Portfolio Management Services (PMS) in India
PMS in India: a curated list of strategies with their returns, benchmarks, minimum investment and market-cap focus.
Request a call backSee the strategies
- Minimum investment
- ₹50 lakh for most investors
- Regulated by
- SEBI
- What you hold
- Securities in your own demat account
30+ managers. One evaluation standard.
Compare curated PMS strategies in India
Filter by market-cap focus, search by strategy or fund house, and sort any column. Each strategy's benchmark is shown in the line under it. Sign in with your email to see each strategy's factsheet and presentation.
Returns as of
Market cap
| Market cap | Minimum | Documents | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 360 ONE Multicap PMS360 ONEMulti CapMin ₹50 lakh | Multi Cap | ₹50 lakh | -2.95 | -3.39 | 0.32 | -4.27 | 8.55 | 6.83 | 18.58 | 2,715 | Factsheet & presentation |
| Benchmark for 360 ONE Multicap PMS: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 13.71 | ||||
| 360 ONE Phoenix Portfolio360 ONEMulti CapMin ₹50 lakh | Multi Cap | ₹50 lakh | -4.53 | -7.38 | -2.96 | -6.23 | 10.03 | 11.70 | 14.90 | 1,525 | Factsheet & presentation |
| Benchmark for 360 ONE Phoenix Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 12.95 | ||||
| Abakkus All Cap ApproachAbakkusAll CapMin ₹50 lakh | All Cap | ₹50 lakh | -4.38 | -9.26 | -6.53 | -6.10 | 8.58 | 9.82 | 19.63 | 6,989 | Factsheet & presentation |
| Benchmark for Abakkus All Cap Approach: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 15.71 | ||||
| Abakkus Diversified Alpha ApproachAbakkusMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -5.37 | -5.76 | -0.49 | 1.58 | – | – | 7.41 | 1,324 | Factsheet & presentation |
| Benchmark for Abakkus Diversified Alpha Approach: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | 4.23 | ||||
| Abakkus Emerging Opportunities ApproachAbakkusMid & Small CapMin ₹50 lakh | Mid & Small Cap | ₹50 lakh | -8.62 | -7.47 | -4.00 | -6.61 | 9.31 | 11.98 | 23.43 | 5,569 | Factsheet & presentation |
| Benchmark for Abakkus Emerging Opportunities Approach: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 15.50 | ||||
| ACE Multi-Asset PortfolioACEMulti AssetMin ₹50 lakh | Multi Asset | ₹50 lakh | -3.76 | -7.22 | -1.68 | -0.49 | 16.03 | 17.68 | 15.19 | 11 | Factsheet & presentation |
| Benchmark for ACE Multi-Asset Portfolio: NSE Multi Asset Index 2 | -0.71 | -3.39 | -0.16 | -1.07 | 9.70 | 8.19 | 10.74 | ||||
| ACE MulticapACEFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -4.73 | -10.53 | -2.68 | -3.55 | 16.29 | 19.75 | 16.96 | 104 | Factsheet & presentation |
| Benchmark for ACE Multicap: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.95 | 8.65 | 11.33 | ||||
| ACE Ten Trillion OpportunitiesACEMid & Small CapMin ₹50 lakh | Mid & Small Cap | ₹50 lakh | -8.76 | -11.11 | 5.32 | 5.82 | 20.96 | 20.10 | 17.30 | 13 | Factsheet & presentation |
| Benchmark for ACE Ten Trillion Opportunities: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.95 | 8.65 | 11.13 | ||||
| ABSL Select Sector PortfolioAditya Birla Sun Life AMC Ltd.Mid & Small CapMin ₹50 lakh | Mid & Small Cap | ₹50 lakh | -3.29 | -8.60 | -4.45 | 1.04 | 18.58 | 15.87 | 16.30 | 593 | Factsheet & presentation |
| Benchmark for ABSL Select Sector Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.71 | ||||
| Alchemy Alpha 100Alchemy CapitalLarge CapMin ₹50 lakh | Large Cap | ₹50 lakh | -3.65 | -10.22 | -5.60 | -6.33 | 8.14 | – | 7.79 | 20 | Factsheet & presentation |
| Benchmark for Alchemy Alpha 100: Nifty 50 TRI | 1.95 | -5.29 | -3.13 | -9.45 | 7.74 | – | 6.65 | ||||
