APMI

STEPTRADE SME FUND

Compare

Inception Date : 09/02/2024

AUM in Cr. : 0.62

1M
20.51
3M
3.19
6M
-12.63
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-17.18

Focused Strategy

Compare

Inception Date : 23/07/2024

AUM in Cr. : 17.35

1M
14.23
3M
-0.05
6M
-4.57
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-6.81

KRIIS HIGH GROWTH STRATEGY

Compare

Inception Date : 27/05/2024

AUM in Cr. : 75.77

1M
12.74
3M
-3.50
6M
-6.89
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
26.04

ALCHEMY W.I.N STRATEGY

Compare

Inception Date : 31/10/2023

AUM in Cr. : 97.93

1M
11.87
3M
6.04
6M
-12.38
1Y
-13.08
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.99

Alchemy Select Satellite

Compare

Inception Date : 30/11/2023

AUM in Cr. : 6.69

1M
11.72
3M
6.53
6M
-11.32
1Y
-11.48
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.44

Equity Focused Discretionary PMS

Compare

Inception Date : 25/09/2016

AUM in Cr. : 79.52

1M
10.23
3M
-1.11
6M
-8.78
1Y
-13.64
2Y
14.48
3Y
20.93
4Y
21.34
5Y
26.08
SI
14.03

Core Value

Compare

Inception Date : 01/04/2007

AUM in Cr. : 102.81

1M
10.17
3M
-4.44
6M
-16.15
1Y
-15.84
2Y
14.41
3Y
4.13
4Y
23.79
5Y
34.58
SI
14.30

Trivantage Capital Small & Mid Cap Financials Portfolio

Compare

Inception Date : 01/03/2023

AUM in Cr. : 26.05

1M
9.86
3M
7.74
6M
-4.25
1Y
2.59
2Y
20.86
3Y
NA
4Y
NA
5Y
NA
SI
19.43

Aurum Micro Cap Opportunities

Compare

Inception Date : 13/06/2023

AUM in Cr. : 6.14

1M
9.68
3M
-6.06
6M
-18.13
1Y
-15.38
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.79

QODE TACTICAL FUND

Compare

Inception Date : 28/11/2024

AUM in Cr. : 10.07

1M
9.56
3M
12.01
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
7.46

Concentrated Growth Portfolio

Compare

Inception Date : 01/07/2024

AUM in Cr. : 48.25

1M
9.28
3M
3.39
6M
0.06
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-5.92

Motilal Oswal Hockey Stick Micro Cap Portfolio

Compare

Inception Date : 29/08/2024

AUM in Cr. : 6.26

1M
9.09
3M
-20.09
6M
-33.36
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-37.30

QODE ALL WEATHER

Compare

Inception Date : 18/11/2024

AUM in Cr. : 37.35

1M
8.72
3M
12.10
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.90

WEALTH SPIRAL ( DYNAMIC SCHEME) 2

Compare

Inception Date : 01/01/2010

AUM in Cr. : 0.13

1M
8.65
3M
-6.36
6M
-18.47
1Y
-22.27
2Y
6.10
3Y
9.18
4Y
9.33
5Y
17.53
SI
5.07

Special Opportunity Fund

Compare

Inception Date : 28/01/2010

AUM in Cr. : 517.14

1M
8.54
3M
-13.60
6M
-31.04
1Y
-25.38
2Y
4.86
3Y
0.42
4Y
5.15
5Y
24.60
SI
20.74

Principal Fund

Compare

Inception Date : 01/04/2007

AUM in Cr. : 10.60

1M
8.15
3M
-7.91
6M
-18.17
1Y
-8.83
2Y
16.11
3Y
5.91
4Y
18.36
5Y
24.65
SI
32.33

2Point2 Long Term Value Fund

Compare

Inception Date : 20/07/2016

AUM in Cr. : 1432.57

1M
8.07
3M
7.14
6M
2.09
1Y
12.04
2Y
29.76
3Y
22.79
4Y
22.38
5Y
27.88
SI
20.13

SAHASRAR CONCENTRATED GROWTH PORTFOLIO

Compare

Inception Date : 20/06/2022

AUM in Cr. : 995.31

1M
7.32
3M
0.93
6M
6.25
1Y
29.53
2Y
43.01
3Y
NA
4Y
NA
5Y
NA
SI
24.12

Arth Long Term Owner's Approach

Compare

Inception Date : 01/04/2024

AUM in Cr. : 29.42

1M
7.19
3M
1.75
6M
-10.20
1Y
-8.46
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
1.90

Alchemy High Growth

Compare

Inception Date : 08/05/2002

AUM in Cr. : 727.29

1M
7.14
3M
-0.99
6M
-12.92
1Y
-13.00
2Y
16.59
3Y
8.89
4Y
11.99
5Y
16.31
SI
19.91

PMS MOPE I

Compare

Inception Date : 26/04/2018

AUM in Cr. : 47.98

1M
6.99
3M
6.99
6M
6.99
1Y
26.81
2Y
23.47
3Y
10.76
4Y
13.33
5Y
14.35
SI
9.65

IME Digital Disruption

Compare

Inception Date : 10/02/2023

AUM in Cr. : 11.68

1M
6.97
3M
0.90
6M
-3.24
1Y
19.17
2Y
35.49
3Y
NA
4Y
NA
5Y
NA
SI
35.11

Deltabet Equity Approach

Compare

Inception Date : 01/11/2021

AUM in Cr. : 87.77

1M
6.91
3M
-2.38
6M
-14.55
1Y
-9.41
2Y
6.34
3Y
7.90
4Y
NA
5Y
NA
SI
5.80

Approach 2 Elite Value

Compare

Inception Date : 01/04/2010

AUM in Cr. : 15.58

1M
6.76
3M
1.61
6M
-3.12
1Y
4.98
2Y
18.14
3Y
13.16
4Y
18.37
5Y
21.54
SI
32.94

Trivantage Capital Resurgent Financials Equity Portfolio

Compare

Inception Date : 17/02/2016

AUM in Cr. : 24.45

1M
6.75
3M
9.57
6M
1.90
1Y
6.60
2Y
14.82
3Y
12.18
4Y
10.95
5Y
17.52
SI
12.59

R Wadiwala Agile PE Ratio Portfolio - Master

Compare

Inception Date : 23/07/2012

AUM in Cr. : 9.63

1M
6.70
3M
3.95
6M
-5.04
1Y
5.60
2Y
33.39
3Y
39.18
4Y
59.16
5Y
134.01
SI
293.88

MONEYGROW BLEND

Compare

Inception Date : 11/08/2024

AUM in Cr. : 5.47

1M
6.66
3M
-2.56
6M
-13.31
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-17.89

TULSIANMMOP

Compare

Inception Date : 01/02/2024

AUM in Cr. : 32.83

1M
6.61
3M
2.45
6M
-11.31
1Y
-13.91
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.20

BB Bluechip

Compare

Inception Date : 22/01/2025

AUM in Cr. : 4.17

1M
6.51
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.91

India Rising SME Stars

Compare

Inception Date : 17/02/2022

AUM in Cr. : 88.09

1M
6.51
3M
-12.02
6M
-17.58
1Y
7.86
2Y
23.16
3Y
28.03
4Y
NA
5Y
NA
SI
29.20

Motilal Oswal Large Cap Momentum Strategy

Compare

Inception Date : 07/11/2023

AUM in Cr. : 1.13

1M
6.47
3M
2.59
6M
-11.63
1Y
-7.33
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
3.56

Value Driven Approach

Compare

Inception Date : 26/10/2007

AUM in Cr. : 1058.50

1M
6.39
3M
-1.22
6M
-7.47
1Y
-5.83
2Y
14.16
3Y
13.53
4Y
13.59
5Y
17.18
SI
15.32

SRE Large & Mid Momentum PMS

Compare

Inception Date : 30/10/2023

AUM in Cr. : 19.59

1M
6.36
3M
2.94
6M
-4.69
1Y
2.30
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.73

DRChoksey Select Multiplier

Compare

Inception Date : 27/07/2021

AUM in Cr. : 10.69

1M
6.16
3M
-2.37
6M
-14.26
1Y
-20.74
2Y
-0.64
3Y
0.53
4Y
NA
5Y
NA
SI
-4.21

ALMONDZ AIM MULTICAP INVESTMENT APPROACH

Compare

Inception Date : 07/11/2024

AUM in Cr. : 6.86

1M
6.08
3M
-5.78
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-13.86

DYNAMIC INVESTMENT APPROACH

Compare

Inception Date : 13/05/2008

AUM in Cr. : 114.65

1M
5.95
3M
2.69
6M
-2.71
1Y
7.76
2Y
30.23
3Y
21.74
4Y
21.65
5Y
30.40
SI
10.91

SAVVY DEFAULT

Compare

Inception Date : 20/03/2017

AUM in Cr. : 712.86

1M
5.93
3M
-0.95
6M
-15.49
1Y
1.32
2Y
37.51
3Y
24.64
4Y
28.91
5Y
56.06
SI
25.51

FCI LLP Opportunities

Compare

Inception Date : 02/06/2022

AUM in Cr. : 25.15

1M
5.85
3M
0.23
6M
-6.47
1Y
13.23
2Y
28.56
3Y
NA
4Y
NA
5Y
NA
SI
25.54

MONEYGROW BESPOKE

Compare

Inception Date : 13/04/2023

AUM in Cr. : 52.63

1M
5.76
3M
3.82
6M
-0.22
1Y
9.77
2Y
21.82
3Y
NA
4Y
NA
5Y
NA
SI
23.00

White Pine India Emerging Stars Approach

Compare

Inception Date : 20/05/2022

AUM in Cr. : 309.45

1M
5.71
3M
-3.44
6M
-7.82
1Y
4.19
2Y
46.06
3Y
NA
4Y
NA
5Y
NA
SI
39.43

NS Multicap Advised Model Portfolio - PMS-Shreyas PMS

Compare

Inception Date : 17/04/2019

AUM in Cr. : 53.19

1M
5.68
3M
6.59
6M
-1.18
1Y
10.57
2Y
38.14
3Y
36.71
4Y
58.45
5Y
136.37
SI
98.71

Trivantage Capital Focussed Corporate Lenders Portfolio

Compare

Inception Date : 10/12/2018

AUM in Cr. : 3.89

1M
5.68
3M
10.00
6M
5.51
1Y
2.15
2Y
10.07
3Y
11.56
4Y
10.41
5Y
15.94
SI
7.25

Concept Sepcial

Compare

Inception Date : 06/03/2010

AUM in Cr. : 18.70

1M
5.64
3M
4.59
6M
-0.29
1Y
5.76
2Y
19.41
3Y
12.27
4Y
18.68
5Y
24.47
SI
12.86

TULSIANPMS

Compare

Inception Date : 01/04/2020

AUM in Cr. : 283.04

1M
5.64
3M
1.80
6M
-4.42
1Y
-5.73
2Y
29.59
3Y
17.36
4Y
25.88
5Y
34.54
SI
0.00

WEALTH GUARDIAN FUND

Compare

Inception Date : 16/05/2023

AUM in Cr. : 99.61

1M
5.59
3M
-0.17
6M
-9.90
1Y
-1.17
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
20.00

MAJESTIC

Compare

Inception Date : 11/03/2024

AUM in Cr. : 12.64

1M
5.52
3M
-8.79
6M
-21.84
1Y
0.03
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
8.09

WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1

Compare

Inception Date : 11/07/2003

AUM in Cr. : 0.61

1M
5.50
3M
2.25
6M
-3.27
1Y
-0.04
2Y
10.52
3Y
7.06
4Y
6.80
5Y
13.80
SI
0.01

Growth Opportunities Portfolio

Compare

Inception Date : 16/11/2022

AUM in Cr. : 5.37

1M
5.49
3M
-0.53
6M
-9.36
1Y
-6.74
2Y
12.33
3Y
NA
4Y
NA
5Y
NA
SI
9.14

LEAPFROG

Compare

Inception Date : 14/12/2023

AUM in Cr. : 45.94

1M
5.49
3M
-14.17
6M
-26.88
1Y
-14.25
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.59

IMPERIAL INDIA FOCUSED EQUITY

Compare

Inception Date : 13/02/2015

AUM in Cr. : 25.36

1M
5.48
3M
-12.04
6M
-20.24
1Y
-11.22
2Y
29.66
3Y
18.63
4Y
20.87
5Y
34.83
SI
14.43

Ambit Emerging Giants Small Cap Portfolio

Compare

Inception Date : 01/12/2017

AUM in Cr. : 224.74

1M
5.46
3M
-9.69
6M
-22.90
1Y
-12.13
2Y
0.85
3Y
4.54
4Y
6.54
5Y
18.17
SI
11.22

Fident India Builder Equity Portfolio (FIBER)

Compare

Inception Date : 28/06/2024

AUM in Cr. : 4.17

1M
5.42
3M
-0.84
6M
-12.12
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-4.35

BEACON PORTFOLIO

Compare

Inception Date : 26/07/2024

AUM in Cr. : 181.08

1M
5.38
3M
0.10
6M
-9.57
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-12.25

MONEYGROW LARGE MIDCAP

Compare

Inception Date : 11/04/2023

AUM in Cr. : 84.75

1M
5.36
3M
4.48
6M
-0.43
1Y
12.16
2Y
22.21
3Y
NA
4Y
NA
5Y
NA
SI
22.42

Diversified

Compare

Inception Date : 01/11/2018

AUM in Cr. : 132.56

1M
5.32
3M
-13.48
6M
-14.70
1Y
19.93
2Y
56.14
3Y
33.85
4Y
34.49
5Y
47.21
SI
23.66

SEERS DECADE OF INDIA

Compare

Inception Date : 22/08/2024

AUM in Cr. : 27.27

1M
5.32
3M
-4.00
6M
-15.90
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-15.37

EMKAY MULTICAP

Compare

Inception Date : 01/04/2003

AUM in Cr. : 0.61

1M
5.30
3M
3.12
6M
-3.06
1Y
11.58
2Y
23.55
3Y
19.46
4Y
19.51
5Y
24.99
SI
4.20

InCred Focused Healthcare Equity

Compare

Inception Date : 18/07/2023

AUM in Cr. : 55.95

1M
5.30
3M
2.67
6M
4.22
1Y
49.93
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
54.47

ICICI Prudential PMS Banking and Financial Services Strategy

Compare

Inception Date : 15/04/2024

AUM in Cr. : 14.41

1M
5.27
3M
5.73
6M
-0.71
1Y
9.36
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.75

360 ONE Phoenix Portfolio

Compare

Inception Date : 28/01/2021

AUM in Cr. : 1785.14

1M
5.25
3M
1.41
6M
-6.60
1Y
3.55
2Y
25.79
3Y
20.82
4Y
21.40
5Y
NA
SI
20.66

Credent AIM Multi Cap Strategy

Compare

Inception Date : 20/03/2023

AUM in Cr. : 45.80

1M
5.23
3M
-5.22
6M
-12.77
1Y
-1.29
2Y
25.97
3Y
NA
4Y
NA
5Y
NA
SI
28.57

White Whale North Star

Compare

Inception Date : 11/11/2020

AUM in Cr. : 65.42

1M
5.23
3M
5.96
6M
1.26
1Y
10.68
2Y
14.78
3Y
9.97
4Y
11.25
5Y
NA
SI
12.84

EverFlow Bespoke

Compare

Inception Date : 21/06/2023

AUM in Cr. : 26.33

1M
5.22
3M
6.40
6M
-2.86
1Y
10.22
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
30.83

