IA Compare
IA COMPARISON REPORT

*
   Discretionary      Non Discretionary   
*

Investment Approach Wise Performance As on 31/03/2024

Sorting On

Logo Upload

Abakkus Select Opportunities Strategy 2

01/09/2023

120.72

  • 8.25

  • 13.84

  • 0.00

  • NA

  • NA

  • NA

  • NA

  • NA

  • 23.43


No Image

Oaklane Large Cap

30/01/2024

232.09

  • 6.08

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 3.99


No Image

Ohm Growth

01/07/2022

485.47

  • 5.47

  • 9.31

  • 13.78

  • 58.54

  • NA

  • NA

  • NA

  • NA

  • 28.76


Logo Upload

Abakkus Curated Personalized Portfolio Strategy

01/09/2023

44.47

  • 5.38

  • 29.55

  • 0.00

  • NA

  • NA

  • NA

  • NA

  • NA

  • 29.49


No Image

NAFA NEW & CLEAN TECH

13/09/2021

10.00

  • 4.60

  • 7.82

  • 21.90

  • 60.85

  • 28.03

  • NA

  • NA

  • NA

  • 32.08


Logo Upload

PMSLONG

10/11/2015

300.07

  • 4.51

  • 3.40

  • 14.04

  • 40.43

  • 22.31

  • 21.37

  • 27.72

  • 18.30

  • 17.57


No Image

KRChoksey Select Multiplier

27/07/2021

1.29

  • 4.11

  • 6.12

  • 15.91

  • 36.10

  • 14.39

  • NA

  • NA

  • NA

  • 3.85


No Image

360 ONE Managed Solutions Global Equity

20/09/2021

7.36

  • 4.01

  • 9.31

  • 21.75

  • 28.31

  • 11.29

  • NA

  • NA

  • NA

  • 9.09


No Image

ValPro Balanced (B) PMS

06/07/2021

0.52

  • 4.00

  • 5.69

  • 21.95

  • 37.12

  • 0.98

  • NA

  • NA

  • NA

  • 0.38


Logo Upload

Custom portfolio 2

03/04/2019

0.68

  • 3.67

  • 9.13

  • 23.82

  • 41.47

  • 12.09

  • 15.25

  • 23.71

  • NA

  • 22.81


Logo Upload

Large Cap Opportunistic Portfolio Series I (A3)

