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 |
|---|---|---|---|---|---|---|---|---|
|
Optima Wealth Private Limited
|
OPTIMA INDEX | ₹1.93 | -3.78 | NA | NA | NA | NA | -2.79 |
|
Optima Wealth Private Limited
|
YOUR OPTIMA | ₹104.04 | -3.45 | NA | NA | NA | NA | -3.63 |
|
Purnartha Investment Advisers Private Limited
|
Purnartha Wealth Strategy | ₹27.19 | -1.26 | NA | NA | NA | NA | -1.26 |
|
PCS SECURITIES AND CONSULTANTS LLP
|
PCS SECURITIES AND CONSULTANTS LLP | ₹43.15 | 0.01 | 15.17 | 38.02 | 30.62 | 0.00 | 23.15 |
|
Equitree Capital Advisors Private Limited
|
EQUITREE EMERGING OPPORTUNITIES II | ₹0.05 | NA | NA | NA | NA | NA | 0.00 |
|
Nine Rivers Capital Holdings Private Limited
|
NINE RIVERS HI-GROWTH PORTFOLIO | ₹0.49 | NA | NA | NA | NA | NA | -2.76 |
|
Quest Investment Managers Pvt Ltd
|
QUESTPMS SMALL MID | ₹1.00 | NA | NA | NA | NA | NA | -0.18 |
|
Windmill Capital Private Limited
|
Value & Momentum Model | ₹0.10 | NA | NA | NA | NA | NA | -0.09 |
|
SHARE INDIA SECURITIES LIMITED.
|
SHARE INDIA WEALTH BRIDGE | ₹3.99 | NA | NA | NA | NA | NA | -0.37 |
|
Windmill Capital Private Limited
|
Timeless Asset Allocation | ₹1.72 | -2.53 | NA | NA | NA | NA | -2.53 |
|
Purnartha Investment Advisers Private Limited
|
Purnartha Select Strategy | ₹3.00 | NA | NA | NA | NA | NA | -0.09 |
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471
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471
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