Growth Enabled Mid & Smallcap

Compare

Inception Date : 17/02/2025

AUM in Cr. : 0.29

1M
5.18
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
8.89

KINETIC

Compare

Inception Date : 31/01/2017

AUM in Cr. : 70.58

1M
5.17
3M
-9.85
6M
-15.72
1Y
-2.10
2Y
38.53
3Y
30.62
4Y
32.53
5Y
47.35
SI
23.39

Master Trust India Growth Strategy

Compare

Inception Date : 22/10/2011

AUM in Cr. : 356.76

1M
5.14
3M
-0.12
6M
-8.70
1Y
-3.96
2Y
17.80
3Y
14.71
4Y
17.84
5Y
31.92
SI
24.97

TAMOHARA NXT MULTICAP STRATEGY

Compare

Inception Date : 28/03/2019

AUM in Cr. : 12.14

1M
5.13
3M
-0.69
6M
-8.45
1Y
-2.79
2Y
10.16
3Y
11.25
4Y
11.08
5Y
14.69
SI
10.92

KING

Compare

Inception Date : 03/10/2023

AUM in Cr. : 143.52

1M
5.12
3M
-1.82
6M
-4.14
1Y
-3.48
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-0.38

SUNIOP

Compare

Inception Date : 01/08/2017

AUM in Cr. : 0.47

1M
5.04
3M
1.95
6M
-3.84
1Y
4.99
2Y
9.55
3Y
5.65
4Y
9.94
5Y
18.88
SI
9.34

Sohum India Focus 10 Investment Approach

Compare

Inception Date : 04/10/2023

AUM in Cr. : 15.61

1M
4.98
3M
2.05
6M
-6.68
1Y
16.30
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
30.85

Mojo Power

Compare

Inception Date : 30/06/2023

AUM in Cr. : 215.99

1M
4.97
3M
1.00
6M
-7.42
1Y
-4.06
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
9.71

Mojo Soul

Compare

Inception Date : 30/06/2023

AUM in Cr. : 681.01

1M
4.95
3M
0.99
6M
-7.72
1Y
-3.60
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
8.51

ALPHA GROWTH

Compare

Inception Date : 26/02/2010

AUM in Cr. : 25.87

1M
4.94
3M
4.00
6M
-0.54
1Y
11.35
2Y
26.91
3Y
16.61
4Y
19.16
5Y
27.99
SI
17.09

MONEYGROW SMALL MIDCAP

Compare

Inception Date : 11/12/2023

AUM in Cr. : 131.68

1M
4.90
3M
-8.03
6M
-18.96
1Y
6.43
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
17.33

WEALTH SPIRAL DYNAMIC PORTFOLIO AXIS

Compare

Inception Date : 01/01/2010

AUM in Cr. : 0.74

1M
4.89
3M
2.36
6M
-2.64
1Y
3.20
2Y
23.87
3Y
20.48
4Y
20.17
5Y
27.15
SI
9.25

PINC Aggressive Fund

Compare

Inception Date : 30/08/2024

AUM in Cr. : 10.48

1M
4.82
3M
-9.57
6M
-20.06
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-23.12

ArthAlpha Machine Learning (Equity) Quant

Compare

Inception Date : 29/10/2024

AUM in Cr. : 23.69

1M
4.80
3M
6.43
6M
-1.52
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.36

Aequitas India Opportunities Product

Compare

Inception Date : 01/02/2013

AUM in Cr. : 3193.22

1M
4.77
3M
9.77
6M
10.48
1Y
17.76
2Y
43.00
3Y
36.14
4Y
42.19
5Y
51.09
SI
32.54

Bay Capital India First Portfolio

Compare

Inception Date : 27/01/2023

AUM in Cr. : 6.97

1M
4.76
3M
2.29
6M
0.36
1Y
15.78
2Y
26.02
3Y
NA
4Y
NA
5Y
NA
SI
24.97

NARNOLIA MULTI CAP STRATEGY

Compare

Inception Date : 28/03/2012

AUM in Cr. : 332.28

1M
4.75
3M
3.59
6M
-2.98
1Y
6.69
2Y
14.91
3Y
10.04
4Y
11.87
5Y
17.81
SI
15.54

TruBlu

Compare

Inception Date : 05/03/2021

AUM in Cr. : 82.38

1M
4.75
3M
5.17
6M
3.29
1Y
15.70
2Y
17.51
3Y
16.75
4Y
13.67
5Y
NA
SI
13.12

Proud Portfolio

Compare

Inception Date : 09/05/2023

AUM in Cr. : 89.92

1M
4.74
3M
1.33
6M
-4.84
1Y
6.44
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
13.95

Banyan Edhas Portfolio

Compare

Inception Date : 29/05/2023

AUM in Cr. : 35.61

1M
4.73
3M
-1.46
6M
-1.48
1Y
9.16
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
18.47

Prudent Financial Resurgence Portfolio FRP

Compare

Inception Date : 17/03/2025

AUM in Cr. : 5.03

1M
4.73
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.76

Solitaire

Compare

Inception Date : 30/08/2019

AUM in Cr. : 1371.19

1M
4.72
3M
-2.25
6M
-10.39
1Y
1.57
2Y
26.93
3Y
21.48
4Y
24.80
5Y
28.23
SI
22.58

EverFlow India Opportunities

Compare

Inception Date : 02/05/2023

AUM in Cr. : 372.80

1M
4.71
3M
6.23
6M
0.45
1Y
19.20
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.50

Motilal Oswal Hockey Stick Large Cap Portfolio

Compare

Inception Date : 04/01/2024

AUM in Cr. : 10.69

1M
4.71
3M
3.36
6M
-2.00
1Y
12.56
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
25.25

EQUIRUS CORE EQUITY

Compare

Inception Date : 27/05/2022

AUM in Cr. : 86.78

1M
4.70
3M
1.47
6M
-7.18
1Y
3.22
2Y
12.48
3Y
NA
4Y
NA
5Y
NA
SI
14.19

ASK FINANCIAL OPPORTUNITIES PORTFOLIO

Compare

Inception Date : 26/06/2018

AUM in Cr. : 204.43

1M
4.69
3M
7.08
6M
4.20
1Y
15.18
2Y
16.96
3Y
10.19
4Y
9.95
5Y
18.03
SI
8.72

MULTICAP PORTFOLIO

Compare

Inception Date : 02/04/2016

AUM in Cr. : 665.38

1M
4.69
3M
0.59
6M
-14.28
1Y
-4.22
2Y
28.69
3Y
16.96
4Y
20.89
5Y
27.41
SI
14.61

JEWEL

Compare

Inception Date : 18/02/2016

AUM in Cr. : 37.97

1M
4.67
3M
-13.06
6M
-20.43
1Y
-11.54
2Y
31.30
3Y
24.50
4Y
25.20
5Y
35.55
SI
15.17

ASK FINANCIAL OPPORTUNITIES PORTFOLIO STP

Compare

Inception Date : 01/11/2019

AUM in Cr. : 1.74

1M
4.65
3M
7.04
6M
3.43
1Y
14.67
2Y
17.23
3Y
10.43
4Y
10.20
5Y
18.43
SI
11.02

GREEN PORTFOLIO THE IMPACT ESG FUND

Compare

Inception Date : 22/03/2022

AUM in Cr. : 5.24

1M
4.65
3M
-8.15
6M
-16.66
1Y
3.94
2Y
33.82
3Y
30.00
4Y
NA
5Y
NA
SI
28.73

ValueQuest Vision

Compare

Inception Date : 20/04/2021

AUM in Cr. : 764.37

1M
4.65
3M
8.07
6M
8.65
1Y
32.19
2Y
46.25
3Y
35.54
4Y
34.00
5Y
NA
SI
34.58

TAMOHARA INVESTMENT MANAGERS PVT LTD -JRL - TAMOHARA RISING 20-20 STRATEGY

Compare

Inception Date : 20/08/2019

AUM in Cr. : 0.95

1M
4.64
3M
-3.26
6M
-11.06
1Y
-2.60
2Y
15.03
3Y
10.99
4Y
11.50
5Y
16.65
SI
13.42

TAMOHARA TRADE SANCHAY STRATEGY

Compare

Inception Date : 19/01/2021

AUM in Cr. : 16.66

1M
4.63
3M
8.11
6M
5.18
1Y
18.88
2Y
24.60
3Y
12.64
4Y
10.04
5Y
NA
SI
9.96

Concept Legend

Compare

Inception Date : 28/07/2009

AUM in Cr. : 25.01

1M
4.60
3M
0.14
6M
-4.41
1Y
3.57
2Y
14.74
3Y
8.07
4Y
8.21
5Y
15.54
SI
11.88

Long Term Growth Strategy

Compare

Inception Date : 16/05/2024

AUM in Cr. : 2.01

1M
4.55
3M
3.83
6M
-1.86
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.64

BB Money Plant

Compare

Inception Date : 22/01/2025

AUM in Cr. : 7.88

1M
4.54
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.83

India Portfolio Builder

Compare

Inception Date : 01/01/2016

AUM in Cr. : 7.23

1M
4.54
3M
-0.08
6M
-6.30
1Y
-0.02
2Y
13.30
3Y
10.61
4Y
14.96
5Y
19.19
SI
9.65

AlphaGrep Multi-Factor Quant Portfolio

Compare

Inception Date : 07/10/2022

AUM in Cr. : 96.92

1M
4.49
3M
3.94
6M
-2.34
1Y
7.46
2Y
27.02
3Y
NA
4Y
NA
5Y
NA
SI
20.49

PATERSON CUSTOMISED

Compare

Inception Date : 01/06/2024

AUM in Cr. : 73.39

1M
4.49
3M
-3.49
6M
-12.62
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-24.47

WILLOW LONG TERM VALUE STRATEGY

Compare

Inception Date : 03/02/2020

AUM in Cr. : 339.58

1M
4.48
3M
2.72
6M
-6.25
1Y
1.07
2Y
13.74
3Y
9.55
4Y
9.51
5Y
13.34
SI
9.93

Wallfort India Contra Equity Fund

Compare

Inception Date : 02/01/2024

AUM in Cr. : 16.42

1M
4.47
3M
1.04
6M
-0.32
1Y
18.01
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
32.49

EIML CAPITAL

Compare

Inception Date : 01/04/2003

AUM in Cr. : 329.95

1M
4.46
3M
1.68
6M
-3.32
1Y
12.05
2Y
23.39
3Y
20.23
4Y
20.09
5Y
26.01
SI
12.82

1729 Fundamental value Investing

Compare

Inception Date : 15/02/2024

AUM in Cr. : 301.45

1M
4.45
3M
-9.27
6M
-17.56
1Y
-11.06
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-4.78

Avendus Olivo Core Equity Portfolio

Compare

Inception Date : 29/07/2020

AUM in Cr. : 471.85

1M
4.44
3M
-1.45
6M
-8.13
1Y
4.68
2Y
26.88
3Y
19.35
4Y
15.23
5Y
NA
SI
19.22

Mehta Credent Focused Multicap

Compare

Inception Date : 06/01/2025

AUM in Cr. : 5.14

1M
4.44
3M
-6.79
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-11.35

Aurum Multiplier Portfolio

Compare

Inception Date : 13/12/2019

AUM in Cr. : 11.98

1M
4.41
3M
0.15
6M
-6.70
1Y
10.02
2Y
25.72
3Y
16.72
4Y
19.98
5Y
27.69
SI
16.95

Capital 8 Infinity Fund

Compare

Inception Date : 02/02/2024

AUM in Cr. : 105.50

1M
4.41
3M
0.12
6M
-7.37
1Y
6.13
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.84

Alchemy Select Stock

Compare

Inception Date : 19/12/2008

AUM in Cr. : 4112.83

1M
4.38
3M
-0.16
6M
-7.34
1Y
8.56
2Y
27.11
3Y
15.93
4Y
18.99
5Y
25.42
SI
19.81

Agreya Total return Enhancer

Compare

Inception Date : 22/02/2021

AUM in Cr. : 85.44

1M
4.37
3M
-3.99
6M
-11.96
1Y
-2.49
2Y
21.47
3Y
13.44
4Y
15.46
5Y
NA
SI
15.39

PMS-2 Q5

Compare

Inception Date : 21/02/2011

AUM in Cr. : 2.39

1M
4.36
3M
2.47
6M
-3.65
1Y
-5.52
2Y
11.92
3Y
8.58
4Y
7.90
5Y
11.84
SI
13.59

Sanctum Indian Olympians

Compare

Inception Date : 16/09/2016

AUM in Cr. : 76.28

1M
4.34
3M
2.50
6M
-0.17
1Y
8.33
2Y
13.36
3Y
10.24
4Y
11.37
5Y
15.90
SI
11.36

Financial Freedom

Compare

Inception Date : 01/11/2021

AUM in Cr. : 2.66

1M
4.33
3M
2.61
6M
2.57
1Y
11.18
2Y
22.19
3Y
14.66
4Y
NA
5Y
NA
SI
13.05

Surge India NRI

Compare

Inception Date : 01/04/2025

AUM in Cr. : 0.52

1M
4.33
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
4.33

Avestha Growth

Compare

Inception Date : 01/11/2017

AUM in Cr. : 1194.15

1M
4.30
3M
3.09
6M
-1.08
1Y
17.44
2Y
23.14
3Y
20.61
4Y
25.34
5Y
30.01
SI
17.54

CENTRUM FLEXICAP PORTFOLIO

Compare

Inception Date : 20/06/2011

AUM in Cr. : 41.82

1M
4.30
3M
3.36
6M
-2.33
1Y
2.42
2Y
22.36
3Y
12.17
4Y
14.84
5Y
21.05
SI
12.82

EMKAY LEAD

Compare

Inception Date : 01/11/2018

AUM in Cr. : 4.75

1M
4.30
3M
1.78
6M
-3.15
1Y
5.70
2Y
13.09
3Y
6.06
4Y
7.07
5Y
10.74
SI
8.52

KSEMA WEALTH ALPHA -INDIA OPPORTUNITIES

Compare

Inception Date : 28/01/2019

AUM in Cr. : 13.97

1M
4.29
3M
0.37
6M
-2.86
1Y
1.46
2Y
20.97
3Y
17.37
4Y
17.69
5Y
25.28
SI
16.83

New Berry Capitals Private Limites Seeking ALpha Strategy

Compare

Inception Date : 27/06/2017

AUM in Cr. : 7.42

1M
4.29
3M
0.02
6M
-5.61
1Y
5.89
2Y
28.07
3Y
24.90
4Y
34.76
5Y
45.52
SI
5.34

Vallum India Discovery Strategy

Compare

Inception Date : 24/09/2020

AUM in Cr. : 1414.21

1M
4.29
3M
-4.59
6M
-16.18
1Y
-7.58
2Y
17.38
3Y
14.98
4Y
16.51
5Y
NA
SI
22.32

Edelweiss Focused Mid and Small Cap Portfolio - Series II

Compare

Inception Date : 18/01/2018

AUM in Cr. : 1.30

1M
4.27
3M
-7.72
6M
-15.34
1Y
-7.79
2Y
7.60
3Y
2.82
4Y
8.79
5Y
21.00
SI
7.50

ALPHA LARGE CAP

Compare

Inception Date : 01/06/2014

AUM in Cr. : 1.01

1M
4.26
3M
6.50
6M
4.08
1Y
16.47
2Y
32.41
3Y
20.35
4Y
20.83
5Y
24.93
SI
15.27

CENTRUM FLEXICAP PORTFOLIO NRI

Compare

Inception Date : 24/01/2012

AUM in Cr. : 7.27

1M
4.26
3M
3.46
6M
-2.28
1Y
3.93
2Y
22.64
3Y
12.72
4Y
15.18
5Y
21.80
SI
11.46

TAMOHARA INDIA OPPORTUNITIES STRATEGY

Compare

Inception Date : 18/03/2016

AUM in Cr. : 41.53

1M
4.26
3M
-0.77
6M
-9.15
1Y
-3.26
2Y
9.02
3Y
9.11
4Y
14.42
5Y
14.42
SI
10.29

TAMOHARA LONG TERM EQUITY STRATEGY

Compare

Inception Date : 06/10/2015

AUM in Cr. : 26.26

1M
4.25
3M
-2.84
6M
-11.75
1Y
-4.55
2Y
9.69
3Y
7.57
4Y
9.96
5Y
17.67
SI
10.04

EIML PEARLS

Compare

Inception Date : 24/11/2011

AUM in Cr. : 14.66

1M
4.24
3M
-5.56
6M
-14.15
1Y
-2.41
2Y
15.93
3Y
12.90
4Y
16.22
5Y
26.68
SI
17.67

WEALTH OPTIMISER (AGGRESSIVE GROWTH)

