IA Performance Report
Investment Approach Wise Performance As on 30/09/2026
Total Records:
471
| PMS Provider Name | IA Name | AUM (in INR Cr.) | 1 Month | 3 Month | 6 Month | 1 Year | 5 Year | Since Inception |
|---|---|---|---|---|---|---|---|---|
|
Chona Financial Services Limited
|
PMS-3 Q5 | ₹25.28 | -5.88 | -5.75 | 10.15 | -6.36 | 7.74 | 11.32 |
|
Allegro Securities Pvt Ltd
|
Health Care | ₹12.21 | -4.23 | -2.88 | 13.83 | -0.89 | 8.38 | 12.88 |
|
Valcreate Investment Managers LLP
|
Vacreate Bespoke strategy | ₹1.26 | 0.12 | 0.88 | 4.50 | 6.01 | NA | 7.49 |
|
Purnartha Investment Advisers Private Limited
|
Purnartha Make in Bharat Strategy | ₹0.83 | -5.88 | -3.89 | NA | NA | NA | 0.22 |
|
ELIXIR EQUITIES PVT LTD
|
Long Term Growth Stock | ₹17.47 | -6.67 | -2.13 | 9.90 | 3.22 | 4.45 | 6.57 |
|
White Pine Investment Management Private Limited
|
White Pine India Emerging Stars Approach | ₹565.89 | 2.70 | 3.59 | 48.05 | 28.45 | NA | 35.89 |
|
Dalal & Broacha Stock Broking Pvt. Ltd.
|
Long Term Growth | ₹1,202.03 | -4.88 | -3.77 | 18.62 | -0.86 | 10.88 | 13.02 |
|
Marcellus Investment Managers Private Limited
|
Kings of Capital | ₹113.30 | -6.36 | -4.20 | 12.87 | -2.17 | 2.80 | 8.61 |
|
Divya Capital One Private Limited
|
Long Term Growth Strategy | NA | 0.00 | 0.48 | 12.50 | 1.23 | NA | 4.13 |
|
FIVE RIVERS PORTFOLIO MANAGERS PRIVATE LIMITED
|
Growth | ₹253.03 | -4.62 | 2.55 | 25.94 | 14.99 | 12.76 | 17.01 |
|
Aequitas Investment Consultancy Private Limited
|
Aequitas India Opportunities Product | ₹2,197.23 | -5.29 | 0.54 | -3.24 | 16.67 | 30.33 | 31.40 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Motilal Oswal Multifactor Equity Strategy | ₹46.47 | -4.09 | -2.89 | 4.58 | -0.91 | 9.12 | 11.93 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Motilal Oswal Small cap Multifactor Strategy | ₹4.52 | 0.28 | 4.92 | 26.85 | 8.56 | NA | 19.91 |
|
Cosmea Portfolio Management Private Limited
|
Alpha Value | ₹1.26 | -3.41 | -1.51 | 14.52 | 3.82 | NA | 4.82 |
|
Steadfort Investment Managers LLP
|
ECLECTIC STRATEGY | ₹124.88 | -0.86 | 1.85 | 17.08 | NA | NA | 11.36 |
|
Marcellus Investment Managers Private Limited
|
Marcellus Rising Giants | ₹78.71 | -2.06 | 0.00 | 15.91 | -2.07 | NA | -0.53 |
|
Multi-Act Equity Consultancy Private Limited
|
Mid & Small cap & Special Situations Portfolio | ₹226.93 | -4.60 | -4.19 | 14.07 | 0.76 | 15.03 | 15.62 |
|
EQUIPOISE CAPITAL MANAGEMENT PRIVATE LIMITED
|
EquiPoise New India Opportunities | ₹62.23 | -3.24 | 0.21 | 19.16 | 3.52 | NA | 1.27 |
|
Marcellus Investment Managers Private Limited
|
Little Champs | ₹112.56 | -1.88 | 0.12 | 16.23 | -1.28 | -1.51 | 10.63 |
|
Basant Maheshwari Wealth Advisers Llp
|
BMW Multi Cap Fund | ₹193.32 | -5.94 | -7.36 | 8.42 | -12.86 | -1.69 | 10.31 |
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