IA Performance
IA PERFORMANCE REPORT
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   Discretionary      Non Discretionary   
  
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Investment Approach Wise Performance As on 31/08/2024

PMS Provider Name IA Name AUM
(in INR Cr.)		 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 4 Years 5 Years Since
Inception
Sundaram Alternate Assets Limited WONDER ₹0.15 14.75 25.05 24.25 50.94 28.94 17.88 22.06 20.36 16.41
FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED INDIA MULTI CAP - GARP ₹4.79 12.97 34.41 30.00 41.84 NA NA NA NA 41.71
Valcreate Investment Managers LLP IME Digital Disruption ₹7.46 12.05 33.61 36.56 58.98 NA NA NA NA 60.01
KAPM Ventures LLP Compound 26 Capital ₹118.50 12.01 35.24 NA NA NA NA NA NA 51.92
Electrum Portfolio Managers Pvt Limited Electrum Customised Portfolio ₹97.52 11.14 35.30 36.33 55.53 46.04 35.40 NA NA 49.59
Electrum Portfolio Managers Pvt Limited Electrum Laureate Portfolio ₹400.19 9.55 30.60 31.85 48.21 43.35 32.59 NA NA 45.34
Motilal Oswal Asset Management Company Limited - Portfolio Managers Motilal Oswal Mid and Smallcap Opportunities Strategy ₹2.54 9.53 28.60 31.91 57.59 28.46 19.53 24.90 19.59 18.76
Incred Asset Management Private Limited InCred Multicap Portfolio ₹180.71 9.40 28.35 35.50 47.01 43.26 24.34 NA NA 25.32
Wryght Research And Capital Private Limited Wright Alpha Fund ₹48.95 9.33 16.96 24.37 64.18 NA NA NA NA 64.52
Wallfort Pms And Advisory Services Llp Wallfort Ameya Fund ₹62.46 9.29 32.55 10.14 47.28 NA NA NA NA 88.53
KRIIS PORTFOLIO PRIVATE LIMITED KRIIS HIGH GROWTH STRATEGY ₹69.84 9.15 33.92 NA NA NA NA NA NA 33.12
Nine Rivers Capital Holdings Private Limited Aurum Multiplier Portfolio ₹7.02 9.12 23.31 23.91 39.94 32.25 24.35 32.52 NA 22.07
Right Horizons Portfolio Management Pvt Ltd RH-PERENNIAL ₹39.33 8.84 24.93 20.13 43.37 34.47 21.31 NA NA 23.85
Sirius Advisors Private Limited Multicap Investment Approach ₹9.82 8.71 28.53 23.80 54.17 37.24 26.08 29.65 25.27 20.27
Right Horizons Portfolio Management Pvt Ltd RH Supervalue Aggressive ₹73.67 8.51 28.25 27.03 43.06 NA NA NA NA 60.39
Incred Asset Management Private Limited InCred Small and Midcap Portfolio ₹170.75 8.44 28.22 35.19 41.32 42.43 25.04 NA NA 24.37
Incred Asset Management Private Limited InCred Focused Healthcare Equity ₹19.09 8.42 26.90 26.61 42.08 NA NA NA NA 69.70
Svan Investment Managers LLP SVAN INVESTMENT MANAGERS LLP - VELOCITY ₹108.44 8.39 35.07 38.74 72.05 NA NA NA NA 71.82
Stallion Asset Private Limited STALLION ASSET CORE FUND ₹2815.07 8.23 25.87 40.91 83.97 55.36 31.47 40.80 38.80 34.21
Incred Asset Management Private Limited InCred Select Opportunities Portfolio ₹220.32 7.95 25.49 26.89 37.41 39.22 NA NA NA 34.27
Himalaya Investment Advisors LLP EverFlow India Opportunities ₹362.13 7.88 20.16 22.34 32.27 NA NA NA NA 43.24
Incred Asset Management Private Limited InCred Healthcare Portfolio ₹204.16 7.83 25.14 22.96 39.26 34.82 14.85 NA NA 20.15
Motilal Oswal Asset Management Company Limited - Portfolio Managers Motilal Oswal Multicap Opportunities Strategy ₹3.33 7.53 28.96 49.37 92.68 48.78 29.64 33.08 26.48 24.68
Banyan Capital Advisors Llp Banyan Yield Plus ₹107.65 7.52 29.14 25.05 55.24 43.95 32.77 NA NA 36.38
Systematix Shares & Stocks (India) Limited DYNAMIC INVESTMENT APPROACH ₹73.32 7.52 17.80 22.75 62.94 45.09 29.45 38.21 30.54 12.12
Invesco Asset Management (India) Private Limited Invesco India Challengers Portfolio ₹31.22 7.15 18.87 25.80 44.15 30.12 NA NA NA 19.29
Ohm Portfolio Equi Research Private Limited Ohm Absolute ₹48.91 6.91 21.16 20.90 28.25 26.97 23.22 37.68 32.05 18.90
Burman Capital Management Private Limited Unicorn Portfolio ₹466.88 6.90 23.65 18.54 27.86 32.23 35.03 NA NA 38.97
Guardian Advisors Private Limited Special Opportunity Fund ₹820.36 6.89 34.49 34.52 34.74 24.30 17.66 39.38 36.05 26.12
