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Portfolio Management Services(PMS) News

TOP NEWS

NewsSmall borrowers at risk? Finance ministry flags concerns over RBI's draft gold rules, seeks exemption

The RBI's proposed guidelines for gold loans aim to improve underwriting practices, collateral management, and fund monitoring.

PMS News

Large caps, midcaps or small caps? Anirudh Garg of Invasset PMS on what to accumulate in this marketWhere should an investor zero in this market? Which sectors will deliver a solid return going ahead?

Anirudh Garg, Partner and Fund Manager at Invasset PMS

Invasset LLP’s Growth Pro Max PMS scheme climbs 128% in FY24, fund manager shares winning mantra
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

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

Income Tax CalculatorCalculate the tax payable on your income under both old and new tax regimesCalculate Now
Lump-sum CalculatorCalculate the returns on your one-time investmentCalculate Now

SIP CalculatorCalculate the returns on your SIP investmentsCalculate Now
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

H

Hybrid

M

MICRO CAP

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

table
Grid

AUM (₹ Cr)

56.28

Hurdle Rate

10%

Category Rank

1 Out of 21

Benchmark

NSE Multi Asset Index 2

Min. Investment

₹50,00,000

Scheme Return

4.35%

Benchmark Return

2.41%

UpperCrust Growth Fund

AUM (₹ Cr)

42.72

Hurdle Rate

No Option

Category Rank

2 Out of 21

Benchmark

NSE Multi Asset Index 2

Min. Investment

₹50,00,000

Scheme Return

3.55%

Benchmark Return

2.41%

Narnolia - Multi Asset Strategy

AUM (₹ Cr)

UNDISC.

Hurdle Rate

No Option

Category Rank

3 Out of 21

Benchmark

Nifty 50 TRI

Min. Investment

₹50,00,000

Scheme Return

3.53%

Benchmark Return

1.92%

Multi Asset Dynamic Portfolio Alpha

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10% or 10%

Category Rank

4 Out of 21

Benchmark

NSE Multi Asset Index 1

Min. Investment

₹50,00,000

Scheme Return

3.48%

Benchmark Return

2.41%

Purnartha One Strategy

AUM (₹ Cr)

UNDISC.

Hurdle Rate

25% or 10%

Category Rank

5 Out of 21

Benchmark

NSE Multi Asset Index 2

Min. Investment

₹50,00,000

Scheme Return

3.28%

Benchmark Return

2.57%

Right Horizons - All Seasons

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Category Rank

6 Out of 21

Benchmark

NSE Multi Asset Index 2

Min. Investment

₹50,00,000

Scheme Return

3.27%

Benchmark Return

2.57%

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

BT TV

CEAT Warns of U.S. Tariff Blow to Auto Sector, Expects Easing Amid India-U.S. Trade Talks

3:23CEAT Warns of U.S. Tariff Blow To Auto Sector, Expects Easing Amid India-U.S. Trade Talks

Samsung Galaxy Z Fold 7/Z Flip 7 Launched: What Are The Big Changes?

9:29Samsung Galaxy Z Fold 7/Z Flip 7 Launched: What Are The Big Changes?

NSE CEO Ashish Chauhan: Electricity Derivatives Now Trading On Indian Terms And Indian Platforms

2:46NSE CEO Ashish Chauhan: Electricity Derivatives Now Trading On Indian Terms And Indian Platforms

Silver Set to Shine Brighter: What's Fueling the Massive Demand Spike?

3:14Silver Set To Shine Brighter: What's Fueling The Massive Demand Spike?

How the Global Reset Is Reshaping Trade & Investments In 2025

5:47How The Global Reset Is Reshaping Trade & Investments In 2025

What Is AAIB And When Will Its Final Report On AI-171 Crash Be Released?

3:54What Is AAIB And When Will Its Final Report On AI-171 Crash Be Released?

CEAT Top Management on ₹420 Cr Capex Plan, Fundraising, Debt Strategy & More

4:15CEAT Top Management On ₹420 Cr Capex Plan, Fundraising, Debt Strategy & More

Silver Set To Hit ₹1.6 Lakh? Should You Buy ETF Or Physical?

4:07Silver Set To Hit ₹1.6 Lakh? Should You Buy ETF Or Physical?

OnePlus Nord 5 & Nord CE 5 Review: Are These The Best Mid-Range Phones?

6:23OnePlus Nord 5 & Nord CE 5 Review: Are These The Best Mid-Range Phones?

Axis Bank Q1 Miss | What To Expect From HDFC Bank, ICICI Bank & Others In Banking Sector

3:40Axis Bank Q1 Miss | What To Expect From HDFC Bank, ICICI Bank & Others In Banking Sector

PORTFOLIO MANAGEMENT COMPANY

SBI Funds Management Pvt Ltd

AUM (₹ cr)

15,48,932.32

No. of schemes

2

Nippon Life India Asset Management Ltd

AUM (₹ cr)

82,749.97

No. of schemes

4

Enam Asset Management Co Pvt Ltd

AUM (₹ cr)

42,603.86

No. of schemes

1

360 ONE Asset Management

AUM (₹ cr)

33,522.34

No. of schemes

2

Aditya Birla Sun Life AMC

AUM (₹ cr)

27,683.03

No. of schemes

5

ICICI Prudential AMC Ltd

AUM (₹ cr)

25,142.20

No. of schemes

7

Unifi Capital Pvt Ltd

AUM (₹ cr)

22,518.08

No. of schemes

5

Abakkus Asset Manager LLP

AUM (₹ cr)

21,254.67

No. of schemes

3

Invesco Asset Management (I) Pvt Ltd

AUM (₹ cr)

20,846.76

No. of schemes

4

Valuequest Investment Advisors Pvt Ltd

AUM (₹ cr)

19,357.38

No. of schemes

2

ASK Investment Managers Ltd

AUM (₹ cr)

17,927.86

No. of schemes

8

HSBC Asset Management India Pvt Ltd

AUM (₹ cr)

15,800.91

No. of schemes

2