Multi-asset PMS strategies
All 166 multi-asset PMS strategies, largest first, with their returns against their benchmarks. Reported to SEBI for .
166strategies
| Strategy | Manager | AUM | 1 year | Benchmark 1Y | 3 years |
|---|---|---|---|---|---|
| 360 ONE Mandate Balanced | 360 ONE Portfolio Managers | ₹4,867 Cr | +4.16% | +3.12% | +14.84% |
| Tata PMS - Retirement Fund | Tata Asset Management | ₹3,470 Cr | +3.03% | +2.97% | +6.95% |
| 360 ONE Mandate Aggressive | 360 ONE Portfolio Managers | ₹2,182 Cr | +3.73% | +3.12% | +11.51% |
| 360 ONE Mandate Conservative | 360 ONE Portfolio Managers | ₹1,100 Cr | +5.68% | +3.12% | +10.87% |
| Kotak Evolv Plus Asset Allocation Investment Approach | Kotak Mahindra Asset Management Company | ₹1,039 Cr | +3.26% | +3.12% | +9.03% |
| Customized Discretionary Solutions Multi Asset | ASK Wealth Advisors | ₹918 Cr | — | — | — |
| MOWPL - Delphi Alpha Strategist Advantage Portfolio | Motilal Oswal Wealth | ₹560 Cr | +13.97% | +2.21% | +18.46% |
| Neo Core Multi Asset Capital Compounder Strategy | Neo Alternative Asset Managers | ₹459 Cr | +5.60% | +2.21% | — |
| Agreya Multi-Asset | Agreya Capital Advisors | ₹426 Cr | +3.89% | +3.12% | +8.88% |
| Nucleus Multi Asset Capital Compounder | Waterfield Financial and Investment Advisors | ₹331 Cr | +4.23% | +2.21% | +11.11% |
| Neo Multi Asset Moderate Strategy | Neo Alternative Asset Managers | ₹313 Cr | +6.26% | +2.21% | — |
| DVIA Bespoke All-Weather Portfolio | DV Investment Advisors | ₹303 Cr | +7.98% | +2.21% | — |
| Rhpmpl Multi Asset Portfolio | Right Horizons Portfolio Management | ₹283 Cr | −1.13% | +2.21% | +6.43% |
| Ionic Allocate Portfolio-Aggressive | Angel One Investment Managers and Advisors | ₹282 Cr | +10.24% | +3.12% | — |
| 360 ONE Large Value Strategy Alternates PMS | 360 ONE Asset Management | ₹279 Cr | — | — | — |
| REITs and InvITs Income Portfolio | Nippon Life India Asset Management | ₹272 Cr | — | — | — |
| Strategic Holdings in Natural Elements (SHINE) | Dezerv Investments | ₹225 Cr | +29.43% | +3.12% | — |
| ProfitGate Treasury Direct MultiAsset Strategy | Profitgate Capital Services | ₹198 Cr | +9.48% | +2.21% | — |
| Dynamic Asset Allocation | Aarohan Holdings and Advisors | ₹197 Cr | +1.37% | +2.21% | +13.54% |
| Xponent Tribe LLP - Xponent Tribe Managed Wealth Portfolio | Xponent Tribe | ₹178 Cr | +78.57% | +3.12% | — |
| Pace 360 Multi Asset PMS Tresor Flexi | Pace Financial Investment Adviser | ₹168 Cr | +12.66% | +3.12% | +15.88% |
| Prajana Anchor | Prajana Advisors | ₹160 Cr | — | — | — |
| Dezerv. Infra Yield Assets | Dezerv Investments | ₹159 Cr | +13.87% | +3.12% | +17.54% |
| Nucleus Multi Asset Lifestyle Maintainer | Waterfield Financial and Investment Advisors | ₹147 Cr | +4.31% | +2.21% | — |