Compare

Inception Date : 11/07/2003

AUM in Cr. : 16.98

1M
4.23
3M
1.33
6M
3.32
1Y
30.24
2Y
68.11
3Y
49.58
4Y
40.03
5Y
46.34
SI
18.17

Citrus Sector Leaders

Compare

Inception Date : 30/08/2023

AUM in Cr. : 29.85

1M
4.22
3M
1.14
6M
-2.81
1Y
0.44
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.49

Motilal Oswal Midcap Multifactor Strategy

Compare

Inception Date : 29/09/2021

AUM in Cr. : 1.62

1M
4.22
3M
1.26
6M
-9.15
1Y
-7.26
2Y
34.40
3Y
22.81
4Y
NA
5Y
NA
SI
16.85

Ventura Siddhartha Best in Class

Compare

Inception Date : 15/07/2019

AUM in Cr. : 13.61

1M
4.22
3M
-0.93
6M
-1.17
1Y
4.12
2Y
7.74
3Y
6.77
4Y
8.97
5Y
13.74
SI
10.81

Abakkus Select Opportunities Strategy

Compare

Inception Date : 20/07/2021

AUM in Cr. : 236.68

1M
4.21
3M
-7.53
6M
-21.28
1Y
-16.64
2Y
5.86
3Y
5.16
4Y
NA
5Y
NA
SI
17.53

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning

Compare

Inception Date : 01/01/2025

AUM in Cr. : 0.24

1M
4.21
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
4.21

IME Equity Bespoke

Compare

Inception Date : 20/02/2023

AUM in Cr. : 8.22

1M
4.19
3M
-0.38
6M
-3.43
1Y
-3.73
2Y
-2.32
3Y
NA
4Y
NA
5Y
NA
SI
-2.10

Alchemy Smart Alpha 250

Compare

Inception Date : 10/08/2023

AUM in Cr. : 568.77

1M
4.18
3M
-0.22
6M
-10.14
1Y
-1.20
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
20.86

Growth Plus Value Investing

Compare

Inception Date : 01/07/2004

AUM in Cr. : 501.66

1M
4.17
3M
1.46
6M
-2.37
1Y
-0.37
2Y
19.02
3Y
14.33
4Y
14.54
5Y
22.27
SI
14.68

Ohm Absolute

Compare

Inception Date : 27/03/2008

AUM in Cr. : 44.14

1M
4.17
3M
1.35
6M
-1.82
1Y
14.14
2Y
19.23
3Y
16.09
4Y
23.78
5Y
36.51
SI
17.91

QUEST ALPHA OPPORTUNITIES PORTFOLIO

Compare

Inception Date : 14/12/2023

AUM in Cr. : 27.59

1M
4.17
3M
0.10
6M
-11.12
1Y
4.95
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.46

EMERGING LEADERS

Compare

Inception Date : 26/04/2023

AUM in Cr. : 91.16

1M
4.15
3M
-5.99
6M
-6.22
1Y
5.79
2Y
11.89
3Y
NA
4Y
NA
5Y
NA
SI
11.86

Envision India Opportunities Portfolio

Compare

Inception Date : 05/04/2021

AUM in Cr. : 94.54

1M
4.15
3M
-0.36
6M
-12.00
1Y
0.60
2Y
21.69
3Y
16.80
4Y
16.55
5Y
NA
SI
16.66

Ambit Coffee Can Portfolio

Compare

Inception Date : 20/06/2017

AUM in Cr. : 1227.41

1M
4.14
3M
5.52
6M
1.99
1Y
9.69
2Y
17.44
3Y
11.63
4Y
12.84
5Y
15.73
SI
14.31

WEALTH WEAVER GROWTH PORTFOLIO AXIS

Compare

Inception Date : 11/07/2003

AUM in Cr. : 2.50

1M
4.14
3M
1.35
6M
-4.77
1Y
-0.83
2Y
15.43
3Y
12.45
4Y
14.20
5Y
21.24
SI
9.26

Edelweiss Focused Mid and Small Cap Portfolio Approach

Compare

Inception Date : 03/08/2015

AUM in Cr. : 22.68

1M
4.13
3M
-7.30
6M
-13.92
1Y
-4.17
2Y
10.56
3Y
4.79
4Y
10.40
5Y
21.73
SI
8.77

Prudent Focused PMS

Compare

Inception Date : 05/04/2022

AUM in Cr. : 38.11

1M
4.13
3M
1.29
6M
-2.74
1Y
6.13
2Y
22.31
3Y
18.30
4Y
NA
5Y
NA
SI
17.71

Invesco India Challengers Portfolio

Compare

Inception Date : 30/09/2021

AUM in Cr. : 30.62

1M
4.11
3M
1.55
6M
-3.54
1Y
15.24
2Y
30.42
3Y
18.07
4Y
NA
5Y
NA
SI
14.56

HDFC AMC "MF Select" Portfolio Equity (Formerly Portfolio of MF Schemes/ETFs)

Compare

Inception Date : 12/02/2007

AUM in Cr. : 20.91

1M
4.10
3M
6.04
6M
1.16
1Y
14.47
2Y
29.23
3Y
24.01
4Y
24.68
5Y
29.55
SI
12.59

CENTRUM FLEXICAP PORTFOLIO - T

Compare

Inception Date : 26/10/2021

AUM in Cr. : 57.29

1M
4.09
3M
2.79
6M
-3.09
1Y
1.78
2Y
21.85
3Y
12.32
4Y
NA
5Y
NA
SI
9.49

Julius Baer India Equity Opportunities Portfolio

Compare

Inception Date : 31/05/2024

AUM in Cr. : 15.80

1M
4.09
3M
3.05
6M
-3.46
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.33

WEALTH FOCUS AXIS

Compare

Inception Date : 06/02/2019

AUM in Cr. : 30.79

1M
4.08
3M
0.84
6M
0.54
1Y
3.77
2Y
20.21
3Y
10.77
4Y
10.22
5Y
14.61
SI
11.52

Large Cap Equity Strategy

Compare

Inception Date : 11/02/2008

AUM in Cr. : 138.17

1M
4.07
3M
3.19
6M
-2.54
1Y
4.27
2Y
14.52
3Y
11.22
4Y
11.24
5Y
15.61
SI
12.38

Ace 15

Compare

Inception Date : 29/12/2017

AUM in Cr. : 3.94

1M
4.06
3M
-0.05
6M
-2.77
1Y
1.41
2Y
25.77
3Y
19.00
4Y
19.67
5Y
25.10
SI
12.87

KARMA CAPITAL KWB SELECT PMS

Compare

Inception Date : 01/03/2025

AUM in Cr. : 6180.43

1M
4.05
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.64

Wallfort Ameya Fund

Compare

Inception Date : 07/12/2022

AUM in Cr. : 80.99

1M
4.04
3M
-7.15
6M
-11.48
1Y
20.91
2Y
0.00
3Y
NA
4Y
NA
5Y
NA
SI
51.46

Acepro Large Cap Strategy

Compare

Inception Date : 15/02/2019

AUM in Cr. : 114.77

1M
4.02
3M
3.21
6M
0.35
1Y
12.72
2Y
17.78
3Y
13.53
4Y
13.78
5Y
18.46
SI
14.09

Maximal Pathfinder Value Fund

Compare

Inception Date : 18/05/2022

AUM in Cr. : 142.48

1M
4.01
3M
-1.64
6M
-6.37
1Y
4.45
2Y
34.12
3Y
NA
4Y
NA
5Y
NA
SI
30.27

CA MFM Large cap

Compare

Inception Date : 22/02/2022

AUM in Cr. : 0.68

1M
3.99
3M
1.63
6M
-1.38
1Y
6.92
2Y
9.12
3Y
5.67
4Y
NA
5Y
NA
SI
5.94

EMKAY CAPITAL

Compare

Inception Date : 01/04/2003

AUM in Cr. : 2.09

1M
3.99
3M
-2.45
6M
-12.76
1Y
3.84
2Y
22.70
3Y
20.19
4Y
19.70
5Y
26.53
SI
10.85

Fund of Funds

Compare

Inception Date : 18/05/2019

AUM in Cr. : 5.31

1M
3.99
3M
3.04
6M
-4.41
1Y
4.34
2Y
17.65
3Y
11.46
4Y
12.50
5Y
19.98
SI
13.12

EMKAY PEARLS

Compare

Inception Date : 24/11/2011

AUM in Cr. : 0.58

1M
3.97
3M
-7.11
6M
-20.77
1Y
-5.57
2Y
19.09
3Y
15.88
4Y
17.05
5Y
25.70
SI
15.27

Envision India Value Portdolio

Compare

Inception Date : 15/09/2010

AUM in Cr. : 61.44

1M
3.97
3M
-2.59
6M
-16.64
1Y
-6.95
2Y
18.65
3Y
13.88
4Y
16.63
5Y
23.48
SI
12.13

QODE GROWTH FUND

Compare

Inception Date : 05/03/2025

AUM in Cr. : 1.68

1M
3.97
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
8.07

I-Sec Multifactor Portfolio

Compare

Inception Date : 13/01/2023

AUM in Cr. : 156.01

1M
3.96
3M
-0.41
6M
-8.31
1Y
-0.92
2Y
21.17
3Y
NA
4Y
NA
5Y
NA
SI
18.20

MAS Prime

Compare

Inception Date : 02/12/2019

AUM in Cr. : 103.49

1M
3.96
3M
0.94
6M
-6.96
1Y
4.77
2Y
29.49
3Y
21.13
4Y
16.13
5Y
20.24
SI
17.40

Sohum India Opportunities Investment Approach

Compare

Inception Date : 15/12/2023

AUM in Cr. : 50.62

1M
3.96
3M
2.97
6M
-4.42
1Y
7.88
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
14.85

Abakkus Personalised Opportunity Specific Strategy

Compare

Inception Date : 24/09/2020

AUM in Cr. : 1193.64

1M
3.93
3M
-6.32
6M
-19.22
1Y
-2.93
2Y
19.49
3Y
14.01
4Y
26.14
5Y
NA
SI
40.44

Pure Alpha

Compare

Inception Date : 20/03/2024

AUM in Cr. : 8.28

1M
3.93
3M
1.24
6M
3.76
1Y
10.74
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.25

Ace Multicap

Compare

Inception Date : 23/08/2018

AUM in Cr. : 153.30

1M
3.92
3M
-1.27
6M
-7.20
1Y
-2.13
2Y
40.32
3Y
32.59
4Y
30.65
5Y
38.25
SI
20.02

Bespoke

Compare

Inception Date : 06/03/2006

AUM in Cr. : 88.83

1M
3.92
3M
3.92
6M
2.25
1Y
8.18
2Y
13.42
3Y
11.80
4Y
10.95
5Y
12.50
SI
10.37

QUESTPMS MULTI PORTFOLIO

Compare

Inception Date : 03/08/2014

AUM in Cr. : 1156.55

1M
3.92
3M
-1.19
6M
-12.20
1Y
1.58
2Y
25.75
3Y
16.82
4Y
17.40
5Y
26.77
SI
15.87

PMS-3 Q5

Compare

Inception Date : 01/04/2007

AUM in Cr. : 48.22

1M
3.88
3M
-0.14
6M
-6.23
1Y
1.30
2Y
18.44
3Y
12.10
4Y
13.87
5Y
18.59
SI
12.25

CENTRUM DEEP VALUE MULTIBAGGER NRI

Compare

Inception Date : 06/03/2012

AUM in Cr. : 2.49

1M
3.87
3M
-6.00
6M
-17.33
1Y
-7.74
2Y
15.65
3Y
6.44
4Y
12.13
5Y
24.14
SI
15.22

LATENT EQUITY GROWTH

Compare

Inception Date : 18/01/2024

AUM in Cr. : 49.35

1M
3.86
3M
2.99
6M
-2.11
1Y
27.83
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.97

Axis Brand Equity Portfolio

Compare

Inception Date : 05/12/2016

AUM in Cr. : 1079.96

1M
3.85
3M
-1.40
6M
-10.19
1Y
-3.76
2Y
13.80
3Y
11.81
4Y
11.81
5Y
17.73
SI
10.80

All Cap Portfolio

Compare

Inception Date : 27/07/2022

AUM in Cr. : 41.19

1M
3.83
3M
3.43
6M
-2.73
1Y
10.65
2Y
21.31
3Y
NA
4Y
NA
5Y
NA
SI
18.23

EMKAYGOLDEN

Compare

Inception Date : 26/10/2023

AUM in Cr. : 58.61

1M
3.82
3M
-0.26
6M
-8.76
1Y
9.63
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
18.94

Surge India

Compare

Inception Date : 03/11/2017

AUM in Cr. : 693.12

1M
3.82
3M
0.55
6M
-7.27
1Y
6.72
2Y
32.08
3Y
19.28
4Y
22.78
5Y
25.71
SI
12.18

Diversified

Compare

Inception Date : 06/09/2018

AUM in Cr. : 0.07

1M
3.79
3M
3.66
6M
-0.88
1Y
10.29
2Y
50.50
3Y
34.44
4Y
29.84
5Y
33.95
SI
22.98

ETHICAL PORTFOLIO

Compare

Inception Date : 31/01/2022

AUM in Cr. : 7.94

1M
3.79
3M
-4.49
6M
-11.64
1Y
-3.95
2Y
11.07
3Y
5.68
4Y
NA
5Y
NA
SI
5.67

Invesco India Large Cap Core Portfolio

Compare

Inception Date : 07/09/2004

AUM in Cr. : 3.16

1M
3.79
3M
3.48
6M
-2.27
1Y
7.83
2Y
20.94
3Y
12.01
4Y
11.54
5Y
16.70
SI
9.57

DB India Multicap Equities / Long-term capital growth

Compare

Inception Date : 20/08/2020

AUM in Cr. : 266.55

1M
3.78
3M
0.84
6M
-1.71
1Y
7.45
2Y
19.79
3Y
14.35
4Y
14.95
5Y
NA
SI
17.86

Complete Circle Digital compounders

Compare

Inception Date : 09/05/2022

AUM in Cr. : 419.34

1M
3.77
3M
-0.97
6M
-7.03
1Y
3.13
2Y
21.84
3Y
NA
4Y
NA
5Y
NA
SI
14.93

Legend Jain

Compare

Inception Date : 23/02/2016

AUM in Cr. : 1.45

1M
3.77
3M
-0.82
6M
-4.16
1Y
1.72
2Y
17.32
3Y
9.73
4Y
11.15
5Y
17.34
SI
10.83

CENTRUM FLEXICAP PORTFOLIO - T - NRI

Compare

Inception Date : 05/01/2022

AUM in Cr. : 1.49

1M
3.76
3M
2.53
6M
-3.66
1Y
4.50
2Y
24.95
3Y
14.07
4Y
NA
5Y
NA
SI
12.26

Kotak Evolv Equity Investment Approach

Compare

Inception Date : 02/04/2024

AUM in Cr. : 65.06

1M
3.76
3M
1.18
6M
-5.54
1Y
0.97
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
1.32

KUNVARJI FINSTOCK PRIVATE LIMITED

Compare

Inception Date : 15/09/2019

AUM in Cr. : 5.92

1M
3.76
3M
2.27
6M
-1.91
1Y
4.02
2Y
11.24
3Y
7.29
4Y
7.55
5Y
13.95
SI
11.89

Bluechip High Growth Low Valuation

Compare

Inception Date : 19/03/2024

AUM in Cr. : 27.87

1M
3.75
3M
1.25
6M
-3.79
1Y
7.89
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.00