| Alchemy Alpha Small CapAlchemy CapitalSmall CapMin ₹50 lakh | Small Cap | ₹50 lakh | -9.34 | -2.96 | 8.05 | 7.30 | – | – | 13.81 | 9.11 | Factsheet & presentation |
| Benchmark for Alchemy Alpha Small Cap: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | 6.52 | ||||
| Alchemy AscentAlchemy CapitalMulti CapMin ₹50 lakh | Multi Cap | ₹50 lakh | -6.40 | -4.96 | 0.15 | -0.56 | 5.56 | 5.42 | 11.86 | 194 | Factsheet & presentation |
| Benchmark for Alchemy Ascent: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 14.38 | ||||
| Alchemy High GrowthAlchemy CapitalFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -6.64 | -4.78 | -10.22 | -0.36 | 11.93 | 7.89 | 19.37 | 726 | Factsheet & presentation |
| Benchmark for Alchemy High Growth: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 15.87 | ||||
| Alchemy Select StockAlchemy CapitalMulti / Flexi CapMin ₹5 crore | Multi / Flexi Cap | ₹5 crore | -4.27 | -0.94 | 7.20 | 4.16 | 18.45 | 12.87 | 19.24 | 5,278 | Factsheet & presentation |
| Benchmark for Alchemy Select Stock: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 14.77 | ||||
| Alchemy Smart Alpha 250Alchemy CapitalLarge & Mid CapMin ₹50 lakh | Large & Mid Cap | ₹50 lakh | -4.76 | -7.15 | -8.08 | 3.15 | 15.18 | – | 14.38 | 688 | Factsheet & presentation |
| Benchmark for Alchemy Smart Alpha 250: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | – | 8.82 | ||||
| Alchemy Smart Alpha Micro & Small CapAlchemy CapitalMicro & Small CapMin ₹50 lakh | Micro & Small Cap | ₹50 lakh | -8.96 | 3.49 | 1.59 | 4.33 | – | – | 7.18 | 34 | Factsheet & presentation |
| Benchmark for Alchemy Smart Alpha Micro & Small Cap: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | 6.52 | ||||
| ASK Lighthouse PortfolioASK InvestmentSectoral / ThematicMin ₹50 lakh | Sectoral / Thematic | ₹50 lakh | -3.94 | -8.65 | -11.27 | -11.22 | – | – | 1.89 | 376 | Factsheet & presentation |
| Benchmark for ASK Lighthouse Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | 3.33 | ||||
| Buoyant OpportunitiesBuoyantFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -2.54 | -5.96 | -2.73 | -2.98 | 12.95 | 14.44 | 19.50 | 12,433 | Factsheet & presentation |
| Benchmark for Buoyant Opportunities: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 13.13 | ||||
| Carnelian Compounder StrategyCarnelianMulti CapMin ₹50 lakh | Multi Cap | ₹50 lakh | -0.50 | -0.97 | 10.76 | 7.62 | 21.58 | 15.29 | 18.72 | 2,779 | Factsheet & presentation |
| Benchmark for Carnelian Compounder Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 13.50 | ||||
| Carnelian Contra Portfolio StrategyCarnelianMulti CapMin ₹50 lakh | Multi Cap | ₹50 lakh | 0.02 | -2.79 | 1.18 | 1.71 | 19.13 | – | 22.76 | 134 | Factsheet & presentation |
| Benchmark for Carnelian Contra Portfolio Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | – | 9.48 | ||||
| Carnelian Shift StrategyCarnelianMid & Small CapMin ₹50 lakh | Mid & Small Cap | ₹50 lakh | -3.37 | -3.58 | 7.26 | 3.38 | 16.43 | 19.38 | 29.64 | 6,190 | Factsheet & presentation |
| Benchmark for Carnelian Shift Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 15.77 | ||||
| Enam India Diversified Equity Advantage Portfolio (EIDEA)ENAMMulti / Flexi CapMin ₹5 crore | Multi / Flexi Cap | ₹5 crore | -4.29 | -6.44 | 0.56 | 5.92 | 9.86 | 8.99 | 14.96 | 3,381 | Factsheet & presentation |
| Benchmark for Enam India Diversified Equity Advantage Portfolio (EIDEA): BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 12.21 | ||||
| Enam India Vision Portfolio (EIVP)ENAMMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -5.38 | -6.53 | 0.66 | 5.47 | 10.07 | – | 11.97 | 820 | Factsheet & presentation |