24/03/2017

8.94

  • 3.64

  • 14.87

  • 27.64

  • 62.77

  • 32.82

  • 27.28

  • 35.38

  • 19.40

  • 17.39


No Image

Core Value Concentrated

15/04/2019

308.00

  • 3.62

  • 8.10

  • 15.73

  • 35.55

  • 21.36

  • 18.41

  • 28.00

  • NA

  • 16.88


No Image

Long Term Growth Stocks

23/10/2007

25.70

  • 3.49

  • 0.35

  • 7.83

  • 33.98

  • 9.77

  • 14.31

  • 27.54

  • 9.52

  • 7.32


Logo Upload

ACE Equity Portfolio

05/12/2020

408.47

  • 3.43

  • 14.24

  • 28.85

  • 55.69

  • 23.25

  • 22.80

  • NA

  • NA

  • 21.10


Logo Upload

ICICI Prudential PMS Largecap Strategy

16/03/2009

219.38

  • 3.43

  • 9.49

  • 25.73

  • 52.26

  • 24.67

  • 25.75

  • 37.12

  • 20.19

  • 16.90


Logo Upload

ICICI Prudential PMS ACE Strategy

28/12/2010

102.58

  • 3.41

  • 12.87

  • 26.85

  • 49.30

  • 21.61

  • 21.70

  • 33.13

  • 18.95

  • 14.70


No Image

MF MAXIMIZER EQUITY

04/08/2021

16.15

  • 3.36

  • 2.89

  • 12.01

  • 32.11

  • 11.56

  • NA

  • NA

  • NA

  • 10.92


Logo Upload

Sanctum Global Allocator

29/11/2018

4.48

  • 3.33

  • 4.84

  • 13.40

  • 11.46

  • 1.83

  • 2.57

  • 11.35

  • 8.79

  • 8.96


Logo Upload

SEERS ENDURING PORTFOLIO

13/05/2017

283.96

  • 3.24

  • 25.00

  • 45.25

  • 107.56

  • 48.83

  • 64.36

  • 78.44

  • 39.02

  • 27.47


Logo Upload

Invesco India DAWN Portfolio

28/08/2017

308.60

  • 3.19

  • 7.32

  • 22.10

  • 43.29

  • 21.89

  • 22.53

  • 32.93

  • 17.12

  • 11.76


No Image

ALPHASENSE AI

10/10/2023

35.37

  • 3.07

  • 6.89

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 23.11


Logo Upload

Innovation Portfolio NR

31/03/2020

20.56

  • 3.06

  • 4.51

  • 15.98

  • 41.84

  • 21.22

  • 20.20

  • 30.85

  • NA

  • 30.81


Logo Upload

Innovation Portfolio

24/04/2018

79.08

  • 3.05

  • 4.87

  • 16.59

  • 43.53

  • 23.13

  • 21.65

  • 33.47

  • 22.39

  • 19.96


No Image

SELECT NIFTY 50

04/07/2013

8.26

  • 3.00

  • 6.02

  • 17.36

  • 30.58

  • 15.09

  • 16.05

  • 24.44

  • 13.48

  • 12.74


Logo Upload

VOYAGER

01/10/2011

283.44

  • 2.99

  • 2.85

  • 11.08

  • 32.58

  • 7.16

  • 14.10

  • 27.89

  • 18.64

  • 19.31


Logo Upload

Alchemy Alpha 100

16/08/2023

7.48

  • 2.95

  • 8.44

  • 22.31

  • NA

  • NA

  • NA

  • NA

  • NA

  • 25.33


Logo Upload

Chanakya Wealth Creation Plan

01/01/2011

693.17

  • 2.86

  • -0.87

  • 2.00

  • 23.18

  • 7.53

  • 9.56

  • 29.93

  • 13.91

  • 16.27


Logo Upload

Ambit Coffee Can Portfolio

20/06/2017

1117.39

  • 2.77

  • 3.39

  • 12.53

  • 27.18

  • 10.98

  • 11.81

  • 18.47

  • 14.92

  • 14.56


Logo Upload

NARNOLIA LARGE CAP STRATEGY

28/03/2012

11.78

  • 2.77

  • 3.39

  • 13.04

  • 33.26

  • 12.90

  • 14.20

  • 24.63

  • 14.75

  • 16.65


No Image

VARANIUM G2G INDIA PORTFOLIO - 00002316

19/09/2014

41.74

  • 2.71

  • 34.02

  • 51.62

  • 94.48

  • 51.53

  • 38.04

  • 36.96

  • 17.38

  • 6.78


Logo Upload

Active Index Portfolio

22/04/2019

125.48

  • 2.70

  • 10.81

  • 29.70

  • 54.82

  • 24.55

  • 22.59

  • 27.77

  • NA

  • 17.07


Logo Upload

Tailored Discretionary Portfolio - Aggressive

11/11/2016

28.77

  • 2.65

  • 7.69

  • 11.93

  • 34.22

  • 11.77

  • 13.59

  • 22.19

  • 13.23

  • 12.59


Logo Upload

ValueQuest Platinum

24/07/2014

1528.70

  • 2.65

  • 2.29

  • 11.15

  • 57.69

  • 22.56

  • 29.60

  • 47.88

  • 30.15

  • 20.91


Logo Upload

Customised Portfolio Approach 6

26/04/2023

2.76

  • 2.64

  • 10.06

  • 23.79

  • NA

  • NA

  • NA

  • NA

  • NA

  • 46.22


No Image

Motilal Oswal Midcap Multifactor Strategy

29/09/2021

1.65

  • 2.64

  • 18.16

  • 34.33

  • 94.29

  • 35.05

  • NA

  • NA

  • NA

  • 25.50


No Image

Focused (Series V) A Contra Strategy

09/11/2011

0.71

