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 |
|---|---|---|---|---|---|---|---|---|
|
ESCORP ASSET MANAGEMENT LIMITED
|
ESCORP ASSET MANAGEMENT LTD | ₹25.76 | 0.16 | 2.46 | 20.08 | 14.60 | 23.84 | 20.17 |
|
Trivantage Capital Management India Private Limited
|
Customised Portfolio Approach 15 | ₹2.05 | -5.33 | 1.23 | -1.38 | 40.56 | NA | 47.94 |
|
Trivantage Capital Management India Private Limited
|
Customised Portfolio Approach 16 | ₹4.49 | -5.33 | 1.24 | -1.38 | 40.53 | NA | 43.72 |
|
Master Portfolio Services Limited
|
Master Trust India Growth Strategy | ₹385.74 | -0.91 | 3.16 | 26.81 | 10.01 | 12.18 | 24.06 |
|
JHP Securities Private Limited
|
Incredible India | ₹131.25 | -0.77 | -3.93 | 25.72 | 9.97 | 18.08 | 13.50 |
|
Moneygrow Asset Private Limited
|
MONEYGROW BLEND | ₹3.59 | -3.68 | -1.23 | 39.30 | 7.87 | NA | -2.56 |
|
Purnartha Investment Advisers Private Limited
|
Purnartha Pratham | ₹1,596.63 | -3.22 | 0.73 | 16.42 | 14.93 | 8.39 | 11.71 |
|
Infinity Alternatives Investment Managers Private Limited
|
Customised Mutual Fund Portfolio (A4) | ₹53.23 | -4.85 | -2.72 | 14.02 | 16.33 | 14.08 | 15.18 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
KINETIC | ₹85.71 | -2.08 | -5.30 | 49.43 | 11.92 | 21.93 | 22.10 |
|
Magadh Capital Advisors Llp
|
Future Stars | ₹92.09 | -4.42 | -2.87 | 14.31 | 10.25 | 18.88 | 19.24 |
|
Prithvi Finmart Pvt.Ltd.
|
Prithvi Balance portfolio | ₹209.02 | 2.05 | 6.99 | 42.85 | 22.38 | NA | 23.37 |
|
MONARCH NETWORTH CAPITAL LIMITED
|
Monarch Wealth Creator Fund | ₹281.07 | -6.06 | -4.84 | 16.16 | NA | NA | 6.91 |
|
Anand Rathi Advisors Limited
|
Decennium Opportunity Portfolio | ₹129.96 | -1.93 | -1.93 | 25.31 | 3.45 | NA | 9.40 |
|
Alchemy Capital Management Pvt Ltd
|
ALCHEMY W.I.N STRATEGY | ₹124.83 | -1.96 | -1.36 | 8.72 | 15.07 | NA | 12.46 |
|
Infinity Alternatives Investment Managers Private Limited
|
Multi-Asset Portfolio Bespoke (A7) | ₹0.66 | -4.99 | -2.92 | 13.93 | 14.82 | NA | 14.88 |
|
JHP Securities Private Limited
|
India Super Focus | ₹0.90 | -0.93 | -4.17 | 25.01 | 9.94 | 14.94 | 9.39 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Focused Opportunities Strategy | ₹64.79 | -5.86 | -8.71 | 11.26 | 7.52 | 18.08 | 18.09 |
|
Anand Rathi Advisors Limited
|
Decennium Opportunity Port -NRI | ₹23.19 | -1.39 | -1.42 | 25.38 | 3.71 | NA | 9.98 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Motilal Oswal Large Cap Momentum Strategy | ₹1.14 | -7.36 | -5.70 | 0.31 | -6.32 | NA | 2.70 |
|
Shree Rama Managers Llp
|
Shree Lakshmi Plan | ₹143.85 | -0.43 | 3.99 | 25.37 | 7.54 | NA | 13.32 |
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