Himalaya Investment Advisors LLP EverFlow Bespoke ₹19.72 6.87 16.23 13.91 42.82 NA NA NA NA 55.74
Right Horizons Portfolio Management Pvt Ltd RHPMPL- SUPER VALUE M&S CAP PORTFOLIO ₹150.33 6.74 24.92 26.51 37.90 34.81 27.51 37.81 31.19 18.25
Nine Rivers Capital Holdings Private Limited Aurum Growth Opportunities ₹4.04 6.70 19.98 19.18 26.81 27.63 17.78 31.96 25.82 22.39
Motilal Oswal Asset Management Company Limited - Portfolio Managers Motilal Oswal Emerging Business Strategy ₹2.98 6.51 11.42 4.86 45.37 32.42 16.53 25.81 24.30 22.40
ICICI Prudential Asset Management Company Ltd ICICI Prudential PMS Wellness Strategy ₹54.43 6.43 21.11 21.18 49.08 31.74 15.19 21.13 26.36 15.79
Wallfort Pms And Advisory Services Llp Diversified ₹75.03 6.36 43.49 61.24 99.29 68.98 43.30 57.24 43.40 31.16
360 ONE Asset Management Limited 360 ONE Large Value strategy PMS ₹444.77 6.24 30.06 NA NA NA NA NA NA 30.06
Green Portfolio Private Limited GREEN PORTFOLIO FUND OF FUNDS ₹62.58 6.23 25.31 19.33 42.45 32.68 19.82 22.88 NA 20.38
Carnelian Asset Management & Advisors Pvt Ltd CARNELIAN SHIFT STRATEGY ₹2694.92 6.18 26.15 28.75 54.15 49.12 33.60 NA NA 48.29
Equirus Wealth Private Limited EQUIRUS LONG HORIZON FUND ₹597.10 6.11 26.45 20.15 31.30 31.16 16.19 33.69 37.39 25.20
Emkay Investment Managers Limited EMKAYGOLDEN ₹36.78 6.04 21.60 23.00 NA NA NA NA NA 41.58
Jain Investment Advisors Pvt Ltd India Equity ₹34.00 5.84 21.48 25.58 62.94 40.61 24.85 25.34 19.42 15.30
Nuvama Asset Management Limited Nuvama Equities eXpansion Target (NEXT) strategy ₹277.33 5.82 27.32 25.49 47.53 NA NA NA NA 42.42
J M Financial Ltd The Opportunistic Equity Portfolio ₹12.58 5.80 17.94 32.50 62.47 38.36 23.45 34.88 25.36 9.76
Avendus Investment Managers Private Limited Avendus Olivo Core Equity Portfolio ₹631.41 5.78 18.58 23.17 47.27 36.16 20.62 26.85 NA 26.26
Abakkus Asset Manager Llp Abakkus Emerging Opportunities (Shariah) Approach ₹8.98 5.64 19.80 29.37 45.94 NA NA NA NA 51.56
Marcellus Investment Managers Private Limited MeritorQ ₹33.28 5.63 22.68 24.04 40.06 NA NA NA NA 29.58
Alpha Alternatives Fund Advisors LLP ALPHA ALTERNATIVES FUND ADVISORS LLP PMS SYSTEMATIC EQUITY ₹112.78 5.62 21.91 31.49 57.30 34.14 22.13 NA NA 25.58
Banyan Capital Advisors Llp Banyan India Portfolio ₹396.35 5.62 24.82 24.64 41.60 44.18 33.08 50.89 44.66 20.82
Nine Rivers Capital Holdings Private Limited Aurum Small Cap Plus ₹12.11 5.60 14.49 18.25 18.54 29.98 21.62 36.01 32.46 16.89
Guardian Advisors Private Limited Principal Fund ₹13.31 5.56 16.29 14.18 39.55 21.26 24.64 35.34 24.70 35.53
INVESQ INVESTMENT MANAGERS LLP InvesQ Multicap Opportunities Portfolio ₹48.73 5.54 13.87 NA NA NA NA NA NA 13.87
Multi-Act Equity Consultancy Private Limited Emerging Corporates India Portfolio ₹144.38 5.51 20.94 19.79 25.06 13.35 9.14 15.74 16.22 14.87
Motilal Oswal Asset Management Company Limited - Portfolio Managers Motilal Oswal India Growth Strategy ₹67.91 5.48 20.72 27.25 NA NA NA NA NA 51.91
Abakkus Asset Manager Llp Abakkus Curated Personalized Portfolio Strategy ₹90.56 5.44 22.90 31.66 0.00 NA NA NA NA 61.79
Agreya Capital Advisors Llp Agreya Total Return ₹271.69 5.31 20.42 17.81 32.41 27.86 18.23 31.09 30.07 25.69
Renaissance Investment Managers Private Limited Renaissance Alpha Portfolio ₹91.48 5.27 22.33 27.77 51.15 33.34 25.84 28.69 NA 26.18
Hem Securities Limited India Rising SME Stars ₹86.15 5.20 37.35 30.04 43.28 50.12 NA NA NA 50.38
Valentis Advisors Private Limited Valentis Rising Star Opportunity Fund ₹1118.23 5.14 25.06 24.35 39.42 39.71 26.36 47.08 39.06 22.36
Atlas Integrated Finance Ltd EQUITY DEBT HYBRID ₹41.95 5.08 17.89 22.07 65.25 37.42 27.43 NA NA 42.16
Motilal Oswal Asset Management Company Limited - Portfolio Managers Focused (Series V) A Contra Strategy ₹0.87 5.08 15.83 26.46 48.40 34.14 20.05 27.00 22.17 11.10