  • 2.63

  • 7.18

  • 17.91

  • 48.46

  • 21.09

  • 18.35

  • 30.02

  • 14.65

  • 9.77


No Image

Deep Value Strategy

16/01/2012

117.58

  • 2.62

  • 2.67

  • 12.41

  • 30.72

  • 10.29

  • 12.86

  • 24.28

  • 14.43

  • 19.63


Logo Upload

ICICI Prudential PMS Growth Leaders Strategy

22/12/2000

1285.89

  • 2.61

  • 8.39

  • 23.47

  • 48.24

  • 22.24

  • 22.09

  • 33.16

  • 19.45

  • 12.50


Logo Upload

SISOP

01/02/2010

1118.71

  • 2.61

  • 1.91

  • 11.30

  • 29.37

  • 8.83

  • 13.15

  • 25.26

  • 16.51

  • 17.42


Logo Upload

ICICI Prudential PMS Contra Strategy

14/09/2018

5501.26

  • 2.59

  • 7.36

  • 20.73

  • 53.82

  • 27.89

  • 29.17

  • 40.80

  • 23.30

  • 22.10


Logo Upload

HSBC India Next Portfolio

02/02/2021

384.59

  • 2.58

  • 10.37

  • 20.84

  • 47.87

  • 21.23

  • 21.13

  • NA

  • NA

  • 20.18


Logo Upload

ICICI Prudential PMS Prime Strategy

10/11/2023

191.00

  • 2.57

  • 13.99

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 27.37


Logo Upload

Concept Sepcial

06/03/2010

17.82

  • 2.56

  • 12.51

  • 22.25

  • 41.19

  • 17.80

  • 24.80

  • 36.35

  • 19.77

  • 13.50


No Image

Motilal Oswal Hockey Stick Large Cap Portfolio

04/01/2024

1.12

  • 2.55

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 12.13


Logo Upload

CENTRUM BUILT TO LAST - T

18/02/2020

3.99

  • 2.53

  • 2.14

  • 12.41

  • 25.73

  • 10.81

  • 12.59

  • 0.00

  • NA

  • 9.54


Logo Upload

Custom portfolio 19

10/06/2022

19.67

  • 2.52

  • -2.71

  • 4.79

  • 23.94

  • NA

  • NA

  • NA

  • NA

  • 18.70


Logo Upload

Marcellus' Curation E

01/07/2021

416.78

  • 2.51

  • -9.61

  • -4.80

  • 11.91

  • 0.26

  • NA

  • NA

  • NA

  • 4.67


Logo Upload

ICICI Prudential PMS Infrastructure Strategy

26/12/2003

42.41

  • 2.50

  • 10.47

  • 27.12

  • 66.73

  • 38.35

  • 38.90

  • 50.61

  • 25.95

  • 15.65


Logo Upload

ValueQuest Vision

20/04/2021

940.41

  • 2.45

  • 5.05

  • 16.60

  • 60.15

  • 32.58

  • NA

  • NA

  • NA

  • 33.13


Logo Upload

Barclays Wealth Dynamic Opportunities portfolio

29/04/2009

464.56

  • 2.36

  • 8.95

  • 21.83

  • 43.38

  • 9.41

  • 13.83

  • 21.91

  • 13.99

  • 6.44


Logo Upload

AlphaaMoney Equity+ Portfolio

13/10/2023

0.59

  • 2.33

  • 5.77

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 18.14


Logo Upload

Customised Mutual Fund Portfolio (A4)

02/03/2020

30.17

  • 2.33

  • 4.81

  • 15.49

  • 30.60

  • 12.93

  • 13.47

  • 18.99

  • NA

  • 13.94


Logo Upload

ISEC Momentum Quality Dynamic Advantage Portfolio

17/11/2021

150.33

  • 2.33

  • 12.33

  • 33.67

  • 69.88

  • 22.26

  • NA

  • NA

  • NA

  • 15.27


Logo Upload

Unique Strategic Fund

20/12/2019

1247.65

  • 2.33

  • 0.76

  • 10.14

  • 59.03

  • 38.27

  • 35.39

  • 49.70

  • NA

  • 38.24


No Image

ALL WEATHER

01/11/2022

10.79

  • 2.32

  • 14.00

  • 28.55

  • 72.18

  • NA

  • NA

  • NA

  • NA

  • 39.11


Logo Upload

ICICI Prudential PMS Defined Tenure Series Strategy

10/05/2006

20.05

  • 2.29

  • 7.78

  • 21.28

  • 45.60

  • 23.93

  • 25.07

  • 37.73

  • 22.48

  • 15.41


Logo Upload

SUNIOP

01/08/2017

0.44

  • 2.29

  • -3.86

  • 2.84

  • 17.64

  • 4.46

  • 11.06

  • 25.04

  • 13.15

  • 10.04


Logo Upload

ICICI Prudential PMS India Recovery Strategy

31/01/2019

80.70

  • 2.26

  • 13.25

  • 26.95

  • 61.15

  • 49.13

  • 48.26

  • 58.80

  • 36.13

  • 34.96


Logo Upload

TOP 100 Equity

03/01/2024

6.05

  • 2.20

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • NA

  • 3.68


No Image

Care PMS Large & Midcap

03/07/2020

17.33

  • 2.18

  • 6.92

  • 29.57

  • 68.03

  • 27.86

  • 25.60

  • NA

  • NA

  • 27.73


Logo Upload

STALLION ASSET CORE FUND

22/10/2018

1407.39