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 |
|---|---|---|---|---|---|---|---|---|
|
T Ram Financial Services Private Limited
|
BLUECHIP | ₹257.23 | -5.59 | -3.20 | 3.61 | -9.68 | 4.65 | 7.98 |
|
Acepro Advisors Private Limited
|
Acepro Large Cap Strategy | ₹2.54 | -3.09 | 0.28 | 8.14 | -3.90 | 6.49 | 10.81 |
|
Cosmea Portfolio Management Private Limited
|
ALPHA COMPOUNDERS | ₹29.23 | -7.10 | -2.45 | 6.78 | -6.13 | NA | 11.34 |
|
Drchoksey Finserv Private Limited
|
DRChoksey Focused Advantage | ₹18.73 | -5.19 | 1.51 | 18.18 | -5.11 | 4.28 | 4.72 |
|
R. Wadiwala Securities Private Limited
|
NS Multicap Advised Model Portfolio - PMS-Shreyas PMS | ₹44.42 | -5.23 | -3.11 | 6.98 | -2.24 | 5.49 | 10.67 |
|
Brightseeds Advisors LLP
|
Xylem Maverick Strategy | ₹91.49 | 1.43 | 13.99 | 70.20 | 31.18 | NA | 23.48 |
|
NARNOLIA VELOX ADVISORY LIMITED
|
NARNOLIA LARGE CAP FUND | ₹81.04 | -5.26 | -4.17 | 5.14 | -5.34 | 6.96 | 14.74 |
|
Marcellus Investment Managers Private Limited
|
Core Domestic Equity | ₹0.47 | -6.39 | -3.90 | NA | NA | NA | -4.31 |
|
Bay Capital Investment Advisors Pvt. Ltd.
|
Bay India Opportunities Portfolio | ₹65.52 | -7.36 | -2.87 | 11.95 | -11.96 | NA | 9.11 |
|
Valuequest Investment Advisors Pvt. Ltd.
|
ValueQuest Platinum | ₹3,450.78 | -4.05 | 1.99 | 28.92 | 9.00 | 15.16 | 18.35 |
|
Wealth First Portfolio Managers Limited
|
Wealth First Nifty 100 Index Strategy | ₹12.86 | -5.89 | -4.26 | 3.63 | -7.86 | NA | -7.44 |
|
Nine Rivers Capital Holdings Private Limited
|
Aurum Multiplier Portfolio | ₹43.28 | -2.91 | 2.82 | 35.88 | 9.51 | 16.23 | 16.98 |
|
Atlas Integrated Finance Ltd
|
EQUITY DEBT HYBRID | ₹34.58 | -7.44 | -6.40 | 4.09 | -13.95 | 10.74 | 20.78 |
|
Alchemy Capital Management Pvt Ltd
|
Alchemy Alpha 100 | ₹21.12 | -7.47 | -4.43 | 8.47 | 2.20 | NA | 9.31 |
|
Systematix Shares & Stocks (India) Limited
|
DYNAMIC INVESTMENT APPROACH | ₹181.35 | -2.77 | 7.28 | 33.50 | 28.59 | 21.18 | 11.61 |
|
Kunvarji Finstock Pvt. Ltd.
|
KUNVARJI FINSTOCK PRIVATE LIMITED | ₹1.13 | -7.44 | -5.30 | 0.51 | -9.01 | 0.51 | 7.79 |
|
JHP Securities Private Limited
|
India Portfolio Builder | ₹8.08 | -5.89 | -2.53 | 13.82 | 0.40 | 10.20 | 9.46 |
|
PrimeInvestor Financial Research Private Limited
|
Prime Velocity | ₹76.06 | -4.55 | 1.15 | 14.98 | NA | NA | 2.17 |
|
Amaltas Asset Management LLP
|
AMALTAS KEYSTONE FUND | ₹79.74 | 5.67 | 14.27 | 77.51 | 53.87 | NA | 26.79 |
|
Nine Rivers Capital Holdings Private Limited
|
Aurum Growth Opportunities | ₹4.26 | -3.43 | 1.11 | 35.43 | 9.59 | 11.17 | 19.02 |
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471
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