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 |
|---|---|---|---|---|---|---|---|---|
|
Bay Capital Investment Advisors Pvt. Ltd.
|
Bay Capital PBH | ₹83.54 | -0.35 | -0.35 | -0.69 | -1.36 | NA | -1.19 |
|
Bay Capital Investment Advisors Pvt. Ltd.
|
STRUCTURED PRODUCT SERIES I | ₹0.01 | 0.62 | 0.62 | 1.23 | 2.47 | -120.77 | -150.78 |
|
Bay Capital Investment Advisors Pvt. Ltd.
|
STRUCTURED PRODUCT SERIES IX | ₹1.32 | -0.52 | -0.52 | -1.03 | -2.05 | -2.04 | -1.60 |
|
Bay Capital Investment Advisors Pvt. Ltd.
|
STRUCTERED PRODUCT SERIES VIII | ₹1.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.49 | 0.08 |
|
Valcreate Investment Managers LLP
|
IME Bespoke Wealth | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | 0.00 |
|
Valcreate Investment Managers LLP
|
IME Concentrated Microtrends | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | 0.00 |
|
Valcreate Investment Managers LLP
|
IME Digital Disruption | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | 0.00 |
|
Valcreate Investment Managers LLP
|
IME Equity Bespoke | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | 0.00 |
|
Nafa Asset Managers Private Limited
|
NAFA Pharma Portfolio | NA | 0.00 | 0.00 | 0.00 | 0.00 | -7.29 | -0.91 |
|
Marathontrends Advisory Pvt Ltd
|
Trend Following -Large Cap | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | -4.94 |
|
Trivantage Capital Management India Private Limited
|
Customised Portfolio Approach 6 | ₹2.58 | -6.49 | -4.71 | 2.25 | -2.60 | NA | 11.39 |
|
Microsec Wealth Management Limited
|
Microsec Wealth Management Ltd. | NA | 0.00 | 0.00 | 0.00 | 0.00 | 6.97 | 12.11 |
|
Ventura Securities Limited
|
Ventura Micro Cap Thematic Portfolio Management Scheme | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | 0.00 |
|
ATISHAY STOCK BROKING PRIVATE LIMITED
|
ATISHAY MULTICAP APPROACH | ₹0.47 | -7.11 | NA | NA | NA | NA | -6.39 |
|
Reliance Wealth Management Limited
|
ALPHA MUTUAL F-of-F | NA | 0.00 | 0.00 | 0.00 | 0.00 | 4.56 | 12.14 |
|
Reliance Wealth Management Limited
|
EMERGING BUSINESS OPPORTUNITY PORTFOLIO - 1 | NA | 0.00 | 0.00 | 0.00 | 0.00 | 3.18 | 5.19 |
|
Reliance Wealth Management Limited
|
MINT | NA | 0.00 | 0.00 | 0.00 | 1.47 | 9.98 | 16.56 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Discover Value Strategy | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Deep Value Strategy | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Focused (Series V) A Contra Strategy | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Showing
221
to
240
of
471
records
Loading...
Loading performance data...