| Benchmark for Enam India Vision Portfolio (EIVP): BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | – | 10.66 | ||||
| Green Portfolio Dividend Yield FundGreen PortfolioSectoral / ThematicMin ₹50 lakh | Sectoral / Thematic | ₹50 lakh | -8.21 | -7.29 | 0.99 | 5.89 | 18.99 | 22.44 | 27.53 | 34 | Factsheet & presentation |
| Benchmark for Green Portfolio Dividend Yield Fund: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.95 | 8.65 | 13.60 | ||||
| Green Portfolio Super 30 Dynamic FundGreen PortfolioSmall CapMin ₹50 lakh | Small Cap | ₹50 lakh | -6.16 | -1.83 | 12.74 | 10.30 | 15.39 | 19.65 | 25.61 | 268 | Factsheet & presentation |
| Benchmark for Green Portfolio Super 30 Dynamic Fund: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.95 | 8.65 | 14.68 | ||||
| Helios India Rising PortfolioHeliosMulti CapMin ₹50 lakh | Multi Cap | ₹50 lakh | -1.97 | -1.79 | 5.01 | -4.11 | 13.49 | 10.71 | 18.43 | 1,529 | Factsheet & presentation |
| Benchmark for Helios India Rising Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 17.23 | ||||
| ICICI Prudential PMS ACE StrategyICICI PrudentialMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | 0.39 | -4.27 | 2.66 | -2.38 | 18.91 | 12.29 | 13.95 | 1,411 | Factsheet & presentation |
| Benchmark for ICICI Prudential PMS ACE Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.23 | ||||
| ICICI Prudential PMS Contra StrategyICICI PrudentialMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -1.25 | -5.59 | -2.89 | -4.50 | 13.29 | 13.97 | 16.67 | 13,299 | Factsheet & presentation |
| Benchmark for ICICI Prudential PMS Contra Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.71 | ||||
| ICICI Prudential PMS Growth Leaders StrategyICICI PrudentialMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | 0.05 | -4.23 | 1.93 | -2.11 | 14.74 | 11.65 | 11.75 | 1,569 | Factsheet & presentation |
| Benchmark for ICICI Prudential PMS Growth Leaders Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.81 | ||||
| ICICI Prudential PMS Largecap StrategyICICI PrudentialLarge CapMin ₹50 lakh | Large Cap | ₹50 lakh | 0.48 | -3.42 | 2.78 | -0.09 | 16.47 | 13.52 | 15.48 | 895 | Factsheet & presentation |
| Benchmark for ICICI Prudential PMS Largecap Strategy: Nifty 50 TRI | 1.95 | -5.29 | -3.13 | -9.45 | 7.74 | 6.70 | 14.25 | ||||
| ICICI Prudential PMS PIPE StrategyICICI PrudentialMid & Small CapMin ₹50 lakh | Mid & Small Cap | ₹50 lakh | -5.24 | -7.66 | -4.22 | -4.56 | 11.99 | 17.12 | 22.39 | 7,734 | Factsheet & presentation |
| Benchmark for ICICI Prudential PMS PIPE Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 14.65 | ||||
| ICICI Prudential PMS Rising Stars StrategyICICI PrudentialSmall CapMin ₹50 lakh | Small Cap | ₹50 lakh | -5.49 | -8.76 | -2.30 | – | – | – | 0.77 | 425 | Factsheet & presentation |
| Benchmark for ICICI Prudential PMS Rising Stars Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | – | – | – | -6.53 | ||||
| ICICI Prudential PMS Value StrategyICICI PrudentialMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -2.96 | -7.89 | -8.45 | -4.90 | 14.47 | 17.07 | 12.32 | 1,112 | Factsheet & presentation |
| Benchmark for ICICI Prudential PMS Value Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.81 | ||||
| InCred Healthcare PortfolioInCred Asset ManagementSectoral / ThematicMin ₹50 lakh | Sectoral / Thematic | ₹50 lakh | -9.90 | -10.23 | 3.80 | -8.91 | 18.81 | 14.83 | 16.04 | 730 | Factsheet & presentation |
| Benchmark for InCred Healthcare Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.31 | ||||
