| 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 | EQUITY DEBT HYBRID | ₹40.67 | 5.72 | -0.86 | 11.52 | -2.93 | 23.84 | 22.13 | 17.94 | NA | 30.05 |
| Chanakya Capital Services Private Limited | Chanakya Multi-Cap | ₹291.12 | 3.65 | -4.67 | 9.10 | -1.33 | 15.81 | 21.24 | 17.25 | 27.43 | 15.71 |
| Elite Wealth Limited | Approach 2 Elite Value | ₹16.71 | 2.46 | 1.55 | 15.32 | -0.83 | 13.14 | 11.53 | 15.11 | 20.77 | 32.58 |
| Atlas Integrated Finance Ltd | Multicap PMS Series/1/2025 | ₹10.16 | 2.33 | NA | NA | NA | NA | NA | NA | NA | 0.99 |
| Elite Wealth Limited | Approach 1 Elite Opportunity | ₹0.42 | 2.00 | -2.18 | 6.52 | -6.08 | 11.16 | 14.65 | 9.48 | 15.80 | 6.99 |
| Asian Markets Securities Private Limited | AMSEC LIFE | ₹36.95 | 1.92 | -7.87 | 4.42 | -14.44 | 6.50 | 6.96 | 4.57 | 15.53 | 9.57 |
| Atlas Integrated Finance Ltd | MULTICAP | ₹1.69 | 1.68 | -3.77 | 8.55 | 0.36 | 11.41 | 9.93 | NA | NA | 5.68 |
| Allegro Securities Pvt Ltd | Diversified | ₹0.67 | 1.20 | -0.67 | 6.95 | -3.37 | 16.36 | 34.43 | 24.96 | 31.36 | 21.99 |
| Allegro Securities Pvt Ltd | Bluechip Equity FOF | ₹4.03 | 0.86 | -2.86 | 5.76 | -4.29 | 12.87 | 16.43 | 11.89 | 19.86 | 12.70 |
| KB Capital Markets Pvt. Ltd. | Diversified Equity Portfolio | ₹369.91 | 0.68 | -1.80 | 7.40 | -1.64 | 16.78 | 19.49 | 15.36 | 23.36 | 21.09 |
| KB Capital Markets Pvt. Ltd. | Concentrated Diversified Equity | ₹2.08 | 0.56 | -1.95 | 6.39 | -1.67 | NA | NA | NA | NA | 0.01 |
| Allegro Securities Pvt Ltd | Mid Cap Equity FOF | ₹1.98 | 0.32 | -3.29 | 9.38 | -6.19 | 18.10 | 19.35 | 15.57 | 24.28 | 14.86 |
| ESCORP ASSET MANAGEMENT LIMITED | ESCORP ASSET MANAGEMENT LTD | ₹3.31 | 0.28 | -3.33 | 6.13 | 2.65 | 5.08 | 14.51 | 26.26 | 30.50 | 20.89 |
| Atlas Integrated Finance Ltd | MIDCAP | ₹0.74 | 0.17 | -6.24 | 6.78 | 0.76 | 17.87 | 12.70 | 7.02 | NA | 9.27 |
| Himalaya Investment Advisors LLP | EverFlow Bespoke | ₹31.63 | 0.13 | 1.45 | 26.97 | 16.22 | 25.82 | NA | NA | NA | 35.23 |
| Allegro Securities Pvt Ltd | Health Care | ₹12.72 | -0.80 | -6.76 | -1.08 | 0.82 | 10.03 | 14.19 | 10.82 | 12.24 | 14.66 |
| Himalaya Investment Advisors LLP | EverFlow India Opportunities | ₹413.26 | -1.33 | -2.69 | 14.06 | 9.30 | 19.85 | NA | NA | NA | 26.64 |
| Allegro Securities Pvt Ltd | Allegro - High Growth | ₹8.62 | -1.38 | 1.76 | 10.59 | 1.31 | 13.90 | 17.50 | 10.89 | 16.81 | 12.09 |
| Allegro Securities Pvt Ltd | THE HERON | ₹2.51 | -1.58 | 2.92 | 9.96 | NA | NA | NA | NA | NA | 8.67 |
| Equity Intelligence India Private Limited | Value Investing | ₹1432.56 | -2.46 | -11.85 | -9.14 | -29.45 | -2.91 | 9.40 | 8.58 | 22.68 | 18.81 |
| Atlas Integrated Finance Ltd | MOMENTUM 20 PMS | ₹6.79 | -3.36 | -10.84 | -7.55 | -25.83 | NA | NA | NA | NA | -14.32 |