| OAKS ASSET ALLOCATOR -Public Markets | Oaks Asset Management | ₹147 Cr | +2.45% | +2.21% | +5.69% |
| Tamohara Multi Asset Strategy | Tamohara Investment Managers | ₹141 Cr | −0.44% | +2.21% | +6.10% |
| Barclays Discretionary Multi Asset Class Aggressive | Barclays Securities (India) | ₹137 Cr | +1.86% | +2.21% | +10.99% |
| Bespoke | Moneygrow Asset | ₹133 Cr | +8.09% | +2.21% | +12.85% |
| Rhpmpl Alliance Portfolio | Right Horizons Portfolio Management | ₹133 Cr | +1.40% | +2.21% | +9.85% |
| Combination of Growth and Income | Deutsche Investments India | ₹116 Cr | +2.51% | +2.21% | +6.70% |
| Intellect | Harmoney Finserv India | ₹108 Cr | +5.80% | +2.21% | +12.55% |
| Dezerv Family Office | Dezerv Investments | ₹105 Cr | — | — | — |
| Optima Wealth Private Limited - Your Optima | Optima Wealth | ₹104 Cr | — | — | — |
| Kotak Pioneer Model Strategy Investment Approach Aggressive | Kotak Mahindra Asset Management Company | ₹97.32 Cr | +8.30% | +3.12% | +13.46% |
| Agreya Portfolio Return Optimiser | Agreya Capital Advisors | ₹94.04 Cr | +0.42% | +3.12% | +5.70% |
| CURATE - Multi Asset DPMS | LGT Wealth India | ₹93.71 Cr | +2.24% | +2.21% | — |
| Dezerv Wealth Account | Dezerv Investments | ₹88.31 Cr | +3.36% | +3.12% | +11.77% |
| Sanctum Multi Asset Portfolios - Generation | Sanctum Wealth | ₹87.65 Cr | +4.46% | +2.21% | +14.74% |
| Dezerv. Capital Reserve Strategy-Multi Asset | Dezerv Investments | ₹87.28 Cr | +4.63% | +3.12% | — |
| Kotak Evolv Aggressive Asset Allocation Investment Approach | Kotak Mahindra Asset Management Company | ₹83.60 Cr | +0.50% | +3.12% | +9.10% |
| DELPHI All WEATHERSTRATEGY | Motilal Oswal Wealth | ₹82.37 Cr | +7.12% | +2.21% | — |
| IDEAA Portfolio | Anand Rathi Advisors | ₹78.73 Cr | +5.35% | +2.21% | — |
| UpperCrust Growth Fund | Moat Financial Services | ₹75.71 Cr | +5.75% | +3.12% | +16.19% |
| Agreya Multi-Asset Enhancer | Agreya Capital Advisors | ₹68.44 Cr | +0.64% | +3.12% | +8.51% |
| ASK Wealth Harmony Aggressive | ASK Wealth Advisors | ₹68.35 Cr | +2.65% | +3.12% | +12.24% |
| Dezerv SmartTax Balanced Growth Strategy | Dezerv Investments | ₹65.06 Cr | +4.01% | +3.12% | — |
| Barclays Discretionary Multi Asset Class Moderately Aggressive | Barclays Securities (India) | ₹63.26 Cr | +3.32% | +2.21% | +11.11% |
| FULL Series 6 | Fident Asset Management | ₹55.49 Cr | +2.75% | +2.21% | — |
| Neo Multi Asset Aggressive Strategy | Neo Alternative Asset Managers | ₹53.98 Cr | +2.36% | +2.21% | — |
| Nucleus Multi Asset Purchasing Power Preserver | Waterfield Financial and Investment Advisors | ₹50.86 Cr | +5.51% | +2.21% | — |
| FULL Series 3 | Fident Asset Management | ₹50.80 Cr | −0.50% | +2.21% | — |
| Pace 360 Multi Asset PMS Tresor Prive | Pace Financial Investment Adviser | ₹49.77 Cr | +10.92% | +3.12% | +10.75% |
