M
16.33
6M
18.57
1Y
45.80
2Y
36.97
3Y
22.11
4Y
32.02
5Y
NA
SI
21.20

Trivantage Capital Resurgent Financials Equity Super Six Portfolio

Compare

Inception Date : 01/02/2017

AUM in Cr. : 0.93

1M
7.47
3M
14.86
6M
11.64
1Y
22.15
2Y
26.43
3Y
13.72
4Y
22.59
5Y
10.88
SI
12.29

GL Alpha Fund

Compare

Inception Date : 13/02/2020

AUM in Cr. : 38.67

1M
7.46
3M
18.74
6M
28.68
1Y
82.42
2Y
58.83
3Y
37.09
4Y
48.60
5Y
NA
SI
42.68

Roha Emerging Champions Portfolio

Compare

Inception Date : 29/07/2020

AUM in Cr. : 415.39

1M
7.46
3M
13.49
6M
19.76
1Y
51.29
2Y
45.36
3Y
28.13
4Y
NA
5Y
NA
SI
44.63

Q India Responsible Returns Strategy

Compare

Inception Date : 16/04/2021

AUM in Cr. : 1.24

1M
7.45
3M
8.08
6M
11.31
1Y
28.04
2Y
24.94
3Y
14.12
4Y
NA
5Y
NA
SI
16.32

Phillip Star Portfolio

Compare

Inception Date : 06/03/2019

AUM in Cr. : 8.63

1M
7.44
3M
12.49
6M
16.92
1Y
37.62
2Y
30.24
3Y
19.38
4Y
25.15
5Y
18.74
SI
17.48

Top 200 Core Equity Portfolio

Compare

Inception Date : 27/05/2015

AUM in Cr. : 45.01

1M
7.43
3M
12.24
6M
18.12
1Y
34.03
2Y
30.07
3Y
19.78
4Y
25.73
5Y
19.56
SI
14.63

SPARK INDIA@75 CORE AND SATELLITE STRATEGY

Compare

Inception Date : 20/06/2019

AUM in Cr. : 340.20

1M
7.42
3M
11.81
6M
14.31
1Y
51.55
2Y
42.28
3Y
25.45
4Y
34.55
5Y
25.37
SI
26.01

AAA Couture Portfolio

Compare

Inception Date : 13/09/2023

AUM in Cr. : 54.16

1M
7.41
3M
15.88
6M
18.67
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.12

HARVEST

Compare

Inception Date : 01/04/2015

AUM in Cr. : 18.04

1M
7.41
3M
23.66
6M
25.46
1Y
51.99
2Y
46.83
3Y
28.72
4Y
40.45
5Y
23.81
SI
18.64

INDIA EQUITY

Compare

Inception Date : 01/12/2010

AUM in Cr. : 1.98

1M
7.41
3M
6.73
6M
15.98
1Y
29.80
2Y
22.46
3Y
11.26
4Y
14.30
5Y
11.02
SI
15.85

CORE EQUITY

Compare

Inception Date : 05/08/2022

AUM in Cr. : 5.71

1M
7.40
3M
11.18
6M
25.90
1Y
51.80
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.71

NARNOLIA MULTI-ASSET STRATEGY

Compare

Inception Date : 26/08/2019

AUM in Cr. : 91.78

1M
7.38
3M
7.26
6M
12.54
1Y
30.31
2Y
26.86
3Y
17.15
4Y
26.08
5Y
NA
SI
19.98

BRAINPOINT Future Winners

Compare

Inception Date : 05/07/2021

AUM in Cr. : 6574.29

1M
7.36
3M
16.88
6M
23.09
1Y
53.39
2Y
39.74
3Y
NA
4Y
NA
5Y
NA
SI
25.16

RH AlphaBots India Large Cap 30

Compare

Inception Date : 28/04/2023

AUM in Cr. : 0.98

1M
7.36
3M
6.05
6M
10.21
1Y
25.80
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
33.55

AI Dynamic

Compare

Inception Date : 30/09/2019

AUM in Cr. : 6.71

1M
7.33
3M
15.21
6M
12.66
1Y
25.99
2Y
27.81
3Y
17.72
4Y
26.57
5Y
NA
SI
21.20

Wonder Companies

Compare

Inception Date : 27/06/2016

AUM in Cr. : 4.10

1M
7.32
3M
13.31
6M
32.08
1Y
64.23
2Y
41.96
3Y
24.69
4Y
30.38
5Y
23.15
SI
16.76

Concentrated Portfolio

Compare

Inception Date : 01/01/2008

AUM in Cr. : 15.24

1M
7.31
3M
12.65
6M
15.46
1Y
38.48
2Y
32.77
3Y
18.95
4Y
25.60
5Y
19.49
SI
9.95

CA MFM Multi Cap

Compare

Inception Date : 10/01/2022

AUM in Cr. : 54.26

1M
7.30
3M
7.66
6M
1.66
1Y
9.99
2Y
15.12
3Y
NA
4Y
NA
5Y
NA
SI
3.84

Renaissance Opportunities Portfolio

Compare

Inception Date : 01/01/2018

AUM in Cr. : 337.59

1M
7.30
3M
11.67
6M
19.07
1Y
33.84
2Y
33.07
3Y
24.49
4Y
34.65
5Y
20.29
SI
15.38

Axis Securities Pure Growth

Compare

Inception Date : 13/01/2021

AUM in Cr. : 865.47

1M
7.29
3M
10.41
6M
14.88
1Y
37.63
2Y
34.26
3Y
24.79
4Y
NA
5Y
NA
SI
24.24

MEHTA MULTI FOCUS STRATEGY (MMFS)

Compare

Inception Date : 12/06/2018

AUM in Cr. : 170.71

1M
7.28
3M
16.03
6M
13.21
1Y
34.29
2Y
33.12
3Y
24.23
4Y
33.78
5Y
23.74
SI
18.38

Revelation India Opportunities Portfolio I

Compare

Inception Date : 25/05/2023

AUM in Cr. : 119.37

1M
7.28
3M
13.38
6M
18.43
1Y
34.65
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
43.98

THE ALL-STAR PORTFOLIO

Compare

Inception Date : 03/06/2017

AUM in Cr. : 2969.82

1M
7.28
3M
13.66
6M
5.57
1Y
18.30
2Y
19.31
3Y
11.00
4Y
18.76
5Y
15.56
SI
17.61

Optima

Compare

Inception Date : 27/04/2022

AUM in Cr. : 244.99

1M
7.27
3M
13.21
6M
7.79
1Y
20.70
2Y
24.82
3Y
NA
4Y
NA
5Y
NA
SI
15.72

SageOne Small Cap

Compare

Inception Date : 01/04/2019

AUM in Cr. : 1165.41

1M
7.27
3M
15.29
6M
10.15
1Y
34.98
2Y
28.88
3Y
18.10
4Y
39.43
5Y
31.93
SI
29.63

Tata PMS Emerging Opportunities Investment Approach

Compare

Inception Date : 04/04/2006

AUM in Cr. : 22.29

1M
7.27
3M
19.21
6M
17.55
1Y
39.31
2Y
34.38
3Y
22.07
4Y
28.21
5Y
19.72
SI
12.72

Bay Capital India First Portfolio

Compare

Inception Date : 27/01/2023

AUM in Cr. : 6.16

1M
7.26
3M
12.29
6M
14.51
1Y
31.13
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.69

FORT DYNAMIC

Compare

Inception Date : 03/01/2024

AUM in Cr. : 65.48

1M
7.26
3M
16.68
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
24.78

360 ONE Phoenix Portfolio

Compare

Inception Date : 28/01/2021

AUM in Cr. : 1632.84

1M
7.25
3M
13.87
6M
19.35
1Y
48.02
2Y
40.00
3Y
26.48
4Y
NA
5Y
NA
SI
27.49

MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR

Compare

Inception Date : 29/03/2024

AUM in Cr. : 0.28

1M
7.25
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.51

Ohm Absolute

Compare

Inception Date : 27/03/2008

AUM in Cr. : 47.67

1M
7.25
3M
8.02
6M
9.58
1Y
14.11
2Y
30.11
3Y
20.76
4Y
36.98
5Y
27.06
SI
18.22

ICICI Prudential PMS Multi-Manager - Thematic Strategy

Compare

Inception Date : 30/11/2018

AUM in Cr. : 39.08

1M
7.24
3M
9.66
6M
14.74
1Y
35.16
2Y
31.12
3Y
20.07
4Y
30.68
5Y
22.52
SI
21.54

Wallfort Ameya Fund

Compare

Inception Date : 07/12/2022

AUM in Cr. : 47.14

1M
7.24
3M
7.98
6M
1.92
1Y
37.84
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
72.40

Ace Focused 10 Strategy

Compare

Inception Date : 07/10/2022

AUM in Cr. : 239.02

1M
7.23
3M
12.74
6M
10.43
1Y
41.28
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
32.01

Legend Jain

Compare

Inception Date : 23/02/2016

AUM in Cr. : 1.53

1M
7.22
3M
10.86
6M
13.70
1Y
32.08
2Y
24.20
3Y
13.16
4Y
23.18
5Y
12.59
SI
12.62

Aurum Growth Opportunities

Compare

Inception Date : 26/07/2013

AUM in Cr. : 3.61

1M
7.21
3M
7.21
6M
7.72
1Y
21.38
2Y
29.53
3Y
12.22
4Y
36.06
5Y
20.18
SI
21.51

CA Equity Multi-Manager Portfolio

Compare

Inception Date : 27/12/2023

AUM in Cr. : 3.28

1M
7.20
3M
10.16
6M
9.46
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
9.35

UpperCrust Wealth Fund

Compare

Inception Date : 20/01/2022

AUM in Cr. : 94.74

1M
7.20
3M
28.65
6M
41.80
1Y
73.77
2Y
46.23
3Y
NA
4Y
NA
5Y
NA
SI
25.50

AAA Shariah Portfolio

Compare

Inception Date : 01/05/2019

AUM in Cr. : 250.52

1M
7.19
3M
14.46
6M
17.17
1Y
35.17
2Y
26.43
3Y
16.55
4Y
25.90
5Y
20.50
SI
20.02

Long Horizon Fund

Compare

Inception Date : 14/08/2023

AUM in Cr. : 1.15

1M
7.16
3M
10.42
6M
8.63
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
14.85

Nippon India Royal Portfolio

Compare

Inception Date : 01/04/2004

AUM in Cr. : 5.92

1M
7.16
3M
8.59
6M
16.71
1Y
41.21
2Y
35.81
3Y
20.04
4Y
27.10
5Y
20.19
SI
13.78

ValPro Balanced (B) PMS

Compare

Inception Date : 06/07/2021

AUM in Cr. : 0.58

1M
7.16
3M
10.45
6M
16.43
1Y
37.17
2Y
16.48
3Y
NA
4Y
NA
5Y
NA
SI
3.74

Enam India Core Equity Portfolio

Compare

Inception Date : 01/04/2001

AUM in Cr. : 9034.59

1M
7.15
3M
14.53
6M
14.97
1Y
32.77
2Y
35.53
3Y
19.74
4Y
33.79
5Y
21.75
SI
20.58

CARNELIAN CAPITAL COMPOUNDER STRATEGY

Compare

Inception Date : 15/05/2019

AUM in Cr. : 616.63

1M
7.14
3M
15.25
6M
23.71
1Y
50.72
2Y
40.15
3Y
21.55
4Y
28.56
5Y
22.47
SI
22.41

Sanctum Indian Titans

Compare

Inception Date : 18/11/2016

AUM in Cr. : 310.85

1M
7.13
3M
13.13
6M
14.65
1Y
24.48
2Y
23.52
3Y
15.94
4Y
24.19
5Y
18.67
SI
15.73

360 ONE Multicap Advantage PMS

Compare

Inception Date : 05/12/2017

AUM in Cr. : 5.09

1M
7.12
3M
13.48
6M
14.75
1Y
29.89
2Y
25.38
3Y
14.58
4Y
22.25
5Y
17.28
SI
12.83

dezerv. Equity Revival Strategy

Compare

Inception Date : 14/06/2022

AUM in Cr. : 2217.06

1M
7.11
3M
12.66
6M
17.61
1Y
42.37
2Y
32.91
3Y
NA
4Y
NA
5Y
NA
SI
31.81

Tata PMS ACT Investment Approach

Compare

Inception Date : 12/02/2019

AUM in Cr. : 143.14

1M
7.11
3M
15.64
6M
14.40
1Y
28.98
2Y
29.46
3Y
18.47
4Y
27.17
5Y
19.00
SI
17.09

EMKAYS ALPHA

Compare

Inception Date : 01/06/2021

AUM in Cr. : 132.56

1M
7.10
3M
10.74
6M
14.18
1Y
30.78
2Y
27.02
3Y
16.75
4Y
NA
5Y
NA
SI
16.01

INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP

Compare

Inception Date : 22/06/2018

AUM in Cr. : 620.66

1M
7.10
3M
14.14
6M
19.47
1Y
41.48
2Y
34.06
3Y
21.02
4Y
30.16
5Y
22.69
SI
19.56

Itus Fundamental Value Fund

Compare

Inception Date : 01/01/2017

AUM in Cr. : 1413.71

1M
7.10
3M
12.35
6M
13.64
1Y
29.60
2Y
26.82
3Y
15.38
4Y
24.85
5Y
22.03
SI
21.18

Itus Theme Founder Fund

Compare

Inception Date : 09/08/2021

AUM in Cr. : 16.91

1M
7.10
3M
12.35
6M
13.64
1Y
29.60
2Y
26.82
3Y
NA
4Y
NA
5Y
NA
SI
21.18

CENTRUM BUILT TO LAST NRI

Compare

Inception Date : 31/12/2019

AUM in Cr. : 4.79

1M
7.09
3M
5.84
6M
7.61
1Y
20.13
2Y
20.86
3Y
6.24
4Y
14.63
5Y
NA
SI
7.89

Nirmal Bang Equity Multi Cap

Compare

Inception Date : 30/10/2023

AUM in Cr. : 153.25

1M
7.09
3M
22.46
6M
28.45
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
49.14

Top 200 Core Equity Portfolio NR

Compare

Inception Date : 24/07/2015

AUM in Cr. : 11.98

1M
7.08
3M
11.89
6M
17.92
1Y
34.24
2Y
30.78
3Y
20.45
4Y
26.48
5Y
19.76
SI
14.17

TOP 200 CORE EQUITY PORTFOLIO STP

Compare

Inception Date : 03/05/2019

AUM in Cr. : 30.81

1M
7.08
3M
11.60
6M
16.78
1Y
31.40
2Y
28.29
3Y
18.82
4Y
24.99
5Y
18.69
SI
18.48

GLC Growth Fund

Compare

Inception Date : 08/12/2017

AUM in Cr. : 740.28

1M
7.07
3M
29.08
6M
44.89
1Y
119.87
2Y
78.76
3Y
55.89
4Y
71.40
5Y
45.98
SI
28.88

CA MFM Large cap

Compare

Inception Date : 22/02/2022

AUM in Cr. : 4.70

1M
7.06
3M
6.44
6M
1.26
1Y
9.25
2Y
15.20
3Y
NA
4Y
NA
5Y
NA
SI
7.66

CENTRUM BUILT TO GROW MULTICAP PORTFOLIO NRI

Compare

Inception Date : 20/04/2020

AUM in Cr. : 1.50

1M
7.06
3M
15.63
6M
15.96
1Y
35.16
2Y
23.89
3Y
12.73
4Y
20.22
5Y
NA
SI
20.92

Flexi-Cap Wealth Creator Portfolio (A5)

