| PMS Provider Name | IA Name | AUM (in INR Cr.) |
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 4 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allegro Securities Pvt Ltd | Health Care | ₹13.29 | 3.66 | 4.77 | 4.94 | 4.89 | 11.51 | 14.85 | 10.71 | 12.03 | 15.09 |
| ESCORP ASSET MANAGEMENT LIMITED | ESCORP ASSET MANAGEMENT LTD | ₹6.27 | 3.49 | 3.72 | 4.33 | 6.59 | 3.88 | 12.02 | 23.13 | 30.39 | 20.92 |
| Compound Everyday Capital Management Llp | Long Term Focused Value | ₹71.70 | 2.84 | 11.80 | 17.07 | 20.21 | 19.17 | 19.38 | 14.71 | 15.67 | 16.78 |
| Fractal Capital Investments Llp | FCI LLP Wealth Optimizer II | ₹15.15 | 2.50 | 12.42 | 16.80 | 26.32 | 28.32 | 23.35 | 19.66 | NA | 18.49 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | QUANTFIN GROWTH | ₹3.69 | 2.08 | 7.20 | 6.18 | 6.54 | 13.30 | 12.57 | 10.01 | 12.34 | 11.84 |
| Allegro Securities Pvt Ltd | Bluechip Equity FOF | ₹4.32 | 1.77 | 6.41 | 5.61 | 7.33 | 14.63 | 15.63 | 14.22 | 17.76 | 13.15 |
| AIALPHA Financial Advisory Services Private Limited | AIAlpha Bluechip Equity Portfolio | ₹5.51 | 1.59 | 8.97 | NA | NA | NA | NA | NA | NA | 6.97 |
| JHP Securities Private Limited | India Portfolio Builder | ₹8.55 | 1.51 | 8.34 | 13.57 | 10.67 | 12.52 | 14.28 | 13.65 | 18.31 | 10.92 |
| Chanakya Capital Services Private Limited | Chanakya Multi-Cap | ₹314.76 | 1.13 | 11.94 | 8.05 | 13.15 | 18.06 | 20.87 | 20.53 | 23.99 | 16.55 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | WHITE TRUFFLE | ₹22.85 | 1.08 | 6.88 | 9.81 | -0.72 | 22.82 | 24.85 | 21.41 | 26.68 | 17.01 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | HIGH RISER | ₹19.15 | 0.88 | -0.43 | -5.43 | -10.04 | 10.88 | 19.08 | 14.34 | 26.88 | 19.07 |
| T Ram Financial Services Private Limited | BLUECHIP | ₹255.26 | 0.82 | 3.55 | 4.95 | 3.76 | 11.08 | 12.19 | 10.52 | 13.48 | 11.01 |
| Divya Capital One Private Limited | Long Term Growth Strategy | ₹2.16 | 0.77 | 5.81 | 4.86 | 7.40 | NA | NA | NA | NA | 9.17 |
| AIALPHA Financial Advisory Services Private Limited | AIAlpha Dynamic Equity Portfolio | ₹1.09 | 0.57 | 4.24 | NA | NA | NA | NA | NA | NA | 4.13 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | FOCUSSED MULTICAP | ₹23.58 | 0.55 | 1.24 | 2.31 | 2.00 | 9.67 | 9.42 | 7.00 | 14.17 | 14.61 |
| Fractal Capital Investments Llp | FCI LLP Wealth Builder | ₹44.20 | 0.50 | 0.84 | 1.01 | 2.99 | 15.41 | 21.34 | 17.65 | NA | 19.09 |
| Allegro Securities Pvt Ltd | Mid Cap Equity FOF | ₹2.06 | 0.43 | 4.26 | 5.26 | 0.76 | 17.10 | 20.18 | 16.52 | 22.04 | 15.07 |
| Allegro Securities Pvt Ltd | Diversified | ₹1.35 | 0.31 | 3.74 | 2.31 | 4.46 | 15.48 | 32.34 | 26.66 | 28.36 | 21.85 |
| KRIIS PORTFOLIO PRIVATE LIMITED | KRIIS COMPOUNDERS PORTFOLIO STRATEGY | ₹0.00 | 0.00 | 0.00 | 0.00 | -2.98 | 23.29 | NA | NA | NA | 34.15 |
| Atlas Integrated Finance Ltd | Multicap PMS Series/1/2025 | ₹10.29 | -0.03 | 3.62 | NA | NA | NA | NA | NA | NA | 2.26 |