| Latent Multi Asset Scheme | Latent Advisors | ₹45.77 Cr | +0.64% | +2.21% | — |
| Dynamic Gems | Tradeswift Broking | ₹43.73 Cr | +1.15% | +2.21% | — |
| Neo Core Multi Asset Conservative Strategy | Neo Alternative Asset Managers | ₹42.31 Cr | — | — | — |
| Rhpmpl All Season Fund | Right Horizons Portfolio Management | ₹41.68 Cr | +5.63% | +2.21% | +11.27% |
| Quantum OCIO Strategy | Quantum Advisors | ₹40.29 Cr | +8.49% | +2.21% | — |
| Invesq Optimiser Portfolio | Invesq Investment Managers | ₹39.01 Cr | — | — | — |
| Barclays Discretionary Multi Asset Class Moderately Conservative | Barclays Securities (India) | ₹33.80 Cr | +3.62% | +2.21% | — |
| Bonanza Platinum Alpha Fund | Bonanza Portfolio | ₹31.76 Cr | −2.46% | −7.09% | — |
| PLUSWEALTH CAPITAL - PlusWealth Fusion | Pluswealth Capital Management | ₹31.19 Cr | — | — | — |
| Julius Baer India Select Portfolio | Julius Baer Wealth Advisors India | ₹29.90 Cr | +7.13% | +3.12% | — |
| ASK Wealth Core Balanced | ASK Wealth Advisors | ₹29.62 Cr | +6.55% | +3.12% | +13.38% |
| Kotak Pioneer Model Strategy Investment Approach Moderate | Kotak Mahindra Asset Management Company | ₹29.35 Cr | +9.26% | +3.12% | +12.16% |
| Prospect | Harmoney Finserv India | ₹28.05 Cr | +14.47% | +2.21% | +13.68% |
| Unicorn Custom Portfolio | Unicorn Investment Managers | ₹27.29 Cr | +2.18% | +2.21% | — |
| Purnartha Wealth Strategy | Purnartha Investment Advisers | ₹27.19 Cr | — | — | — |
| Mojo Asset Divergence Alpha Fund. | Markets Mojo Asset Management | ₹26.49 Cr | — | — | — |
| ASK Wealth Core Aggressive | ASK Wealth Advisors | ₹26.31 Cr | +1.86% | +3.12% | +9.89% |
| Quantitative Alpha Fund | Fortune Wealth Management Company India | ₹26.10 Cr | +1.51% | +2.21% | — |
| Kotak Evolv Moderate Asset Allocation Investment Approach | Kotak Mahindra Asset Management Company | ₹25.83 Cr | +3.15% | +3.12% | +9.02% |
| Neo Multi Asset Structure Investment Product - Aggressive Portfolio | Neo Alternative Asset Managers | ₹24.14 Cr | +2.93% | +2.21% | +8.81% |
| Ametra FactorIncome PMS | Ametra Investment Managers | ₹23.58 Cr | +6.06% | +2.21% | — |
| Imaap | First Global Finance | ₹22.14 Cr | +2.12% | +3.12% | +7.44% |
| Multi Asset PMS | Prudent Investment Managers | ₹21.32 Cr | +8.88% | +3.12% | +17.42% |
| Prism | Avendus Wealth Management Private | ₹20.28 Cr | — | — | — |
| Shree Wealth Builder Plan | Shree Rama Managers | ₹19.48 Cr | +0.41% | +2.21% | +11.40% |
| Sanctum Multi Asset Portfolios - Shield | Sanctum Wealth | ₹19.16 Cr | +6.42% | +2.21% | +11.38% |
| Rhpmpl Blended Asset Portfolio | Right Horizons Portfolio Management | ₹18.25 Cr | — | — | — |
| Fixed Income Plus Fund | Sincere Syndication and Corporate Services | ₹17.79 Cr | +4.07% | +2.21% | +6.76% |
