| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Atlas Integrated Finance Ltd | MOMENTUM 20 PMS | ₹6.54 | 5.51 | 36.65 | 23.26 | 7.35 | -4.55 | NA | NA | NA | -1.31 |
| Ohm Portfolio Equi Research Private Limited | Ohm Growth | ₹715.99 | 4.23 | 33.08 | 18.41 | 16.85 | 16.49 | 27.75 | 0.00 | NA | 25.22 |
| Ohm Portfolio Equi Research Private Limited | Ohm Absolute | ₹47.19 | 4.08 | 16.80 | 3.59 | 2.77 | 9.64 | 11.11 | 19.44 | 16.18 | 17.25 |
| Val Q Investment Advisory Pvt Ltd | Val-Q Mid Cap High Quality Fund | ₹52.90 | 3.90 | 24.00 | 1.72 | -1.15 | -2.31 | 9.05 | 14.90 | 10.10 | 10.68 |
| Allegro Securities Pvt Ltd | THE HERON | ₹15.78 | 3.45 | 14.48 | 4.57 | 3.77 | NA | NA | NA | NA | 6.72 |
| MARFATIA STOCK BROKING PRIVATE LIMITED | ALLWEATHER | ₹86.60 | 2.94 | 0.00 | 0.00 | 11.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Val Q Investment Advisory Pvt Ltd | Val-Q Large Cap Blue Chip Fund | ₹47.06 | 2.37 | 13.13 | -3.02 | 3.15 | 4.14 | 11.64 | 15.21 | 11.91 | 10.08 |
| Allegro Securities Pvt Ltd | Allegro - High Growth | ₹8.09 | 2.35 | 21.00 | 2.44 | 1.00 | 3.99 | 11.01 | 13.84 | 9.90 | 11.44 |
| Allegro Securities Pvt Ltd | Mid Cap Equity FOF | ₹2.06 | 2.17 | 14.70 | 0.70 | 0.42 | 3.12 | 16.40 | 19.68 | 15.59 | 14.03 |
| Atlas Integrated Finance Ltd | EQUITY DEBT HYBRID | ₹45.13 | 1.78 | 11.20 | -5.47 | -8.86 | -0.74 | 15.17 | 17.53 | 14.43 | 23.39 |
| Allegro Securities Pvt Ltd | Bluechip Equity FOF | ₹7.21 | 1.71 | 8.30 | -1.99 | 0.13 | 3.25 | 11.32 | 15.77 | 12.29 | 11.97 |
| Sharekhan Limited | PRIME PICKS | ₹265.53 | 1.60 | 9.75 | -5.09 | -7.38 | -4.39 | 9.09 | 13.46 | 8.98 | 10.03 |
| Asian Markets Securities Private Limited | AMSEC LIFE | ₹14.57 | 1.31 | 8.12 | -8.45 | -16.37 | -8.17 | 2.04 | 5.30 | 4.24 | 7.95 |
| Sharekhan Limited | Diversified equity | ₹4.76 | 1.22 | 10.62 | -1.12 | -1.96 | -2.27 | 9.57 | 12.64 | 9.22 | -4.02 |
| Allegro Securities Pvt Ltd | Diversified | ₹3.86 | 0.63 | 7.99 | 0.96 | 2.45 | 4.07 | 13.93 | 29.43 | 22.45 | 20.17 |
| Allegro Securities Pvt Ltd | ALLEGRO SIGNATURE | ₹71.06 | 0.20 | 1.43 | NA | NA | NA | NA | NA | NA | 0.22 |
| Allegro Securities Pvt Ltd | Health Care | ₹12.60 | -0.15 | 17.21 | -0.81 | -4.85 | 7.13 | 9.52 | 12.30 | 9.30 | 13.63 |
| Atlas Integrated Finance Ltd | MIDCAP | ₹3.57 | -0.93 | 18.31 | -1.71 | -9.02 | 0.14 | 13.06 | 10.06 | 6.95 | 7.23 |
| Atlas Integrated Finance Ltd | MULTICAP | ₹2.25 | -3.72 | 16.79 | 2.71 | -1.59 | 4.20 | 9.79 | 8.63 | NA | 5.26 |
| Atlas Integrated Finance Ltd | Multicap PMS Series/1/2025 | ₹12.30 | -4.41 | 11.37 | -1.25 | NA | NA | NA | NA | NA | 2.17 |