Compare

Inception Date : 13/11/2018

AUM in Cr. : 76.64

1M
7.05
3M
16.14
6M
24.58
1Y
54.82
2Y
46.07
3Y
26.96
4Y
37.12
5Y
23.43
SI
20.53

QUESTPMS MULTI PORTFOLIO

Compare

Inception Date : 03/08/2014

AUM in Cr. : 1075.61

1M
7.05
3M
16.45
6M
30.87
1Y
50.85
2Y
37.75
3Y
20.83
4Y
34.03
5Y
22.13
SI
18.02

WhiteOak Capital Research Select Equity Portfolio Approach

Compare

Inception Date : 08/08/2023

AUM in Cr. : 3.87

1M
7.04
3M
0.00
6M
0.00
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.28

Approach 2 Elite Value

Compare

Inception Date : 01/04/2015

AUM in Cr. : 16.35

1M
7.03
3M
10.86
6M
12.93
1Y
34.29
2Y
21.20
3Y
21.20
4Y
27.29
5Y
17.02
SI
35.32

ALPHABETS

Compare

Inception Date : 22/06/2016

AUM in Cr. : 17.67

1M
7.02
3M
29.18
6M
30.65
1Y
66.70
2Y
42.89
3Y
24.89
4Y
25.94
5Y
19.58
SI
15.96

Diversified Portfolio - Equity

Compare

Inception Date : 20/09/2001

AUM in Cr. : 591.43

1M
7.02
3M
14.72
6M
22.05
1Y
51.11
2Y
44.33
3Y
31.88
4Y
39.97
5Y
21.22
SI
20.39

EQUITY DEBT HYBRID

Compare

Inception Date : 02/03/2021

AUM in Cr. : 38.14

1M
7.02
3M
12.14
6M
25.96
1Y
55.05
2Y
39.14
3Y
25.81
4Y
NA
5Y
NA
SI
40.59

EMKAY NEW VITALIZED INDIA

Compare

Inception Date : 13/06/2022

AUM in Cr. : 73.04

1M
7.00
3M
19.61
6M
18.60
1Y
35.67
2Y
37.00
3Y
NA
4Y
NA
5Y
NA
SI
38.00

Purnartha Vision

Compare

Inception Date : 28/07/2021

AUM in Cr. : 257.55

1M
6.99
3M
16.43
6M
20.83
1Y
40.53
2Y
27.48
3Y
NA
4Y
NA
5Y
NA
SI
15.54

dezerv. Alpha Equity Strategy

Compare

Inception Date : 31/05/2022

AUM in Cr. : 254.65

1M
6.98
3M
13.39
6M
19.03
1Y
43.49
2Y
32.48
3Y
NA
4Y
NA
5Y
NA
SI
28.14

Girik BluFIN Strategy

Compare

Inception Date : 17/01/2022

AUM in Cr. : 93.18

1M
6.98
3M
16.39
6M
20.77
1Y
66.09
2Y
43.64
3Y
NA
4Y
NA
5Y
NA
SI
16.86

SMC-Moderate

Compare

Inception Date : 01/10/2019

AUM in Cr. : 1.81

1M
6.97
3M
11.50
6M
16.38
1Y
31.28
2Y
33.47
3Y
24.31
4Y
31.66
5Y
NA
SI
21.08

Purnartha Pratham

Compare

Inception Date : 28/07/2021

AUM in Cr. : 1648.89

1M
6.96
3M
18.23
6M
21.57
1Y
43.07
2Y
31.98
3Y
NA
4Y
NA
5Y
NA
SI
17.21

The Indian Economic Transformation Portfolio Systematic Rebalancing Option

Compare

Inception Date : 08/07/2019

AUM in Cr. : 242.02

1M
6.96
3M
11.40
6M
18.52
1Y
39.65
2Y
30.33
3Y
17.30
4Y
26.49
5Y
NA
SI
16.37

Abakkus Select Opportunities Strategy

Compare

Inception Date : 20/07/2021

AUM in Cr. : 300.29

1M
6.95
3M
12.55
6M
22.81
1Y
31.54
2Y
29.13
3Y
NA
4Y
NA
5Y
NA
SI
33.32

The Indian Economic Transformation Portfolio

Compare

Inception Date : 22/10/2018

AUM in Cr. : 57.05

1M
6.95
3M
11.58
6M
18.78
1Y
40.14
2Y
30.83
3Y
17.59
4Y
28.17
5Y
18.02
SI
19.22

Citrus Midcap Marvels

Compare

Inception Date : 30/08/2023

AUM in Cr. : 26.04

1M
6.94
3M
16.72
6M
16.09
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
20.75

IME Concentrated Microtrends

Compare

Inception Date : 20/02/2023

AUM in Cr. : 41.00

1M
6.94
3M
13.20
6M
20.40
1Y
41.90
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
41.90

Thematic Opportunities Portfolio

Compare

Inception Date : 16/11/2022

AUM in Cr. : 6.28

1M
6.93
3M
15.51
6M
19.05
1Y
34.76
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.03

Trivantage Capital Small & Mid Cap Financials Portfolio

Compare

Inception Date : 01/03/2023

AUM in Cr. : 27.44

1M
6.92
3M
9.91
6M
4.85
1Y
22.43
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
30.69

AAA Focus Portfolio

Compare

Inception Date : 17/11/2014

AUM in Cr. : 16.19

1M
6.91
3M
15.47
6M
17.21
1Y
27.70
2Y
26.57
3Y
16.94
4Y
25.48
5Y
18.36
SI
15.53

EMKAY MULTICAP

Compare

Inception Date : 01/04/2003

AUM in Cr. : 0.58

1M
6.91
3M
9.28
6M
15.91
1Y
33.21
2Y
31.07
3Y
20.22
4Y
28.45
5Y
16.80
SI
4.05

GREEN PORTFOLIO DIVIDEND YIELD FUND

Compare

Inception Date : 23/09/2019

AUM in Cr. : 24.88

1M
6.90
3M
19.11
6M
13.31
1Y
61.92
2Y
51.56
3Y
33.20
4Y
46.37
5Y
NA
SI
37.04

IDFC NEO EQUITY PORTFOLIO

Compare

Inception Date : 11/07/2017

AUM in Cr. : 41.11

1M
6.90
3M
7.86
6M
13.94
1Y
33.08
2Y
27.49
3Y
15.16
4Y
21.78
5Y
16.95
SI
11.06

Deltabet Equity Approach

Compare

Inception Date : 01/11/2021

AUM in Cr. : 85.57

1M
6.88
3M
9.34
6M
8.26
1Y
18.32
2Y
24.12
3Y
NA
4Y
NA
5Y
NA
SI
13.60

ICICI Prudential PMS Banking and Financial Services Strategy

Compare

Inception Date : 15/04/2024

AUM in Cr. : 5.41

1M
6.88
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
9.36

ICICI Prudential PMS PIPE Strategy

Compare

Inception Date : 05/09/2019

AUM in Cr. : 6165.73

1M
6.87
3M
20.01
6M
20.96
1Y
56.09
2Y
50.74
3Y
35.03
4Y
46.49
5Y
NA
SI
34.38

dezerv. Alpha Beta Equity Strategy

Compare

Inception Date : 04/05/2022

AUM in Cr. : 27.97

1M
6.86
3M
13.09
6M
18.94
1Y
40.83
2Y
30.28
3Y
NA
4Y
NA
5Y
NA
SI
27.18

TAMOHARA TRADE SANCHAY STRATEGY

Compare

Inception Date : 19/01/2021

AUM in Cr. : 9.20

1M
6.86
3M
4.57
6M
12.60
1Y
30.69
2Y
18.21
3Y
8.03
4Y
NA
5Y
NA
SI
9.12

Enam India Diversified Equity Advantage Portfolio

Compare

Inception Date : 30/05/2011

AUM in Cr. : 4034.85

1M
6.85
3M
12.68
6M
13.15
1Y
28.21
2Y
29.37
3Y
15.50
4Y
28.23
5Y
18.50
SI
17.33

Proud Portfolio

Compare

Inception Date : 09/05/2023

AUM in Cr. : 81.14

1M
6.85
3M
8.08
6M
8.59
1Y
20.49
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
24.07

Buoyant Opportunities Scheme

Compare

Inception Date : 10/04/2016

AUM in Cr. : 3488.34

1M
6.84
3M
13.72
6M
14.94
1Y
36.42
2Y
39.01
3Y
27.72
4Y
44.20
5Y
26.81
SI
23.64

Phillip Ethical India Portfolio

Compare

Inception Date : 12/12/2017

AUM in Cr. : 14.05

1M
6.84
3M
13.52
6M
9.71
1Y
26.23
2Y
22.65
3Y
14.36
4Y
23.92
5Y
18.83
SI
14.29

All Weather Equity

Compare

Inception Date : 08/07/2022

AUM in Cr. : 184.09

1M
6.83
3M
14.26
6M
19.93
1Y
41.74
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
31.17

Concept Legend

Compare

Inception Date : 28/07/2009

AUM in Cr. : 26.98

1M
6.83
3M
8.49
6M
10.62
1Y
22.65
2Y
19.78
3Y
8.06
4Y
19.38
5Y
12.13
SI
12.68

Concept Sepcial

Compare

Inception Date : 06/03/2010

AUM in Cr. : 18.69

1M
6.83
3M
5.13
6M
18.28
1Y
33.87
2Y
24.08
3Y
23.28
4Y
29.31
5Y
22.77
SI
29.26

ISEC Aggressive Portfolio

Compare

Inception Date : 25/02/2021

AUM in Cr. : 56.48

1M
6.83
3M
21.00
6M
33.75
1Y
57.03
2Y
38.51
3Y
23.83
4Y
NA
5Y
NA
SI
24.09

Diversified

Compare

Inception Date : 06/09/2018

AUM in Cr. : 0.08

1M
6.82
3M
11.79
6M
15.79
1Y
36.58
2Y
31.17
3Y
19.20
4Y
28.13
5Y
18.55
SI
24.63

Equity Focused Discretionary PMS

Compare

Inception Date : 25/09/2016

AUM in Cr. : 115.93

1M
6.82
3M
8.28
6M
3.95
1Y
25.88
2Y
47.98
3Y
30.84
4Y
34.29
5Y
27.46
SI
18.12

BLUECHIP

Compare

Inception Date : 18/07/2018

AUM in Cr. : 213.90

1M
6.81
3M
6.22
6M
11.43
1Y
26.30
2Y
24.00
3Y
13.98
4Y
21.23
5Y
15.03
SI
12.94

DYNAMIC INVESTMENT APPROACH

Compare

Inception Date : 13/05/2008

AUM in Cr. : 63.80

1M
6.81
3M
18.97
6M
30.07
1Y
56.46
2Y
46.95
3Y
28.13
4Y
38.75
5Y
26.56
SI
11.66

Flexicap Strategy

Compare

Inception Date : 16/11/2023

AUM in Cr. : 1.30

1M
6.81
3M
13.52
6M
19.83
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
29.70

High Conviction Equity Portfolio

Compare

Inception Date : 01/04/2014

AUM in Cr. : 55.41

1M
6.79
3M
11.19
6M
20.50
1Y
45.44
2Y
35.58
3Y
21.32
4Y
27.46
5Y
20.95
SI
19.15

IME Bespoke Wealth

Compare

Inception Date : 20/02/2023

AUM in Cr. : 51.47

1M
6.79
3M
12.42
6M
16.25
1Y
30.46
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.90

Acepro Large Cap Strategy

Compare

Inception Date : 15/02/2019

AUM in Cr. : 84.96

1M
6.78
3M
9.73
6M
11.73
1Y
25.87
2Y
21.90
3Y
14.73
4Y
21.06
5Y
14.92
SI
15.44

Growth Mantra Fund

Compare

Inception Date : 19/10/2020

AUM in Cr. : 115.04

1M
6.78
3M
18.37
6M
31.35
1Y
56.68
2Y
31.77
3Y
14.02
4Y
NA
5Y
NA
SI
20.83

Abakkus All Cap (Shariah) Approach

Compare

Inception Date : 01/04/2022

AUM in Cr. : 18.78

1M
6.76
3M
14.07
6M
14.77
1Y
47.15
2Y
41.54
3Y
NA
4Y
NA
5Y
NA
SI
21.57

WhiteOak India Business Leaders PMS

Compare

Inception Date : 21/01/2021

AUM in Cr. : 176.64

1M
6.75
3M
10.57
6M
13.56
1Y
25.87
2Y
24.28
3Y
13.01
4Y
NA
5Y
NA
SI
15.51

Exceptional Equity

Compare

Inception Date : 27/06/2016

AUM in Cr. : 18.67

1M
6.74
3M
13.51
6M
14.87
1Y
27.07
2Y
24.21
3Y
14.08
4Y
19.78
5Y
15.78
SI
12.49

Mid & Small cap & Special Situations Portfolio

Compare

Inception Date : 21/05/2015

AUM in Cr. : 312.29

1M
6.73
3M
7.98
6M
8.93
1Y
28.35
2Y
37.79
3Y
24.89
4Y
31.45
5Y
22.71
SI
18.43

DB India Multicap Equities / Long-term capital growth

Compare

Inception Date : 01/07/2020

AUM in Cr. : 283.73

1M
6.72
3M
12.66
6M
16.67
1Y
34.08
2Y
28.37
3Y
17.31
4Y
17.31
5Y
NA
SI
22.38

PGIM INDIA EQUITY PORTFOLIO

Compare

Inception Date : 19/01/2023

AUM in Cr. : 115.78

1M
6.72
3M
13.46
6M
13.81
1Y
32.46
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.76

ALPHA GROWTH

Compare

Inception Date : 26/02/2010

AUM in Cr. : 31.26

1M
6.71
3M
18.41
6M
22.67
1Y
48.57
2Y
32.75
3Y
22.09
4Y
33.35
5Y
20.18
SI
18.02

Sanctum Indian Olympians

Compare

Inception Date : 16/09/2016

AUM in Cr. : 103.06

1M
6.71
3M
9.49
6M
10.50
1Y
19.80
2Y
20.70
3Y
12.21
4Y
20.10
5Y
13.75
SI
12.64

Multicap Strategy

Compare

Inception Date : 18/01/2005

AUM in Cr. : 310.22

1M
6.69
3M
12.50
6M
14.70
1Y
38.72
2Y
34.24
3Y
23.75
4Y
34.52
5Y
22.71
SI
15.66

VALUE

Compare

Inception Date : 15/01/2008

AUM in Cr. : 1.99

1M
6.69
3M
15.34
6M
17.57
1Y
40.28
2Y
29.45
3Y
20.03
4Y
31.40
5Y
18.87
SI
16.30

White Whale North Star

Compare

Inception Date : 11/11/2020

AUM in Cr. : 70.41

1M
6.69
3M
5.42
6M
3.39
1Y
13.95
2Y
17.87
3Y
11.25
4Y
NA
5Y
NA
SI
14.34

KUNVARJI FINSTOCK PRIVATE LIMITED

Compare

Inception Date : 15/09/2019

AUM in Cr. : 10.43

1M
6.67
3M
4.54
6M
7.77
1Y
19.11
2Y
17.93
3Y
8.27
4Y
16.91
5Y
NA
SI
14.34

PriceBridge Eternal Long Life

Compare

Inception Date : 01/12/2023

AUM in Cr. : 33.13

1M
6.65
3M
18.53
6M
17.40
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.37

Tata PMS Enterprising India Plus Investment Approach

Compare

Inception Date : 18/10/2011

AUM in Cr. : 15.04

1M
6.65
3M
15.43
6M
16.48
1Y
26.08
2Y
23.73
3Y
14.84
4Y
20.36
5Y
14.24
SI
11.91

White Oak India Pioneers Equity Portfolio

Compare

Inception Date : 27/09/2018

AUM in Cr. : 6008.37

1M
6.65
3M
11.59
6M
13.81
1Y
28.62
2Y
25.57
3Y
13.34
4Y
24.93
5Y
19.47
SI
19.43

DELPHI 4C ADVANTAGE PORTFOLIO

Compare

Inception Date : 06/11/2020

AUM in Cr. : 486.63

1M
6.64
3M
12.06
6M
17.44
1Y
37.83
2Y
31.94
3Y
18.25
4Y
NA
5Y
NA
SI
20.29

Ace Lansdowne Absolute Return Strategy

Compare

Inception Date : 11/10/2022

AUM in Cr. : 9.90

1M
6.63
3M
12.69
6M
14.42
1Y
35.25
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.48

QUESTPMS FOCUS PORTFOLIO

Compare

Inception Date : 24/05/2016

AUM in Cr. : 108.30

1M
6.63
3M
15.01
6M
26.13
1Y
45.15
2Y
30.04
3Y
13.98
4Y
26.21
5Y
14.26
SI
15.23

The Alpha I Strategy

Compare

Inception Date : 12/04/2023

AUM in Cr. : 9.71

1M
6.63
3M
12.49
6M
19.83
1Y
45.84
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
48.47

Enam India Vision Portfolio

Compare

Inception Date : 17/01/2023

AUM in Cr. : 793.95

1M
6.62
3M
11.94
6M
12.46
1Y
30.22
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
29.75