| Sapient Tamohara Multi Asset Strategy | Tamohara Investment Managers | ₹17.36 Cr | +1.33% | +2.21% | +8.67% |
| Map-A | Marcellus Investment Managers | ₹16.86 Cr | +2.27% | +3.12% | — |
| Multicap PMS Series/1/2025 | Atlas Integrated Finance | ₹16.40 Cr | −1.33% | −2.33% | — |
| Pluswealth Capital Management LLP - Pluswealth Catalyst | Pluswealth Capital Management | ₹16.09 Cr | — | — | — |
| Impetus Trinity FOF | Impetus Arthasutra | ₹15.92 Cr | +1.20% | +3.12% | — |
| Julius Baer All Weather Portfolio Plus | Julius Baer Wealth Advisors India | ₹15.77 Cr | +2.37% | +3.12% | +9.73% |
| ASK Wealth Harmony Balanced | ASK Wealth Advisors | ₹15.07 Cr | +7.26% | +3.12% | +12.55% |
| Vallum India Multi-Activa Strategy | Vallum Capital Advisors | ₹15.04 Cr | +15.78% | +3.12% | — |
| FULL Series 4 | Fident Asset Management | ₹14.30 Cr | — | — | — |
| FULL Series 2 | Fident Asset Management | ₹14.29 Cr | — | — | — |
| Sanctum Multi Asset Portfolios - Enhancement | Sanctum Wealth | ₹14.07 Cr | +5.59% | +2.21% | +13.85% |
| Kotak Pioneer Model Strategy Investment Approach Conservative | Kotak Mahindra Asset Management Company | ₹13.92 Cr | +20.99% | +3.12% | +14.18% |
| Dezerv Stability Reserve Specialized Strategy | Dezerv Investments | ₹13.74 Cr | — | — | — |
| LongTermValue | Eklavya Capital Advisors | ₹13.34 Cr | −1.43% | +2.21% | +6.63% |
| FULL Series 1 | Fident Asset Management | ₹12.46 Cr | +2.29% | +2.21% | — |
| Ace Regular Income | Asit C Mehta Investment Interrmediates | ₹12.18 Cr | +6.61% | +2.21% | +16.54% |
| Alpha Alternatives Fund Advisors LLP AA Premium Advantage PMS | Alpha Alternatives Fund Advisors | ₹10.89 Cr | −8.75% | +3.12% | — |
| Plus | Avendus Wealth Management Private | ₹10.77 Cr | — | — | — |
| FULL Series 7 | Fident Asset Management | ₹10.76 Cr | — | — | — |
| FULL Series 5 | Fident Asset Management | ₹10.47 Cr | — | — | — |
| Map-B | Marcellus Investment Managers | ₹10.46 Cr | +2.64% | +3.12% | — |
| Rhpmpl Yield Multiplier I | Right Horizons Portfolio Management | ₹10.18 Cr | −8.42% | +2.21% | −2.87% |
| Shree Dynamic Plan | Shree Rama Managers | ₹10.03 Cr | −2.96% | +2.21% | +4.45% |
| Tailored Discretionary Portfolio - Balanced | Sanctum Wealth | ₹9.36 Cr | +6.17% | +2.21% | +5.33% |
| Xponent Tribe LLP - Xponent Tribe Yield Portfolio | Xponent Tribe | ₹8.70 Cr | +23.04% | +2.21% | — |
| Latent Advisors LLP Wealth Trek Strategy | Latent Advisors | ₹8.56 Cr | — | — | — |
| 360 ONE Open - Enhancer Series - Multi Asset Enhancer | 360 ONE Portfolio Managers | ₹8.34 Cr | — | — | — |
| Omni Super Pay | Omniscience Capital Advisors | ₹8.14 Cr | — | — | — |
| Momentum 20 PMS | Atlas Integrated Finance | ₹7.93 Cr | +41.71% | −2.33% | — |
| Stability Reserve Strategy | Dezerv Investments | ₹7.85 Cr | +5.00% | +2.21% | — |