CORE and SATELLITE PORTFOLIO SCHEME 1

Compare

Inception Date : 01/01/2020

AUM in Cr. : 1.42

1M
3.75
3M
2.97
6M
0.44
1Y
10.85
2Y
24.81
3Y
17.30
4Y
14.80
5Y
19.68
SI
14.91

Long Term Growth

Compare

Inception Date : 24/08/2007

AUM in Cr. : 971.88

1M
3.75
3M
0.83
6M
-7.72
1Y
5.89
2Y
28.03
3Y
16.44
4Y
17.09
5Y
21.21
SI
13.65

Aurum Growth Opportunities

Compare

Inception Date : 26/07/2013

AUM in Cr. : 3.53

1M
3.74
3M
0.29
6M
-10.51
1Y
1.48
2Y
15.21
3Y
13.76
4Y
12.25
5Y
30.03
SI
19.61

KSEMA WEALTH MULTICAP - INDIA OPPORTUNITIES FUND

Compare

Inception Date : 28/01/2019

AUM in Cr. : 69.66

1M
3.73
3M
0.12
6M
-3.89
1Y
-0.02
2Y
21.16
3Y
18.41
4Y
19.62
5Y
29.10
SI
19.23

CARNELIAN CAPITAL COMPOUNDER STRATEGY

Compare

Inception Date : 15/05/2019

AUM in Cr. : 669.11

1M
3.72
3M
2.43
6M
-5.96
1Y
3.02
2Y
28.64
3Y
19.86
4Y
18.69
5Y
23.47
SI
18.42

EQUENTIS CONCENTRATED PORTFOLIO

Compare

Inception Date : 10/02/2025

AUM in Cr. : 0.63

1M
3.72
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.02

Ace Midcap

Compare

Inception Date : 29/12/2017

AUM in Cr. : 5.83

1M
3.71
3M
-1.87
6M
-10.98
1Y
-4.03
2Y
37.61
3Y
28.27
4Y
28.11
5Y
30.94
SI
18.31

ALPHA COMPOUNDERS

Compare

Inception Date : 01/11/2022

AUM in Cr. : 32.56

1M
3.71
3M
3.41
6M
-3.26
1Y
11.39
2Y
27.09
3Y
NA
4Y
NA
5Y
NA
SI
20.27

BLUECHIP

Compare

Inception Date : 18/07/2018

AUM in Cr. : 230.42

1M
3.71
3M
-0.49
6M
-4.10
1Y
4.06
2Y
15.86
3Y
12.41
4Y
12.33
5Y
17.38
SI
10.87

EMKAYS 12

Compare

Inception Date : 01/05/2019

AUM in Cr. : 12.17

1M
3.68
3M
4.20
6M
2.09
1Y
11.67
2Y
16.44
3Y
12.58
4Y
13.01
5Y
17.70
SI
12.85

Enam India Opportunities Portfolio

Compare

Inception Date : 04/05/2023

AUM in Cr. : 417.06

1M
3.68
3M
1.42
6M
-5.44
1Y
7.49
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
17.76

ICICI Prudential PMS Multi-Manager - Diversified Strategy

Compare

Inception Date : 23/06/2016

AUM in Cr. : 184.95

1M
3.68
3M
3.62
6M
-0.33
1Y
8.90
2Y
21.33
3Y
17.18
4Y
17.79
5Y
23.28
SI
14.11

PINC Future Fund

Compare

Inception Date : 18/10/2021

AUM in Cr. : 12.20

1M
3.68
3M
-3.33
6M
-12.62
1Y
0.71
2Y
21.47
3Y
10.91
4Y
NA
5Y
NA
SI
12.18

I Equity

Compare

Inception Date : 18/06/2020

AUM in Cr. : 160.33

1M
3.67
3M
-0.20
6M
-5.64
1Y
1.92
2Y
18.96
3Y
13.00
4Y
14.17
5Y
NA
SI
18.64

Tailwind Alpha Edge PMS

Compare

Inception Date : 03/10/2024

AUM in Cr. : 47.73

1M
3.67
3M
0.08
6M
-7.78
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-11.66

ALPHA

Compare

Inception Date : 13/08/2021

AUM in Cr. : 337.31

1M
3.66
3M
1.50
6M
-3.88
1Y
6.69
2Y
26.17
3Y
23.32
4Y
NA
5Y
NA
SI
22.28

Prudent Multicap PMS

Compare

Inception Date : 07/03/2022

AUM in Cr. : 379.90

1M
3.66
3M
1.88
6M
-2.47
1Y
8.29
2Y
25.01
3Y
18.48
4Y
NA
5Y
NA
SI
17.68

Aurum Small Cap Opportunities

Compare

Inception Date : 20/12/2012

AUM in Cr. : 623.31

1M
3.65
3M
-5.81
6M
-15.74
1Y
-8.55
2Y
21.49
3Y
16.56
4Y
17.74
5Y
39.22
SI
25.86

360 ONE Open - Enhancer Series - Active Equity Enhancer

Compare

Inception Date : 20/06/2024

AUM in Cr. : 48.11

1M
3.64
3M
2.63
6M
-1.24
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.33

Dhanvesttor Faith Fund

Compare

Inception Date : 30/04/2024

AUM in Cr. : 24.44

1M
3.64
3M
0.46
6M
-6.95
1Y
8.41
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
8.36

Emerging Moat

Compare

Inception Date : 23/09/2022

AUM in Cr. : 49.01

1M
3.64
3M
-1.74
6M
-10.99
1Y
4.31
2Y
22.57
3Y
NA
4Y
NA
5Y
NA
SI
16.66

EDGE

Compare

Inception Date : 16/05/2024

AUM in Cr. : 5.19

1M
3.63
3M
-2.41
6M
-10.47
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-8.45

Fisdom Wealth Edge

Compare

Inception Date : 20/12/2024

AUM in Cr. : 11.36

1M
3.63
3M
0.39
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-2.54

ICICI Prudential PMS Wellness Strategy

Compare

Inception Date : 06/03/2013

AUM in Cr. : 58.31

1M
3.63
3M
0.48
6M
-4.31
1Y
14.76
2Y
29.21
3Y
16.59
4Y
14.09
5Y
20.15
SI
14.38

Special Opportunities

Compare

Inception Date : 04/11/2020

AUM in Cr. : 10.91

1M
3.61
3M
-2.55
6M
-10.91
1Y
2.78
2Y
18.38
3Y
13.16
4Y
14.41
5Y
NA
SI
16.80

MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR

Compare

Inception Date : 29/03/2024

AUM in Cr. : 11.93

1M
3.59
3M
2.90
6M
-7.71
1Y
-2.81
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.88

Trivantage Capital Resurgent Financials Equity Super Six Portfolio

Compare

Inception Date : 01/02/2017

AUM in Cr. : 1.00

1M
3.59
3M
9.82
6M
3.62
1Y
14.74
2Y
19.05
3Y
15.53
4Y
13.97
5Y
19.77
SI
12.01

Diversified Portfolio - Equity

Compare

Inception Date : 20/09/2001

AUM in Cr. : 577.51

1M
3.58
3M
5.14
6M
0.51
1Y
13.69
2Y
30.74
3Y
26.83
4Y
27.67
5Y
32.28
SI
19.80

360 ONE Open - Enhancer Series - Blended Equity Enhancer

Compare

Inception Date : 19/07/2024

AUM in Cr. : 73.85

1M
3.57
3M
2.69
6M
-2.45
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-3.40

INVASSET LEADERS FUND

Compare

Inception Date : 14/02/2025

AUM in Cr. : 1.09

1M
3.56
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
7.58

NARNOLIA LARGE CAP STRATEGY

Compare

Inception Date : 28/03/2012

AUM in Cr. : 93.91

1M
3.56
3M
2.54
6M
2.06
1Y
15.97
2Y
21.91
3Y
15.86
4Y
14.92
5Y
20.23
SI
16.64

ISEC Momentum Quality Dynamic Advantage Portfolio

Compare

Inception Date : 17/11/2021

AUM in Cr. : 80.99

1M
3.55
3M
-3.73
6M
-12.97
1Y
-6.80
2Y
25.83
3Y
15.04
4Y
NA
5Y
NA
SI
9.79

Profit Bloom Quant Alpha

Compare

Inception Date : 10/08/2023

AUM in Cr. : 2.61

1M
3.55
3M
-0.71
6M
-5.89
1Y
-2.83
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
12.17

TCG ADVISORY SERVICES PVT LTD FUND 1

Compare

Inception Date : 24/10/2018

AUM in Cr. : 5.51

1M
3.55
3M
0.35
6M
-9.08
1Y
-5.97
2Y
22.20
3Y
13.19
4Y
13.44
5Y
22.78
SI
14.16

Sterling Portfolio- Aggressive Portfolio

Compare

Inception Date : 11/11/2022

AUM in Cr. : 249.58

1M
3.54
3M
3.14
6M
-0.70
1Y
9.10
2Y
25.45
3Y
NA
4Y
NA
5Y
NA
SI
20.18

Invesco India R.I.S.E Portfolio

Compare

Inception Date : 18/04/2016

AUM in Cr. : 334.91

1M
3.53
3M
-0.08
6M
-5.87
1Y
1.90
2Y
23.79
3Y
17.95
4Y
15.97
5Y
23.17
SI
13.57

360 ONE Open - Managed Solutions All Equity

Compare

Inception Date : 11/12/2019

AUM in Cr. : 124.04

1M
3.52
3M
2.62
6M
-2.33
1Y
6.25
2Y
21.40
3Y
15.64
4Y
14.49
5Y
17.23
SI
12.83

Maxiom PMS-EMERALD-NE Diversified Mutual Funds (Non-Equity)

Compare

Inception Date : 01/04/2025

AUM in Cr. : 3.55

1M
3.52
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
3.52

SYNERGY FOCUSED APPROACH FOR LONG TERM

Compare

Inception Date : 22/12/2010

AUM in Cr. : 32.80

1M
3.50
3M
3.90
6M
-0.66
1Y
11.86
2Y
17.87
3Y
13.74
4Y
15.41
5Y
23.93
SI
7.14

WEALTH DOMINION

Compare

Inception Date : 10/12/2021

AUM in Cr. : 1.11

1M
3.50
3M
1.33
6M
-1.99
1Y
7.66
2Y
20.75
3Y
8.99
4Y
NA
5Y
NA
SI
8.73

ALGROW

Compare

Inception Date : 25/11/2020

AUM in Cr. : 4.54

1M
3.49
3M
-6.26
6M
-15.43
1Y
-14.90
2Y
7.51
3Y
3.73
4Y
9.22
5Y
NA
SI
9.09

Agreya Momentum Enhancer

Compare

Inception Date : 11/03/2023

AUM in Cr. : 57.38

1M
3.47
3M
3.29
6M
-3.08
1Y
-4.77
2Y
25.09
3Y
NA
4Y
NA
5Y
NA
SI
25.89

FORTUNA ONE

Compare

Inception Date : 04/07/2023

AUM in Cr. : 37.22

1M
3.47
3M
-2.58
6M
-4.06
1Y
8.18
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
28.74

Ambit Good & Clean Multi Cap Portfolio

Compare

Inception Date : 06/10/2020

AUM in Cr. : 9.27

1M
3.46
3M
2.56
6M
-4.89
1Y
1.59
2Y
12.64
3Y
8.38
4Y
10.17
5Y
NA
SI
14.42

Enam India Vision Portfolio

Compare

Inception Date : 17/01/2023

AUM in Cr. : 831.23

1M
3.45
3M
3.23
6M
-4.34
1Y
1.36
2Y
16.82
3Y
NA
4Y
NA
5Y
NA
SI
15.52

Consistent Compounders

Compare

Inception Date : 01/12/2018

AUM in Cr. : 3129.84

1M
3.44
3M
2.82
6M
-6.15
1Y
4.74
2Y
11.43
3Y
5.64
4Y
7.83
5Y
13.33
SI
13.81

NARNOLIA MULTI-ASSET STRATEGY

Compare

Inception Date : 26/08/2019

AUM in Cr. : 86.66

1M
3.44
3M
2.53
6M
-1.85
1Y
3.37
2Y
18.22
3Y
13.96
4Y
15.11
5Y
21.27
SI
16.69

NDPMS

Compare

Inception Date : 14/09/2017

AUM in Cr. : 81.82

1M
3.44
3M
2.78
6M
-2.39
1Y
6.04
2Y
19.45
3Y
13.85
4Y
14.42
5Y
19.38
SI
12.73

SISOP

Compare

Inception Date : 01/02/2010

AUM in Cr. : 1154.54

1M
3.44
3M
-1.11
6M
-3.40
1Y
13.64
2Y
20.10
3Y
12.04
4Y
14.61
5Y
22.37
SI
17.35

VOYAGER

Compare

Inception Date : 01/10/2011

AUM in Cr. : 140.66

1M
3.44
3M
-2.45
6M
-3.08
1Y
12.97
2Y
22.26
3Y
12.10
4Y
16.08
5Y
25.23
SI
12.34

Tata PMS Enterprising India Plus Investment Approach

Compare

Inception Date : 18/10/2011

AUM in Cr. : 12.21

1M
3.43
3M
1.48
6M
-3.33
1Y
8.98
2Y
16.39
3Y
11.94
4Y
12.99
5Y
16.66
SI
11.20

Core Equity Portfolio NR

Compare

Inception Date : 24/08/2007

AUM in Cr. : 10.02

1M
3.42
3M
1.39
6M
-3.15
1Y
-0.45
2Y
15.41
3Y
10.74
4Y
13.60
5Y
20.20
SI
13.15

Flexi-Cap Wealth Creator Portfolio (A5)

Compare

Inception Date : 13/11/2018

AUM in Cr. : 84.95

1M
3.42
3M
3.18
6M
-0.87
1Y
8.81
2Y
31.01
3Y
23.64
4Y
23.67
5Y
31.76
SI
17.99

360 ONE Mandate - Equity

Compare

Inception Date : 05/07/2019

AUM in Cr. : 1273.52

1M
3.41
3M
3.28
6M
-0.70
1Y
7.61
2Y
20.07
3Y
14.62
4Y
14.15
5Y
16.40
SI
15.79

Spark Absolute Return Portfolio (ARP)

Compare

Inception Date : 03/08/2023

AUM in Cr. : 110.00

1M
3.40
3M
-0.17
6M
-7.89
1Y
-5.78
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.29

Multicap Investment Approach

Compare

Inception Date : 15/04/2015

AUM in Cr. : 6.76

1M
3.38
3M
-4.93
6M
-15.52
1Y
-1.28
2Y
20.99
3Y
14.79
4Y
16.46
5Y
19.60
SI
16.15

Sundaram Voyager Global Portfolio

Compare

Inception Date : 11/10/2011

AUM in Cr. : 166.77

1M
3.38
3M
-2.03
6M
-3.43
1Y
9.29
2Y
18.41
3Y
9.62
4Y
12.56
5Y
22.15
SI
18.58

Alpha10

Compare

Inception Date : 19/09/2011

AUM in Cr. : 156.25

1M
3.37
3M
2.35
6M
-4.25
1Y
0.14
2Y
13.83
3Y
10.72
4Y
10.95
5Y
14.62
SI
13.64

APJ 20

Compare

Inception Date : 02/09/2015

AUM in Cr. : 600.10

1M
3.37
3M
-1.85
6M
-8.49
1Y
1.32
2Y
22.75
3Y
17.92
4Y
20.10
5Y
35.48
SI
21.09

ARTHYA All Star Core Portfolio

Compare

Inception Date : 05/06/2024

AUM in Cr. : 4.01

1M
3.37
3M
-1.73
6M
-6.02
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.30

