Other PMS strategies
All 54 other PMS strategies, largest first, with their returns against their benchmarks. Reported to SEBI for .
54strategies
| Strategy | Manager | AUM | 1 year | Benchmark 1Y | 3 years |
|---|---|---|---|---|---|
| PMS Services to PF and Institutional Treasuries | SBI Funds Management | ₹12,32,636 Cr | — | — | — |
| GOI Mandate | UTI Asset Management Company | ₹6,83,352 Cr | — | — | — |
| Aqua | PL Asset Management | ₹349 Cr | — | — | — |
| Bluechip | T.Ram Financial Services | ₹257 Cr | — | — | — |
| Growth and Momentum | Abans Broking Services | ₹122 Cr | — | — | — |
| Banyan Yield Plus (Byp) - 00012053-001 | Banyan Capital Advisors | ₹103 Cr | — | — | — |
| Bluechip | Dynamic Equities | ₹91.56 Cr | — | — | — |
| Approach 1 | Capstocks and Securities (India) Private | ₹73.95 Cr | — | — | — |
| NS Multicap Advised Model Portfolio - PMS [ShreyasPMS] | R. Wadiwala Securities | ₹44.42 Cr | — | — | — |
| Multi Asset Dynamic Portfolio | PL Asset Management | ₹23.04 Cr | — | — | — |
| R Wadiwala Ethical Portfolio - PMS [Ethical PMS] | R. Wadiwala Securities | ₹12.97 Cr | — | — | — |
| Atom | PL Asset Management | ₹12.88 Cr | — | — | — |
| Trinity | PL Asset Management | ₹9.87 Cr | — | — | — |
| R Wadiwala Ingenious Equity Po [Ingenious Equity] | R. Wadiwala Securities | ₹9.48 Cr | — | — | — |
| Mehta Credent Focused Multicap - 00022378-001 | Ampl Asset Management | ₹9.41 Cr | — | — | — |
| Credent Asset Management Services Private Limited - 00004546-001 | Ampl Asset Management | ₹6.66 Cr | — | — | — |
| Way2wefo | Shriram Financial Services | ₹5.90 Cr | — | — | — |
| R. Wadiwala Agile PE Ratio Portfolio [Master] | R. Wadiwala Securities | ₹3.50 Cr | — | — | — |
| Nippon India Royal | Nippon Life India Asset Management | ₹3.46 Cr | — | — | — |
| Aegis-Debt | Karvy Capital | ₹3.43 Cr | — | — | — |
| Midmav | Dynamic Equities | ₹2.93 Cr | — | — | — |
| Abans Smartbeta Portfolio - 00009492-001 | Abans Broking Services | ₹2.86 Cr | — | — | — |
| Leap | PL Asset Management | ₹2.31 Cr | — | — | — |
| Way2wwgp | Shriram Financial Services | ₹0.86 Cr | — | — | — |
| Way2woag | Shriram Financial Services | ₹0.64 Cr | — | — | — |
| Pmsa1 | Shriram Financial Services | ₹0.51 Cr | — | — | — |
| Pmsd2 | Shriram Financial Services | ₹0.10 Cr | — | — | — |
| PMSF | Shriram Financial Services | ₹0.02 Cr | — | — | — |
| Aegis-MLD | Karvy Capital | ₹0 | — | — | — |
| Aggressive Strategy | Centricity Portfolio Managers | ₹0 | — | — | — |
| Aurum Thematic Portfolio | Nine Rivers Capital Holdings | ₹0 | — | — | — |
| Axis NDPMS Mutual Fund - Customized | Axis Asset Management Company | ₹0 | — | — | — |
| Balanced Strategy | Centricity Portfolio Managers | ₹0 | — | — | — |
| Blended- Debt Plus Hybrid Option | Nippon Life India Asset Management | ₹0 | — | — | — |
| Co-investment | Four Dimensions Advisors | ₹0 | — | — | — |
| Conservative Strategy | Centricity Portfolio Managers | ₹0 | — | — | — |
| SilverArch India Select Bluechip Portfolio | Silverarch Investment Advisers | ₹0 | — | — | — |
| Yubi PoleStar All-Weather Multi- Asset | Yubi Asset Management | ₹0 | — | — | — |
| Yubi PoleStar Income Opportunities | Yubi Asset Management | ₹0 | — | — | — |
| Yubi PoleStar Treasury Advantage | Yubi Asset Management | ₹0 | — | — | — |
| Yubi PoleStar Wealth Builder | Yubi Asset Management | ₹0 | — | — | — |
| Yubi PoleStar Wealth Builder Plys (LVAI only) | Yubi Asset Management | ₹0 | — | — | — |
| Barclays Discretionary Treasury Advantage | Barclays Securities (India) | — | — | — | — |
| Centrum Built to Last T | Centrum Investment Advisors | — | — | — | — |
| Centrum Deep Value IV NRI | Centrum Investment Advisors | — | — | — | — |
| Concept Legend Jain | Concept Investwell | — | — | — | — |
| Customised Portfolio Approach 12 | Trivantage Capital Managment India | — | — | — | — |
| Dynamicmf | Dynamic Equities | — | — | — | — |
| Kalpams | Shriram Financial Services | — | — | — | — |
| Kalpaucs | Shriram Financial Services | — | — | — | — |
| PMSWF | Shriram Financial Services | — | — | — | — |
| Special Opportunity Strategy | Guardian Advisors | — | — | — | — |
| Value Invesing | Equity Intelligence India | — | — | — | — |
| Way2wd | Shriram Financial Services | — | — | — | — |
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.
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