| Invesco India DAWN PortfolioInvescoMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -0.04 | -5.04 | -2.62 | -9.49 | 6.91 | 7.40 | 8.05 | 194 | Factsheet & presentation |
| Benchmark for Invesco India DAWN Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.89 | ||||
| Invesco India R.I.S.E PortfolioInvescoMulti CapMin ₹50 lakh | Multi Cap | ₹50 lakh | -0.53 | -1.57 | 4.26 | 3.86 | 15.16 | 12.75 | 13.48 | 331 | Factsheet & presentation |
| Benchmark for Invesco India R.I.S.E Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 13.36 | ||||
| Motilal Oswal Ethical StrategyMotilal OswalFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -3.49 | -3.71 | 4.37 | 5.17 | 12.65 | 9.95 | 11.81 | 80 | Factsheet & presentation |
| Benchmark for Motilal Oswal Ethical Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 10.36 | ||||
| Motilal Oswal Founders PortfolioMotilal OswalFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -3.34 | -2.46 | 2.09 | -0.67 | 15.79 | – | 22.32 | 4,202 | Factsheet & presentation |
| Benchmark for Motilal Oswal Founders Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | – | 13.18 | ||||
| Motilal Oswal India Growth StrategyMotilal OswalFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -4.19 | -2.55 | 4.95 | 13.06 | – | – | 17.78 | 345 | Factsheet & presentation |
| Benchmark for Motilal Oswal India Growth Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | 9.95 | ||||
| Motilal Oswal Mid to Mega StrategyMotilal OswalMid & Small CapMin ₹50 lakh | Mid & Small Cap | ₹50 lakh | -4.98 | -4.22 | 5.22 | 6.41 | 17.22 | 12.62 | 21.43 | 2,394 | Factsheet & presentation |
| Benchmark for Motilal Oswal Mid to Mega Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 13.40 | ||||
| Motilal Oswal Multifactor Equity StrategyMotilal OswalMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -2.91 | -6.15 | -4.76 | -6.11 | 9.54 | 7.96 | 11.14 | 45 | Factsheet & presentation |
| Benchmark for Motilal Oswal Multifactor Equity Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.87 | ||||
| Motilal Oswal Next Trillion Dollar Opportunities Portfolio (NTDOP)Motilal OswalFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -5.29 | -9.76 | -2.98 | -6.47 | 8.21 | 5.09 | 13.43 | 3,898 | Factsheet & presentation |
| Benchmark for Motilal Oswal Next Trillion Dollar Opportunities Portfolio (NTDOP): BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.04 | ||||
| Motilal Oswal Value Migration StrategyMotilal OswalFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -3.22 | -4.06 | -0.02 | -7.37 | 13.10 | 12.15 | 18.48 | 2,971 | Factsheet & presentation |
| Benchmark for Motilal Oswal Value Migration Strategy: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 16.64 | ||||
| Negen Capital PMSNegenMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -7.41 | -3.80 | 4.34 | -0.57 | 16.25 | 16.24 | 16.49 | 1,454 | Factsheet & presentation |
| Benchmark for Negen Capital PMS: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.80 | ||||
| Neo Yield EnhancerNeo AssetDebtMin ₹50 lakh | Debt | ₹50 lakh | 0.68 | 2.16 | 4.60 | 10.08 | – | – | 11.08 | 2,191 | Factsheet & presentation |
| Benchmark for Neo Yield Enhancer: Nifty Medium to Long Duration Debt Index | -1.28 | -2.88 | -0.70 | -1.92 | – | – | 4.26 | ||||
| Nine Rivers Capital Aurum Multiplier PortfolioNine Rivers CapitalMulti CapMin ₹50 lakh | Multi Cap | ₹50 lakh | -9.66 | -9.47 | 1.66 | -6.04 | 13.01 | 13.83 | 15.04 | 43 | Factsheet & presentation |
| Benchmark for Nine Rivers Capital Aurum Multiplier Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 13.70 | ||||