Aurum Small Cap Plus

Compare

Inception Date : 10/05/2017

AUM in Cr. : 10.38

1M
3.37
3M
-3.27
6M
-11.04
1Y
-2.86
2Y
20.73
3Y
12.51
4Y
13.30
5Y
37.13
SI
13.18

ICICI Prudential PMS ACE Strategy

Compare

Inception Date : 28/12/2010

AUM in Cr. : 595.13

1M
3.37
3M
2.76
6M
-3.40
1Y
8.62
2Y
29.11
3Y
20.05
4Y
19.03
5Y
26.88
SI
14.68

WEALTH OPTIMISER AGGRESIVE GROWTH AXIS

Compare

Inception Date : 11/07/2003

AUM in Cr. : 1.40

1M
3.37
3M
-1.42
6M
-3.55
1Y
0.70
2Y
11.03
3Y
11.34
4Y
11.45
5Y
17.75
SI
13.40

ASK Wealth CICERO Smart Beta

Compare

Inception Date : 15/10/2024

AUM in Cr. : 28.17

1M
3.36
3M
1.27
6M
-6.64
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-6.81

Credent Asset Management Services Pvt Ltd

Compare

Inception Date : 01/12/2017

AUM in Cr. : 8.66

1M
3.36
3M
0.45
6M
-9.05
1Y
-0.43
2Y
12.69
3Y
5.63
4Y
13.91
5Y
16.79
SI
2.58

CORE EQUITY PORTFOLIO STP

Compare

Inception Date : 20/03/2019

AUM in Cr. : 6.42

1M
3.35
3M
1.29
6M
-3.55
1Y
-1.18
2Y
14.19
3Y
9.83
4Y
13.27
5Y
19.35
SI
13.02

Julius Baer India Flexi Index Portfolio

Compare

Inception Date : 08/03/2023

AUM in Cr. : 106.74

1M
3.35
3M
2.51
6M
-2.24
1Y
5.67
2Y
19.57
3Y
NA
4Y
NA
5Y
NA
SI
19.59

Large Cap Opportunistic Portfolio Series I (A3)

Compare

Inception Date : 24/03/2017

AUM in Cr. : 11.32

1M
3.35
3M
4.41
6M
-0.22
1Y
10.27
2Y
34.43
3Y
28.07
4Y
25.34
5Y
28.56
SI
17.28

Pelican Top100 Fund

Compare

Inception Date : 14/02/2023

AUM in Cr. : 1.75

1M
3.35
3M
0.22
6M
-3.63
1Y
1.22
2Y
14.60
3Y
NA
4Y
NA
5Y
NA
SI
13.04

Banyan Leaders Portfolio

Compare

Inception Date : 20/03/2024

AUM in Cr. : 18.29

1M
3.33
3M
-0.65
6M
-2.97
1Y
7.98
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
13.25

Core Equity Portfolio

Compare

Inception Date : 07/01/2009

AUM in Cr. : 226.25

1M
3.33
3M
1.28
6M
-3.42
1Y
-0.92
2Y
15.04
3Y
10.34
4Y
13.51
5Y
20.20
SI
18.80

Enam India Equity Portfolio

Compare

Inception Date : 08/07/2013

AUM in Cr. : 22761.58

1M
3.33
3M
4.29
6M
-2.59
1Y
3.24
2Y
20.81
3Y
17.03
4Y
17.76
5Y
25.55
SI
18.91

FREEDOM PORTFOLIO

Compare

Inception Date : 23/11/2011

AUM in Cr. : 213.99

1M
3.33
3M
1.70
6M
-7.54
1Y
-1.61
2Y
9.15
3Y
7.96
4Y
10.72
5Y
17.40
SI
13.64

360 ONE Open - Enhancer Series - Passive Equity Enhancer

Compare

Inception Date : 13/10/2023

AUM in Cr. : 297.62

1M
3.32
3M
1.78
6M
-2.50
1Y
4.74
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
15.75

FCI LLP Wealth Optimizer II

Compare

Inception Date : 04/06/2021

AUM in Cr. : 9.70

1M
3.31
3M
5.81
6M
5.96
1Y
19.61
2Y
27.33
3Y
19.40
4Y
NA
5Y
NA
SI
16.30

Long Term Growth Stock

Compare

Inception Date : 23/10/2007

AUM in Cr. : 16.72

1M
3.31
3M
-0.12
6M
-9.39
1Y
-5.67
2Y
8.23
3Y
5.54
4Y
8.13
5Y
16.59
SI
6.42

PROSPERO TREE INDIA EQUITY FUND

Compare

Inception Date : 03/03/2025

AUM in Cr. : 185.68

1M
3.31
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.35

Ambit Curated Portfolios

Compare

Inception Date : 28/08/2020

AUM in Cr. : 64.35

1M
3.30
3M
-5.65
6M
-14.43
1Y
2.67
2Y
12.69
3Y
7.58
4Y
9.25
5Y
NA
SI
14.88

GREEN PORTFOLIO SUPER 30 DYNAMIC FUND

Compare

Inception Date : 23/09/2019

AUM in Cr. : 203.09

1M
3.29
3M
-14.30
6M
-17.22
1Y
5.88
2Y
23.77
3Y
18.84
4Y
41.43
5Y
35.13
SI
28.08

THE ALL-STAR PORTFOLIO

Compare

Inception Date : 03/06/2017

AUM in Cr. : 3148.79

1M
3.29
3M
9.06
6M
7.08
1Y
22.85
2Y
19.27
3Y
13.55
4Y
11.78
5Y
19.60
SI
17.53

Absolute Freedom Portfolio

Compare

Inception Date : 01/04/2004

AUM in Cr. : 11.77

1M
3.28
3M
1.53
6M
-3.49
1Y
-0.48
2Y
21.03
3Y
15.14
4Y
16.32
5Y
20.86
SI
14.49

SUNOPP

Compare

Inception Date : 01/11/2016

AUM in Cr. : 7.12

1M
3.28
3M
2.68
6M
-2.93
1Y
4.87
2Y
12.56
3Y
9.93
4Y
9.56
5Y
17.03
SI
7.69

Optimiser Portfolio

Compare

Inception Date : 01/04/2021

AUM in Cr. : 157.40

1M
3.27
3M
-1.27
6M
-11.06
1Y
6.01
2Y
42.78
3Y
28.02
4Y
28.81
5Y
NA
SI
30.21

Platina Select

Compare

Inception Date : 16/12/2024

AUM in Cr. : 1.00

1M
3.27
3M
2.90
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-5.65

S.E.L.F

Compare

Inception Date : 01/06/2010

AUM in Cr. : 733.50

1M
3.27
3M
-1.40
6M
-5.40
1Y
3.93
2Y
19.41
3Y
10.11
4Y
13.45
5Y
23.62
SI
16.76

BCAD BREAKOUT 20

Compare

Inception Date : 14/01/2022

AUM in Cr. : 2741.07

1M
3.26
3M
0.57
6M
-7.01
1Y
-0.48
2Y
18.52
3Y
12.64
4Y
NA
5Y
NA
SI
13.61

CA MFM Multi Cap

Compare

Inception Date : 10/01/2022

AUM in Cr. : 26.93

1M
3.26
3M
3.11
6M
0.32
1Y
8.95
2Y
11.11
3Y
6.57
4Y
NA
5Y
NA
SI
3.73

Growth at Reasonable Price

Compare

Inception Date : 01/08/2005

AUM in Cr. : 5634.00

1M
3.26
3M
3.75
6M
-0.71
1Y
13.00
2Y
18.50
3Y
16.39
4Y
14.36
5Y
19.96
SI
15.75

INDIA LARGE CAP QUANT EQUITY PORTFOLIO

Compare

Inception Date : 17/03/2009

AUM in Cr. : 0.57

1M
3.26
3M
0.64
6M
-2.56
1Y
3.80
2Y
14.27
3Y
11.21
4Y
11.10
5Y
15.62
SI
12.63

SPARK INDIA 75 ACTIVE ALPHA STRATEGY

Compare

Inception Date : 29/07/2023

AUM in Cr. : 208.76

1M
3.26
3M
4.20
6M
0.38
1Y
0.20
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
15.97

ASK SPECIALISED PORTFOLIO

Compare

Inception Date : 23/06/2003

AUM in Cr. : 636.40

1M
3.25
3M
0.99
6M
-5.42
1Y
3.75
2Y
19.81
3Y
12.08
4Y
12.78
5Y
18.59
SI
16.99

CA Equity Multi-Manager Portfolio

Compare

Inception Date : 27/12/2023

AUM in Cr. : 3.31

1M
3.25
3M
1.75
6M
-1.21
1Y
8.40
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
7.56

Absolute Freedom Portfolio Systematic Rebalancing Option

Compare

Inception Date : 08/07/2019

AUM in Cr. : 5.57

1M
3.24
3M
1.46
6M
-3.63
1Y
-0.85
2Y
20.79
3Y
14.91
4Y
14.68
5Y
18.21
SI
13.16

ALL WEATHER

Compare

Inception Date : 01/11/2022

AUM in Cr. : 27.48

1M
3.24
3M
6.81
6M
-1.58
1Y
8.85
2Y
36.15
3Y
NA
4Y
NA
5Y
NA
SI
26.30

ICICI Prudential PMS Value Strategy

Compare

Inception Date : 28/01/2004

AUM in Cr. : 912.46

1M
3.24
3M
2.38
6M
-5.23
1Y
0.99
2Y
31.52
3Y
26.60
4Y
26.26
5Y
30.00
SI
13.03

Customised Portfolio Approach 6

Compare

Inception Date : 26/04/2023

AUM in Cr. : 2.74

1M
3.23
3M
7.05
6M
-0.14
1Y
0.40
2Y
19.16
3Y
NA
4Y
NA
5Y
NA
SI
20.64

EMKAYS ALPHA

Compare

Inception Date : 01/06/2021

AUM in Cr. : 154.03

1M
3.23
3M
-0.13
6M
-7.91
1Y
3.17
2Y
18.79
3Y
12.56
4Y
NA
5Y
NA
SI
11.81

BLENDED- RANGOLI

Compare

Inception Date : 07/06/2017

AUM in Cr. : 14574.44

1M
3.22
3M
0.87
6M
-4.98
1Y
1.45
2Y
18.93
3Y
12.76
4Y
17.64
5Y
29.95
SI
19.74

INVASSET PRIME FUND

Compare

Inception Date : 14/02/2025

AUM in Cr. : 1.10

1M
3.22
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
8.63

Invesco India DAWN Portfolio

Compare

Inception Date : 28/08/2017

AUM in Cr. : 277.44

1M
3.22
3M
0.06
6M
-8.00
1Y
-2.34
2Y
19.72
3Y
15.77
4Y
16.98
5Y
22.89
SI
10.44

Motilal Oswal Multifactor Equity Strategy

Compare

Inception Date : 09/04/2021

AUM in Cr. : 82.56

1M
3.22
3M
1.26
6M
-8.68
1Y
-2.85
2Y
29.56
3Y
17.97
4Y
0.00
5Y
NA
SI
16.36

Tactical Asset Allocation Plan TAAP

Compare

Inception Date : 30/03/2010

AUM in Cr. : 8.71

1M
3.22
3M
1.40
6M
-3.73
1Y
-3.01
2Y
19.50
3Y
14.45
4Y
15.84
5Y
20.41
SI
11.12

Motilal Oswal Hockey Stick Small Cap Portfolio

Compare

Inception Date : 04/01/2024

AUM in Cr. : 9.34

1M
3.21
3M
-17.30
6M
-25.79
1Y
-10.10
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-4.11

PriceBridge Eternal Long Life

Compare

Inception Date : 01/12/2023

AUM in Cr. : 46.47

1M
3.21
3M
-1.01
6M
-9.07
1Y
5.08
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.45

Renaissance Opportunities Portfolio

Compare

Inception Date : 01/01/2018

AUM in Cr. : 555.42

1M
3.21
3M
1.87
6M
-1.38
1Y
9.82
2Y
21.72
3Y
17.90
4Y
21.07
5Y
28.00
SI
13.22

MAAP

Compare

Inception Date : 10/11/2009

AUM in Cr. : 1.57

1M
3.20
3M
1.33
6M
-3.88
1Y
-1.25
2Y
20.46
3Y
14.87
4Y
16.01
5Y
20.59
SI
10.59

PRUDENCE

Compare

Inception Date : 11/05/2016

AUM in Cr. : 1512.00

1M
3.20
3M
2.02
6M
0.85
1Y
9.31
2Y
15.22
3Y
9.09
4Y
11.36
5Y
22.26
SI
17.03

Moderate Compounders

Compare

Inception Date : 12/11/2013

AUM in Cr. : 13.61

1M
3.19
3M
-2.86
6M
-12.76
1Y
1.81
2Y
22.32
3Y
16.29
4Y
18.41
5Y
24.12
SI
11.65

Alphaa factor Investing Fund

Compare

Inception Date : 04/06/2024

AUM in Cr. : 28.95

1M
3.18
3M
1.89
6M
0.18
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-19.03

ICICI Prudential PMS Multi-Manager - Thematic Strategy

Compare

Inception Date : 30/11/2018

AUM in Cr. : 40.57

1M
3.17
3M
2.07
6M
-1.06
1Y
12.04
2Y
23.90
3Y
18.80
4Y
19.07
5Y
26.46
SI
19.30

Value Migration Strategy

Compare

Inception Date : 18/02/2003

AUM in Cr. : 3326.56

1M
3.17
3M
0.31
6M
-11.13
1Y
7.49
2Y
31.55
3Y
21.44
4Y
18.08
5Y
22.34
SI
19.55

WEALTH FOCUS

Compare

Inception Date : 06/02/2019

AUM in Cr. : 4.54

1M
3.17
3M
-0.03
6M
0.17
1Y
2.62
2Y
12.17
3Y
4.48
4Y
5.11
5Y
9.98
SI
7.98

Absolute Freedom Portfolio 1

Compare

Inception Date : 01/04/2004

AUM in Cr. : 20.52

1M
3.16
3M
1.22
6M
-3.71
1Y
-1.28
2Y
19.77
3Y
14.37
4Y
15.67
5Y
19.83
SI
9.86

Alder Capital- Dynamic Growth

Compare

Inception Date : 03/05/2024

AUM in Cr. : 15.76

1M
3.16
3M
5.43
6M
5.96
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.99

Ambit Maximus Smart Factor Portfolio

Compare

Inception Date : 18/07/2024

AUM in Cr. : 15.98

1M
3.16
3M
-1.61
6M
-10.92
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-13.34

Custom portfolio 19

Compare

Inception Date : 10/06/2022

AUM in Cr. : 22.16

1M
3.16
3M
5.06
6M
5.52
1Y
8.37
2Y
14.97
3Y
NA
4Y
NA
5Y
NA
SI
15.76

QUANT

Compare

Inception Date : 01/08/2008

AUM in Cr. : 53.84

1M
3.16
3M
-0.03
6M
-4.96
1Y
-0.99
2Y
10.02
3Y
8.71
4Y
10.66
5Y
13.42
SI
8.66

Bluechip Equity FOF

Compare

Inception Date : 07/06/2017

AUM in Cr. : 4.19

1M
3.15
3M
3.24
6M
-0.86
1Y
8.74
2Y
18.82
3Y
16.47
4Y
16.43
5Y
22.25
SI
13.06

Consortium Securities Value PMS

Compare

Inception Date : 18/08/2014

AUM in Cr. : 95.69

1M
3.15
3M
-3.78
6M
-10.23
1Y
-7.09
2Y
26.26
3Y
21.07
4Y
27.08
5Y
40.56
SI
27.25

S.I.T.P

Compare

Inception Date : 01/12/2023

AUM in Cr. : 7.92

1M
3.15
3M
-2.43
6M
-3.02
1Y
11.44
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
14.54