KSEMA WEALTH ALPHA -INDIA OPPORTUNITIES

Compare

Inception Date : 28/01/2019

AUM in Cr. : 14.45

1M
6.62
3M
12.25
6M
17.89
1Y
42.02
2Y
35.48
3Y
22.72
4Y
32.59
5Y
21.33
SI
20.79

BCAD BREAKOUT 20

Compare

Inception Date : 14/01/2022

AUM in Cr. : 2955.32

1M
6.61
3M
10.24
6M
9.14
1Y
31.40
2Y
30.33
3Y
NA
4Y
NA
5Y
NA
SI
20.98

KEDIA PMS MULTI CAP

Compare

Inception Date : 08/04/2019

AUM in Cr. : 74.51

1M
6.61
3M
12.71
6M
17.83
1Y
46.12
2Y
40.44
3Y
25.44
4Y
28.79
5Y
23.14
SI
22.55

ASK DOMESTIC RESURGENCE PORTFOLIO

Compare

Inception Date : 21/06/2018

AUM in Cr. : 1027.88

1M
6.59
3M
15.61
6M
13.64
1Y
32.47
2Y
30.97
3Y
16.49
4Y
26.16
5Y
18.76
SI
15.38

Barclays Wealth Creator

Compare

Inception Date : 11/08/2010

AUM in Cr. : 137.16

1M
6.59
3M
8.64
6M
11.69
1Y
27.42
2Y
22.00
3Y
12.26
4Y
18.51
5Y
13.65
SI
13.17

Index (Market)

Compare

Inception Date : 05/03/2019

AUM in Cr. : 231.99

1M
6.58
3M
12.88
6M
21.13
1Y
42.86
2Y
32.91
3Y
18.57
4Y
24.44
5Y
19.97
SI
18.96

HDFC AMC "MF Select" Portfolio Equity (Formerly Portfolio of MF Schemes/ETFs)

Compare

Inception Date : 12/02/2007

AUM in Cr. : 19.53

1M
6.57
3M
12.50
6M
20.15
1Y
46.04
2Y
39.05
3Y
27.79
4Y
35.19
5Y
23.89
SI
12.91

ICICI Prudential PMS Emerging Leaders Strategy

Compare

Inception Date : 20/02/2024

AUM in Cr. : 12.73

1M
6.57
3M
14.75
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.36

Valtrust Equity Funds

Compare

Inception Date : 31/03/2023

AUM in Cr. : 0.80

1M
6.57
3M
13.03
6M
20.98
1Y
46.98
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
50.85

Alchemy Alpha 100

Compare

Inception Date : 16/08/2023

AUM in Cr. : 11.47

1M
6.56
3M
7.84
6M
16.95
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
35.16

Care PMS Large & Midcap

Compare

Inception Date : 03/07/2020

AUM in Cr. : 27.90

1M
6.56
3M
17.97
6M
25.82
1Y
73.83
2Y
50.51
3Y
28.43
4Y
NA
5Y
NA
SI
30.97

INSIDER SHADOW STRATEGY

Compare

Inception Date : 31/05/2010

AUM in Cr. : 556.25

1M
6.55
3M
8.04
6M
5.26
1Y
27.62
2Y
22.97
3Y
14.87
4Y
31.83
5Y
24.62
SI
16.09

PMS-3 Q5

Compare

Inception Date : 01/04/2007

AUM in Cr. : 49.52

1M
6.55
3M
17.81
6M
19.69
1Y
39.64
2Y
32.65
3Y
18.38
4Y
25.32
5Y
20.33
SI
13.06

SEERS ENDURING PORTFOLIO

Compare

Inception Date : 13/05/2017

AUM in Cr. : 348.68

1M
6.55
3M
15.43
6M
44.29
1Y
101.42
2Y
71.63
3Y
54.72
4Y
72.62
5Y
44.28
SI
28.96

Large Cap Equity Strategy

Compare

Inception Date : 11/02/2008

AUM in Cr. : 134.61

1M
6.54
3M
8.93
6M
14.87
1Y
25.23
2Y
22.56
3Y
13.48
4Y
20.33
5Y
13.57
SI
13.28

RH AlphaBots India 100

Compare

Inception Date : 28/04/2023

AUM in Cr. : 7.85

1M
6.54
3M
12.14
6M
19.05
1Y
43.02
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
49.32

PriceBridge Direct Mutual Fund

Compare

Inception Date : 30/05/2023

AUM in Cr. : 11.18

1M
6.52
3M
11.90
6M
16.29
1Y
41.18
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
39.79

Arthya ALL-STAR Opportunities Portfolio

Compare

Inception Date : 06/05/2022

AUM in Cr. : 19.85

1M
6.51
3M
13.60
6M
14.52
1Y
43.13
2Y
28.22
3Y
NA
4Y
NA
5Y
NA
SI
26.14

KARMA CAPITAL JASMINE

Compare

Inception Date : 28/08/2023

AUM in Cr. : 9.92

1M
6.51
3M
9.88
6M
14.49
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
25.09

ValueQuest Vision

Compare

Inception Date : 20/04/2021

AUM in Cr. : 1254.83

1M
6.50
3M
26.69
6M
33.09
1Y
69.40
2Y
57.59
3Y
34.34
4Y
NA
5Y
NA
SI
40.20

NIFTY NEXT 100 PORTFOLIO STP

Compare

Inception Date : 07/10/2019

AUM in Cr. : 36.87

1M
6.49
3M
16.59
6M
21.94
1Y
38.28
2Y
28.86
3Y
14.57
4Y
23.73
5Y
NA
SI
16.93

SPARK INDIA 75 ACTIVE ALPHA STRATEGY

Compare

Inception Date : 29/07/2023

AUM in Cr. : 223.52

1M
6.49
3M
10.42
6M
14.20
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
35.91

Nifty Next 100 Portfolio

Compare

Inception Date : 27/09/2019

AUM in Cr. : 10.50

1M
6.47
3M
16.59
6M
21.99
1Y
38.33
2Y
28.96
3Y
14.62
4Y
24.42
5Y
NA
SI
16.33

Special Opportunities

Compare

Inception Date : 04/11/2020

AUM in Cr. : 10.80

1M
6.47
3M
19.55
6M
16.73
1Y
39.54
2Y
29.95
3Y
19.48
4Y
NA
5Y
NA
SI
24.55

Valtrust Momentum

Compare

Inception Date : 20/01/2023

AUM in Cr. : 62.07

1M
6.47
3M
18.84
6M
34.82
1Y
82.48
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
69.51

White Oak India Pioneers Equity Portfolio STP Plan

Compare

Inception Date : 16/09/2020

AUM in Cr. : 111.50

1M
6.47
3M
11.49
6M
13.50
1Y
28.27
2Y
25.27
3Y
12.60
4Y
NA
5Y
NA
SI
16.24

CENTRUM BUILT TO LAST - T

Compare

Inception Date : 18/02/2020

AUM in Cr. : 4.40

1M
6.45
3M
10.85
6M
13.23
1Y
26.27
2Y
23.53
3Y
13.89
4Y
0.00
5Y
NA
SI
11.58

Invesco India Large Cap Core Portfolio

Compare

Inception Date : 07/09/2004

AUM in Cr. : 8.47

1M
6.44
3M
11.62
6M
19.37
1Y
37.45
2Y
25.44
3Y
13.17
4Y
20.98
5Y
12.48
SI
10.00

Abakkus Diversified Alpha Approach

Compare

Inception Date : 16/01/2024

AUM in Cr. : 424.38

1M
6.43
3M
12.01
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
13.50

Flexi-cap Fundamental Opportunities

Compare

Inception Date : 03/07/2023

AUM in Cr. : 26.70

1M
6.42
3M
9.24
6M
9.31
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
30.02

Ambit Good & Clean Multi Cap Portfolio

Compare

Inception Date : 06/10/2020

AUM in Cr. : 10.60

1M
6.39
3M
10.95
6M
8.04
1Y
20.42
2Y
20.83
3Y
12.27
4Y
NA
5Y
NA
SI
19.39

Allegro - High Growth

Compare

Inception Date : 31/07/2010

AUM in Cr. : 9.37

1M
6.38
3M
11.83
6M
12.02
1Y
26.54
2Y
19.79
3Y
11.05
4Y
19.74
5Y
12.01
SI
11.07

Bluechip Equity FOF

Compare

Inception Date : 07/06/2017

AUM in Cr. : 5.03

1M
6.35
3M
10.60
6M
12.22
1Y
29.43
2Y
29.78
3Y
18.75
4Y
26.88
5Y
17.60
SI
13.82

Phillip Signature India Portfolio

Compare

Inception Date : 18/05/2016

AUM in Cr. : 243.56

1M
6.34
3M
9.76
6M
7.97
1Y
21.84
2Y
22.08
3Y
12.79
4Y
23.57
5Y
17.50
SI
13.77

High Conviction Equity Portfolio 1

Compare

Inception Date : 18/05/2015

AUM in Cr. : 10.56

1M
6.33
3M
10.81
6M
20.79
1Y
44.62
2Y
34.83
3Y
21.33
4Y
27.28
5Y
20.27
SI
13.52

Oaklane Large Cap

Compare

Inception Date : 30/01/2024

AUM in Cr. : 243.65

1M
6.32
3M
5.04
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
9.22

EMERGING TITANS

Compare

Inception Date : 29/05/2023

AUM in Cr. : 7.65

1M
6.30
3M
25.83
6M
28.63
1Y
49.27
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
51.43

ICICI Prudential PMS Absolute Return Strategy

Compare

Inception Date : 22/10/2014

AUM in Cr. : 43.51

1M
6.30
3M
14.44
6M
25.81
1Y
62.51
2Y
45.53
3Y
32.61
4Y
39.22
5Y
27.10
SI
16.85

KSEMA WEALTH MULTICAP - INDIA OPPORTUNITIES FUND

Compare

Inception Date : 28/01/2019

AUM in Cr. : 68.18

1M
6.30
3M
13.91
6M
19.93
1Y
44.93
2Y
39.87
3Y
25.13
4Y
37.55
5Y
23.85
SI
24.19

Wallfort Avenue Fund

Compare

Inception Date : 01/04/2022

AUM in Cr. : 101.64

1M
6.27
3M
17.09
6M
16.61
1Y
65.91
2Y
47.20
3Y
NA
4Y
NA
5Y
NA
SI
36.96

BONANZA EDGE

Compare

Inception Date : 15/02/2015

AUM in Cr. : 49.74

1M
6.26
3M
18.25
6M
24.94
1Y
73.32
2Y
52.20
3Y
39.12
4Y
52.42
5Y
38.56
SI
24.22

Sankhya India Portfolio

Compare

Inception Date : 17/10/2017

AUM in Cr. : 115.24

1M
6.26
3M
11.71
6M
10.64
1Y
36.22
2Y
25.90
3Y
17.17
4Y
24.75
5Y
21.35
SI
17.46

FREEDOM ETF PORTFOLIO

Compare

Inception Date : 09/03/2018

AUM in Cr. : 209.05

1M
6.25
3M
11.87
6M
17.03
1Y
37.15
2Y
29.64
3Y
16.63
4Y
24.93
5Y
17.51
SI
13.78

Julius Baer India Flexi Index Portfolio

Compare

Inception Date : 08/03/2023

AUM in Cr. : 59.10

1M
6.25
3M
10.39
6M
16.13
1Y
35.61
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
35.60

WHITE OAK INDIA EQUITY PORTFOLIO (FPI)

Compare

Inception Date : 13/02/2018

AUM in Cr. : 6120.11

1M
6.24
3M
11.42
6M
14.51
1Y
31.08
2Y
27.54
3Y
14.08
4Y
26.79
5Y
21.76
SI
17.76

Wright Alpha Fund

Compare

Inception Date : 23/08/2023

AUM in Cr. : 40.96

1M
6.24
3M
16.84
6M
17.20
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
51.44

Growth at Reasonable Price

Compare

Inception Date : 01/08/2005

AUM in Cr. : 5564.09

1M
6.21
3M
9.10
6M
8.98
1Y
19.26
2Y
22.16
3Y
13.77
4Y
21.56
5Y
16.11
SI
16.02

Trivantage Capital Focussed Corporate Lenders Portfolio

Compare

Inception Date : 10/12/2018

AUM in Cr. : 16.08

1M
6.21
3M
10.51
6M
6.09
1Y
17.13
2Y
23.22
3Y
13.33
4Y
21.57
5Y
7.73
SI
8.65

CENTRUM BUILT TO LAST PORTFOLIO

Compare

Inception Date : 03/06/2019

AUM in Cr. : 4.97

1M
6.20
3M
10.90
6M
11.04
1Y
22.71
2Y
21.44
3Y
12.26
4Y
19.17
5Y
0.00
SI
12.67

DYNAMIC INVESTMENT APPROACH

Compare

Inception Date : 01/06/2005

AUM in Cr. : 692.02

1M
6.20
3M
25.10
6M
28.90
1Y
60.70
2Y
54.00
3Y
40.30
4Y
52.90
5Y
35.60
SI
20.90

ICICI Prudential PMS ETF Strategy

Compare

Inception Date : 18/03/2015

AUM in Cr. : 13.93

1M
6.20
3M
8.85
6M
13.14
1Y
30.72
2Y
26.75
3Y
18.14
4Y
24.10
5Y
13.31
SI
10.93

Smart Beta Portfolio

Compare

Inception Date : 20/01/2024

AUM in Cr. : 0.12

1M
6.18
3M
13.57
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
17.07

ALPHA LARGE CAP

Compare

Inception Date : 01/06/2014

AUM in Cr. : 0.97

1M
6.17
3M
18.32
6M
25.29
1Y
52.06
2Y
35.46
3Y
23.10
4Y
28.60
5Y
17.21
SI
16.06

InCred Healthcare Portfolio

Compare

Inception Date : 15/02/2021

AUM in Cr. : 218.70

1M
6.16
3M
8.23
6M
5.65
1Y
33.10
2Y
29.53
3Y
9.91
4Y
NA
5Y
NA
SI
15.49

Sameeksha India Equity Fund

Compare

Inception Date : 01/04/2016

AUM in Cr. : 1363.93

1M
6.16
3M
9.39
6M
12.68
1Y
49.11
2Y
41.28
3Y
24.32
4Y
38.40
5Y
31.29
SI
23.92

TOP 100 Equity

Compare

Inception Date : 03/01/2024

AUM in Cr. : 9.09

1M
6.16
3M
8.30
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
12.28

TruBlu

Compare

Inception Date : 05/03/2021

AUM in Cr. : 63.59

1M
6.16
3M
6.50
6M
6.57
1Y
19.50
2Y
22.38
3Y
14.38
4Y
NA
5Y
NA
SI
13.80

Cognito

Compare

Inception Date : 18/11/1996

AUM in Cr. : 43.46

1M
6.15
3M
12.93
6M
18.63
1Y
43.57
2Y
32.16
3Y
23.79
4Y
36.07
5Y
26.91
SI
19.15

ASK DOMESTIC RESURGENCE PORTFOLIO STP

Compare

Inception Date : 03/11/2019

AUM in Cr. : 6.63

1M
6.14
3M
15.18
6M
13.12
1Y
31.87
2Y
30.58
3Y
16.23
4Y
25.89
5Y
NA
SI
17.89

EMKAYGOLDEN

Compare

Inception Date : 26/10/2023

AUM in Cr. : 30.25

1M
6.14
3M
9.44
6M
16.91
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.56

EMKAYS 12

Compare

Inception Date : 01/05/2019

AUM in Cr. : 21.10

1M
6.14
3M
6.51
6M
6.26
1Y
21.10
2Y
22.42
3Y
12.68
4Y
20.60
5Y
0.00
SI
13.87

ICICI Prudential PMS Growth Leaders Strategy

Compare

Inception Date : 22/12/2000

AUM in Cr. : 1507.25

1M
6.14
3M
14.85
6M
24.55
1Y
48.94
2Y
38.84
3Y
23.89
4Y
31.21
5Y
22.69
SI
13.22

ICICI Prudential PMS Multi-Manager - Diversified Strategy

Compare

Inception Date : 23/06/2016

AUM in Cr. : 200.14

1M
6.13
3M
8.64
6M
13.54
1Y
32.58
2Y
28.48
3Y
20.27
4Y
27.49
5Y
18.26
SI
15.32

Invesco India R.I.S.E Portfolio

Compare

Inception Date : 18/04/2016

AUM in Cr. : 437.82

1M
6.12
3M
17.63
6M
21.55
1Y
48.27
2Y
37.95
3Y
21.67
4Y
30.07
5Y
21.45
SI
16.25

360 ONE Open - Managed Solutions All Equity

Compare

Inception Date : 11/12/2019

AUM in Cr. : 106.68

1M
6.11
3M
10.68
6M
15.70
1Y
36.49
2Y
29.65
3Y
17.75
4Y
21.01
5Y
NA
SI
15.59

High Conviction Equity Portfolio Systematic Rebalancing Option

Compare

Inception Date : 08/07/2019

AUM in Cr. : 126.22

1M
6.10
3M
10.66
6M
20.27
1Y
44.27
2Y
34.99
3Y
21.22
4Y
25.52
5Y
NA
SI
19.81

Alchemy Smart Alpha 250

Compare

Inception Date : 10/08/2023

AUM in Cr. : 134.99

1M
6.06
3M
22.19
6M
28.49
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
57.38

