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 |
|---|---|---|---|---|---|---|---|---|
|
Consortium Securities Pvt Ltd
|
Consortium Securities Value PMS | ₹102.45 | -1.06 | -0.12 | 16.93 | 15.50 | 16.11 | 26.09 |
|
Trivantage Capital Management India Private Limited
|
Trivantage Capital Emerging Leaders Portfolio | ₹45.45 | -2.77 | 1.99 | 26.78 | 14.52 | NA | 12.02 |
|
Sundaram Alternate Assets Limited
|
Sundaram Voyager Global Portfolio | ₹230.89 | -6.84 | -4.44 | 29.00 | 25.27 | 12.08 | 19.33 |
|
Sundaram Alternate Assets Limited
|
VOYAGER | ₹221.70 | -6.73 | -4.27 | 29.23 | 24.32 | 13.70 | 14.81 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
IMPERIAL INDIA FOCUSED EQUITY | ₹29.40 | -3.29 | -8.10 | 44.87 | 10.97 | 13.43 | 14.31 |
|
Trivantage Capital Management India Private Limited
|
Customised Portfolio Approach 14 | ₹0.40 | -5.62 | 0.24 | -1.91 | 50.46 | NA | 72.42 |
|
JHP Securities Private Limited
|
The Great India Opportunity | ₹1.59 | -0.93 | -4.72 | 24.61 | 8.63 | 17.03 | 10.56 |
|
Grey Sky Capital Private Limited
|
Grey Sky Smart Core Portfolio | ₹107.34 | -5.85 | -5.10 | 13.24 | NA | NA | 22.33 |
|
Ventura Securities Limited
|
Ventura Multicap Portfolio Management Scheme | ₹111.09 | -0.74 | 0.01 | 21.68 | 8.19 | 12.13 | 16.62 |
|
Sundaram Alternate Assets Limited
|
S.E.L.F | ₹1,066.07 | -6.26 | -1.07 | 33.38 | 33.73 | 13.53 | 17.97 |
|
Dalal & Broacha Stock Broking Pvt. Ltd.
|
Aggressive Long Term Capital Appreciation | ₹246.01 | -0.45 | 18.63 | 52.77 | 62.87 | 27.24 | 22.16 |
|
Guardian Advisors Private Limited
|
Principal Value Strategy | ₹8.47 | 3.32 | 5.55 | 28.09 | -5.62 | 7.40 | 29.87 |
|
Purnartha Investment Advisers Private Limited
|
Purnartha Vision | ₹189.84 | -3.36 | -0.03 | 16.95 | 11.93 | 7.79 | 10.48 |
|
Sundaram Alternate Assets Limited
|
SISOP | ₹2,027.46 | -6.98 | -3.69 | 29.20 | 25.55 | 14.52 | 18.35 |
|
Gauvik Wealth Management LLP
|
GAUVIK WEALTH MANAGEMENT LLP - THE SUMERU STRATEGY | ₹87.52 | -4.51 | -5.70 | NA | NA | NA | -5.39 |
|
NARNOLIA VELOX ADVISORY LIMITED
|
NARNOLIA FUSION OPPORTUNITY FUND | ₹13.47 | -2.36 | -2.21 | 19.95 | 3.46 | NA | 13.73 |
|
TCG Advisory Services Private Limited
|
TCG India Investment Opportunities Portfolio | ₹5.09 | -0.12 | 2.17 | 31.60 | 28.25 | NA | 14.44 |
|
Atlas Integrated Finance Ltd
|
MOMENTUM 20 PMS | ₹7.93 | 5.25 | 17.69 | 60.83 | 41.71 | NA | 5.83 |
|
Bhana Equity Advisors Llp
|
BEA SPECIALIZED PORTFOLIO | ₹519.17 | -4.21 | -4.19 | 21.80 | -7.78 | 17.84 | 23.28 |
|
Valcreate Investment Managers LLP
|
Valcreate Lifesciences & speciality opportunities | ₹20.24 | 0.27 | 3.84 | 31.88 | 29.09 | NA | 18.96 |
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