| Nine Rivers Capital Aurum Small Cap OpportunitiesNine Rivers CapitalSmall CapMin ₹50 lakh | Small Cap | ₹50 lakh | -10.82 | -12.96 | -1.40 | -10.18 | 2.66 | 10.63 | 23.09 | 601 | Factsheet & presentation |
| Benchmark for Nine Rivers Capital Aurum Small Cap Opportunities: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 12.89 | ||||
| Qode All WeatherQode AdvisorsMulti AssetMin ₹50 lakh | Multi Asset | ₹50 lakh | -4.55 | -6.29 | -6.97 | 10.13 | – | – | 16.42 | 270 | Factsheet & presentation |
| Benchmark for Qode All Weather: Nifty 50 TRI | 1.95 | -5.29 | -3.13 | -9.45 | – | – | 0.08 | ||||
| Qode Growth FundQode AdvisorsSmall CapMin ₹50 lakh | Small Cap | ₹50 lakh | -10.02 | -0.88 | 7.18 | 17.72 | – | – | 23.16 | 143 | Factsheet & presentation |
| Benchmark for Qode Growth Fund: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | 6.56 | ||||
| Qode Tactical FundQode AdvisorsMulti AssetMin ₹50 lakh | Multi Asset | ₹50 lakh | -4.29 | -5.84 | -6.04 | 4.44 | – | – | 8.38 | 58 | Factsheet & presentation |
| Benchmark for Qode Tactical Fund: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | -1.19 | ||||
| Renaissance India Next PortfolioRenaissanceFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -3.48 | -6.74 | -1.45 | -9.16 | 10.17 | 12.09 | 12.33 | 834 | Factsheet & presentation |
| Benchmark for Renaissance India Next Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.69 | ||||
| Renaissance Opportunities PortfolioRenaissanceLarge CapMin ₹50 lakh | Large Cap | ₹50 lakh | 0.75 | -5.56 | -1.37 | -7.07 | 8.40 | 8.85 | 10.26 | 512 | Factsheet & presentation |
| Benchmark for Renaissance Opportunities Portfolio: Nifty 50 TRI | 1.95 | -5.29 | -3.13 | -9.45 | 7.74 | 6.70 | 11.06 | ||||
| Sundaram Emerging Leadership Fund (SELF)Sundaram AlternatesMid & Small CapMin ₹50 lakh | Mid & Small Cap | ₹50 lakh | -5.52 | -4.64 | 3.10 | 16.60 | 21.00 | 11.90 | 17.46 | 1,022 | Factsheet & presentation |
| Benchmark for Sundaram Emerging Leadership Fund (SELF): BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.54 | ||||
| Sundaram F.I.R.S.T - AggressiveSundaram AlternatesDebtMin ₹50 lakh | Debt | ₹50 lakh | 0.68 | 1.57 | 4.34 | 9.17 | – | – | 10.44 | 78 | Factsheet & presentation |
| Benchmark for Sundaram F.I.R.S.T - Aggressive: CRISIL Composite Bond Index | -0.69 | -1.16 | 1.51 | 2.39 | – | – | 5.61 | ||||
| Sundaram F.I.R.S.T - ConservativeSundaram AlternatesDebtMin ₹50 lakh | Debt | ₹50 lakh | 0.30 | 1.25 | 3.48 | 7.18 | – | – | 8.46 | 24 | Factsheet & presentation |
| Benchmark for Sundaram F.I.R.S.T - Conservative: CRISIL Composite Bond Index | -0.69 | -1.16 | 1.51 | 2.39 | – | – | 5.31 | ||||
| Sundaram F.I.R.S.T - ModerateSundaram AlternatesDebtMin ₹50 lakh | Debt | ₹50 lakh | 0.51 | 1.73 | 3.94 | 8.26 | – | – | 9.43 | 114 | Factsheet & presentation |
| Benchmark for Sundaram F.I.R.S.T - Moderate: CRISIL Composite Bond Index | -0.69 | -1.16 | 1.51 | 2.39 | – | – | 5.48 | ||||
| Sundaram India Secular Opportunities Portfolio (SISOP)Sundaram AlternatesMulti CapMin ₹50 lakh | Multi Cap | ₹50 lakh | -3.96 | -5.56 | 1.78 | 13.00 | 23.20 | 13.02 | 17.97 | 2,011 | Factsheet & presentation |
| Benchmark for Sundaram India Secular Opportunities Portfolio (SISOP): BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.97 | ||||
| Sundaram Rising StarSundaram AlternatesSmall CapMin ₹50 lakh | Small Cap | ₹50 lakh | -6.00 | -2.23 | 6.72 | 22.20 | 16.11 | 12.65 | 14.80 | 185 | Factsheet & presentation |
| Benchmark for Sundaram Rising Star: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.60 | ||||