ASK HIGH CONVICTION PORTFOLIO

Compare

Inception Date : 01/08/2016

AUM in Cr. : 3.20

1M
6.06
3M
14.37
6M
13.18
1Y
30.95
2Y
26.37
3Y
12.17
4Y
22.06
5Y
16.78
SI
12.99

ICICI Prudential PMS ACE Strategy

Compare

Inception Date : 28/12/2010

AUM in Cr. : 204.01

1M
6.05
3M
15.69
6M
30.56
1Y
50.45
2Y
36.89
3Y
22.23
4Y
33.27
5Y
22.20
SI
15.64

Phillip Alpha Creation Equity Strategy

Compare

Inception Date : 28/02/2019

AUM in Cr. : 72.28

1M
6.05
3M
9.46
6M
8.96
1Y
23.99
2Y
23.40
3Y
13.60
4Y
19.90
5Y
15.46
SI
16.80

AWRIGA CORE STRATEGY

Compare

Inception Date : 27/12/2019

AUM in Cr. : 516.05

1M
6.04
3M
11.87
6M
8.88
1Y
22.42
2Y
26.33
3Y
18.67
4Y
23.91
5Y
NA
SI
19.80

ASK Wealth Core Equity

Compare

Inception Date : 13/05/2024

AUM in Cr. : 6.80

1M
6.02
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
7.81

Enhanced Portfolio 1

Compare

Inception Date : 09/05/2017

AUM in Cr. : 8.66

1M
6.01
3M
11.47
6M
12.95
1Y
31.29
2Y
28.02
3Y
20.33
4Y
29.61
5Y
16.38
SI
13.25

ASK LIGHTHOUSE PORTFOLIO

Compare

Inception Date : 07/03/2024

AUM in Cr. : 139.32

1M
6.00
3M
23.19
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.36

ALPHA

Compare

Inception Date : 13/08/2021

AUM in Cr. : 333.33

1M
5.95
3M
13.54
6M
10.62
1Y
46.13
2Y
40.41
3Y
NA
4Y
NA
5Y
NA
SI
29.67

Prudent Multicap PMS

Compare

Inception Date : 07/03/2022

AUM in Cr. : 239.29

1M
5.94
3M
10.70
6M
12.05
1Y
33.94
2Y
33.31
3Y
NA
4Y
NA
5Y
NA
SI
22.55

Solitaire

Compare

Inception Date : 30/08/2019

AUM in Cr. : 1183.64

1M
5.92
3M
12.64
6M
16.54
1Y
50.64
2Y
40.60
3Y
30.36
4Y
34.77
5Y
NA
SI
28.04

360 ONE Mandate - Equity

Compare

Inception Date : 05/07/2019

AUM in Cr. : 551.99

1M
5.91
3M
10.22
6M
14.94
1Y
32.92
2Y
26.49
3Y
15.74
4Y
18.37
5Y
NA
SI
18.44

ASK EDGE PORTFOLIO

Compare

Inception Date : 31/05/2022

AUM in Cr. : 20.01

1M
5.91
3M
14.08
6M
13.06
1Y
31.63
2Y
27.25
3Y
NA
4Y
NA
5Y
NA
SI
21.59

ASK EMERGING OPPORTUNITIES PORTFOLIO

Compare

Inception Date : 24/08/2017

AUM in Cr. : 766.84

1M
5.91
3M
14.08
6M
13.06
1Y
31.63
2Y
27.25
3Y
12.99
4Y
24.54
5Y
18.18
SI
13.96

BLENDED- RANGOLI

Compare

Inception Date : 07/06/2017

AUM in Cr. : 15890.14

1M
5.90
3M
9.01
6M
8.82
1Y
30.32
2Y
28.04
3Y
18.73
4Y
34.23
5Y
29.05
SI
22.82

Approach 1 Elite Opportunity

Compare

Inception Date : 01/04/2015

AUM in Cr. : 0.79

1M
5.89
3M
8.15
6M
13.53
1Y
33.77
2Y
29.30
3Y
16.31
4Y
22.96
5Y
13.33
SI
8.47

Marcellus' Curation E

Compare

Inception Date : 01/07/2021

AUM in Cr. : 456.28

1M
5.89
3M
9.49
6M
-1.04
1Y
6.10
2Y
13.57
3Y
7.47
4Y
NA
5Y
NA
SI
7.47

Apex

Compare

Inception Date : 01/02/2023

AUM in Cr. : 429.44

1M
5.87
3M
17.30
6M
21.66
1Y
47.56
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
41.76

Alpha10

Compare

Inception Date : 19/09/2011

AUM in Cr. : 237.90

1M
5.86
3M
5.11
6M
11.21
1Y
25.78
2Y
25.52
3Y
14.13
4Y
18.81
5Y
15.35
SI
15.01

The Opportunistic Equity Portfolio

Compare

Inception Date : 04/05/2017

AUM in Cr. : 13.26

1M
5.86
3M
19.20
6M
29.61
1Y
53.92
2Y
41.86
3Y
22.53
4Y
37.52
5Y
19.22
SI
8.55

2Point2 Long Term Value Fund

Compare

Inception Date : 20/07/2016

AUM in Cr. : 1360.96

1M
5.85
3M
10.71
6M
5.42
1Y
28.46
2Y
37.40
3Y
22.17
4Y
30.09
5Y
21.31
SI
21.23

Diversified equity

Compare

Inception Date : 13/05/2004

AUM in Cr. : 9.40

1M
5.85
3M
12.68
6M
16.13
1Y
37.67
2Y
29.82
3Y
17.62
4Y
23.33
5Y
16.02
SI
-4.19

Ambit CALIBER Portfolio - STP

Compare

Inception Date : 18/07/2022

AUM in Cr. : 2.51

1M
5.83
3M
16.56
6M
27.68
1Y
49.44
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
30.93

CARNELIAN YnG STRATEGY

Compare

Inception Date : 27/01/2022

AUM in Cr. : 77.99

1M
5.83
3M
14.40
6M
26.55
1Y
78.14
2Y
60.63
3Y
NA
4Y
NA
5Y
NA
SI
47.26

Core Value Concentrated

Compare

Inception Date : 15/04/2019

AUM in Cr. : 316.00

1M
5.83
3M
7.15
6M
15.81
1Y
28.10
2Y
29.32
3Y
18.24
4Y
25.48
5Y
18.29
SI
17.56

First Global India Super 50 (FG-IS50)

Compare

Inception Date : 18/02/2020

AUM in Cr. : 423.42

1M
5.83
3M
10.03
6M
10.58
1Y
33.71
2Y
28.76
3Y
16.96
4Y
30.63
5Y
NA
SI
26.93

SAPIENT WISDOM ALLCAP TAMOHARA STRATEGY

Compare

Inception Date : 14/03/2018

AUM in Cr. : 1.23

1M
5.82
3M
3.92
6M
8.16
1Y
24.35
2Y
21.19
3Y
8.29
4Y
0.00
5Y
0.00
SI
8.33

Sticker Shock

Compare

Inception Date : 25/06/2020

AUM in Cr. : 1.06

1M
5.82
3M
5.59
6M
5.34
1Y
15.12
2Y
16.78
3Y
7.01
4Y
11.99
5Y
NA
SI
11.96

DPMS - Diversified

Compare

Inception Date : 26/03/2019

AUM in Cr. : 1.06

1M
5.81
3M
7.02
6M
9.23
1Y
22.05
2Y
22.52
3Y
9.90
4Y
18.95
5Y
11.84
SI
10.82

Sterling Portfolio- Aggressive Portfolio

Compare

Inception Date : 11/11/2022

AUM in Cr. : 187.51

1M
5.81
3M
12.98
6M
20.23
1Y
43.18
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
30.97

AlphaGrep Multi-Factor Quant Portfolio

Compare

Inception Date : 07/10/2022

AUM in Cr. : 17.06

1M
5.80
3M
10.55
6M
21.49
1Y
49.14
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
32.05

ABSL India Equity Services

Compare

Inception Date : 29/06/2023

AUM in Cr. : 2.85

1M
5.79
3M
8.42
6M
12.73
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
25.78

Ventura Multicap Portfolio Management Scheme

Compare

Inception Date : 01/06/2019

AUM in Cr. : 85.44

1M
5.79
3M
14.78
6M
22.86
1Y
48.08
2Y
34.84
3Y
22.95
4Y
30.48
5Y
0.00
SI
23.66

PRIME PICKS

Compare

Inception Date : 25/06/2018

AUM in Cr. : 254.11

1M
5.78
3M
11.90
6M
15.37
1Y
41.95
2Y
34.62
3Y
18.91
4Y
25.96
5Y
17.87
SI
15.29

ASK INDIA VISION PORTFOLIO STP

Compare

Inception Date : 18/11/2019

AUM in Cr. : 2.06

1M
5.76
3M
11.52
6M
10.62
1Y
25.90
2Y
22.46
3Y
12.16
4Y
22.43
5Y
NA
SI
16.72

Renaissance Midcap Portfolio

Compare

Inception Date : 01/01/2018

AUM in Cr. : 146.50

1M
5.76
3M
13.01
6M
12.58
1Y
39.53
2Y
40.03
3Y
26.22
4Y
37.73
5Y
21.64
SI
15.55

ASK STRATEGIC PORTFOLIO

Compare

Inception Date : 31/12/2009

AUM in Cr. : 68.83

1M
5.75
3M
14.12
6M
12.44
1Y
31.35
2Y
27.39
3Y
13.19
4Y
25.41
5Y
18.55
SI
15.81

Helios India Rising Portfolio

Compare

Inception Date : 16/03/2020

AUM in Cr. : 1346.94

1M
5.75
3M
11.68
6M
18.39
1Y
42.07
2Y
33.96
3Y
19.43
4Y
28.46
5Y
NA
SI
27.53

Wright Factor Fund Hedged

Compare

Inception Date : 24/08/2023

AUM in Cr. : 17.51

1M
5.75
3M
10.23
6M
17.82
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
36.40

BCAD

Compare

Inception Date : 27/04/2018

AUM in Cr. : 580.76

1M
5.74
3M
9.06
6M
5.66
1Y
29.52
2Y
29.49
3Y
18.79
4Y
28.89
5Y
23.28
SI
17.71

ICICI Prudential PMS Defined Tenure Series Strategy

Compare

Inception Date : 10/05/2006

AUM in Cr. : 23.17

1M
5.74
3M
15.55
6M
24.54
1Y
47.81
2Y
40.44
3Y
27.15
4Y
34.61
5Y
25.23
SI
16.14

InCred Focused Healthcare Equity

Compare

Inception Date : 18/07/2023

AUM in Cr. : 7.55

1M
5.74
3M
12.34
6M
5.87
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
51.09

Absolute Freedom Portfolio

Compare

Inception Date : 01/04/2004

AUM in Cr. : 12.49

1M
5.73
3M
9.85
6M
15.80
1Y
42.46
2Y
33.68
3Y
21.82
4Y
27.85
5Y
18.64
SI
15.49

MAAP

Compare

Inception Date : 10/11/2009

AUM in Cr. : 1.68

1M
5.72
3M
9.58
6M
15.45
1Y
42.11
2Y
33.89
3Y
21.67
4Y
27.63
5Y
18.38
SI
11.73

Aequitas India Opportunities Product

Compare

Inception Date : 01/02/2013

AUM in Cr. : 3312.72

1M
5.70
3M
6.43
6M
8.69
1Y
61.08
2Y
60.97
3Y
39.95
4Y
56.42
5Y
32.62
SI
33.59

SUNOPP

Compare

Inception Date : 01/11/2016

AUM in Cr. : 14.44

1M
5.68
3M
8.31
6M
4.33
1Y
14.60
2Y
20.57
3Y
10.39
4Y
20.06
5Y
8.78
SI
8.41

Oaklane Be-spoke- Equity

Compare

Inception Date : 01/12/2021

AUM in Cr. : 2815.86

1M
5.67
3M
18.39
6M
19.92
1Y
49.77
2Y
42.00
3Y
NA
4Y
NA
5Y
NA
SI
23.57

ASK INDIAN ENTREPRENEUR PORTFOLIO

Compare

Inception Date : 25/01/2010

AUM in Cr. : 15699.89

1M
5.66
3M
9.18
6M
10.32
1Y
21.40
2Y
21.63
3Y
11.94
4Y
22.66
5Y
16.11
SI
17.73

Ambit CALIBER H Portfolio

Compare

Inception Date : 28/01/2021

AUM in Cr. : 24.14

1M
5.64
3M
15.77
6M
26.00
1Y
46.40
2Y
31.26
3Y
17.04
4Y
NA
5Y
NA
SI
21.12

Core Multicap Portfolio

Compare

Inception Date : 08/05/2007

AUM in Cr. : 2.26

1M
5.64
3M
12.02
6M
12.70
1Y
38.29
2Y
23.73
3Y
13.26
4Y
21.02
5Y
14.93
SI
8.14

Karma Wealth Builder

Compare

Inception Date : 31/12/2006

AUM in Cr. : 5934.33

1M
5.64
3M
5.91
6M
9.13
1Y
41.54
2Y
34.35
3Y
19.05
4Y
33.11
5Y
21.29
SI
13.58

ASK INDIA VISION PORTFOLIO

Compare

Inception Date : 20/11/2019

AUM in Cr. : 320.53

1M
5.63
3M
11.32
6M
10.92
1Y
25.68
2Y
22.69
3Y
12.44
4Y
22.38
5Y
NA
SI
15.21

Long Term Focused Value

Compare

Inception Date : 22/07/2019

AUM in Cr. : 48.91

1M
5.62
3M
8.91
6M
9.83
1Y
28.25
2Y
21.22
3Y
12.01
4Y
18.12
5Y
NA
SI
16.01

Absolute Freedom Portfolio Systematic Rebalancing Option

Compare

Inception Date : 08/07/2019

AUM in Cr. : 7.11

1M
5.61
3M
9.60
6M
15.33
1Y
42.12
2Y
32.54
3Y
20.29
4Y
24.67
5Y
NA
SI
16.49

NDPMS

Compare

Inception Date : 14/09/2017

AUM in Cr. : 84.80

1M
5.60
3M
12.39
6M
15.90
1Y
33.77
2Y
27.82
3Y
17.56
4Y
23.87
5Y
18.79
SI
14.68

Tactical Asset Allocation Plan TAAP

Compare

Inception Date : 30/03/2010

AUM in Cr. : 10.86

1M
5.60
3M
9.68
6M
15.68
1Y
42.39
2Y
34.14
3Y
22.15
4Y
27.92
5Y
18.97
SI
12.46

ASK INDIAN ENTREPRENEUR PORTFOLIO STP

Compare

Inception Date : 14/10/2019

AUM in Cr. : 103.31

1M
5.59
3M
9.05
6M
10.00
1Y
20.81
2Y
21.16
3Y
11.44
4Y
22.44
5Y
NA
SI
16.40

SilverArch India Mid & Small Cap Equity Portfolio

Compare

Inception Date : 05/02/2018

AUM in Cr. : 0.71

1M
5.59
3M
22.78
6M
23.69
1Y
65.41
2Y
49.57
3Y
26.87
4Y
36.59
5Y
23.37
SI
15.00

360 ONE Open - Enhancer Series - Dynamic Passive Equity

Compare

Inception Date : 12/10/2023

AUM in Cr. : 31.30

1M
5.58
3M
9.55
6M
14.54
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
28.26

Customised Mutual Fund Portfolio (A4)

Compare

Inception Date : 02/03/2020

AUM in Cr. : 33.13

1M
5.58
3M
9.80
6M
15.08
1Y
30.04
2Y
25.96
3Y
14.24
4Y
18.24
5Y
NA
SI
15.46

HSBC India Next Portfolio

Compare

Inception Date : 02/02/2021

AUM in Cr. : 419.23

1M
5.58
3M
3.50
6M
14.23
1Y
31.51
2Y
28.51
3Y
18.43
4Y
NA
5Y
NA
SI
19.78

India Portfolio Builder

Compare

Inception Date : 01/01/2016

AUM in Cr. : 7.64

1M
5.58
3M
9.51
6M
9.58
1Y
29.84
2Y
26.37
3Y
18.69
4Y
23.50
5Y
16.24
SI
11.36

Active Index Portfolio

Compare

Inception Date : 22/04/2019

AUM in Cr. : 131.04

1M
5.57
3M
6.75
6M
18.29
1Y
44.98
2Y
36.28
3Y
21.08
4Y
26.07
5Y
18.47
SI
17.66

CARNELIAN BESPOKE PORTFOLIO

Compare

Inception Date : 07/10/2021

AUM in Cr. : 1298.27

1M
5.57
3M
11.49
6M
21.33
1Y
48.10
2Y
49.98
3Y
NA
4Y
NA
5Y
NA
SI
36.83

Concept Elegant

Compare

Inception Date : 01/11/2023

AUM in Cr. : 1.10

1M
5.55
3M
10.11
6M
12.76
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
31.11