| Ohm Portfolio Equi Research Private Limited | Ohm Absolute | ₹46.51 | -0.08 | -1.34 | 1.36 | 0.41 | 14.36 | 16.56 | 16.44 | 27.33 | 17.77 |
| Prudent Investment Manager | Prudent Multicap PMS | ₹415.52 | -0.08 | 7.98 | 5.99 | 10.64 | 17.00 | 19.91 | NA | NA | 18.12 |
| Prudent Investment Manager | Prudent Focused PMS | ₹47.30 | -0.17 | 7.64 | 5.85 | 9.98 | 16.34 | 18.52 | NA | NA | 18.07 |
| Revelation Portfolio Management Pvt Ltd | Revelation India Opportunities Portfolio II | ₹104.76 | -0.29 | 3.70 | 1.96 | -2.38 | 13.43 | NA | NA | NA | 18.41 |
| Nafa Asset Managers Private Limited | NAFA WEALTH BUILDER PORTFOLIO | ₹14.50 | -0.47 | 1.09 | -0.92 | -0.77 | 6.97 | 7.52 | 8.79 | 16.12 | 10.02 |
| Atlas Integrated Finance Ltd | MOMENTUM 20 PMS | ₹6.02 | -0.54 | -2.68 | -8.13 | -16.22 | NA | NA | NA | NA | -12.49 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | ACTIVE | ₹9.40 | -0.55 | 1.85 | -1.35 | -11.35 | 12.88 | 23.18 | 17.66 | 28.12 | 22.96 |
| MIV Investment Services Private Limited | Reverse Research | ₹1890.49 | -0.59 | 6.44 | 10.59 | -4.56 | 10.02 | 23.77 | 15.84 | 23.04 | 23.05 |
| Atlas Integrated Finance Ltd | EQUITY DEBT HYBRID | ₹44.50 | -0.63 | 4.01 | 1.81 | 1.13 | 18.46 | 19.71 | 17.75 | NA | 28.41 |
| Nafa Asset Managers Private Limited | NAFA NEW & CLEAN TECH | ₹14.68 | -0.64 | 3.32 | 0.47 | -5.91 | 17.80 | 25.40 | 21.24 | NA | 23.52 |
| Ohm Portfolio Equi Research Private Limited | Ohm Growth | ₹629.33 | -0.65 | 3.42 | 4.01 | 4.16 | 23.01 | 0.00 | NA | NA | 24.63 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | PREMIER | ₹4.35 | -0.73 | 1.34 | -1.99 | -11.82 | 12.74 | 21.86 | 16.73 | 26.95 | 22.24 |
| Avestha Fund Management Llp | Avestha Growth | ₹1435.42 | -0.81 | 4.37 | -3.59 | 4.60 | 12.62 | 18.67 | 19.19 | 24.94 | 17.00 |
| Prudent Investment Manager | Prudent Financial Resurgence Portfolio FRP | ₹8.49 | -0.83 | 9.42 | 3.11 | NA | NA | NA | NA | NA | 18.12 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | DISCOVERY | ₹18.56 | -0.85 | 1.80 | -1.22 | -11.36 | 12.17 | 23.15 | 17.81 | 28.16 | 22.91 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | UNIQUE | ₹18.56 | -0.85 | 1.80 | -1.22 | -11.36 | 12.17 | 23.15 | 17.81 | 28.16 | 22.91 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | ALPHA STAR | ₹11.90 | -0.93 | -1.52 | -1.47 | -5.60 | 3.97 | 5.05 | 2.15 | 10.18 | 12.21 |
| Nafa Asset Managers Private Limited | NAFA EMERGING BLUE CHIP PORTFOLIO | ₹450.96 | -1.10 | 0.58 | 0.85 | -2.31 | 12.00 | 18.90 | 16.19 | 25.44 | 16.18 |
| White Pine Investment Management Private Limited | White Pine India Emerging Stars Approach | ₹402.98 | -1.29 | 6.99 | 1.66 | 6.42 | 20.58 | 36.63 | NA | NA | 38.32 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | RAW PEARL | ₹15.60 | -1.30 | 2.14 | -0.69 | -10.72 | 12.42 | 23.39 | 18.03 | 28.27 | 23.82 |
| Atlas Integrated Finance Ltd | MULTICAP | ₹1.69 | -1.36 | 1.55 | -0.63 | 3.58 | 9.26 | 8.28 | 5.89 | NA | 5.41 |
