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Portfolio Management Services(PMS) News

TOP NEWS

PMS NewsLarge caps, midcaps or small caps? Anirudh Garg of Invasset PMS on what to accumulate in this market

Anirudh Garg, Partner and Fund Manager at Invasset PMS

PMS News

Invasset LLP’s Growth Pro Max PMS scheme climbs 128% in FY24, fund manager shares winning mantraRead all about the four distinct styles of investments that are coded into the Invasset algorithm to cater to dynamic market conditions

Anirudh Garg, Partner and Fund Manager at Invasset

111 PMS schemes gave over 50% return in FY24; here’s what top money managers have to say
Investing in the style of Benjamin Graham, Warren Buffett helps this PMS deliver 97% return
Top 49 PMS schemes deliver over 50% returns in 2023; portfolio managers share their secret mantra
Ready to think bigger? PMS Today is now live on BusinessToday.in. Dive in

BT PMS MANAGER RANKING

Ranking In :

3Y Performance

%

Strategy

AMC

3Y Performance

%

Strategy

AMC

3Y Performance

%

Strategy

AMC

Portfolio Manager ranking is based on 3 year trailing returns

PORTFOLIO MANAGER INTERVIEWS

"Market Masters Live With UTI AMC's CIO Vetri Subramaniam

Market Masters

"Market Masters Live With Top Market Guru Saurabh Mukherjea

THUMB

TOOLS & CALCULATOR

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TOP-UP SIP CalculatorEstimate the returns by topping up your SIP investments yearlyCalculate Now

FD CalculatorCalculate the interest earning and maturity value on your FD investmentsCalculate Now
CAGR CalculatorCalculate the average annual growth rate on your investmentCalculate Now

Dividend Yield CalculatorCalculate the Dividend Yield of a stock on the basis of Dividend Payouts and its Price.Calculate Now
Latte-Factor Calculator Estimate the opportunity cost of petty expenses incurred over a period of timeCalculate Now

PMS Discover

Explore the highest performing PMS options across various categories and time frames

M

MULTI ASSET

E

ETF

T

THEMATIC

A

ARBITRAGE

D

DEBT

S

SMALL CAP

F

FLEXICAP

H

Hybrid

M

MID CAP

M

MULTI CAP AND FLEXI CAP

L

LARGE CAP

S

SECTOR FUND

S

SMALL AND MID CAP

L

LARGE AND MID CAP

1m 3m 6m 1y 3y 5y

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Grid

Agreya - Multi-Asset Enhancer

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10%

Category Rank

1 Out of 19

Benchmark

NSE Multi Asset Index 1

Min. Investment

₹50,00,000

Scheme Return

4.87%

Benchmark Return

2.17%

Asit C Mehta - ACE - Regular Income

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Category Rank

2 Out of 19

Benchmark

NSE Multi Asset Index 2

Min. Investment

₹1,00,00,000

Scheme Return

4.21%

Benchmark Return

2.35%

AUM (₹ Cr)

92.28

Hurdle Rate

No Option

Category Rank

3 Out of 19

Benchmark

NSE Multi Asset Index 1

Min. Investment

₹50,00,000

Scheme Return

4.09%

Benchmark Return

2.17%

ithought - SPHERE

AUM (₹ Cr)

626.01

Hurdle Rate

No Option

Category Rank

4 Out of 19

Benchmark

NSE Multi Asset Index 1

Min. Investment

₹50,00,000

Scheme Return

4.01%

Benchmark Return

2.17%

Prabhudas Lilladher - Multi Asset Dynamic Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10% or 8%

Category Rank

5 Out of 19

Benchmark

NSE Multi Asset Index 1

Min. Investment

₹50,00,000

Scheme Return

3.80%

Benchmark Return

2.17%

Narnolia - Multi Asset Strategy

AUM (₹ Cr)

UNDISC.

Hurdle Rate

No Option

Category Rank

6 Out of 19

Benchmark

Nifty 50 TRI

Min. Investment

₹50,00,000

Scheme Return

3.44%

Benchmark Return

3.48%

Hurdle rate: Minimum return that a PMS scheme must generate before an investor starts paying performance fees

BT TV

#BoycottTurkey Begins: Indian Traders Reject Turkish Imports Amid Growing Tensions

2:51#BoycottTurkey Begins: Indian Traders Reject Turkish Imports Amid Growing Tensions

Tracking The Railway Stocks Rally | What’s Behind The Momentum?

1:37Tracking The Railway Stocks Rally | What’s Behind The Momentum?

'Nehru Gifted Rivers To Pakistan, Even Paid Them To Build Canals' : Shivraj Singh On Indus Deal

2:17'Nehru Gifted Rivers To Pakistan, Even Paid Them To Build Canals' : Shivraj Singh On Indus Deal

Inside India’s Bunker-Busting Operation: Anti-Tank Missile Team Takes Out 2 Pakistani Positions

4:35Inside India’s Bunker-Busting Operation: Anti-Tank Missile Team Takes Out 2 Pakistani Positions

Market Guru | Jyotivardhan Jaipuria On Market Outlook, Investment Strategy, Key Sectors & Portfolio

27:50Jyotivardhan Jaipuria On Market Outlook, Investment Strategy, Key Sectors & Portfolio

Pak Spy Racket Busted: Indian Nationals Caught Leaking Secrets, High Commission Officer Thrown Out

1:58Pak Spy Racket Busted: Indian Nationals Caught Leaking Secrets, High Commission Officer Thrown Out

Trump’s Ally Courts Pakistan, Bangladesh & Turkey With Billion-Dollar Promises

3:45Trump’s Ally Courts Pakistan, Bangladesh & Turkey With Billion-Dollar Promises

Agriculture Minister Outlines Big Sector Reforms, R&D Efforts To Be Synergised

3:39Agriculture Minister Outlines Big Sector Reforms, R&D Efforts To Be Synergised

India’s Heroes Return: Ex-Servicemen Rejoin The Ranks To Protect Vital Installations In J&K

1:32India’s Heroes Return: Ex-Servicemen Rejoin The Ranks To Protect Vital Installations In J&K

Byju: Aakash Was My Best Bet, Not A Mistake!

2:02Byju: Aakash Was My Best Bet, Not A Mistake!

PORTFOLIO MANAGEMENT COMPANY

SBI Funds Management Pvt Ltd

AUM (₹ cr)

15,18,453.79

No. of schemes

2

Nippon Life India Asset Management Ltd

AUM (₹ cr)

80,863.94

No. of schemes

4

Enam Asset Management Co Pvt Ltd

AUM (₹ cr)

40,917.51

No. of schemes

1

360 ONE Asset Management

AUM (₹ cr)

31,461.71

No. of schemes

2

Aditya Birla Sun Life AMC

AUM (₹ cr)

26,605.86

No. of schemes

5

ICICI Prudential AMC Ltd

AUM (₹ cr)

22,579.10

No. of schemes

7

Unifi Capital Pvt Ltd

AUM (₹ cr)

20,933.75

No. of schemes

5

Invesco Asset Management (I) Pvt Ltd

AUM (₹ cr)

20,178.40

No. of schemes

4

Abakkus Asset Manager LLP

AUM (₹ cr)

18,788.42

No. of schemes

3

ASK Investment Managers Ltd

AUM (₹ cr)

17,996.09

No. of schemes

8

Valuequest Investment Advisors Pvt Ltd

AUM (₹ cr)

17,075.51

No. of schemes

2

HSBC Asset Management India Pvt Ltd

AUM (₹ cr)

15,092.76

No. of schemes

2