Adaptive Momentum

Compare

Inception Date : 05/03/2019

AUM in Cr. : 984.93

1M
5.52
3M
11.18
6M
21.24
1Y
63.60
2Y
38.68
3Y
22.08
4Y
38.54
5Y
30.33
SI
29.01

Alchemy Ascent

Compare

Inception Date : 03/09/2019

AUM in Cr. : 584.40

1M
5.51
3M
15.45
6M
24.01
1Y
61.56
2Y
41.94
3Y
22.56
4Y
37.54
5Y
NA
SI
24.30

ABANS SMART BETA PORTFOLIO

Compare

Inception Date : 29/04/2019

AUM in Cr. : 3.87

1M
5.49
3M
18.95
6M
19.88
1Y
58.02
2Y
43.96
3Y
22.73
4Y
29.39
5Y
22.37
SI
22.17

Absolute Freedom Portfolio 1

Compare

Inception Date : 01/04/2004

AUM in Cr. : 23.24

1M
5.49
3M
9.09
6M
14.73
1Y
40.39
2Y
32.79
3Y
21.07
4Y
26.68
5Y
17.38
SI
10.93

Axis Securities Kaizen

Compare

Inception Date : 15/06/2023

AUM in Cr. : 193.74

1M
5.49
3M
17.49
6M
22.63
1Y
52.95
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
52.03

ICICI Prudential PMS Prime Strategy

Compare

Inception Date : 10/11/2023

AUM in Cr. : 342.47

1M
5.48
3M
18.83
6M
35.46
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
51.35

Abakkus All Cap Approach

Compare

Inception Date : 29/10/2020

AUM in Cr. : 6594.16

1M
5.47
3M
10.88
6M
14.95
1Y
39.74
2Y
36.02
3Y
21.49
4Y
NA
5Y
NA
SI
34.14

Singular Multicap

Compare

Inception Date : 18/04/2024

AUM in Cr. : 5.79

1M
5.47
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.72

Motilal Oswal All cap Growth Strategy

Compare

Inception Date : 23/01/2019

AUM in Cr. : 1.59

1M
5.45
3M
7.15
6M
-5.09
1Y
-1.32
2Y
10.07
3Y
3.39
4Y
15.09
5Y
8.59
SI
9.74

AlphaaMoney Equity+ Portfolio

Compare

Inception Date : 13/10/2023

AUM in Cr. : 0.64

1M
5.44
3M
9.22
6M
15.52
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
29.03

Core Value

Compare

Inception Date : 01/04/2007

AUM in Cr. : 74.77

1M
5.44
3M
13.71
6M
15.70
1Y
35.76
2Y
28.35
3Y
17.79
4Y
38.67
5Y
22.27
SI
14.45

PriceBridge Upswing

Compare

Inception Date : 12/12/2022

AUM in Cr. : 188.63

1M
5.44
3M
15.34
6M
15.63
1Y
39.23
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
29.29

Fund of Funds

Compare

Inception Date : 18/05/2019

AUM in Cr. : 7.27

1M
5.43
3M
7.49
6M
11.04
1Y
28.24
2Y
23.58
3Y
13.75
4Y
23.57
5Y
16.01
SI
15.47

MOMENTUM 20 PMS

Compare

Inception Date : 14/05/2024

AUM in Cr. : 4.24

1M
5.42
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.72

360 ONE Open - Enhancer Series - Passive Equity Enhancer

Compare

Inception Date : 12/10/2023

AUM in Cr. : 117.90

1M
5.40
3M
9.06
6M
14.62
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.64

Large Cap Opportunistic Portfolio Series I (A3)

Compare

Inception Date : 24/03/2017

AUM in Cr. : 10.92

1M
5.39
3M
13.96
6M
30.91
1Y
61.21
2Y
48.47
3Y
29.37
4Y
35.47
5Y
21.15
SI
18.86

BMW Multi Cap Fund

Compare

Inception Date : 17/02/2016

AUM in Cr. : 300.37

1M
5.38
3M
12.85
6M
12.87
1Y
39.27
2Y
21.80
3Y
7.49
4Y
21.68
5Y
12.46
SI
16.64

Focused (Series V) A Contra Strategy

Compare

Inception Date : 09/11/2011

AUM in Cr. : 0.79

1M
5.36
3M
12.08
6M
20.13
1Y
44.11
2Y
37.46
3Y
18.25
4Y
28.00
5Y
18.22
SI
10.49

Motilal Oswal Multifactor Equity Strategy

Compare

Inception Date : 09/04/2021

AUM in Cr. : 20.91

1M
5.36
3M
10.41
6M
23.07
1Y
71.79
2Y
40.24
3Y
24.02
4Y
NA
5Y
NA
SI
24.83

ValPro Conserve (C) PMS

Compare

Inception Date : 15/04/2021

AUM in Cr. : 3.22

1M
5.36
3M
12.30
6M
17.23
1Y
38.67
2Y
26.65
3Y
11.60
4Y
NA
5Y
NA
SI
10.80

Ambit CALIBER Portfolio

Compare

Inception Date : 28/01/2021

AUM in Cr. : 90.83

1M
5.33
3M
17.16
6M
27.51
1Y
47.55
2Y
31.60
3Y
17.53
4Y
NA
5Y
NA
SI
22.56

LEAP Long Term Opportunities

Compare

Inception Date : 01/01/2024

AUM in Cr. : 3.51

1M
5.33
3M
9.08
6M
7.30
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
7.08

INDIA BSE 200 QUANT EQUITY PORTFOLIO

Compare

Inception Date : 24/07/2009

AUM in Cr. : 42.08

1M
5.32
3M
16.71
6M
22.00
1Y
52.04
2Y
38.36
3Y
21.91
4Y
27.97
5Y
22.43
SI
14.97

Money Multiplier

Compare

Inception Date : 21/10/2015

AUM in Cr. : 45.64

1M
5.32
3M
14.18
6M
14.55
1Y
38.20
2Y
21.57
3Y
12.37
4Y
21.72
5Y
16.84
SI
15.01

Alphaa Better Risk Reward 30 Stocks Portfolio

Compare

Inception Date : 01/09/2023

AUM in Cr. : 0.94

1M
5.31
3M
8.09
6M
17.72
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.49

BONANZA VALUE

Compare

Inception Date : 19/12/2013

AUM in Cr. : 31.86

1M
5.28
3M
16.11
6M
30.72
1Y
72.64
2Y
48.99
3Y
25.28
4Y
36.15
5Y
28.36
SI
23.34

Invesco India DAWN Portfolio

Compare

Inception Date : 28/08/2017

AUM in Cr. : 334.51

1M
5.28
3M
12.63
6M
20.87
1Y
42.02
2Y
35.98
3Y
23.47
4Y
31.52
5Y
20.35
SI
13.26

Motilal Oswal Large Cap Momentum Strategy

Compare

Inception Date : 07/11/2023

AUM in Cr. : 1.32

1M
5.28
3M
10.34
6M
22.17
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
22.13

Credent Asset Management Services Pvt Ltd

Compare

Inception Date : 01/12/2017

AUM in Cr. : 10.94

1M
5.27
3M
11.48
6M
-1.64
1Y
29.34
2Y
15.85
3Y
12.36
4Y
20.80
5Y
10.80
SI
3.64

ASK LIFE PORTFOLIO

Compare

Inception Date : 01/09/2008

AUM in Cr. : 107.84

1M
5.26
3M
10.53
6M
7.33
1Y
18.34
2Y
18.44
3Y
8.57
4Y
19.64
5Y
14.78
SI
15.68

FCI LLP Wealth Optimizer II

Compare

Inception Date : 04/06/2021

AUM in Cr. : 3.98

1M
5.26
3M
11.90
6M
16.53
1Y
33.16
2Y
28.50
3Y
17.22
4Y
NA
5Y
NA
SI
16.72

Karma Capital Magnolia

Compare

Inception Date : 01/02/2023

AUM in Cr. : 8.07

1M
5.25
3M
7.23
6M
13.61
1Y
35.21
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
28.82

Sensex Plus Portfolio

Compare

Inception Date : 19/02/2024

AUM in Cr. : 12.05

1M
5.23
3M
1.77
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
4.60

Capitalmind Resilient

Compare

Inception Date : 06/09/2021

AUM in Cr. : 38.49

1M
5.20
3M
5.31
6M
0.78
1Y
16.25
2Y
21.82
3Y
NA
4Y
NA
5Y
NA
SI
9.61

Barclays Wealth Dynamic Opportunities portfolio

Compare

Inception Date : 29/04/2009

AUM in Cr. : 510.34

1M
5.19
3M
11.57
6M
21.56
1Y
39.40
2Y
26.37
3Y
14.09
4Y
21.22
5Y
16.11
SI
7.11

Ace Multicap

Compare

Inception Date : 23/08/2018

AUM in Cr. : 155.45

1M
5.18
3M
18.67
6M
31.69
1Y
97.20
2Y
72.56
3Y
40.97
4Y
49.75
5Y
32.55
SI
25.62

Ace 50

Compare

Inception Date : 29/12/2017

AUM in Cr. : 0.59

1M
5.16
3M
5.90
6M
9.99
1Y
24.97
2Y
23.17
3Y
15.06
4Y
21.78
5Y
13.14
SI
9.15

Sterling Portfolio- Growth Portfolio

Compare

Inception Date : 18/11/2022

AUM in Cr. : 135.27

1M
5.14
3M
11.31
6M
17.35
1Y
35.64
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
25.62

Spark Absolute Return Portfolio (ARP)

Compare

Inception Date : 03/08/2023

AUM in Cr. : 120.72

1M
5.10
3M
11.91
6M
15.95
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
34.30

Value for Growth

Compare

Inception Date : 02/08/2021

AUM in Cr. : 16.83

1M
5.10
3M
13.71
6M
18.72
1Y
49.81
2Y
43.81
3Y
NA
4Y
NA
5Y
NA
SI
21.07

EVERGREEN

Compare

Inception Date : 01/04/2015

AUM in Cr. : 8.40

1M
5.09
3M
14.71
6M
22.20
1Y
57.51
2Y
44.61
3Y
22.49
4Y
28.93
5Y
20.24
SI
15.29

TCG ADVISORY SERVICES PVT LTD FUND 1

Compare

Inception Date : 24/10/2018

AUM in Cr. : 6.34

1M
5.09
3M
14.67
6M
23.16
1Y
58.21
2Y
37.28
3Y
18.86
4Y
31.10
5Y
20.96
SI
19.30

Citrus Sector Leaders

Compare

Inception Date : 30/08/2023

AUM in Cr. : 19.82

1M
5.08
3M
7.04
6M
15.42
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
25.17

SilverArch India Equity Portfolio

Compare

Inception Date : 04/09/2017

AUM in Cr. : 44.76

1M
5.08
3M
23.56
6M
28.80
1Y
72.05
2Y
49.33
3Y
27.91
4Y
32.67
5Y
23.30
SI
16.04

Alchemy High Growth

Compare

Inception Date : 08/05/2002

AUM in Cr. : 1081.02

1M
5.06
3M
21.51
6M
29.82
1Y
55.49
2Y
38.28
3Y
21.85
4Y
27.33
5Y
14.49
SI
22.07

Core Equity Portfolio NR

Compare

Inception Date : 24/08/2007

AUM in Cr. : 10.28

1M
5.06
3M
6.51
6M
10.31
1Y
25.66
2Y
24.90
3Y
16.08
4Y
26.01
5Y
16.81
SI
14.11

Complete Circle Stellar Wealth PMS

Compare

Inception Date : 13/06/2023

AUM in Cr. : 28.09

1M
5.05
3M
11.83
6M
9.01
1Y
23.51
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.26

BONANZA GROWTH

Compare

Inception Date : 06/04/2010

AUM in Cr. : 25.07

1M
5.04
3M
8.56
6M
10.01
1Y
29.40
2Y
29.73
3Y
16.66
4Y
25.48
5Y
19.45
SI
18.68

Core Equity Portfolio

Compare

Inception Date : 07/01/2009

AUM in Cr. : 264.56

1M
5.02
3M
6.52
6M
10.46
1Y
25.58
2Y
24.80
3Y
15.99
4Y
26.15
5Y
17.02
SI
20.24

Core Value Regular

Compare

Inception Date : 14/05/2019

AUM in Cr. : 835.71

1M
5.01
3M
11.00
6M
20.22
1Y
39.60
2Y
35.22
3Y
22.44
4Y
28.32
5Y
20.49
SI
20.69

Motilal Oswal Midcap Multifactor Strategy

Compare

Inception Date : 29/09/2021

AUM in Cr. : 1.83

1M
5.01
3M
11.54
6M
31.80
1Y
86.92
2Y
50.49
3Y
NA
4Y
NA
5Y
NA
SI
27.97

MULTICAP

Compare

Inception Date : 05/10/2021

AUM in Cr. : 0.61

1M
5.00
3M
5.44
6M
6.28
1Y
21.91
2Y
13.24
3Y
NA
4Y
NA
5Y
NA
SI
6.03

Nucleus "Equity" Multi-Cap Allocator

Compare

Inception Date : 14/02/2023

AUM in Cr. : 43.71

1M
4.97
3M
7.78
6M
10.47
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
22.57

CORE EQUITY PORTFOLIO STP

Compare

Inception Date : 20/03/2019

AUM in Cr. : 6.44

1M
4.96
3M
6.39
6M
10.35
1Y
25.23
2Y
24.03
3Y
15.71
4Y
25.30
5Y
16.63
SI
16.23

FOCUS MULTICAP

Compare

Inception Date : 13/06/2021

AUM in Cr. : 227.48

1M
4.96
3M
8.44
6M
8.25
1Y
36.79
2Y
32.53
3Y
19.68
4Y
NA
5Y
NA
SI
18.95

Pelican PE Fund

Compare

Inception Date : 13/06/2018

AUM in Cr. : 49.55

1M
4.95
3M
7.18
6M
8.50
1Y
25.36
2Y
23.55
3Y
14.44
4Y
16.54
5Y
15.05
SI
13.17

ALPHASENSE AI

Compare

Inception Date : 10/10/2023

AUM in Cr. : 42.61

1M
4.94
3M
8.30
6M
15.76
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
33.33

Select Direct Growth Portfolio

Compare

Inception Date : 20/01/2020

AUM in Cr. : 99.39

1M
4.92
3M
10.43
6M
16.86
1Y
40.35
2Y
32.58
3Y
20.37
4Y
25.25
5Y
NA
SI
22.47

NAFA WEALTH BUILDER PORTFOLIO

Compare

Inception Date : 30/12/2015

AUM in Cr. : 15.87

1M
4.91
3M
14.17
6M
15.24
1Y
29.16
2Y
28.48
3Y
20.00
4Y
29.31
5Y
17.87
SI
12.63

ASK FINANCIAL OPPORTUNITIES PORTFOLIO

Compare

Inception Date : 26/06/2018

AUM in Cr. : 310.27

1M
4.89
3M
6.64
6M
2.90
1Y
9.75
2Y
16.56
3Y
7.00
4Y
17.67
5Y
9.12
SI
7.70

India Growth

Compare

Inception Date : 20/06/2019

AUM in Cr. : 74.93

1M
4.83
3M
4.35
6M
2.48
1Y
14.45
2Y
16.85
3Y
4.77
4Y
20.62
5Y
11.73
SI
12.21

Kotak Evolv Equity Investment Approach

Compare

Inception Date : 02/04/2024

AUM in Cr. : 23.14

1M
4.83
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.85

ASK FINANCIAL OPPORTUNITIES PORTFOLIO STP

Compare

Inception Date : 01/11/2019

AUM in Cr. : 1.54

1M
4.81
3M
6.71
6M
2.83
1Y
10.22
2Y
17.13
3Y
7.46
4Y
18.17
5Y
NA
SI
10.15

Business Leader

Compare

Inception Date : 15/07/2022

AUM in Cr. : 2.18

1M
4.81
3M
3.65
6M
14.67
1Y
28.70
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.37

