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 |
|---|---|---|---|---|---|---|---|---|
|
Purnartha Investment Advisers Private Limited
|
Purnartha One Strategy | ₹4.15 | -4.35 | -3.97 | 10.07 | 2.55 | NA | 6.57 |
|
Vallum Capital Advisors Private Limited
|
Vallum India Multi-Activa Strategy | ₹15.04 | -4.49 | -1.60 | 5.03 | 15.78 | NA | 19.55 |
|
Marcellus Investment Managers Private Limited
|
Multi Asset Aggresive | ₹16.86 | -5.06 | -2.66 | 5.12 | 2.27 | NA | 5.62 |
|
Anand Rathi Advisors Limited
|
IDEAA Portfolio - NRI | ₹1.62 | -5.67 | -3.74 | 9.63 | NA | NA | 3.59 |
|
360 ONE Asset Management Limited
|
360 ONE Large Value Strategy Alternates PMS | ₹279.02 | 1.47 | 2.70 | 7.48 | NA | NA | 6.75 |
|
Marcellus Investment Managers Private Limited
|
Multi Asset | ₹10.46 | -4.39 | -2.31 | 3.95 | 2.64 | NA | 5.84 |
|
Anand Rathi Advisors Limited
|
IDEAA Portfolio | ₹78.73 | -6.12 | -4.57 | 8.33 | 5.35 | NA | 5.67 |
|
Marcellus Investment Managers Private Limited
|
Multi Asset Income | ₹1.93 | -0.28 | 0.79 | NA | NA | NA | 1.93 |
|
Marcellus Investment Managers Private Limited
|
MultiAssetConservative | ₹2.00 | -3.52 | -1.84 | 3.00 | 2.88 | NA | 6.47 |
|
Shree Rama Managers Llp
|
Shree STP | ₹0.58 | 0.19 | 0.83 | 1.64 | 2.76 | NA | 4.63 |
|
360 ONE Asset Management Limited
|
Customised Discretionary Portfolio - Multi-Asset | NA | 0.00 | 0.00 | 0.00 | 57.57 | 34.73 | 28.79 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Motilal Oswal Multi-asset Momentum Strategy | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | 0.00 |
|
Multi-Act Equity Consultancy Private Limited
|
All Seasons Portfolio | ₹5.66 | -2.18 | -1.80 | 1.48 | 3.40 | 10.23 | 11.73 |
|
Moneygrow Asset Private Limited
|
MONEYGROW BESPOKE | ₹132.66 | -4.98 | -1.25 | 41.32 | 8.09 | NA | 17.85 |
|
Old Bridge Capital Management Pvt Ltd
|
All Cap Strategy | ₹1,240.61 | -3.14 | 2.34 | 23.20 | 16.97 | 13.45 | 16.39 |
|
Silverarch Investment Advisers Private Limited
|
SilverArch India Equity Portfolio | ₹49.37 | -2.19 | 1.59 | 22.30 | 15.82 | 14.28 | 12.65 |
|
Silverarch Investment Advisers Private Limited
|
SilverArch India Mid & Small Cap Equity Portfolio | NA | 0.00 | 0.00 | 0.00 | 0.00 | 12.87 | 10.94 |
|
SHARE INDIA SECURITIES LIMITED.
|
SI INDIA GROWTH | ₹64.71 | 2.78 | 9.38 | 58.54 | NA | NA | 49.39 |
|
Cosmea Portfolio Management Private Limited
|
ALPHA GROWTH | ₹0.08 | -6.41 | NA | NA | NA | NA | -4.42 |
|
NIKUNJ STOCK BROKERS LIMITED
|
All Weather Growth Fund | ₹0.51 | 3.05 | NA | NA | NA | NA | 2.84 |
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