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 |
|---|---|---|---|---|---|---|---|---|
|
Valcreate Investment Managers LLP
|
Valcreate Recovery Strategy | ₹1.49 | 2.59 | 5.75 | 62.57 | 27.89 | NA | 21.97 |
|
Valcreate Investment Managers LLP
|
Valcreate Growing India | ₹16.41 | -0.28 | -2.74 | 23.57 | 4.91 | NA | 13.43 |
|
Girik Wealth Advisors Private Limited
|
Girik PMS BluFIN X Equity Strategy | ₹178.40 | 7.40 | 10.81 | 37.22 | 31.51 | NA | 5.24 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
OPULENCE | ₹72.51 | 0.71 | -4.08 | 27.35 | -7.51 | NA | -6.51 |
|
Growthfiniti Wealth Pvt Ltd
|
GROWTHFINITI BESPOKE | ₹19.71 | -1.09 | NA | NA | NA | NA | 7.27 |
|
360 ONE Asset Management Limited
|
Customised Discretionary Portfolio - Debt | ₹23.49 | 1.27 | 3.88 | 6.64 | 6.39 | 4.65 | 6.07 |
|
TAURUS TREASURY MANAGEMENT SERVICES PRIVATE LIMITED
|
Taurus 360 Balanced Credit Fund (T360-BCF) | ₹10.34 | -1.17 | 2.28 | NA | NA | NA | 3.75 |
|
Trivantage Capital Management India Private Limited
|
Customised Portfolio Approach 2 | ₹7.78 | -1.75 | 1.69 | 2.05 | 10.09 | 8.07 | 7.23 |
|
Sundaram Alternate Assets Limited
|
FIRST AGGRESSIVE | ₹78.19 | 0.63 | 2.26 | 4.84 | 9.10 | NA | 10.51 |
|
Trivantage Capital Management India Private Limited
|
Customised Portfolio Approach 3 | ₹0.14 | 0.31 | 0.79 | 2.40 | 5.30 | 4.12 | 6.73 |
|
Sundaram Alternate Assets Limited
|
FIRST BESPOKE | ₹373.92 | 0.59 | 1.90 | 5.03 | 9.57 | NA | 10.47 |
|
Sundaram Alternate Assets Limited
|
FIRST MODERATE | ₹115.19 | 0.60 | 1.84 | 4.38 | 8.35 | NA | 9.55 |
|
Sundaram Alternate Assets Limited
|
FIRST CONSERVATIVE | ₹23.47 | 0.51 | 1.50 | 3.97 | 7.63 | NA | 8.64 |
|
Grey Sky Capital Private Limited
|
GREYSKY SMART TREASURY | ₹2.75 | -1.57 | 1.99 | 8.26 | NA | NA | 9.10 |
|
PrimeInvestor Financial Research Private Limited
|
Prime Liquid | NA | 0.27 | 1.34 | 3.16 | NA | NA | 4.78 |
|
Girik Wealth Advisors Private Limited
|
Girik Liquid Strategy | NA | 0.09 | 1.01 | 2.85 | 5.89 | NA | 6.31 |
|
Allegro Securities Pvt Ltd
|
Liquid FOF | ₹1.64 | 0.36 | 1.42 | 3.14 | 5.89 | 5.79 | 5.13 |
|
Master Portfolio Services Limited
|
Master Trust iRage Absolute Return Strategy | ₹60.32 | 0.56 | 1.18 | 3.99 | 6.92 | 9.84 | 9.62 |
|
Valuequest Investment Advisors Pvt. Ltd.
|
ValueQuest Liquid | ₹0.10 | 0.37 | 1.19 | 2.30 | 4.24 | NA | 4.94 |
|
Valentis Advisors Private Limited
|
Valentis Debt Staggered Investment Fund | ₹6.08 | 0.57 | 1.38 | 2.54 | 5.33 | 4.71 | 4.69 |
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