SELECT NIFTY 50

Compare

Inception Date : 04/07/2013

AUM in Cr. : 8.86

1M
4.81
3M
7.37
6M
13.83
1Y
28.48
2Y
24.79
3Y
16.40
4Y
23.05
5Y
15.33
SI
13.17

Long Term Growth Stocks

Compare

Inception Date : 23/10/2007

AUM in Cr. : 26.19

1M
4.79
3M
2.32
6M
2.68
1Y
15.72
2Y
18.40
3Y
10.61
4Y
21.91
5Y
10.80
SI
7.36

Pelican Top100 Fund

Compare

Inception Date : 14/02/2023

AUM in Cr. : 2.04

1M
4.68
3M
9.15
6M
15.62
1Y
31.67
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.48

Maximal Pathfinder Value Fund

Compare

Inception Date : 18/05/2022

AUM in Cr. : 119.59

1M
4.67
3M
25.60
6M
17.29
1Y
67.23
2Y
58.43
3Y
NA
4Y
NA
5Y
NA
SI
49.51

Valtrust Equity Hybrid Funds

Compare

Inception Date : 31/03/2023

AUM in Cr. : 0.74

1M
4.66
3M
10.09
6M
18.15
1Y
38.78
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
40.65

ICICI Prudential PMS Infrastructure Strategy

Compare

Inception Date : 26/12/2003

AUM in Cr. : 63.06

1M
4.65
3M
24.14
6M
37.14
1Y
76.48
2Y
62.53
3Y
40.60
4Y
49.97
5Y
31.10
SI
16.86

INDIA LARGE CAP QUANT EQUITY PORTFOLIO

Compare

Inception Date : 17/03/2009

AUM in Cr. : 0.57

1M
4.65
3M
5.27
6M
8.35
1Y
24.24
2Y
22.25
3Y
12.77
4Y
19.69
5Y
12.86
SI
13.43

ISEC Momentum Quality Dynamic Advantage Portfolio

Compare

Inception Date : 17/11/2021

AUM in Cr. : 154.37

1M
4.65
3M
16.02
6M
30.32
1Y
68.40
2Y
42.95
3Y
NA
4Y
NA
5Y
NA
SI
20.36

SYNERGY FOCUSED APPROACH FOR LONG TERM

Compare

Inception Date : 22/12/2010

AUM in Cr. : 34.57

1M
4.65
3M
3.69
6M
11.45
1Y
23.13
2Y
14.48
3Y
16.38
4Y
27.06
5Y
11.49
SI
5.87

ALPHA HARVESTERS

Compare

Inception Date : 29/05/2023

AUM in Cr. : 15.85

1M
4.62
3M
15.38
6M
19.96
1Y
44.44
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
47.26

I-Sec Multifactor Portfolio

Compare

Inception Date : 13/01/2023

AUM in Cr. : 118.06

1M
4.59
3M
11.45
6M
19.50
1Y
46.90
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
37.84

DIVERSIFIED MULTICAP

Compare

Inception Date : 23/06/2021

AUM in Cr. : 194.45

1M
4.58
3M
8.59
6M
10.99
1Y
45.67
2Y
36.52
3Y
23.81
4Y
NA
5Y
NA
SI
24.11

Custom Portfolio 17

Compare

Inception Date : 27/01/2022

AUM in Cr. : 2.50

1M
4.56
3M
7.54
6M
15.95
1Y
32.07
2Y
28.48
3Y
NA
4Y
NA
5Y
NA
SI
18.89

Capital 8 Infinity Fund

Compare

Inception Date : 02/02/2024

AUM in Cr. : 114.92

1M
4.54
3M
36.66
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
40.25

Ambit Coffee Can Portfolio

Compare

Inception Date : 20/06/2017

AUM in Cr. : 1137.50

1M
4.51
3M
7.18
6M
10.82
1Y
19.23
2Y
21.15
3Y
11.42
4Y
18.19
5Y
16.91
SI
15.14

PriceBridge HoneyComb

Compare

Inception Date : 16/01/2023

AUM in Cr. : 24.05

1M
4.48
3M
10.67
6M
15.01
1Y
31.67
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
24.33

ICICI Prudential PMS Largecap Strategy

Compare

Inception Date : 16/03/2009

AUM in Cr. : 410.91

1M
4.47
3M
12.52
6M
23.30
1Y
54.54
2Y
42.56
3Y
25.08
4Y
32.08
5Y
22.16
SI
17.51

Optimiser Mid & small Cap

Compare

Inception Date : 25/11/2021

AUM in Cr. : 9.86

1M
4.46
3M
24.60
6M
25.85
1Y
101.78
2Y
62.82
3Y
NA
4Y
NA
5Y
NA
SI
38.45

PMS-2 Q5

Compare

Inception Date : 21/02/2011

AUM in Cr. : 4.23

1M
4.45
3M
10.11
6M
13.10
1Y
27.85
2Y
25.97
3Y
11.34
4Y
17.58
5Y
14.25
SI
8.65

ICICI Prudential PMS Enterprising India Strategy Series II

Compare

Inception Date : 10/03/2017

AUM in Cr. : 1.08

1M
4.44
3M
13.46
6M
26.37
1Y
57.98
2Y
46.39
3Y
32.69
4Y
41.37
5Y
25.41
SI
17.26

The Great India Opportunity

Compare

Inception Date : 01/01/2016

AUM in Cr. : 1.51

1M
4.42
3M
15.15
6M
21.43
1Y
55.38
2Y
46.68
3Y
31.50
4Y
35.77
5Y
24.89
SI
12.84

Value Driven Approach

Compare

Inception Date : 26/10/2007

AUM in Cr. : 1159.71

1M
4.40
3M
11.96
6M
18.85
1Y
53.47
2Y
45.86
3Y
31.03
4Y
35.05
5Y
32.12
SI
28.42

Health Care

Compare

Inception Date : 01/06/2017

AUM in Cr. : 11.16

1M
4.39
3M
6.53
6M
4.91
1Y
14.49
2Y
17.71
3Y
10.77
4Y
19.60
5Y
20.77
SI
17.60

Prudent Focused PMS

Compare

Inception Date : 05/04/2022

AUM in Cr. : 22.26

1M
4.38
3M
10.40
6M
12.74
1Y
34.20
2Y
30.54
3Y
NA
4Y
NA
5Y
NA
SI
23.58

India Super Focus

Compare

Inception Date : 01/01/2016

AUM in Cr. : 0.84

1M
4.30
3M
15.61
6M
21.36
1Y
57.78
2Y
48.66
3Y
28.95
4Y
28.84
5Y
15.52
SI
11.05

AQUA STRATEGY

Compare

Inception Date : 12/06/2023

AUM in Cr. : 339.61

1M
4.24
3M
14.45
6M
20.79
1Y
75.84
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
70.30

STRATEGIC EQUITY

Compare

Inception Date : 01/07/2014

AUM in Cr. : 0.82

1M
4.24
3M
11.62
6M
17.60
1Y
41.88
2Y
30.06
3Y
18.78
4Y
22.31
5Y
16.12
SI
15.08

Prithvi Balance portfolio

Compare

Inception Date : 11/07/2023

AUM in Cr. : 129.91

1M
4.23
3M
20.15
6M
27.42
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
59.52

PGIM INDIA CORE EQUITY PORTFOLIO

Compare

Inception Date : 08/07/2013

AUM in Cr. : 181.09

1M
4.20
3M
10.47
6M
11.99
1Y
21.37
2Y
26.08
3Y
18.62
4Y
24.55
5Y
16.79
SI
16.42

Growth & Value

Compare

Inception Date : 01/03/2005

AUM in Cr. : 121.71

1M
4.19
3M
17.94
6M
24.70
1Y
42.51
2Y
32.86
3Y
14.29
4Y
22.94
5Y
18.60
SI
14.78

Multicap Investment Approach

Compare

Inception Date : 15/04/2015

AUM in Cr. : 7.97

1M
4.18
3M
6.96
6M
6.07
1Y
30.43
2Y
33.55
3Y
17.27
4Y
24.23
5Y
18.34
SI
17.96

DRChoksey Select Multiplier

Compare

Inception Date : 27/07/2021

AUM in Cr. : 1.83

1M
4.15
3M
-2.14
6M
3.85
1Y
24.11
2Y
15.38
3Y
NA
4Y
NA
5Y
NA
SI
2.76

ICICI Prudential PMS Value Strategy

Compare

Inception Date : 28/01/2004

AUM in Cr. : 570.26

1M
4.14
3M
14.18
6M
24.02
1Y
61.87
2Y
58.87
3Y
34.03
4Y
39.10
5Y
26.67
SI
14.03

DAKSHIN PORTFOLIO

Compare

Inception Date : 20/03/2019

AUM in Cr. : 62.18

1M
4.08
3M
14.48
6M
17.48
1Y
35.38
2Y
31.01
3Y
16.90
4Y
28.35
5Y
17.90
SI
16.56

East Green Quant Strategy

Compare

Inception Date : 03/05/2024

AUM in Cr. : 1.16

1M
4.03
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.68

ICICI Prudential PMS Contra Strategy

Compare

Inception Date : 14/09/2018

AUM in Cr. : 7676.49

1M
4.03
3M
13.80
6M
22.18
1Y
50.17
2Y
46.97
3Y
28.41
4Y
36.61
5Y
26.33
SI
23.79

Lighthouse

Compare

Inception Date : 16/09/2022

AUM in Cr. : 91.55

1M
4.02
3M
9.02
6M
15.38
1Y
24.92
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
12.04

Agreya Total return Enhancer

Compare

Inception Date : 22/02/2021

AUM in Cr. : 98.34

1M
4.01
3M
8.46
6M
7.80
1Y
39.15
2Y
31.93
3Y
20.16
4Y
NA
5Y
NA
SI
20.77

ADAPT PORTFOLIO - Very Agressive

Compare

Inception Date : 24/06/2010

AUM in Cr. : 23.18

1M
3.97
3M
13.98
6M
18.33
1Y
41.97
2Y
30.93
3Y
18.68
4Y
22.58
5Y
18.56
SI
13.11

ASK GROWTH PORTFOLIO

Compare

Inception Date : 29/01/2001

AUM in Cr. : 1673.67

1M
3.95
3M
11.96
6M
14.44
1Y
33.33
2Y
26.11
3Y
12.67
4Y
21.69
5Y
16.56
SI
19.27

Citrus Index Plus Fund Strategy

Compare

Inception Date : 10/05/2024

AUM in Cr. : 1.92

1M
3.95
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.78

ACE Equity Portfolio

Compare

Inception Date : 05/12/2020

AUM in Cr. : 534.81

1M
3.94
3M
17.69
6M
34.45
1Y
63.62
2Y
42.49
3Y
26.19
4Y
NA
5Y
NA
SI
25.07

Focused Leadership Portfolio

Compare

Inception Date : 01/05/2015

AUM in Cr. : 132.16

1M
3.93
3M
8.76
6M
9.69
1Y
24.07
2Y
22.64
3Y
10.25
4Y
25.41
5Y
15.53
SI
13.97

Advisory Services

Compare

Inception Date : 09/02/2018

AUM in Cr. : 271.16

1M
3.89
3M
12.99
6M
18.16
1Y
44.69
2Y
32.28
3Y
21.77
4Y
28.91
5Y
20.04
SI
18.93

ALL WEATHER

Compare

Inception Date : 11/06/2021

AUM in Cr. : 238.21

1M
3.79
3M
5.80
6M
9.57
1Y
35.95
2Y
31.81
3Y
19.23
4Y
NA
5Y
NA
SI
19.72

BEA SPECIALIZED PORTFOLIO

Compare

Inception Date : 27/05/2019

AUM in Cr. : 536.40

1M
3.78
3M
6.30
6M
10.56
1Y
63.34
2Y
47.99
3Y
35.53
4Y
51.27
5Y
35.76
SI
34.91

Ventura Siddhartha Best in Class

Compare

Inception Date : 15/07/2019

AUM in Cr. : 15.59

1M
3.78
3M
4.63
6M
4.26
1Y
10.33
2Y
11.82
3Y
9.25
4Y
16.38
5Y
NA
SI
12.37

DRChoksey Alpha Invest

Compare

Inception Date : 21/03/2007

AUM in Cr. : 160.70

1M
3.75
3M
7.15
6M
14.85
1Y
35.12
2Y
27.72
3Y
17.31
4Y
25.82
5Y
18.04
SI
6.08

QUANT

Compare

Inception Date : 01/08/2008

AUM in Cr. : 72.33

1M
3.72
3M
5.96
6M
9.93
1Y
21.86
2Y
19.90
3Y
13.79
4Y
17.87
5Y
13.20
SI
9.45

DIVIDEND YIELD APPROACH

Compare

Inception Date : 26/11/2019

AUM in Cr. : 890.96

1M
3.70
3M
10.69
6M
28.20
1Y
94.17
2Y
64.10
3Y
38.92
4Y
41.44
5Y
NA
SI
31.15

BEA India Growth Fund

Compare

Inception Date : 21/06/2019

AUM in Cr. : 299.06

1M
3.69
3M
7.06
6M
13.51
1Y
67.07
2Y
51.46
3Y
40.11
4Y
51.55
5Y
39.27
SI
39.29

ASK INDIA SELECT PORTFOLIO

Compare

Inception Date : 04/01/2010

AUM in Cr. : 2644.11

1M
3.64
3M
11.46
6M
13.89
1Y
31.33
2Y
25.33
3Y
12.83
4Y
21.07
5Y
15.36
SI
16.20

Bespoke

Compare

Inception Date : 06/03/2006

AUM in Cr. : 85.58

1M
3.64
3M
5.63
6M
8.01
1Y
18.82
2Y
18.67
3Y
12.40
4Y
13.30
5Y
10.99
SI
10.64

Motilal Oswal Emerging Business Strategy

Compare

Inception Date : 23/01/2019

AUM in Cr. : 2.78

1M
3.61
3M
-3.68
6M
16.84
1Y
43.66
2Y
27.38
3Y
18.22
4Y
27.47
5Y
21.05
SI
21.54

Wealth Mantra Fund

Compare

Inception Date : 30/09/2019

AUM in Cr. : 171.30

1M
3.61
3M
14.34
6M
24.16
1Y
59.05
2Y
39.27
3Y
23.77
4Y
26.65
5Y
NA
SI
20.91

Ultima Select

Compare

Inception Date : 05/05/2023

AUM in Cr. : 5.38

1M
3.60
3M
5.76
6M
9.93
1Y
18.55
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
18.87

Bloom

Compare

Inception Date : 03/05/2024

AUM in Cr. : 0.53

1M
3.58
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
4.99

ICICI Prudential PMS Enterprising India Strategy

Compare

Inception Date : 04/02/2015

AUM in Cr. : 0.00

1M
3.58
3M
12.67
6M
10.73
1Y
33.80
2Y
39.22
3Y
23.56
4Y
33.28
5Y
22.51
SI
12.96

Globe Arbitrage/Special Situation

Compare

Inception Date : 14/01/2008

AUM in Cr. : 317.16

1M
3.56
3M
11.20
6M
15.94
1Y
42.51
2Y
30.09
3Y
21.57
4Y
35.54
5Y
32.24
SI
16.06

ASK INDIA SELECT PORTFOLIO STP

Compare

Inception Date : 17/10/2019

AUM in Cr. : 5.62

1M
3.49
3M
11.42
6M
14.45
1Y
31.81
2Y
25.22
3Y
12.50
4Y
20.51
5Y
NA
SI
14.52

ASK GROWTH PORTFOLIO STP

Compare

Inception Date : 05/11/2019

AUM in Cr. : 6.13

1M
3.48
3M
11.68
6M
14.19
1Y
33.29
2Y
26.07
3Y
12.78
4Y
21.55
5Y
NA
SI
16.58

Customised Portfolio Approach 6

Compare

Inception Date : 26/04/2023

AUM in Cr. : 2.88

1M
3.46
3M
4.58
6M
15.10
1Y
40.84
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
43.20

ALL WEATHER

Compare

Inception Date : 01/11/2022

AUM in Cr. : 20.06

1M
3.45
3M
11.32
6M
26.91
1Y
63.25
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
41.40

Select Large Cap Portfolio

Compare

Inception Date : 23/01/2024

AUM in Cr. : 6.04

1M
3.43
3M
16.58
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
28.11

Agreya Momentum

Compare

Inception Date : 31/08/2018

AUM in Cr. : 237.76

1M
3.42
3M
8.57
6M
20.26
1Y
46.42
2Y
36.85
3Y
17.56
4Y
31.78
5Y
23.68
SI
17.53

Citrus Mutual Fund Strategy(Aggressive)