| Sundaram Voyager PortfolioSundaram AlternatesMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -3.70 | -6.12 | 3.06 | 12.01 | 21.80 | 12.11 | 14.24 | 216 | Factsheet & presentation |
| Benchmark for Sundaram Voyager Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 13.41 | ||||
| TCG India Investment Opportunities PortfolioTCG Asset ManagementFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -8.17 | -4.03 | 0.26 | 13.61 | – | – | 8.89 | 6.52 | Factsheet & presentation |
| Benchmark for TCG India Investment Opportunities Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | 0.40 | ||||
| TCG Transformative Growth Portfolio (TGP)TCG Asset ManagementMid & Small CapMin ₹50 lakh | Mid & Small Cap | ₹50 lakh | -12.83 | -14.11 | -9.65 | -14.87 | – | – | -6.54 | 147 | Factsheet & presentation |
| Benchmark for TCG Transformative Growth Portfolio (TGP): BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | -2.94 | ||||
| Tulsian PMSTulsian PMSLarge CapMin ₹50 lakh | Large Cap | ₹50 lakh | -8.90 | -14.01 | -3.43 | -5.80 | 13.02 | 16.23 | – | 283 | Factsheet & presentation |
| Benchmark for Tulsian PMS: Nifty 50 TRI | 1.95 | -5.29 | -3.13 | -9.45 | 7.74 | 6.70 | – | ||||
| Wallfort Diversified FundWallfort Fund ManagementMid & Small CapMin ₹50 lakh | Mid & Small Cap | ₹50 lakh | -5.53 | -3.66 | 11.06 | -2.43 | 25.70 | 25.68 | 22.44 | 641 | Factsheet & presentation |
| Benchmark for Wallfort Diversified Fund: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.95 | 8.65 | 13.30 | ||||
| WhiteOak Capital Research Select Equity PortfolioWhiteOakFlexi CapMin ₹50 lakh | Flexi Cap | ₹50 lakh | -1.21 | -6.36 | -1.84 | -8.54 | – | – | 2.72 | 21 | Factsheet & presentation |
| Benchmark for WhiteOak Capital Research Select Equity Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | – | – | 2.09 | ||||
| WhiteOak India Business Leaders PMSWhiteOakMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | 0.13 | -5.15 | 0.39 | -4.58 | 9.45 | 6.04 | 9.61 | 48 | Factsheet & presentation |
| Benchmark for WhiteOak India Business Leaders PMS: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.97 | ||||
| WhiteOak India Pioneers Equity PortfolioWhiteOakMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -0.29 | -3.96 | 2.86 | -5.02 | 9.30 | 6.10 | 13.78 | 2,505 | Factsheet & presentation |
| Benchmark for WhiteOak India Pioneers Equity Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 12.45 | ||||
| WhiteOak India Select Equity PortfolioWhiteOakMulti / Flexi CapMin ₹50 lakh | Multi / Flexi Cap | ₹50 lakh | -1.78 | -7.88 | 2.54 | -7.35 | 8.50 | 6.80 | 10.18 | 6.60 | Factsheet & presentation |
| Benchmark for WhiteOak India Select Equity Portfolio: BSE 500 TRI | -0.87 | -6.49 | -2.95 | -7.15 | 9.94 | 8.65 | 11.22 |
No strategy matches your search.
Returns are time-weighted (TWRR), net of all fees and expenses, including taxes, as reported to APMI by each portfolio manager for its investment approach (or to SEBI where APMI has no data). The benchmark is the one each manager has chosen for that approach. Periods over one year are annualised. SI means since inception. AUM is in ₹ crore. Market cap is the focus each manager states in its latest factsheet or presentation; Multi / Flexi means the manager invests across company sizes. A dated tag under a strategy means its returns are from an earlier month. Your own account's return can differ from the strategy's, because of when you invest, add or withdraw money, and differences in your portfolio's holdings. Performance information is not verified by SEBI. Past returns do not indicate future returns.