| Revelation Portfolio Management Pvt Ltd | Revelation India Opportunities Portfolio I | ₹118.06 | -1.40 | 2.21 | 0.02 | -3.93 | 11.22 | NA | NA | NA | 17.62 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | GROWTH | ₹19.06 | -1.52 | 0.30 | -6.21 | -13.40 | 8.55 | 17.55 | 13.48 | 26.06 | 19.43 |
| Atlas Integrated Finance Ltd | MIDCAP | ₹0.74 | -2.00 | 0.93 | -1.78 | 0.86 | 14.69 | 12.66 | 7.77 | NA | 9.09 |
| Mansi Share And Stock Advisors Pvt Ltd | SEVEN ISLANDS MULTICAP FUND | ₹149.07 | -2.25 | 5.22 | 4.94 | -6.93 | 15.63 | NA | NA | NA | 24.42 |
| Fractal Capital Investments Llp | FCI LLP Opportunities | ₹33.17 | -2.27 | 0.30 | 2.90 | 2.61 | 16.59 | 21.81 | NA | NA | 23.50 |
| JHP Securities Private Limited | India Super Focus | ₹0.83 | -2.57 | -1.08 | 1.51 | -10.64 | 10.10 | 21.31 | 18.11 | 20.74 | 9.25 |
| JHP Securities Private Limited | Incredible India | ₹109.46 | -2.74 | -2.34 | 0.75 | -10.95 | 12.01 | 20.84 | 21.40 | 23.74 | 13.62 |
| Nafa Asset Managers Private Limited | NAFA Small Cap Portfolio | ₹49.25 | -2.94 | -2.06 | -2.49 | -5.78 | 6.98 | 12.14 | 11.99 | 20.57 | 17.97 |
| JHP Securities Private Limited | The Great India Opportunity | ₹1.47 | -3.07 | -2.56 | 0.10 | -11.49 | 8.01 | 19.30 | 20.22 | 22.99 | 10.54 |
| Allegro Securities Pvt Ltd | THE HERON | ₹3.40 | -3.39 | -4.60 | 3.51 | NA | NA | NA | NA | NA | 5.34 |
| Allegro Securities Pvt Ltd | Allegro - High Growth | ₹7.90 | -3.52 | -3.69 | 4.89 | 3.45 | 12.03 | 13.56 | 10.00 | 13.96 | 11.78 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | IMPERIAL INDIA FOCUSED EQUITY | ₹27.39 | -3.63 | 3.97 | -2.43 | -11.44 | 5.73 | 22.35 | 15.50 | 26.77 | 14.75 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | JEWEL | ₹41.82 | -4.24 | 1.28 | -1.63 | -13.23 | 5.00 | 25.77 | 20.62 | 28.78 | 15.32 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | KINETIC | ₹74.33 | -4.97 | -0.88 | -7.54 | -12.22 | 5.87 | 28.34 | 24.75 | 34.45 | 22.40 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | MAJESTIC | ₹13.70 | -5.42 | 0.73 | -1.84 | -15.17 | NA | NA | NA | NA | 9.77 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | NUCLEUS | ₹63.55 | -5.82 | 0.15 | -8.66 | -23.10 | NA | NA | NA | NA | -2.14 |
| KRIIS PORTFOLIO PRIVATE LIMITED | KRIIS MULTICAP FUND STRATEGY | ₹248.08 | -5.99 | 1.09 | 7.34 | -0.13 | 19.87 | 21.87 | 15.17 | 23.48 | 21.93 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | OPULENCE | ₹83.82 | -6.46 | 9.14 | 7.58 | -3.73 | NA | NA | NA | NA | -3.73 |
| Ghalla Bhansali Stock Brokers Pvt Ltd | LEAPFROG | ₹47.39 | -6.83 | 4.11 | -4.64 | -22.87 | NA | NA | NA | NA | 1.45 |
| KRIIS PORTFOLIO PRIVATE LIMITED | KRIIS HIGH GROWTH STRATEGY | ₹91.38 | -7.40 | 0.38 | 4.69 | 3.20 | NA | NA | NA | NA | 30.84 |
| Nafa Asset Managers Private Limited | NAFA INDIA ALPHA FUND | ₹3.98 | NA | NA | NA | NA | NA | NA | NA | NA | -0.63 |