Compare

Inception Date : 10/05/2024

AUM in Cr. : 0.26

1M
3.40
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
3.23

RETIREMENT

Compare

Inception Date : 27/08/2021

AUM in Cr. : 5.18

1M
3.32
3M
6.91
6M
15.50
1Y
35.11
2Y
21.68
3Y
NA
4Y
NA
5Y
NA
SI
14.23

Dynamic Business Leader

Compare

Inception Date : 17/08/2022

AUM in Cr. : 8.94

1M
3.31
3M
2.97
6M
11.01
1Y
20.35
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
13.80

ICICI Prudential PMS T.I.M.E Strategy

Compare

Inception Date : 12/09/2019

AUM in Cr. : 50.42

1M
3.28
3M
13.48
6M
25.80
1Y
61.71
2Y
51.83
3Y
37.05
4Y
42.88
5Y
NA
SI
33.49

ICICI Prudential PMS Wellness Strategy

Compare

Inception Date : 06/03/2013

AUM in Cr. : 45.86

1M
3.27
3M
3.90
6M
13.40
1Y
37.62
2Y
24.95
3Y
11.71
4Y
19.72
5Y
22.13
SI
14.43

PMS-1 Q8

Compare

Inception Date : 18/01/2008

AUM in Cr. : 0.74

1M
3.26
3M
10.53
6M
13.34
1Y
31.01
2Y
29.94
3Y
17.49
4Y
22.05
5Y
19.94
SI
10.55

PREMIER

Compare

Inception Date : 04/07/2012

AUM in Cr. : 5.28

1M
3.24
3M
8.68
6M
28.23
1Y
69.48
2Y
42.03
3Y
31.03
4Y
49.36
5Y
31.31
SI
25.82

EDGE

Compare

Inception Date : 16/05/2024

AUM in Cr. : 1.54

1M
3.23
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
2.78

Focus

Compare

Inception Date : 15/10/2012

AUM in Cr. : 401.16

1M
3.19
3M
16.36
6M
23.30
1Y
43.25
2Y
34.06
3Y
15.20
4Y
23.25
5Y
18.79
SI
17.37

Alchemy Select Satellite

Compare

Inception Date : 30/11/2023

AUM in Cr. : 9.91

1M
3.18
3M
14.72
6M
25.51
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
33.20

ALCHEMY W.I.N STRATEGY

Compare

Inception Date : 31/10/2023

AUM in Cr. : 115.60

1M
3.14
3M
14.34
6M
23.87
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
46.80

Kotak Pharma and Healthcare Investment Approach

Compare

Inception Date : 20/09/2016

AUM in Cr. : 26.85

1M
3.14
3M
3.10
6M
13.92
1Y
41.78
2Y
25.25
3Y
11.09
4Y
20.72
5Y
23.72
SI
13.76

DRChoksey Diversified Equity Fund

Compare

Inception Date : 16/09/2005

AUM in Cr. : 14.30

1M
3.11
3M
4.60
6M
13.70
1Y
36.80
2Y
26.38
3Y
16.73
4Y
27.29
5Y
18.84
SI
7.81

Profit Bloom Quant Alpha

Compare

Inception Date : 10/08/2023

AUM in Cr. : 2.59

1M
3.02
3M
4.77
6M
17.58
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
31.25

ASK SPECIALISED PORTFOLIO

Compare

Inception Date : 23/06/2003

AUM in Cr. : 811.33

1M
2.97
3M
13.54
6M
13.98
1Y
32.85
2Y
31.01
3Y
13.92
4Y
24.07
5Y
17.21
SI
17.81

ABSL India Equity Services Portfolio STP

Compare

Inception Date : 17/01/2024

AUM in Cr. : 3.84

1M
2.96
3M
4.52
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.25

NS Multicap Advised Model Portfolio - PMS-Shreyas PMS

Compare

Inception Date : 17/04/2019

AUM in Cr. : 53.83

1M
2.95
3M
-16.29
6M
-14.65
1Y
-6.67
2Y
10.77
3Y
12.03
4Y
68.87
5Y
45.99
SI
47.18

TULSIANPMS

Compare

Inception Date : 01/04/2020

AUM in Cr. : 391.55

1M
2.92
3M
12.66
6M
18.36
1Y
67.70
2Y
44.63
3Y
38.45
4Y
46.95
5Y
NA
SI
0.00

Abakkus Select Opportunities Strategy 2

Compare

Inception Date : 01/09/2023

AUM in Cr. : 242.76

1M
2.89
3M
4.60
6M
19.07
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
29.11

Arth Long Term Owner's Approach

Compare

Inception Date : 01/04/2024

AUM in Cr. : 29.09

1M
2.85
3M
18.32
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
18.32

Emerging Businesses

Compare

Inception Date : 14/03/2024

AUM in Cr. : 0.31

1M
2.76
3M
10.51
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.28

Stable Asset

Compare

Inception Date : 27/06/2016

AUM in Cr. : 2.31

1M
2.69
3M
4.74
6M
6.97
1Y
14.02
2Y
11.43
3Y
8.17
4Y
14.44
5Y
10.39
SI
9.73

Financial Freedom

Compare

Inception Date : 01/11/2021

AUM in Cr. : 1.53

1M
2.67
3M
11.87
6M
17.86
1Y
37.36
2Y
25.82
3Y
NA
4Y
NA
5Y
NA
SI
15.30

ACTIVE

Compare

Inception Date : 04/07/2012

AUM in Cr. : 10.30

1M
2.59
3M
7.74
6M
28.08
1Y
72.97
2Y
44.08
3Y
33.12
4Y
51.16
5Y
32.42
SI
26.61

Deep Value Strategy

Compare

Inception Date : 16/01/2012

AUM in Cr. : 88.15

1M
2.45
3M
4.79
6M
7.30
1Y
27.95
2Y
17.13
3Y
12.72
4Y
20.06
5Y
16.57
SI
19.62

INDIA STORY CONSISTENT COMPOUNDER & MULTICAP APPROACH

Compare

Inception Date : 05/04/2017

AUM in Cr. : 7.96

1M
2.39
3M
1.49
6M
9.50
1Y
16.38
2Y
11.94
3Y
12.53
4Y
21.57
5Y
8.66
SI
4.73

MAS Prime

Compare

Inception Date : 02/12/2019

AUM in Cr. : 98.34

1M
2.37
3M
16.96
6M
24.39
1Y
60.39
2Y
39.96
3Y
20.80
4Y
24.04
5Y
NA
SI
21.02

Agreya Momentum Enhancer

Compare

Inception Date : 11/03/2023

AUM in Cr. : 41.50

1M
2.29
3M
8.49
6M
18.87
1Y
52.75
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
54.64

NARNOLIA FUSION OPPORTUNITY STRATEGY

Compare

Inception Date : 26/09/2022

AUM in Cr. : 44.99

1M
2.28
3M
5.47
6M
13.17
1Y
44.99
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
36.18

GROWTH

Compare

Inception Date : 16/05/2014

AUM in Cr. : 19.51

1M
2.23
3M
5.67
6M
17.87
1Y
51.18
2Y
34.97
3Y
28.61
4Y
44.20
5Y
29.75
SI
22.64

Mojo Power

Compare

Inception Date : 13/03/2023

AUM in Cr. : 255.42

1M
2.23
3M
14.81
6M
15.90
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
30.01

HIGH RISER

Compare

Inception Date : 09/09/2014

AUM in Cr. : 18.59

1M
2.18
3M
5.98
6M
18.18
1Y
50.75
2Y
34.76
3Y
28.50
4Y
46.06
5Y
31.35
SI
21.83

AXIS Emerging Stars Portfolio

Compare

Inception Date : 22/04/2024

AUM in Cr. : 23.36

1M
2.17
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.13

Renaissance Multicap Portfolio

Compare

Inception Date : 20/11/2020

AUM in Cr. : 68.42

1M
2.13
3M
17.06
6M
37.33
1Y
76.47
2Y
52.03
3Y
28.72
4Y
NA
5Y
NA
SI
31.05

Stable+ Asset

Compare

Inception Date : 27/06/2016

AUM in Cr. : 4.58

1M
2.13
3M
3.84
6M
6.14
1Y
11.53
2Y
9.51
3Y
6.98
4Y
11.18
5Y
8.98
SI
8.95

Mojo Soul

Compare

Inception Date : 13/03/2023

AUM in Cr. : 690.58

1M
2.11
3M
14.75
6M
15.08
1Y
27.39
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.24

SPECIALISE STRATEGY

Compare

Inception Date : 18/06/2009

AUM in Cr. : 2.09

1M
2.05
3M
3.05
6M
-9.23
1Y
-5.85
2Y
9.40
3Y
3.70
4Y
15.61
5Y
15.14
SI
8.88

Profit Mantra

Compare

Inception Date : 10/08/2021

AUM in Cr. : 23.14

1M
2.01
3M
20.84
6M
47.81
1Y
69.89
2Y
55.39
3Y
NA
4Y
NA
5Y
NA
SI
32.74

TULSIANMMOP

Compare

Inception Date : 01/02/2024

AUM in Cr. : 19.67

1M
2.00
3M
23.54
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
19.10

JEWEL

Compare

Inception Date : 18/02/2016

AUM in Cr. : 43.71

1M
1.85
3M
5.53
6M
15.24
1Y
90.01
2Y
54.30
3Y
37.73
4Y
50.65
5Y
31.58
SI
18.58

Ace 15

Compare

Inception Date : 29/12/2017

AUM in Cr. : 2.70

1M
1.84
3M
9.04
6M
18.09
1Y
52.68
2Y
36.99
3Y
25.16
4Y
31.28
5Y
19.24
SI
15.28

360 ONE Open - Managed Solutions Global Equity

Compare

Inception Date : 20/09/2021

AUM in Cr. : 7.59

1M
1.82
3M
3.09
6M
12.67
1Y
23.03
2Y
21.51
3Y
NA
4Y
NA
5Y
NA
SI
9.43

KING

Compare

Inception Date : 03/10/2023

AUM in Cr. : 149.79

1M
1.82
3M
3.55
6M
5.47
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.66

Pure Alpha

Compare

Inception Date : 20/03/2024

AUM in Cr. : 2.57

1M
1.79
3M
2.53
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
2.87

Alder Capital- Dynamic Growth

Compare

Inception Date : 03/05/2024

AUM in Cr. : 9.25

1M
1.68
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
1.52

DISCOVERY

Compare

Inception Date : 04/07/2012

AUM in Cr. : 19.74

1M
1.68
3M
6.14
6M
26.64
1Y
73.34
2Y
44.58
3Y
33.90
4Y
50.90
5Y
32.38
SI
26.57

UNIQUE

Compare

Inception Date : 04/07/2012

AUM in Cr. : 19.74

1M
1.68
3M
6.14
6M
26.64
1Y
73.34
2Y
44.58
3Y
33.90
4Y
50.90
5Y
32.38
SI
26.57

Acepro Galaxy Strategy

Compare

Inception Date : 13/07/2018

AUM in Cr. : 0.40

1M
1.66
3M
1.20
6M
6.73
1Y
15.56
2Y
11.04
3Y
7.05
4Y
11.61
5Y
8.05
SI
5.42

RAW PEARL

Compare

Inception Date : 04/07/2012

AUM in Cr. : 16.33

1M
1.54
3M
4.62
6M
26.25
1Y
74.84
2Y
44.66
3Y
33.89
4Y
51.22
5Y
32.62
SI
27.55

SBI PURE APLHA PORTFOLIO

Compare

Inception Date : 13/11/2023

AUM in Cr. : 0.00

1M
1.50
3M
1.85
6M
0.00
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
7.29

Prosperity Fund of Funds

Compare

Inception Date : 28/11/2023

AUM in Cr. : 18.98

1M
1.43
3M
7.20
6M
10.96
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
18.52

ABC Equity Portfolio

Compare

Inception Date : 28/01/2021

AUM in Cr. : 254.75

1M
1.31
3M
8.35
6M
18.45
1Y
49.28
2Y
37.23
3Y
25.50
4Y
NA
5Y
NA
SI
26.50

Sanctum Global Allocator

Compare

Inception Date : 29/11/2018

AUM in Cr. : 3.01

1M
1.17
3M
2.03
6M
6.97
1Y
11.70
2Y
11.53
3Y
0.59
4Y
8.13
5Y
8.68
SI
8.93

Ace Midcap

Compare

Inception Date : 29/12/2017

AUM in Cr. : 4.51

1M
1.09
3M
18.22
6M
31.73
1Y
90.73
2Y
61.41
3Y
38.27
4Y
42.52
5Y
32.19
SI
22.99

PMSLONG

Compare

Inception Date : 10/11/2015

AUM in Cr. : 293.57

1M
0.83
3M
3.08
6M
6.58
1Y
29.78
2Y
31.46
3Y
19.87
4Y
24.85
5Y
14.50
SI
17.44

DRChoksey Focused Advantage

Compare

Inception Date : 02/09/2021

AUM in Cr. : 103.76

1M
0.76
3M
6.59
6M
13.16
1Y
31.24
2Y
23.76
3Y
NA
4Y
NA
5Y
NA
SI
12.78

STRUCTURED PRODUCT SERIES I

Compare

Inception Date : 12/03/2010

AUM in Cr. : 0.01

1M
0.73
3M
0.73
6M
1.46
1Y
2.96
2Y
2.96
3Y
-102.04
4Y
-105.88
5Y
-110.96
SI
-145.46

Aggressive Debt

Compare

Inception Date : 25/01/2022

AUM in Cr. : 1.72

1M
0.69
3M
1.51
6M
4.31
1Y
5.71
2Y
1.94
3Y
NA
4Y
NA
5Y
NA
SI
2.58

dezerv. Arbitrage Strategy

Compare

Inception Date : 05/06/2023

AUM in Cr. : 128.19

1M
0.66
3M
1.99
6M
4.17
1Y
7.96
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
7.89

Absolute Return

Compare

Inception Date : 14/08/2017

AUM in Cr. : 15.37

1M
0.64
3M
1.75
6M
3.51
1Y
-3.66
2Y
1.94
3Y
2.57
4Y
3.82
5Y
1.51
SI
0.33

Custom Portfolio 22

Compare

Inception Date : 16/11/2023

AUM in Cr. : 2.33

1M
0.63
3M
1.86
6M
2.99
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
3.83

Vacreate Bespoke strategy

Compare

Inception Date : 10/02/2023

AUM in Cr. : 1.70

1M
0.63
3M
2.02
6M
1.63
1Y
4.28
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.34

JBL Bridge Round (Just Buy Live)

Compare

Inception Date : 24/12/2016

AUM in Cr. : 0.01

1M
0.54
3M
1.64
6M
3.32
1Y
6.80
2Y
6.30
3Y
5.52
4Y
4.91
5Y
-15.09
SI
-31.82

Structured Product Series 1 (Just Buy Live)

Compare

Inception Date : 02/11/2015

AUM in Cr. : 0.00

1M
0.54
3M
1.64
6M
3.31
1Y
6.76
2Y
6.38
3Y
18.84
4Y
19.06
5Y
-47.81
SI
-48.41

PURE LIQUID G

Compare

Inception Date : 19/07/2023

AUM in Cr. : 22.63

1M
0.47
3M
1.66
6M
3.46
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.42

PURE LIQUID C

Compare

Inception Date : 19/07/2023

AUM in Cr. : 90.08

1M
0.45
3M
1.58
6M
3.38
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.23

PMSAGGRESSIVE

Compare

Inception Date : 23/10/2015

AUM in Cr. : 319.13

1M
0.40
3M
18.75
6M
28.27
1Y
80.55
2Y
53.27
3Y
29.32
4Y
34.02
5Y
23.68
SI
17.18

QUANTFIN GROWTH

Compare

Inception Date : 22/06/2016

AUM in Cr. : 3.24

1M
0.30
3M
3.72
6M
13.11
1Y
26.12
2Y
18.49
3Y
11.58
4Y
18.24
5Y
12.72
SI
12.42

PURE LIQUID K

Compare

Inception Date : 19/01/2024

AUM in Cr. : 1.10

1M
0.26
3M
1.33
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
2.46

Investment Approach 1

Compare

Inception Date : 16/12/2016

AUM in Cr. : 18.34

1M
0.09
3M
0.04
6M
-0.16
1Y
0.06
2Y
-0.02
3Y
0.17
4Y
0.83
5Y
0.31
SI
7.99

Liquid PMS

Compare

Inception Date : 05/06/2023

AUM in Cr. : 1.51

1M
0.06
3M
-1.09
6M
0.72
1Y
4.08
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
4.22

360 ONE Large Value strategy PMS

Compare

Inception Date : 25/04/2024

AUM in Cr. : 177.83

1M
0.00
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Abakkus All Cap Approach 2

Compare

Inception Date : 01/09/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Abakkus Emerging Opportunities Approach 2

