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 |
|---|---|---|---|---|---|---|---|---|
|
Dynamic Equities Pvt Ltd
|
Bluechip High Growth Low Valuation | ₹91.56 | -0.74 | 3.52 | 27.61 | 17.41 | NA | 20.00 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
LEAPFROG | ₹46.60 | -3.01 | -4.86 | 36.96 | -2.38 | NA | 1.31 |
|
MARFATIA STOCK BROKING PRIVATE LIMITED
|
ALLWEATHER | ₹89.45 | 2.06 | 0.00 | 0.00 | 10.16 | 0.00 | 0.00 |
|
Findoc Investmart Private Limited
|
FINDOC VANTAGE FUND | ₹4.76 | 3.07 | 11.92 | NA | NA | NA | 25.72 |
|
Trivantage Capital Management India Private Limited
|
Customised Portfolio Approach 13 | ₹0.40 | -6.14 | -1.67 | 1.76 | 33.04 | NA | 32.02 |
|
Shree Rama Managers Llp
|
Shree Vriddhi | ₹74.60 | 0.96 | -1.04 | 20.06 | 13.19 | NA | 10.58 |
|
Bhana Equity Advisors Llp
|
BEA India Growth Fund | ₹481.42 | -3.90 | -4.25 | 22.66 | -6.24 | 19.59 | 26.24 |
|
Nafa Asset Managers Private Limited
|
BESPOKE FORMERLY KNOWN AS NAFA NEW & CLEAN TECH | ₹16.03 | -5.53 | -10.76 | 15.72 | 0.48 | 19.56 | 19.51 |
|
Renaissance Investment Managers Private Limited
|
Renaissance Alpha Portfolio | ₹90.56 | -3.66 | 0.06 | 21.64 | 30.73 | 19.92 | 16.99 |
|
Guardian Advisors Private Limited
|
Core Value Strategy | ₹8.96 | -3.08 | -12.96 | -19.27 | -18.98 | 0.99 | 11.27 |
|
Equitree Capital Advisors Private Limited
|
EQUITREE EMERGING OPPORTUNITIES | ₹1,674.84 | 1.19 | -1.45 | 32.11 | -2.43 | 21.65 | 7.50 |
|
FE SECURITIES PRIVATE LIMITED
|
FE Securities Focused Approach | ₹46.72 | -0.13 | 5.77 | 43.18 | -0.01 | NA | -9.36 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
PREMIER | ₹4.45 | 2.19 | 2.32 | 42.72 | 10.48 | 13.91 | 21.36 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
DISCOVERY | ₹20.25 | 3.46 | 2.79 | 46.59 | 14.85 | 15.50 | 22.30 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
UNIQUE | ₹20.25 | 3.46 | 2.79 | 46.59 | 14.85 | 15.50 | 22.30 |
|
Ventura Securities Limited
|
Ventura Microcap Intelligence Thematic Management Scheme | ₹2.37 | 2.86 | 5.98 | 42.08 | 20.43 | NA | 8.88 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
ACTIVE | ₹10.06 | 3.60 | 3.54 | 46.61 | 14.40 | 15.38 | 22.30 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
RAW PEARL | ₹16.70 | 3.42 | 2.46 | 45.39 | 13.14 | 15.24 | 22.99 |
|
Moneygrow Asset Private Limited
|
MONEYGROW SMALL MIDCAP | ₹163.22 | -4.31 | -1.81 | 72.08 | 8.22 | NA | 17.62 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
NUCLEUS | ₹68.08 | 0.11 | -2.89 | 33.99 | 5.73 | NA | 2.58 |
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