How we choose the strategies on this list
Our team reviews each portfolio manager and investment approach before it is added. We look at:
- The investment philosophy, and how consistently the manager follows it.
- Performance across full market cycles, including falls such as 2020 and 2022.
- Portfolio construction: how many stocks, and how concentrated.
- Drawdowns: how far the portfolio fell in bad periods, and how long it took to recover.
- Fees, the manager’s experience and the quality of reporting and operations.
We work with fund houses including Motilal Oswal, Carnelian, ASK, Alchemy, WhiteOak, InCred, 360 ONE and Abakkus. Kalviro Ventures distributes these strategies; the SEBI-registered portfolio manager manages your portfolio.
What is PMS in India?
Portfolio Management Services (PMS) is an investment service in which a SEBI-registered portfolio manager manages money and securities held in your own account. Unlike a mutual fund, where you own units of a pooled scheme, in a PMS you hold the shares and other securities directly in your own demat account, in your name.
Most portfolio managers run each investment approach the same way for all its clients, so your portfolio follows the approach rather than a plan made only for you. The holdings, transactions and statements are your own.
How to invest in PMS with our team
- Understand your portfolio. We talk through what you already hold, what the money is for, when you may need it and how much fall you can sit through.
- Compare a shortlist. We send two or three strategies to compare on those terms, with each one’s presentation, factsheet and fees.
- Review and onboard. We go through the agreement, fees, exit terms and risks with you. The decision is yours. We then coordinate KYC, documents and onboarding with the portfolio manager.
- After you invest. We help with statements, performance updates, periodic reviews and anything you need from the portfolio manager.
Before you invest in PMS
- Minimum: ₹50 lakh for most investors, under SEBI rules (see the FAQ for accredited investors).
- No lock-in: SEBI does not allow a portfolio manager to lock in your money. Each portfolio manager sets its own exit load in the agreement, up to 3% in year one, 2% in year two and 1% in year three, and none after three years. Some charge none.
- Fees: a management fee, and in some approaches a performance fee above a hurdle, plus transaction and custody costs. The agreement and disclosure document list every charge. Try the PMS fee calculator.
- Risk: your portfolio moves with the market and with the few stocks it holds. A concentrated portfolio can fall more than a diversified fund, and a strategy can trail its benchmark for long periods.
- Tax: every sale in your account is a tax event for you (see the FAQ).
Frequently asked questions
Can I invest less than ₹50 lakh?
Only as an accredited investor, and only where the portfolio manager allows it. Accreditation is granted by an accreditation agency or a SEBI-specified entity, based on income, net worth or securities holdings.
How are PMS investments taxed?
You hold the securities directly, so tax is worked out on each sale in your own name, by the type of security and how long it was held. For listed equity shares traded on a stock exchange with securities transaction tax (STT) paid, gains on shares held for 12 months or less are taxed at 20%; gains on shares held longer are taxed at 12.5% on the amount above ₹1.25 lakh in a financial year. Debt and other securities follow their own rules, and dividends are taxed in your hands. Your tax professional should confirm how this applies to you. Source: Income-tax Act, 2025, as amended by the Finance Act, 2026. Information as of 1 November 2026.
Can NRIs invest in PMS in India?
Yes, through NRE or NRO accounts, subject to FEMA rules, the portfolio manager's onboarding policy and the country you live in; some managers don't onboard residents of certain countries. We check eligibility with the manager before you apply. For US-dollar strategies in GIFT City (IFSC), see GIFT City investments.
How is PMS regulated in India?
SEBI regulates PMS under the SEBI (Portfolio Managers) Regulations, 2020, and every portfolio manager listed here is SEBI-registered. The rules require a written agreement, a disclosure document, audited reporting and limits on fees. They do not remove market risk.
How are PMS returns measured?
Each strategy's return is time-weighted (TWRR), net of all fees and expenses, and shown next to the benchmark the manager has chosen. TWRR removes the effect of when money is added or withdrawn, so it describes the strategy, not any one client's account. Past returns do not indicate future returns.
Looking to invest in PMS?
Request a call back and our team will take you through the strategies, their returns, fees and exit terms.