IA Performance
IA PERFORMANCE REPORT
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   Discretionary      Non Discretionary   
  
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Investment Approach Wise Performance As on 30/11/2023

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 MIDCAP ₹0.56 10.83 5.86 16.83 8.70 1.26 NA NA NA 4.89
Atlas Integrated Finance Ltd EQUITY DEBT HYBRID ₹24.14 10.17 12.69 21.06 22.23 17.05 NA NA NA 36.19
Ohm Portfolio Equi Research Private Limited Ohm Growth ₹437.31 9.47 2.91 18.42 0.00 NA NA NA NA 26.94
PRP Edge Wealth Advisors Private Limited Alphaa Focused Small-Cap Portfolio ₹4.80 8.52 8.44 0.00 0.00 0.00 0.00 0.00 0.00 12.65
PRP Edge Wealth Advisors Private Limited Alphaa Better Risk Reward 30 Stocks Portfolio ₹0.75 8.32 6.99 0.00 0.00 0.00 0.00 0.00 0.00 6.99
Eureka Portfolio Management Services Pvt Ltd Multicap ₹27.76 8.08 6.78 23.32 28.62 14.01 21.81 17.10 14.53 7.29
Fractal Capital Investments Llp FCI LLP Wealth Builder ₹23.28 8.03 5.75 21.91 34.12 19.93 NA NA NA 21.88
Fractal Capital Investments Llp FCI LLP Opportunities ₹11.40 7.86 5.75 25.16 32.94 NA NA NA NA 33.39
PRP Edge Wealth Advisors Private Limited Alphaa MPT Plus Fund ₹0.50 7.29 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.56
PRP Edge Wealth Advisors Private Limited AlphaaMoney Equity+ Portfolio ₹0.52 7.28 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.48
Atlas Integrated Finance Ltd MULTICAP ₹0.54 6.30 4.56 10.91 6.35 2.63 NA NA NA 1.96
Fractal Capital Investments Llp FCI LLP Wealth Optimizer II ₹2.82 6.19 7.06 12.49 13.96 11.56 NA NA NA 11.14
Elite Wealth Limited Approach 2 Elite Value ₹13.02 4.79 1.84 16.33 4.76 11.77 21.68 16.36 10.84 35.13
Elite Wealth Limited Approach 1 Elite Opportunity ₹0.65 4.64 4.79 14.23 15.35 11.01 16.83 10.94 8.52 5.92
Ohm Portfolio Equi Research Private Limited Ohm Absolute ₹44.26 3.51 2.84 8.83 21.07 18.55 36.79 31.48 21.65 18.21
Ohm Portfolio Equi Research Private Limited OHM Long Term Portfolio ₹0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00