White Oak India Equity Portfolio Approach

Compare

Inception Date : 31/08/2018

AUM in Cr. : 3.38

1M
3.15
3M
3.24
6M
1.58
1Y
17.34
2Y
22.18
3Y
14.47
4Y
14.85
5Y
24.34
SI
15.91

Good Fortune Capitals Growth

Compare

Inception Date : 02/11/2021

AUM in Cr. : 3.47

1M
3.14
3M
-0.30
6M
-6.41
1Y
-0.51
2Y
16.21
3Y
12.28
4Y
NA
5Y
NA
SI
9.28

Enam India Diversified Equity Advantage Portfolio

Compare

Inception Date : 30/05/2011

AUM in Cr. : 3671.33

1M
3.13
3M
1.24
6M
-6.21
1Y
2.23
2Y
14.99
3Y
12.79
4Y
13.04
5Y
21.40
SI
15.73

MINT

Compare

Inception Date : 01/06/2014

AUM in Cr. : 0.54

1M
3.13
3M
-1.63
6M
-6.81
1Y
6.41
2Y
19.60
3Y
13.23
4Y
15.37
5Y
24.43
SI
17.88

Abakkus Curated Personalized Portfolio Strategy

Compare

Inception Date : 01/09/2023

AUM in Cr. : 86.06

1M
3.12
3M
-4.99
6M
-21.37
1Y
5.18
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
25.48

IME Concentrated Microtrends

Compare

Inception Date : 20/02/2023

AUM in Cr. : 39.52

1M
3.12
3M
0.10
6M
-7.26
1Y
2.31
2Y
21.53
3Y
NA
4Y
NA
5Y
NA
SI
21.48

Alphaa Better Risk Reward 30 Stocks Portfolio

Compare

Inception Date : 01/09/2023

AUM in Cr. : 2.46

1M
3.11
3M
5.08
6M
0.34
1Y
3.22
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
19.20

QUESTPMS FLAGSHIP PORTFOLIO

Compare

Inception Date : 12/10/2007

AUM in Cr. : 589.38

1M
3.09
3M
-2.33
6M
-12.05
1Y
1.76
2Y
22.37
3Y
13.35
4Y
13.68
5Y
21.87
SI
16.14

SRE Inflection Idea

Compare

Inception Date : 08/11/2023

AUM in Cr. : 10.84

1M
3.09
3M
2.24
6M
-6.25
1Y
-0.02
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.10

Sterling Portfolio- Growth Portfolio

Compare

Inception Date : 18/11/2022

AUM in Cr. : 161.52

1M
3.09
3M
3.05
6M
-0.08
1Y
9.61
2Y
21.94
3Y
NA
4Y
NA
5Y
NA
SI
17.35

Top 200 Core Equity Portfolio NR

Compare

Inception Date : 24/07/2015

AUM in Cr. : 17.41

1M
3.09
3M
1.97
6M
-3.62
1Y
5.21
2Y
19.98
3Y
15.50
4Y
16.75
5Y
21.54
SI
12.53

Ad Astra Fund

Compare

Inception Date : 13/09/2023

AUM in Cr. : 23.93

1M
3.08
3M
0.03
6M
-1.66
1Y
15.64
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
13.27

BB Micro-Mega

Compare

Inception Date : 22/01/2025

AUM in Cr. : 33.72

1M
3.08
3M
3.92
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
3.95

VALUE

Compare

Inception Date : 15/01/2008

AUM in Cr. : 1.28

1M
3.08
3M
1.66
6M
-3.22
1Y
4.94
2Y
21.16
3Y
13.02
4Y
16.32
5Y
25.40
SI
15.18

Renaissance Alpha Portfolio

Compare

Inception Date : 20/01/2020

AUM in Cr. : 72.05

1M
3.07
3M
-5.52
6M
-13.56
1Y
9.85
2Y
24.59
3Y
19.00
4Y
20.67
5Y
24.48
SI
20.02

ALPHA HARVESTERS

Compare

Inception Date : 29/05/2023

AUM in Cr. : 15.57

1M
3.06
3M
-0.41
6M
-4.07
1Y
2.86
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.67

Ultima Select

Compare

Inception Date : 05/05/2023

AUM in Cr. : 10.55

1M
3.06
3M
2.79
6M
0.13
1Y
5.77
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.53

BCAD

Compare

Inception Date : 27/04/2018

AUM in Cr. : 341.41

1M
3.05
3M
1.20
6M
-5.39
1Y
-1.53
2Y
17.95
3Y
12.64
4Y
17.25
5Y
23.20
SI
14.69

SPARK INDIA@75 FLEXICAP STRATEGY

Compare

Inception Date : 07/02/2019

AUM in Cr. : 436.30

1M
3.05
3M
4.29
6M
-1.53
1Y
4.01
2Y
25.37
3Y
21.06
4Y
21.26
5Y
24.53
SI
17.87

Bloom

Compare

Inception Date : 03/05/2024

AUM in Cr. : 3.02

1M
3.04
3M
12.28
6M
12.54
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
31.13

Core and Satellite Equity Portfolio

Compare

Inception Date : 17/04/2015

AUM in Cr. : 50.89

1M
3.04
3M
1.96
6M
-1.92
1Y
9.80
2Y
24.46
3Y
16.91
4Y
13.36
5Y
18.47
SI
9.76

FCI LLP Wealth Builder

Compare

Inception Date : 15/03/2021

AUM in Cr. : 36.70

1M
3.04
3M
1.42
6M
-7.24
1Y
14.16
2Y
25.32
3Y
25.35
4Y
20.46
5Y
NA
SI
19.91

Multicap Strategy

Compare

Inception Date : 18/01/2005

AUM in Cr. : 303.97

1M
3.04
3M
-7.44
6M
-5.72
1Y
4.10
2Y
20.51
3Y
17.06
4Y
21.57
5Y
29.08
SI
14.79

Concept Legend Flexi

Compare

Inception Date : 09/04/2024

AUM in Cr. : 0.80

1M
3.03
3M
2.86
6M
-0.72
1Y
11.22
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
11.98

FREEDOM ETF PORTFOLIO

Compare

Inception Date : 09/03/2018

AUM in Cr. : 259.28

1M
3.03
3M
1.64
6M
-3.55
1Y
4.30
2Y
20.70
3Y
12.24
4Y
13.56
5Y
20.25
SI
11.49

Top 200 Core Equity Portfolio

Compare

Inception Date : 27/05/2015

AUM in Cr. : 41.57

1M
3.03
3M
1.87
6M
-3.88
1Y
4.94
2Y
19.69
3Y
14.87
4Y
16.19
5Y
20.76
SI
12.93

TOP 200 CORE EQUITY PORTFOLIO STP

Compare

Inception Date : 03/05/2019

AUM in Cr. : 31.85

1M
3.03
3M
1.89
6M
-3.72
1Y
5.01
2Y
18.43
3Y
14.13
4Y
15.52
5Y
20.39
SI
15.13

DELPHI 4C ADVANTAGE PORTFOLIO

Compare

Inception Date : 06/11/2020

AUM in Cr. : 598.02

1M
3.02
3M
1.71
6M
-2.13
1Y
9.87
2Y
23.35
3Y
17.34
4Y
15.44
5Y
NA
SI
16.63

Renaissance India Next Portfolio

Compare

Inception Date : 19/04/2018

AUM in Cr. : 475.05

1M
3.02
3M
1.02
6M
-7.40
1Y
9.13
2Y
25.20
3Y
23.23
4Y
28.46
5Y
36.93
SI
16.25

ASK Wealth Core Equity

Compare

Inception Date : 13/05/2024

AUM in Cr. : 24.89

1M
3.01
3M
0.91
6M
-4.32
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.37

dezerv. Equity Revival Strategy

Compare

Inception Date : 14/06/2022

AUM in Cr. : 4215.90

1M
3.01
3M
1.96
6M
-2.92
1Y
7.40
2Y
24.26
3Y
NA
4Y
NA
5Y
NA
SI
21.40

Emerging Opportunities Strategy

Compare

Inception Date : 13/11/2020

AUM in Cr. : 141.41

1M
3.01
3M
-2.39
6M
-8.71
1Y
6.43
2Y
30.52
3Y
27.28
4Y
36.37
5Y
NA
SI
44.65

Index (Market)

Compare

Inception Date : 05/03/2019

AUM in Cr. : 221.59

1M
3.01
3M
2.35
6M
-0.18
1Y
9.15
2Y
25.13
3Y
15.84
4Y
15.69
5Y
20.77
SI
16.15

RAW PEARL

Compare

Inception Date : 04/07/2012

AUM in Cr. : 14.03

1M
3.01
3M
-11.25
6M
-18.63
1Y
-9.07
2Y
28.67
3Y
22.43
4Y
23.46
5Y
36.97
SI
23.96

RHPMPL-RH India Business Leader Portfolio

Compare

Inception Date : 15/11/2012

AUM in Cr. : 36.47

1M
3.01
3M
0.06
6M
-8.39
1Y
3.09
2Y
20.75
3Y
13.52
4Y
14.95
5Y
20.99
SI
11.11

SELECT SECTOR PORTFOLIO

Compare

Inception Date : 06/10/2009

AUM in Cr. : 332.01

1M
3.01
3M
-1.42
6M
-4.59
1Y
15.89
2Y
31.61
3Y
23.55
4Y
23.95
5Y
32.88
SI
17.03

Abakkus Diversified Alpha Approach

Compare

Inception Date : 16/01/2024

AUM in Cr. : 1061.77

1M
3.00
3M
1.04
6M
-8.01
1Y
1.09
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.69

ABSL India Equity Services

Compare

Inception Date : 11/10/2023

AUM in Cr. : 3.12

1M
3.00
3M
1.43
6M
-5.21
1Y
-3.05
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
10.44

SageOne LargeCap

Compare

Inception Date : 24/08/2023

AUM in Cr. : 156.27

1M
3.00
3M
3.36
6M
-2.13
1Y
14.03
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.39

Hanut Fundamental Quant

Compare

Inception Date : 07/05/2019

AUM in Cr. : 34.80

1M
2.99
3M
3.35
6M
-0.13
1Y
11.81
2Y
31.03
3Y
16.35
4Y
16.43
5Y
28.14
SI
19.82

SELECT SECTOR PORTFOLIO STP

Compare

Inception Date : 23/03/2018

AUM in Cr. : 17.92

1M
2.99
3M
-1.17
6M
-4.46
1Y
14.26
2Y
29.53
3Y
22.17
4Y
22.88
5Y
31.45
SI
17.36

dezerv. Alpha Beta Equity Strategy

Compare

Inception Date : 04/05/2022

AUM in Cr. : 31.89

1M
2.98
3M
1.87
6M
-3.53
1Y
5.99
2Y
22.76
3Y
NA
4Y
NA
5Y
NA
SI
18.13

Q India Value Equity Strategy - Constrained XVII

Compare

Inception Date : 06/01/2025

AUM in Cr. : 0.70

1M
2.98
3M
1.50
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
1.73

Smart Beta Portfolio

Compare

Inception Date : 20/01/2024

AUM in Cr. : 4.37

1M
2.98
3M
-0.67
6M
-10.15
1Y
-2.56
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
4.59

ABSL India Equity Services Portfolio STP

Compare

Inception Date : 17/01/2024

AUM in Cr. : 2.90

1M
2.96
3M
2.20
6M
-4.29
1Y
-3.91
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.33

Sticker Shock

Compare

Inception Date : 25/06/2020

AUM in Cr. : 0.54

1M
2.96
3M
3.13
6M
-5.97
1Y
-0.08
2Y
7.46
3Y
4.51
4Y
4.19
5Y
NA
SI
8.13

Compound 26 Capital

Compare

Inception Date : 13/03/2024

AUM in Cr. : 107.56

1M
2.95
3M
-10.49
6M
-13.48
1Y
1.76
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
21.73

Pearl Portfolio

Compare

Inception Date : 01/01/2008

AUM in Cr. : 7.01

1M
2.95
3M
-4.06
6M
-11.19
1Y
-8.41
2Y
16.87
3Y
10.51
4Y
13.31
5Y
23.55
SI
12.69

Q India Value Equity Strategy - Constrained V

Compare

Inception Date : 17/12/2008

AUM in Cr. : 18178.54

1M
2.95
3M
0.04
6M
-2.51
1Y
10.37
2Y
25.00
3Y
18.97
4Y
17.00
5Y
23.98
SI
17.39

InCred Active Momentum Portfolio

Compare

Inception Date : 06/02/2025

AUM in Cr. : 6.39

1M
2.94
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.20

India Special Opportunities Portfolio NR

Compare

Inception Date : 27/07/2018

AUM in Cr. : 223.18

1M
2.94
3M
1.22
6M
-4.38
1Y
6.74
2Y
22.60
3Y
18.22
4Y
17.95
5Y
24.03
SI
15.31

Ohm Growth

Compare

Inception Date : 01/07/2022

AUM in Cr. : 531.01

1M
2.94
3M
-1.55
6M
-7.78
1Y
9.23
2Y
33.51
3Y
NA
4Y
NA
5Y
NA
SI
22.84

Bay India Opportunities Portfolio

Compare

Inception Date : 19/01/2023

AUM in Cr. : 84.19

1M
2.93
3M
-0.39
6M
-5.72
1Y
3.31
2Y
19.10
3Y
NA
4Y
NA
5Y
NA
SI
17.75

Advisory Services

Compare

Inception Date : 09/02/2018

AUM in Cr. : 232.45

1M
2.92
3M
2.05
6M
-1.65
1Y
7.83
2Y
25.63
3Y
17.97
4Y
18.44
5Y
23.37
SI
16.68

DMZ PARTNERS INHERITORS STRATEGY

Compare

Inception Date : 20/03/2018

AUM in Cr. : 545.96

1M
2.92
3M
7.69
6M
8.36
1Y
18.15
2Y
21.39
3Y
14.65
4Y
16.28
5Y
23.62
SI
15.44

Flexicap Strategy

Compare

Inception Date : 16/11/2023

AUM in Cr. : 1.26

1M
2.92
3M
0.72
6M
-5.02
1Y
4.75
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
17.00

INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP

Compare

Inception Date : 22/06/2018

AUM in Cr. : 647.06

1M
2.92
3M
1.32
6M
-4.05
1Y
6.35
2Y
21.54
3Y
17.21
4Y
17.28
5Y
23.31
SI
16.29

Quantitative Alpha Fund

Compare

Inception Date : 11/03/2025

AUM in Cr. : 0.64

1M
2.92
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
6.02

DISCOVERY

Compare

Inception Date : 04/07/2012

AUM in Cr. : 16.78

1M
2.91
3M
-11.09
6M
-18.85
1Y
-8.85
2Y
28.48
3Y
22.46
4Y
23.53
5Y
36.64
SI
23.10

Helios India Rising Portfolio

Compare

Inception Date : 16/03/2020

AUM in Cr. : 1438.07

1M
2.91
3M
1.43
6M
-3.75
1Y
4.16
2Y
24.08
3Y
17.24
4Y
16.44
5Y
22.63
SI
22.08

ICICI Prudential PMS Growth Leaders Strategy

Compare

Inception Date : 22/12/2000

AUM in Cr. : 1539.23

1M
2.91
3M
0.89
6M
-6.55
1Y
2.96
2Y
24.45
3Y
18.15
4Y
18.50
5Y
24.81
SI
12.24

India Special Opportunities Portfolio

Compare

Inception Date : 14/06/2018

AUM in Cr. : 400.80

1M
2.91
3M
1.21
6M
-4.42
1Y
6.51
2Y
22.25
3Y
17.80
4Y
17.80
5Y
24.48
SI
16.91

MeritorQ

Compare

Inception Date : 15/11/2022

AUM in Cr. : 47.37

1M
2.91
3M
-0.12
6M
-6.01
1Y
14.13
2Y
24.29
3Y
NA
4Y
NA
5Y
NA
SI
16.56

Select Direct Growth Portfolio

Compare

Inception Date : 20/01/2020

AUM in Cr. : 100.05

1M
2.91
3M
1.84
6M
-3.14
1Y
6.04
2Y
22.37
3Y
17.52
4Y
17.31
5Y
0.00
SI
18.50

UNIQUE

Compare

Inception Date : 04/07/2012

AUM in Cr. : 16.78

1M
2.91
3M
-11.09
6M
-18.85
1Y
-8.85
2Y
28.48
3Y
22.46
4Y
23.53
5Y
36.64
SI
23.10

ValPro Alpha (A) PMS

Compare

Inception Date : 15/04/2021

AUM in Cr. : 136.29

1M
2.91
3M
-4.35
6M
-9.84
1Y
0.05
2Y
21.99
3Y
11.36
4Y
14.43
5Y
NA
SI
14.75

Core and Satellite Equity Portfolio1

Compare

Inception Date : 07/06/2018

AUM in Cr. : 18.00

1M
2.90
3M
1.89
6M
-1.60
1Y
8.18
2Y
23.41
3Y
16.71
4Y
14.63
5Y
19.54
SI
8.44

ICICI Prudential PMS ETF Strategy

Compare

Inception Date : 18/03/2015

AUM in Cr. : 13.95

1M
2.90
3M
2.48
6M
-0.97
1Y
6.92
2Y
18.38
3Y
14.50
4Y
15.56
5Y
19.95
SI
10.01

SPARK INDIA@75 CORE AND SATELLITE STRATEGY

Compare

Inception Date : 20/06/2019

AUM in Cr. : 373.47

1M
2.89
3M
2.57
6M
-4.36
1Y
-0.44
2Y
23.26
3Y
20.82
4Y
21.51
5Y
27.40
SI
20.87

CA MFM MID CAP

Compare

Inception Date : 17/04/2022

AUM in Cr. : 2.17

1M
2.88
3M
1.03
6M
-4.80
1Y
4.52
2Y
14.99
3Y
9.79
4Y
NA
5Y
NA
SI
9.16

Q India Value Equity Strategy - Constrained XVIII

Compare

Inception Date : 20/01/2025

AUM in Cr. : 0.61

1M
2.87
3M
1.02
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
1.46

360 ONE Open - Enhancer Series - Dynamic Passive Equity

Compare

Inception Date : 13/10/2023

AUM in Cr. : 63.56

1M
2.86
3M
1.30
6M
-2.89
1Y
4.62
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
15.79

ASK INDIAN ENTREPRENEUR PORTFOLIO

Compare

Inception Date : 25/01/2010

AUM in Cr. : 11386.16

1M
2.84
3M
3.45
6M
-1.82
1Y
4.45
2Y
15.12
3Y
6.73
4Y
10.32
5Y
17.89
SI
16.54

Dezerv Capital Reserve Strategy - Equity

Compare

Inception Date : 13/09/2024

AUM in Cr. : 101.95

1M
2.84
3M
2.11
6M
-0.62
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
1.29

AAA India Opportunity Portfolio

Compare

Inception Date : 23/11/2009

AUM in Cr. : 1864.54

1M
2.83
3M
0.89
6M
-4.86
1Y
9.68
2Y
23.21
3Y
17.54
4Y
17.44
5Y
24.79
SI
18.42

CAPSTOCKS-PMS

Compare

Inception Date : 07/12/2004

AUM in Cr. : 64.04

1M
2.83
3M
0.51
6M
-7.40
1Y
5.46
2Y
24.61
3Y
17.77
4Y
15.00
5Y
21.74
SI
13.67

Q India Value Equity Strategy

Compare

Inception Date : 27/06/2000

AUM in Cr. : 10.17

1M
2.83
3M
0.06
6M
-2.55
1Y
8.83
2Y
23.69
3Y
17.60
4Y
16.21
5Y
23.06
SI
15.82

SRE PE SHIELD

Compare

Inception Date : 31/05/2018

AUM in Cr. : 38.17

1M
2.83
3M
0.38
6M
-5.61
1Y
-1.51
2Y
14.46
3Y
10.06
4Y
10.31
5Y
14.90
SI
10.16

dezerv. Alpha Equity Strategy

Compare

Inception Date : 31/05/2022

AUM in Cr. : 291.86

1M
2.82
3M
1.37
6M
-3.85
1Y
7.22
2Y
23.87
3Y
NA
4Y
NA
5Y
NA
SI
19.11

ICICI Prudential PMS Defined Tenure Series Strategy

Compare

Inception Date : 10/05/2006

AUM in Cr. : 15.73

1M
2.82
3M
1.61
6M
-5.85
1Y
2.08
2Y
22.93
3Y
19.23
4Y
20.15
5Y
27.46
SI
14.91

Piper Serica Leader Portfolio Strategy

Compare

Inception Date : 26/06/2019

AUM in Cr. : 772.34

1M
2.82
3M
0.33
6M
-10.94
1Y
-2.00
2Y
23.12
3Y
11.16
4Y
12.68
5Y
19.65
SI
15.70

TOP 100 Equity

Compare

Inception Date : 03/01/2024

AUM in Cr. : 15.24

1M
2.82
3M
3.25
6M
-0.94
1Y
6.04
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
8.69

ASK INDIAN ENTREPRENEUR PORTFOLIO STP

Compare

Inception Date : 14/10/2019

AUM in Cr. : 78.27

1M
2.81
3M
3.37
6M
-2.15
1Y
4.01
2Y
14.66
3Y
6.29
4Y
9.86
5Y
17.80
SI
13.33

PMS-1 Q8

Compare

Inception Date : 18/01/2008

AUM in Cr. : 1.13

1M
2.81
3M
-0.05
6M
-7.00
1Y
-0.50
2Y
18.32
3Y
13.48
4Y
13.62
5Y
16.96
SI
9.71

WhiteOak Capital Research Select Equity Portfolio Approach

Compare

Inception Date : 08/08/2023

AUM in Cr. : 17.53

1M
2.81
3M
2.69
6M
-0.96
1Y
0.00
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
7.80

NUCLEUS

Compare

Inception Date : 01/06/2024

AUM in Cr. : 64.17

1M
2.80
3M
-8.90
6M
-23.49
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-3.25

Tata PMS Enterprising India Investment Approach

Compare

Inception Date : 10/04/2006

AUM in Cr. : 13.50

1M
2.80
3M
-0.80
6M
-6.35
1Y
6.37
2Y
15.49
3Y
12.14
4Y
13.25
5Y
17.97
SI
11.64

TCG India Investment Opportunities Portfolio

Compare

Inception Date : 21/11/2024

AUM in Cr. : 0.95

1M
2.80
3M
-0.48
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-8.63

ADAPT PORTFOLIO - Very Agressive

Compare

Inception Date : 24/06/2010

AUM in Cr. : 20.80

1M
2.79
3M
3.43
6M
-0.56
1Y
7.95
2Y
22.34
3Y
17.04
4Y
16.18
5Y
18.19
SI
12.27

ICICI Prudential PMS SMART Strategy

Compare

Inception Date : 22/10/2014

AUM in Cr. : 58.08

1M
2.79
3M
2.82
6M
-5.52
1Y
3.96
2Y
32.42
3Y
24.05
4Y
25.09
5Y
32.79
SI
15.01

KRIIS MULTICAP FUND STRATEGY

Compare

Inception Date : 09/05/2019

AUM in Cr. : 181.57

1M
2.78
3M
-6.85
6M
-16.46
1Y
-3.40
2Y
23.25
3Y
15.64
4Y
17.06
5Y
25.96
SI
19.93

WhiteOak India Business Leaders PMS

Compare

Inception Date : 21/01/2021

AUM in Cr. : 108.82

1M
2.78
3M
3.33
6M
-0.47
1Y
11.42
2Y
18.45
3Y
12.40
4Y
12.85
5Y
NA
SI
13.00

ACTIVE

Compare

Inception Date : 04/07/2012

AUM in Cr. : 8.56

1M
2.77
3M
-10.77
6M
-19.65
1Y
-7.76
2Y
28.75
3Y
22.44
4Y
23.08
5Y
37.03
SI
23.16

Itus Theme Founder Fund

Compare

Inception Date : 10/02/2022

AUM in Cr. : 7.19

1M
2.77
3M
-0.06
6M
-9.21
1Y
-5.52
2Y
9.98
3Y
5.92
4Y
NA
5Y
NA
SI
6.68

Large & Emerging Alpha Portfolio Strategy

Compare

Inception Date : 17/02/2025

AUM in Cr. : 0.26

1M
2.77
3M
NA
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
4.34

QUESTPMS FOCUS PORTFOLIO

Compare

Inception Date : 24/05/2016

AUM in Cr. : 79.30

1M
2.77
3M
-2.19
6M
-11.89
1Y
0.12
2Y
21.61
3Y
13.03
4Y
12.22
5Y
20.07
SI
12.95

Sanctum Indian Titans

Compare

Inception Date : 18/11/2016

AUM in Cr. : 183.52

1M
2.77
3M
0.93
6M
-4.94
1Y
1.85
2Y
13.78
3Y
9.94
4Y
13.14
5Y
18.61
SI
13.44

Citrus Mutual Fund Strategy(Aggressive)

Compare

Inception Date : 10/05/2024

AUM in Cr. : 1.68

1M
2.76
3M
-0.28
6M
-7.32
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.35

The Indian Economic Transformation Portfolio

Compare

Inception Date : 22/10/2018

AUM in Cr. : 44.76

1M
2.76
3M
0.85
6M
-4.89
1Y
-0.29
2Y
19.11
3Y
13.18
4Y
14.01
5Y
20.46
SI
15.43

Ambit Maximus Smart Factor Portfolio - STP

Compare

Inception Date : 26/07/2024

AUM in Cr. : 4.29

1M
2.75
3M
-1.32
6M
-10.20
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-15.24

Customised Equity Portfolio

Compare

Inception Date : 12/11/2024

AUM in Cr. : 38.36

1M
2.75
3M
0.40
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.86

Valtrust Equity Funds

Compare

Inception Date : 31/03/2023

AUM in Cr. : 0.78

1M
2.75
3M
-0.61
6M
-4.50
1Y
4.47
2Y
23.55
3Y
NA
4Y
NA
5Y
NA
SI
26.04

Fident All-Season India Resilient Portfolio (FAIR)

Compare

Inception Date : 18/04/2024

AUM in Cr. : 5.65

1M
2.73
3M
1.20
6M
-2.73
1Y
13.19
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
16.15

MULTICAP

Compare

Inception Date : 05/10/2021

AUM in Cr. : 1.60

1M
2.73
3M
2.91
6M
-2.90
1Y
5.51
2Y
13.81
3Y
6.97
4Y
NA
5Y
NA
SI
4.73

Pelican PE Fund

Compare

Inception Date : 13/06/2018

AUM in Cr. : 51.48

1M
2.73
3M
1.53
6M
-0.49
1Y
2.79
2Y
14.72
3Y
11.93
4Y
11.22
5Y
13.49
SI
11.00

Renaissance Platinum Portfolio

Compare

Inception Date : 20/11/2020

AUM in Cr. : 44.80

1M
2.73
3M
-1.01
6M
-7.08
1Y
-5.33
2Y
29.33
3Y
21.43
4Y
21.02
5Y
NA
SI
17.42

Mid Cap Equity FOF

Compare

Inception Date : 09/06/2017

AUM in Cr. : 2.14

1M
2.72
3M
-1.52
6M
-7.38
1Y
8.84
2Y
25.92
3Y
18.88
4Y
20.01
5Y
27.84
SI
14.79

Arthya ALL-STAR Opportunities Portfolio

Compare

Inception Date : 06/05/2022

AUM in Cr. : 6.29

1M
2.71
3M
0.47
6M
-4.26
1Y
11.62
2Y
26.38
3Y
NA
4Y
NA
5Y
NA
SI
19.28

IONIC PIPE STRATEGY

Compare

Inception Date : 08/01/2025

AUM in Cr. : 15.55

1M
2.71
3M
1.21
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-2.60

Itus Fundamental Value Fund

Compare

Inception Date : 01/01/2017

AUM in Cr. : 1348.10

1M
2.71
3M
0.81
6M
-6.25
1Y
1.87
2Y
16.36
3Y
11.64
4Y
12.78
5Y
20.54
SI
18.17

The Alpha I Strategy

Compare

Inception Date : 12/04/2023

AUM in Cr. : 9.27

1M
2.71
3M
0.22
6M
-5.96
1Y
2.23
2Y
23.21
3Y
NA
4Y
NA
5Y
NA
SI
23.67

TCG Transformative Growth Portfolio

Compare

Inception Date : 11/10/2024

AUM in Cr. : 27.02

1M
2.70
3M
-0.86
6M
-2.51
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-3.95

