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 |
|---|---|---|---|---|---|---|---|---|
|
360 ONE Asset Management Limited
|
360 ONE Large Value strategy Debt PMS | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | 0.00 |
|
360 ONE Asset Management Limited
|
360 ONE Liquid Strategy PMS | ₹0.50 | 0.05 | 0.05 | 1.02 | 3.82 | NA | 4.32 |
|
TAURUS TREASURY MANAGEMENT SERVICES PRIVATE LIMITED
|
Taurus 360 - Bond Fund (T360-BF) | ₹0.67 | -0.44 | 0.96 | NA | NA | NA | 1.42 |
|
360 ONE Asset Management Limited
|
360 ONE Real Estate PMS | ₹1.88 | 7.46 | 13.90 | 21.77 | 30.88 | 37.49 | 9.60 |
|
Reliance Wealth Management Limited
|
ALPHA LIQUID | NA | 0.00 | -99.55 | -99.67 | -99.66 | -66.43 | -53.07 |
|
Edelweiss Asset Management Ltd
|
Edelweiss Event Arbitrage Portfolio Approach | ₹0.31 | -1.12 | 4.87 | 11.42 | 11.52 | 5.80 | 7.68 |
|
PrimeInvestor Financial Research Private Limited
|
Prime Synergy | ₹42.26 | -4.67 | 1.82 | 9.57 | NA | NA | 3.65 |
|
Trustline Holdings Pvt Ltd
|
Floater | ₹18.91 | 0.73 | 5.22 | 12.94 | 6.06 | 9.14 | 10.51 |
|
PrimeInvestor Financial Research Private Limited
|
Prime Vision Balanced | ₹2.84 | -3.48 | -0.33 | 5.50 | NA | NA | -0.19 |
|
PrimeInvestor Financial Research Private Limited
|
Prime Vision Growth | ₹22.82 | -3.82 | -0.94 | 4.37 | NA | NA | -0.19 |
|
Growthfiniti Wealth Pvt Ltd
|
GROWTHFINITI STABLE | ₹1.35 | -3.16 | -0.98 | 7.79 | 0.88 | NA | 1.09 |
|
Allegro Securities Pvt Ltd
|
Balanced FOF | ₹1.54 | -3.65 | -2.38 | 4.73 | -0.59 | 9.68 | 11.29 |
|
PrimeInvestor Financial Research Private Limited
|
Prime Vision Ultra | ₹19.41 | -3.71 | -1.32 | 4.38 | NA | NA | 0.88 |
|
Growthfiniti Wealth Pvt Ltd
|
GROWTHFINITI CONSERVATIVE | ₹0.40 | -0.57 | 0.03 | 1.29 | NA | NA | -0.29 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Dynamic Allocation Strategy | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
|
Shree Rama Managers Llp
|
Shree Smart Cash Flow Plan (InvIT & REIT) | ₹1.53 | -0.23 | 5.59 | NA | NA | NA | 6.91 |
|
Shree Rama Managers Llp
|
Shree Wealth Builder Plan | ₹19.48 | -4.84 | -2.73 | 8.71 | 0.41 | NA | 10.64 |
|
Shree Rama Managers Llp
|
Shree Dynamic Plan | ₹10.02 | -4.53 | -2.22 | 4.53 | -2.96 | NA | 7.04 |
|
Impetus Arthasutra Pvt Lted
|
Impetus Trinity FoF Portfolio | ₹15.92 | -3.49 | -1.03 | 8.54 | 1.20 | NA | 1.50 |
|
Moneygrow Asset Private Limited
|
MONEYGROW DYNAMIC ASSET ALLOCATION | ₹0.50 | -3.81 | 0.46 | 8.78 | NA | NA | 0.94 |
Showing
421
to
440
of
471
records
Loading...
Loading performance data...