Compare

Inception Date : 01/09/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Aggressive Leaders

Compare

Inception Date : 07/01/2021

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
NA
5Y
NA
SI
0.00

All Cap (ESG) Approach

Compare

Inception Date : 01/04/2022

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Alpha 25

Compare

Inception Date : 01/04/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
3.78
1Y
23.11
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
28.57

Alpha Alternatives Special Situations Discretionary PMS

Compare

Inception Date : 29/01/2020

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
NA
SI
0.00

ALPHA MUTUAL F-of-F

Compare

Inception Date : 01/03/2012

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
-0.01
1Y
13.47
2Y
16.04
3Y
9.97
4Y
15.16
5Y
17.50
SI
14.19

Anvil Long Holding Strategy

Compare

Inception Date : 23/04/2008

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
-6.34
1Y
8.25
2Y
13.31
3Y
6.07
4Y
23.19
5Y
18.51
SI
17.51

Anvil Wealth Compounders

Compare

Inception Date : 01/04/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
-6.84
1Y
16.01
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
22.21

Arthya ALL-STAR Multi-Cap Shariah Portfolio

Compare

Inception Date : 23/03/2022

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
NA
4Y
NA
5Y
NA
SI
0.00

CENTRUM BUILT TO LAST - T - NRI

Compare

Inception Date : 05/05/2021

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
NA
5Y
NA
SI
0.00

CENTRUM GROWTH PORTFOLIO

Compare

Inception Date : 07/06/2011

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

CENTRUM HEDGED PORTFOLIO

Compare

Inception Date : 19/06/2017

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

Compounder Strategy

Compare

Inception Date : 20/03/2019

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
-0.01
1Y
0.08
2Y
0.12
3Y
0.04
4Y
0.14
5Y
0.11
SI
0.11

Conservative Growth

Compare

Inception Date : 01/11/2021

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Deep Value Portfolio

Compare

Inception Date : 01/01/2008

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.95
4Y
2.25
5Y
2.02
SI
3.59

Discover Value Strategy

Compare

Inception Date : 30/10/2006

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

DPMS - Pharma

Compare

Inception Date : 24/11/2021

AUM in Cr. : 0.00

1M
0.00
3M
0.84
6M
4.89
1Y
29.95
2Y
15.94
3Y
NA
4Y
NA
5Y
NA
SI
5.15

DVD

Compare

Inception Date : 01/12/2012

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

EMERGING BUSINESS OPPORTUNITY PORTFOLIO - 1

Compare

Inception Date : 01/02/2017

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
10.11
3Y
10.63
4Y
27.94
5Y
14.38
SI
6.90

Emerging Sector Opportunity Portfolio

Compare

Inception Date : 01/01/2008

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
24.64
3Y
14.89
4Y
22.09
5Y
16.79
SI
6.50

Equity NDPMS

Compare

Inception Date : 27/01/2009

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

GREEN STRATEGY

Compare

Inception Date : 23/01/2017

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

HOLDCO

Compare

Inception Date : 22/05/2014

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

India Invest Opportunity Portfolio Strategy

Compare

Inception Date : 21/03/2017

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

India Invest Opportunity Portfolio Strategy V2

Compare

Inception Date : 22/02/2018

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

India Opportunity Portfolio Strategy

Compare

Inception Date : 15/02/2010

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

India Opportunity Portfolio Strategy - V2

Compare

Inception Date : 11/01/2018

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

Investwell Multicap

Compare

Inception Date : 24/03/2021

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
NA
5Y
NA
SI
0.00

KRIIS METAVERSE EQUITY FUND STRATEGY

Compare

Inception Date : 19/04/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
1.81
1Y
45.98
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
48.80

Large Cap Growth Strategy

Compare

Inception Date : 22/02/2018

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

Motilal Oswal Emerging Stars Portfolio

Compare

Inception Date : 04/01/2024

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Motilal Oswal Hockey Stick Mid Cap Portfolio

Compare

Inception Date : 04/01/2024

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR

Compare

Inception Date : 29/03/2024

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Neo Club - Equity Advantage Product

Compare

Inception Date : 02/01/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.22

Neo Club - Multi Asset Investment Product

Compare

Inception Date : 02/01/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Nifty Next 100 Portfolio NR

Compare

Inception Date : 31/12/2019

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
2.32
2Y
9.98
3Y
2.66
4Y
14.82
5Y
NA
SI
9.70

PGIM INDIA EQUITY PORTFOLIO SERIES I High Conviction Themes

Compare

Inception Date : 28/06/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Phillip Multi Asset Portfolio

Compare

Inception Date : 12/08/2022

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

PLUS strategy

Compare

Inception Date : 09/11/2011

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

Prudent Growth Opportunities

Compare

Inception Date : 13/03/2024

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Rockstud Capital - Customized Approach

Compare

Inception Date : 14/03/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Rockstud Capital - Yuva Bharat Approach

Compare

Inception Date : 14/03/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

Sanctum FinEdge

Compare

Inception Date : 04/08/2021

AUM in Cr. : 0.00

1M
0.00
3M
1.22
6M
-1.92
1Y
3.85
2Y
17.57
3Y
NA
4Y
NA
5Y
NA
SI
5.35

Scient Smart Beta PMS

Compare

Inception Date : 19/02/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.05
6M
0.11
1Y
0.26
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.28

SPIN OFF NEW

Compare

Inception Date : 01/11/2014

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

STRUCTERED PRODUCT SERIES VIII

Compare

Inception Date : 26/04/2013

AUM in Cr. : 2.10

1M
0.00
3M
0.00
6M
0.00
1Y
1.91
2Y
0.95
3Y
0.63
4Y
0.48
5Y
0.30
SI
0.04

TAMOHARA AGILE STRATEGY

Compare

Inception Date : 14/01/2021

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
NA
5Y
NA
SI
0.00

TAMOHARA AZURE EQUITY STRATEGY

Compare

Inception Date : 25/04/2018

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
0.00
SI
0.00

TAMOHARA INVESTMENT MANAGERS PVT LTD -JRL-TAMOHARA ASHOKA STRATEGY

Compare

Inception Date : 19/08/2019

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
NA
SI
0.00

TAMOHARA TOTAL RETURN STRATEGY

Compare

Inception Date : 29/09/2019

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
0.00
5Y
NA
SI
0.00

ValueQuest Agile

Compare

Inception Date : 27/04/2021

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
0.00
3Y
0.00
4Y
NA
5Y
NA
SI
0.00

Ventura Micro Cap Thematic Portfolio Management Scheme

Compare

Inception Date : 01/08/2022

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

WhiteOak Capital Bharat 100 Portfolio Approach

Compare

Inception Date : 29/04/2024

AUM in Cr. : 0.00

1M
0.00
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

WhiteOak Capital Emerging Leaders Portfolio Approach

Compare

Inception Date : 27/02/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM) Approach

Compare

Inception Date : 20/02/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

WhiteOak Capital Select Stocks Portfolio Approach

Compare

Inception Date : 08/08/2023

AUM in Cr. : 0.00

1M
0.00
3M
0.00
6M
0.00
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.00

WHITE TRUFFLE

Compare

Inception Date : 03/10/2017

AUM in Cr. : 27.26

1M
-0.11
3M
5.88
6M
18.65
1Y
49.65
2Y
36.37
3Y
27.40
4Y
41.28
5Y
26.69
SI
16.92

Long Term Growth Strategy

Compare

Inception Date : 16/05/2024

AUM in Cr. : 0.50

1M
-0.14
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-0.13

IME Equity Bespoke

Compare

Inception Date : 20/02/2023

AUM in Cr. : 0.10

1M
-0.29
3M
0.61
6M
1.00
1Y
-0.11
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-0.44

OAKS Co-investment Portfolio

Compare

Inception Date : 24/01/2022

AUM in Cr. : 47.55

1M
-0.47
3M
-0.40
6M
-0.72
1Y
-1.52
2Y
-0.96
3Y
NA
4Y
NA
5Y
NA
SI
-0.96

Structure Product Series 3 (Hero Electric)

Compare

Inception Date : 04/08/2018

AUM in Cr. : 63.92

1M
-0.48
3M
-0.48
6M
-0.95
1Y
-1.89
2Y
-1.90
3Y
-1.90
4Y
-1.89
5Y
-4.39
SI
-3.61

Structure Product Series 5 (InCred-2)

Compare

Inception Date : 10/04/2019

AUM in Cr. : 19.63

1M
-0.48
3M
-0.48
6M
-0.95
1Y
-1.88
2Y
-2.15
3Y
-2.07
4Y
-2.02
5Y
-1.98
SI
-1.93

Structured Product Series 4 (Foodlink)

Compare

Inception Date : 26/04/2017

AUM in Cr. : 26.10

1M
-0.49
3M
-0.46
6M
-0.91
1Y
-1.80
2Y
-1.77
3Y
-7.76
4Y
-6.36
5Y
-5.53
SI
-4.11

Structured Product Series 6(SHR Lifestyle)

Compare

Inception Date : 02/02/2018

AUM in Cr. : 11.82

1M
-0.49
3M
-0.49
6M
0.21
1Y
-0.76
2Y
-17.21
3Y
-12.41
4Y
-9.97
5Y
-8.25
SI
-7.69

The Alpha Capital Pledge (TAP)

Compare

Inception Date : 26/04/2017

AUM in Cr. : 105.61

1M
-0.50
3M
-0.46
6M
-0.79
1Y
-1.76
2Y
-5.77
3Y
-5.68
4Y
-4.76
5Y
-4.29
SI
-2.67

Structured Product Series 2 (Incred)

Compare

Inception Date : 06/07/2016

AUM in Cr. : 50.46

1M
-0.51
3M
-0.51
6M
-1.01
1Y
-2.00
2Y
-2.06
3Y
-2.06
4Y
-1.62
5Y
-1.69
SI
-1.61

STRUCTURED PRODUCT SERIES IX

Compare

Inception Date : 08/01/2019

AUM in Cr. : 1.38

1M
-0.51
3M
-0.51
6M
-1.02
1Y
-2.05
2Y
-2.05
3Y
-2.04
4Y
-2.02
5Y
-1.99
SI
-1.42

ALPHA STAR

Compare

Inception Date : 06/01/2014

AUM in Cr. : 18.89

1M
-0.85
3M
4.32
6M
10.05
1Y
24.15
2Y
14.61
3Y
8.59
4Y
20.46
5Y
15.50
SI
14.28

FOCUSSED MULTICAP

Compare

Inception Date : 31/12/2019

AUM in Cr. : 19.37

1M
-1.16
3M
3.60
6M
10.42
1Y
24.51
2Y
16.18
3Y
11.15
4Y
22.85
5Y
NA
SI
17.74

MAJESTIC

Compare

Inception Date : 11/03/2024

AUM in Cr. : 12.77

1M
-2.90
3M
24.77
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
29.97

KINETIC

Compare

Inception Date : 31/01/2017

AUM in Cr. : 69.75

1M
-3.40
3M
-0.54
6M
5.02
1Y
79.46
2Y
54.34
3Y
41.16
4Y
62.37
5Y
33.19
SI
19.77

IMPERIAL INDIA FOCUSED EQUITY

Compare

Inception Date : 13/02/2015

AUM in Cr. : 28.32

1M
-3.50
3M
-4.39
6M
8.97
1Y
71.17
2Y
38.86
3Y
28.73
4Y
46.98
5Y
27.29
SI
17.02

LEAPFROG

Compare

Inception Date : 14/12/2023

AUM in Cr. : 51.12

1M
-4.61
3M
-2.36
6M
22.32
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
19.89

TCG ADVISORY SERVICES PVT LTD FUND 4

Compare

Inception Date : 06/01/2021

AUM in Cr. : 0.00

1M
-7.48
3M
1.12
6M
9.74
1Y
41.91
2Y
30.07
3Y
15.07
4Y
NA
5Y
NA
SI
17.29

R Wadiwala Agile PE Ratio Portfolio - Master

Compare

Inception Date : 23/07/2012

AUM in Cr. : 26.37

1M
-70.40
3M
-75.60
6M
-75.20
1Y
-72.00
2Y
-65.40
3Y
-65.76
4Y
-48.69
5Y
-53.94
SI
-17.77

TRUFFLE INVESTMENT

Compare

Inception Date : 25/05/2017

AUM in Cr. : 0.00

1M
-85.20
3M
-84.38
6M
-82.48
1Y
-77.81
2Y
-47.72
3Y
-33.57
4Y
-13.75
5Y
-14.64
SI
-9.85

MF MAXIMIZER EQUITY

Compare

Inception Date : 04/08/2021

AUM in Cr. : 0.00

1M
-90.58
3M
-90.42
6M
-90.15
1Y
-88.89
2Y
-63.34
3Y
NA
4Y
NA
5Y
NA
SI
-50.93

360 ONE Open - Enhancer Series - Active Equity Enhancer

Compare

Inception Date : 20/06/2024

AUM in Cr. : 1.52

1M
NA
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
1.32

Alphaa factor Investing Fund

Compare

Inception Date : 04/06/2024

AUM in Cr. : 0.13

1M
NA
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.30

ARTHYA All Star Core Portfolio

Compare

Inception Date : 05/06/2024

AUM in Cr. : 1.01

1M
NA
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.94

Complete Circle India Rising

Compare

Inception Date : 20/06/2024

AUM in Cr. : 1.30

1M
NA
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-0.03

Investment Approach Wise Performance As on 30/06/2024

Sorting On

India Rising SME Stars

MONEYGROW SMALL MIDCAP

Diversified

Customised Portfolio Approach 11

Motilal Oswal Hockey Stick Small Cap Portfolio

EQUITREE EMERGING OPPORTUNITIES

Compound 26 Capital

WEALTH GUARDIAN FUND

SVAN INVESTMENT MANAGERS LLP - VELOCITY

EQUIRUS LONG HORIZON FUND

Dynamo

Sohum India Focus 10 Investment Approach

BONANZA MULTICAP

Unique Strategic Fund

Impress Portfolio

InCred Multicap Portfolio

NAFA EMERGING BLUE CHIP PORTFOLIO

InCred Select Opportunities Portfolio

Motilal Oswal Hockey Stick Multi Cap Portfolio

Impress Portfolio - NRI

AGGRESSIVE

SAVVY DEFAULT

INVASSET GROWTH FUND

Care PMS Growth Plus Value

LATENT EQUITY GROWTH

Nuvama Equities eXpansion Target (NEXT) strategy

InCred Small and Midcap Portfolio

ValueQuest Platinum

RHPMPL-RHIUNDERVALUED PORTFOLIO

INDIA MULTI CAP - GARP

Motilal Oswal Founders Portfolio

Electrum Customised Portfolio

DIVERSIFIED LONG TERM VALUE

Shree Vriddhi

SiMPL Small Cap Value Portfolio

NAFA Small Cap Portfolio

PCS SECURITIES LTD ALYATTES 00017643-001

RHPMPL -RHI UNDERSERVED PORTFOLIO

Aggressive Long Term Capital Appreciation

High Growth Fund

SAHASRAR CONCENTRATED GROWTH PORTFOLIO

Emerging Opportunities Strategy

Alder Capital- B2C Growth

Edelweiss Focused Mid & Small Cap Portfolio - Series II

Edelweiss Focused Mid & Small Cap Portfolio Approach

RH Supervalue Aggressive

CARNELIAN SHIFT STRATEGY

RHPMPL- SUPER VALUE M&S CAP PORTFOLIO

Wallfort India Contra Equity Fund

ASK CONVICTION PORTFOLIO

COMPOSITE INDIA GARP FUND

Motilal Oswal Mid to Mega Strategy

Motilal Oswal Small cap Multifactor Strategy

HSBC Aspire Portfolio

Motilal Oswal 25-for-25 Strategy

ValueQuest Alpha

Composite India Emerging Stars

QUANT

Kotak India Focus Portfolio Investment Approach Series II Erstwhile Kotak SSV Series II

ValueQuest Growth

RH-PERENNIAL

Motilal Oswal Hockey Stick Large Cap Portfolio

Electrum Laureate Portfolio

Electrum Small and Microcap Portfolio

GREEN PORTFOLIO SPECIAL FUND

KRIIS MULTICAP FUND STRATEGY

Alchemy Alpha Small cap

KRIIS HIGH GROWTH STRATEGY

SISOP

India Resurgent III

MIDCAP

Kotak India Focus Portfolio Investment Approach Series I Erstwhile Kotak SSV Series I

CENTRUM DEEP VALUE MULTIBAGGER PORTFOLIO

Maxima

MAS Growth

PGIM INDIA PHOENIX PORTFOLIO

MAPL Value Investing Fund

Kotak Small and Midcap Equity Investment Approach