| Citrus Wealth Fusion Fund | Citrus Advisors | ₹7.17 Cr | +3.93% | −7.09% | — |
| Tailwind Capital Surge PMS | Tailwind Financial Services | ₹6.86 Cr | −0.53% | +3.12% | — |
| Omni Super Invest | Omniscience Capital Advisors | ₹6.73 Cr | — | — | — |
| Ametra FactorCapro PMS | Ametra Investment Managers | ₹5.88 Cr | +6.06% | +2.21% | — |
| All Seasons Portfolio | Multi-Act Equity Consultancy | ₹5.66 Cr | +3.40% | +2.21% | +12.79% |
| ProfitGate Fund of Funds Strategy | Profitgate Capital Services | ₹4.76 Cr | — | — | — |
| Neo Multi Asset Structure Investment Product - Moderately Aggressive Portfolio | Neo Alternative Asset Managers | ₹4.40 Cr | −8.07% | +2.21% | — |
| Purnartha One Strategy | Purnartha Investment Advisers | ₹4.15 Cr | +2.55% | +2.21% | +7.06% |
| Ironclad Multi Asset Scheme | Ironclad Asset Management | ₹3.47 Cr | +4.15% | +2.21% | — |
| Unicorn Multi-Asset Alpha Portfolio | Unicorn Investment Managers | ₹3.35 Cr | +10.45% | +2.21% | — |
| Pace 360 Multi Asset PMS Tresor Vardyni Strategic | Pace Financial Investment Adviser | ₹3.33 Cr | — | — | — |
| Neo Multi Asset Structure Investment Product - Moderately Portfolio | Neo Alternative Asset Managers | ₹2.78 Cr | −1.38% | +2.21% | +8.24% |
| Dezerv. IPA aggressive Strategy | Dezerv Investments | ₹2.68 Cr | +0.55% | +3.12% | +10.61% |
| Barclays Discretionary Multi Asset Class Balanced | Barclays Securities (India) | ₹2.56 Cr | — | +2.21% | — |
| Unicorn Asset Allocation Balanced Portfolio | Unicorn Investment Managers | ₹2.52 Cr | — | — | — |
| Dezerv. IPA Growth Strategy | Dezerv Investments | ₹2.46 Cr | +2.90% | +3.12% | +10.83% |
| Pace 360 Multi Asset PMS SKG INDIA Value Strategy | Pace Financial Investment Adviser | ₹2.34 Cr | −23.94% | +3.12% | −6.33% |
| LEAP (TWRR Unitised) | PL Asset Management | ₹2.30 Cr | — | — | — |
| Kotak Evolv Conservative Asset Allocation Investment Approach | Kotak Mahindra Asset Management Company | ₹2.25 Cr | +4.51% | +3.12% | +8.48% |
| Bonanza Factorx | Bonanza Portfolio | ₹2.22 Cr | — | — | — |
| Julius Baer All Weather Portfolio Core | Julius Baer Wealth Advisors India | ₹2.19 Cr | +2.92% | +3.12% | +9.88% |
| Ionic Summit Portfolio-Aggressive | Angel One Investment Managers and Advisors | ₹2 Cr | — | — | — |
| Map-C | Marcellus Investment Managers | ₹2 Cr | +2.88% | +3.12% | — |
| Mai | Marcellus Investment Managers | ₹1.93 Cr | — | — | — |
| Optima Wealth Private Limited - Optima Index | Optima Wealth | ₹1.93 Cr | — | — | — |
| Ksema wealth pvt ltd Multi Asset Portfolio Ctrl Alt Grow | Ksema Wealth | ₹1.86 Cr | — | — | — |
| Fortuna Three Multi Asset Growth Strategy | Fortuna Asset Managers | ₹1.75 Cr | — | — | — |
| Timeless Asset Allocation | Windmill Capital | ₹1.72 Cr | — | — | — |
| IDEAA Portfolio - NRI | Anand Rathi Advisors | ₹1.62 Cr | — | — | — |