The Indian Economic Transformation Portfolio Systematic Rebalancing Option

Compare

Inception Date : 08/07/2019

AUM in Cr. : 194.66

1M
2.70
3M
0.76
6M
-4.53
1Y
0.12
2Y
19.18
3Y
13.28
4Y
13.76
5Y
19.39
SI
13.09

AWRIGA CORE STRATEGY

Compare

Inception Date : 27/12/2019

AUM in Cr. : 560.45

1M
2.69
3M
3.90
6M
-3.02
1Y
11.57
2Y
17.54
3Y
16.68
4Y
15.72
5Y
21.14
SI
17.08

Ventura Multicap Portfolio Management Scheme

Compare

Inception Date : 01/06/2019

AUM in Cr. : 88.56

1M
2.69
3M
-1.71
6M
-8.66
1Y
0.59
2Y
22.16
3Y
14.96
4Y
17.06
5Y
22.61
SI
18.29

MAPL Value Investing Fund

Compare

Inception Date : 22/05/2019

AUM in Cr. : 262.31

1M
2.68
3M
-8.25
6M
-12.55
1Y
-1.25
2Y
26.89
3Y
17.70
4Y
30.59
5Y
45.28
SI
31.04

Sankhya India Portfolio

Compare

Inception Date : 17/10/2017

AUM in Cr. : 144.30

1M
2.68
3M
-2.01
6M
-8.46
1Y
3.28
2Y
17.24
3Y
11.84
4Y
13.62
5Y
18.62
SI
14.39

Enam India Core Equity Portfolio

Compare

Inception Date : 01/04/2001

AUM in Cr. : 7973.42

1M
2.67
3M
1.03
6M
-7.03
1Y
1.17
2Y
16.49
3Y
15.15
4Y
15.95
5Y
25.80
SI
17.13

Growth

Compare

Inception Date : 01/08/2013

AUM in Cr. : 168.98

1M
2.67
3M
-1.95
6M
-6.42
1Y
5.08
2Y
17.05
3Y
12.60
4Y
15.26
5Y
23.25
SI
16.58

Sameeksha India Equity Fund

Compare

Inception Date : 01/04/2016

AUM in Cr. : 1440.86

1M
2.67
3M
2.61
6M
-2.73
1Y
9.82
2Y
33.03
3Y
24.91
4Y
23.37
5Y
33.95
SI
22.38

Equity Diversified Strategy

Compare

Inception Date : 01/02/2010

AUM in Cr. : 167.03

1M
2.66
3M
3.31
6M
-2.76
1Y
3.32
2Y
16.56
3Y
11.63
4Y
13.04
5Y
20.03
SI
8.94

R. Wadiwala Ingenious Equity Portfolio-Ingenious

Compare

Inception Date : 18/05/2011

AUM in Cr. : 10.03

1M
2.66
3M
3.55
6M
-0.30
1Y
-0.30
2Y
-0.30
3Y
-0.30
4Y
-0.30
5Y
-0.30
SI
-45.79

Aggressive Debt

Compare

Inception Date : 25/01/2022

AUM in Cr. : 1.88

1M
2.65
3M
4.45
6M
4.09
1Y
10.45
2Y
8.44
3Y
3.52
4Y
NA
5Y
NA
SI
4.95

EMKAY GEMS NRI

Compare

Inception Date : 01/02/2020

AUM in Cr. : 2.42

1M
2.65
3M
-0.51
6M
-7.43
1Y
0.99
2Y
19.15
3Y
15.44
4Y
15.69
5Y
21.09
SI
11.59

Customised Discretionary Portfolio - Equity

Compare

Inception Date : 15/10/2014

AUM in Cr. : 18395.40

1M
2.64
3M
2.94
6M
-2.82
1Y
9.87
2Y
23.88
3Y
17.00
4Y
16.84
5Y
16.57
SI
-0.89

FREEDOM PORTFOLIO

Compare

Inception Date : 01/12/2017

AUM in Cr. : 132.70

1M
2.64
3M
-0.42
6M
-5.91
1Y
7.49
2Y
22.85
3Y
16.67
4Y
16.83
5Y
22.97
SI
13.52

Kotak Equity Portfolio Investment Approach

Compare

Inception Date : 22/04/2022

AUM in Cr. : 0.95

1M
2.64
3M
0.33
6M
-2.74
1Y
5.72
2Y
22.14
3Y
18.84
4Y
NA
5Y
NA
SI
18.58

Multicap

Compare

Inception Date : 04/04/2007

AUM in Cr. : 50.66

1M
2.64
3M
0.32
6M
-5.93
1Y
3.12
2Y
29.05
3Y
19.13
4Y
19.42
5Y
25.19
SI
9.90

InCred Omni Alpha Multi-Manager Equity Portfolio

Compare

Inception Date : 23/01/2025

AUM in Cr. : 11.56

1M
2.63
3M
0.57
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
2.75

DIVERSIFIED LONG TERM VALUE

Compare

Inception Date : 02/07/2019

AUM in Cr. : 621.63

1M
2.62
3M
-9.18
6M
-10.24
1Y
11.52
2Y
34.53
3Y
30.26
4Y
46.40
5Y
73.60
SI
53.00

Abakkus All Cap Approach

Compare

Inception Date : 29/10/2020

AUM in Cr. : 6905.82

1M
2.61
3M
1.48
6M
-6.60
1Y
-0.15
2Y
20.89
3Y
14.60
4Y
18.23
5Y
NA
SI
25.39

Alder Capital- B2C Growth

Compare

Inception Date : 05/10/2015

AUM in Cr. : 29.75

1M
2.61
3M
3.31
6M
3.02
1Y
19.09
2Y
18.07
3Y
10.70
4Y
7.47
5Y
12.97
SI
12.58

Bandhan NEO EQUITY PORTFOLIO

Compare

Inception Date : 11/07/2017

AUM in Cr. : 32.40

1M
2.61
3M
-0.44
6M
-6.94
1Y
0.19
2Y
15.96
3Y
11.79
4Y
12.02
5Y
16.36
SI
9.03

Core Value Regular

Compare

Inception Date : 14/05/2019

AUM in Cr. : 1090.31

1M
2.60
3M
0.54
6M
-4.93
1Y
6.39
2Y
21.64
3Y
19.75
4Y
18.79
5Y
22.84
SI
17.17

White Oak India Pioneers Equity Portfolio

Compare

Inception Date : 27/09/2018

AUM in Cr. : 4393.72

1M
2.60
3M
2.28
6M
-2.59
1Y
8.92
2Y
19.23
3Y
12.24
4Y
12.78
5Y
20.79
SI
16.90

ASK LIFE PORTFOLIO

Compare

Inception Date : 01/09/2008

AUM in Cr. : 79.45

1M
2.59
3M
1.43
6M
-6.37
1Y
-1.23
2Y
10.62
3Y
3.41
4Y
6.49
5Y
14.30
SI
14.31

High Conviction Equity Portfolio

Compare

Inception Date : 01/04/2014

AUM in Cr. : 42.78

1M
2.59
3M
0.15
6M
-4.30
1Y
0.64
2Y
22.75
3Y
16.01
4Y
16.17
5Y
20.73
SI
16.96

Long Term Focused Value

Compare

Inception Date : 22/07/2019

AUM in Cr. : 54.44

1M
2.59
3M
1.22
6M
-3.92
1Y
6.54
2Y
19.05
3Y
12.21
4Y
12.15
5Y
16.79
SI
14.30

Next Trillion Dollar Opportunity Strategy

Compare

Inception Date : 03/08/2007

AUM in Cr. : 5017.97

1M
2.59
3M
-1.48
6M
-12.78
1Y
-1.66
2Y
17.44
3Y
10.14
4Y
10.92
5Y
17.97
SI
14.56

1UP MultiManager FOF

Compare

Inception Date : 02/01/2025

AUM in Cr. : 6.62

1M
2.58
3M
4.87
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
4.87

SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)

Compare

Inception Date : 08/07/2016

AUM in Cr. : 656.31

1M
2.58
3M
0.11
6M
-5.87
1Y
9.54
2Y
17.48
3Y
14.20
4Y
19.19
5Y
27.37
SI
15.39

Special Situations Portfolio

Compare

Inception Date : 01/08/2022

AUM in Cr. : 88.28

1M
2.58
3M
-4.84
6M
-12.61
1Y
-9.31
2Y
27.15
3Y
NA
4Y
NA
5Y
NA
SI
30.70

QUEST LONG ODYSSEY

Compare

Inception Date : 12/04/2024

AUM in Cr. : 6.34

1M
2.57
3M
-2.65
6M
-7.43
1Y
4.99
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
5.57

EMKAY GEMS

Compare

Inception Date : 01/02/2020

AUM in Cr. : 12.49

1M
2.56
3M
-1.27
6M
-8.30
1Y
-1.10
2Y
18.57
3Y
13.78
4Y
15.42
5Y
21.09
SI
18.73

GENIUS

Compare

Inception Date : 03/07/2024

AUM in Cr. : 6.54

1M
2.55
3M
3.30
6M
-1.14
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-3.62

MULTICAP VALUE FUND

Compare

Inception Date : 03/06/2024

AUM in Cr. : 322.28

1M
2.55
3M
2.78
6M
-5.86
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-1.85

RISING STAR

Compare

Inception Date : 01/11/2009

AUM in Cr. : 70.56

1M
2.55
3M
-7.36
6M
-10.41
1Y
-4.18
2Y
8.04
3Y
5.41
4Y
11.86
5Y
21.40
SI
13.24

Buoyant Opportunities Scheme

Compare

Inception Date : 10/04/2016

AUM in Cr. : 4550.32

1M
2.53
3M
3.51
6M
1.18
1Y
11.34
2Y
25.63
3Y
21.20
4Y
25.95
5Y
37.11
SI
21.78

Invesco India Caterpillar Portfolio

Compare

Inception Date : 26/06/2006

AUM in Cr. : 84.20

1M
2.52
3M
-7.68
6M
-14.89
1Y
3.45
2Y
22.43
3Y
14.45
4Y
20.63
5Y
29.94
SI
11.95

QODE FUTURE HORIZONS

Compare

Inception Date : 13/11/2024

AUM in Cr. : 5.82

1M
2.52
3M
0.78
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
-15.30

White Oak India Pioneers Equity Portfolio STP Plan

Compare

Inception Date : 16/09/2020

AUM in Cr. : 77.41

1M
2.52
3M
2.32
6M
-2.66
1Y
8.99
2Y
19.20
3Y
12.04
4Y
12.06
5Y
NA
SI
13.36

Arthya All-STAR Leaders Portfolio

Compare

Inception Date : 03/07/2023

AUM in Cr. : 1.18

1M
2.51
3M
1.33
6M
0.62
1Y
18.16
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
23.83

Citrus Index Plus Fund Strategy

Compare

Inception Date : 10/05/2024

AUM in Cr. : 2.30

1M
2.51
3M
1.22
6M
-4.23
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.66

dezerv. Alpha Focus Strategy

Compare

Inception Date : 26/05/2023

AUM in Cr. : 63.28

1M
2.51
3M
-1.70
6M
-8.84
1Y
5.65
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
27.22

Oaklane Be-spoke- Equity

Compare

Inception Date : 01/12/2021

AUM in Cr. : 4007.15

1M
2.51
3M
2.68
6M
-3.38
1Y
4.60
2Y
24.46
3Y
18.01
4Y
NA
5Y
NA
SI
15.74

Valtrust Equity Hybrid Funds

Compare

Inception Date : 31/03/2023

AUM in Cr. : 0.76

1M
2.51
3M
2.55
6M
-0.62
1Y
7.70
2Y
21.59
3Y
NA
4Y
NA
5Y
NA
SI
23.93

White Oak India Digital Leaders

Compare

Inception Date : 05/01/2022

AUM in Cr. : 91.55

1M
2.51
3M
0.61
6M
-1.41
1Y
11.88
2Y
20.88
3Y
9.78
4Y
NA
5Y
NA
SI
3.90

DARASHAW PMS DISC

Compare

Inception Date : 16/10/2001

AUM in Cr. : 43.23

1M
2.50
3M
-1.31
6M
-4.29
1Y
4.62
2Y
16.14
3Y
12.05
4Y
11.14
5Y
13.44
SI
13.76

ICICI Prudential PMS Emerging Leaders Strategy

Compare

Inception Date : 20/02/2024

AUM in Cr. : 111.94

1M
2.50
3M
-0.40
6M
-8.10
1Y
1.31
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
3.87

White Oak India Pioneers Equity ESG Portfolio

Compare

Inception Date : 01/09/2021

AUM in Cr. : 8.30

1M
2.50
3M
2.26
6M
-2.14
1Y
11.78
2Y
19.16
3Y
12.84
4Y
NA
5Y
NA
SI
8.79

BB All-Seasons

Compare

Inception Date : 22/01/2025

AUM in Cr. : 14.00

1M
2.49
3M
0.00
6M
NA
1Y
NA
2Y
NA
3Y
NA
4Y
NA
5Y
NA
SI
0.57

Concentrated Portfolio

Compare

Inception Date : 01/01/2008

AUM in Cr. : 14.56

1M
2.49
3M
-0.25
6M
-4.34
1Y
3.30
2Y
20.92
3Y
15.15
4Y
14.83
5Y
19.65
SI
9.21

Tata PMS ACT Investment Approach

Compare

Inception Date : 12/02/2019

AUM in Cr. : 118.28

1M
2.49
3M
-0.22
6M
-9.39
1Y
3.63
2Y
16.97
3Y
14.92
4Y
14.50
5Y
21.28
SI
13.88

Care PMS Large & Midcap

Compare

Inception Date : 03/07/2020

AUM in Cr. : 46.91

1M
2.48
3M
3.40
6M
-0.47
1Y
8.39
2Y
35.90
3Y
24.68
4Y
22.13
5Y
NA
SI
24.07

All Weather Equity

Compare

Inception Date : 08/07/2022

AUM in Cr. : 199.42

1M
2.47
3M
0.69
6M
-3.58
1Y
7.43
2Y
23.13
3Y
NA
4Y
NA
5Y
NA
SI
20.37

Intrinsic Series

Compare

Inception Date : 01/09/2007

AUM in Cr. : 714.59

1M
2.47
3M
-9.15
6M
-21.25
1Y
-17.40
2Y
9.95
3Y
11.75
4Y
17.02
5Y
30.55
SI
15.94

ValueQuest Alpha

Compare

Inception Date : 14/06/2022

AUM in Cr. : 10063.12

1M
2.47
3M
-3.28
6M
-7.05
1Y
8.74
2Y
25.07
3Y
NA
4Y
NA
5Y
NA
SI
23.89

ABSL INDIA 200 QUANT EQUITY PORTFOLIO

Compare

Inception Date : 24/07/2009

AUM in Cr. : 38.60

1M
2.46
3M
1.99
6M
-3.37
1Y
5.68
2Y
25.40
3Y
18.96
4Y
17.88
5Y
21.49
SI
13.75

Enhanced Portfolio 1

Compare

Inception Date : 09/05/2017

AUM in Cr. : 8.35

1M
2.46
3M
1.22
6M
-4.17
1Y
3.09
2Y
16.59
3Y
14.51
4Y
16.36
5Y
22.69
SI
11.23

Sykes & Ray Equities(I) Ltd-Quantitative Growth

Compare

Inception Date : 28/02/2018

AUM in Cr. : 27.19

1M
2.46
3M
-7.75
6M
-12.35
1Y
-6.25
2Y
34.51
3Y
19.15
4Y
19.27
5Y
29.50
SI
14.90

InCred Healthcare Portfolio

Compare

Inception Date : 15/02/2021

AUM in Cr. : 303.98

1M
2.45
3M
-0.13
6M
-2.22
1Y
33.74
2Y
40.34
3Y
25.41
4Y
18.18
5Y
NA
SI
19.37

BEA India Growth Fund

Compare

Inception Date : 21/06/2019

AUM in Cr. : 459.08

1M
2.44
3M
1.97
6M
-0.84
1Y
3.52
2Y
39.62

Investment Approach Wise Performance As on 30/04/2025

Sorting On

STEPTRADE SME FUND

Focused Strategy

KRIIS HIGH GROWTH STRATEGY

ALCHEMY W.I.N STRATEGY

Alchemy Select Satellite

Equity Focused Discretionary PMS

Core Value

Trivantage Capital Small & Mid Cap Financials Portfolio

Aurum Micro Cap Opportunities

QODE TACTICAL FUND

Concentrated Growth Portfolio

Motilal Oswal Hockey Stick Micro Cap Portfolio

QODE ALL WEATHER

WEALTH SPIRAL ( DYNAMIC SCHEME) 2

Special Opportunity Fund

Principal Fund

2Point2 Long Term Value Fund

SAHASRAR CONCENTRATED GROWTH PORTFOLIO

Arth Long Term Owner's Approach

Alchemy High Growth

PMS MOPE I

IME Digital Disruption

Deltabet Equity Approach

Approach 2 Elite Value

Trivantage Capital Resurgent Financials Equity Portfolio

R Wadiwala Agile PE Ratio Portfolio - Master

MONEYGROW BLEND

TULSIANMMOP

BB Bluechip

India Rising SME Stars

Motilal Oswal Large Cap Momentum Strategy

Value Driven Approach

SRE Large & Mid Momentum PMS

DRChoksey Select Multiplier

ALMONDZ AIM MULTICAP INVESTMENT APPROACH

DYNAMIC INVESTMENT APPROACH

SAVVY DEFAULT

FCI LLP Opportunities

MONEYGROW BESPOKE

White Pine India Emerging Stars Approach

NS Multicap Advised Model Portfolio - PMS-Shreyas PMS

Trivantage Capital Focussed Corporate Lenders Portfolio

Concept Sepcial

TULSIANPMS

WEALTH GUARDIAN FUND

MAJESTIC

WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1

Growth Opportunities Portfolio

LEAPFROG

IMPERIAL INDIA FOCUSED EQUITY

Ambit Emerging Giants Small Cap Portfolio

Fident India Builder Equity Portfolio (FIBER)

BEACON PORTFOLIO

MONEYGROW LARGE MIDCAP

Diversified

SEERS DECADE OF INDIA

EMKAY MULTICAP

InCred Focused Healthcare Equity

ICICI Prudential PMS Banking and Financial Services Strategy

360 ONE Phoenix Portfolio

Credent AIM Multi Cap Strategy

White Whale North Star

EverFlow Bespoke

Growth Enabled Mid & Smallcap

KINETIC

Master Trust India Growth Strategy

TAMOHARA NXT MULTICAP STRATEGY

KING

SUNIOP

Sohum India Focus 10 Investment Approach

Mojo Power

Mojo Soul

ALPHA GROWTH

MONEYGROW SMALL MIDCAP

WEALTH SPIRAL DYNAMIC PORTFOLIO AXIS

PINC Aggressive Fund

ArthAlpha Machine Learning (Equity) Quant

Aequitas India Opportunities Product