| Latent Cash Management Scheme | Latent Advisors | ₹1.57 Cr | +2.79% | +2.21% | — |
| SHREE SMART CASH FLOW PLAN (INVITS and REITS) | Shree Rama Managers | ₹1.53 Cr | — | — | — |
| Crest Alpha Yield Fund | Crest Capital Management | ₹1.49 Cr | — | — | — |
| Dezerv. IPA Conservative Strategy | Dezerv Investments | ₹1.48 Cr | +5.38% | +3.12% | +9.65% |
| Pace 360 Multi Asset PMS Tresor Smart Alpha | Pace Financial Investment Adviser | ₹1.44 Cr | +9.97% | +3.12% | — |
| Maxiom PMS - DIAMOND - Retirement Solutions | Maxiom Asset Management | ₹1.12 Cr | +1.54% | −7.09% | — |
| Unicorn Asset Allocation Growth Portfolio | Unicorn Investment Managers | ₹1.06 Cr | −3.02% | +2.21% | — |
| Concept Symphony | Concept Investwell | ₹1.01 Cr | −0.25% | −2.33% | — |
| Pluswealth Capital - Aegis Alpha | Pluswealth Capital Management | ₹0.72 Cr | — | — | — |
| ASK Wealth Harmony Conservative | ASK Wealth Advisors | ₹0.70 Cr | +7.68% | +3.12% | +10.93% |
| Tamohara Trade Multi Asset Strategy | Tamohara Investment Managers | ₹0.62 Cr | — | — | — |
| Pace 360 Multi Asset PMS Tresor Smart Beta | Pace Financial Investment Adviser | ₹0.61 Cr | +10.48% | +3.12% | — |
| Shree STP | Shree Rama Managers | ₹0.57 Cr | +2.76% | +2.21% | +4.24% |
| Sicomoro Active Allocation Plan | Sicomoro Advisors | ₹0.54 Cr | — | — | — |
| Dynamic Asset Allocation | Moneygrow Asset | ₹0.50 Cr | — | — | — |
| UNICORN Active Alpha India Asset Allocation Portfolio | Unicorn Investment Managers | ₹0.50 Cr | — | — | — |
| Omni Navigator | Omniscience Capital Advisors | ₹0.49 Cr | — | — | — |
| QID India Portfolio | Goldstandard Wealth | ₹0.49 Cr | — | — | — |
| Tailwind Capital Shield PMS | Tailwind Financial Services | ₹0.39 Cr | +21.20% | +3.12% | — |
| Wright Multi Asset Portfolio | Wryght Research and Capital | ₹0.38 Cr | +1.40% | −2.33% | — |
| Ionic Autopilot Portfolio | Angel One Investment Managers and Advisors | ₹0.15 Cr | — | — | — |
| 360 ONE Customized Discretionary Portfolio - Balanced | 360 ONE Portfolio Managers | ₹0 | — | +3.12% | −125.26% |
| 360 ONE Customized Discretionary Portfolio - Conservative | 360 ONE Portfolio Managers | ₹0 | — | +3.12% | +0.09% |
| Buoyant All-Weather PMS | Buoyant Capital | ₹0 | +1.24% | +3.12% | +8.93% |
| Customised Discretionary Portfolio - Multi-Asset | 360 ONE Asset Management | ₹0 | +57.57% | +3.12% | +65.72% |
| Dezerv. IPA Balanced Strategy | Dezerv Investments | ₹0 | −0.71% | +3.12% | +7.73% |
| Neo Multi Asset Structure Investment Product - Moderately Conservative Portfolio | Neo Alternative Asset Managers | ₹0 | −5.43% | +2.21% | — |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. “—” means it wasn’t reported, usually because the strategy is younger than the period.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app