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 |
|---|---|---|---|---|---|---|---|---|
|
Sundaram Alternate Assets Limited
|
QUANT | ₹55.31 | -5.46 | -2.08 | 6.53 | 2.71 | 7.22 | 8.39 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Motilal Oswal Microcap Multifactor Strategy | ₹8.92 | -0.35 | 5.77 | 26.48 | 6.98 | NA | 7.84 |
|
EQUIPOISE CAPITAL MANAGEMENT PRIVATE LIMITED
|
EquiPoise India Select | ₹19.20 | -5.11 | -2.09 | 7.85 | -1.25 | NA | 0.77 |
|
TCG Advisory Services Private Limited
|
TCG ADVISORY SERVICES PVT LTD FUND 1 | ₹5.57 | -3.90 | -0.11 | 17.51 | -0.69 | 6.95 | 11.66 |
|
Moneygrow Asset Private Limited
|
MONEYGROW LARGE MIDCAP | ₹112.04 | -5.43 | -2.29 | 19.59 | 4.36 | NA | 15.66 |
|
Bharat Bhushan Equity Traders Limited
|
BB Curated Care | ₹1.34 | -2.58 | 0.46 | 10.53 | 4.53 | NA | 5.68 |
|
SMC Global Securities Limited
|
SMC-Growth | ₹224.27 | -2.74 | 5.10 | 28.56 | 14.13 | 10.61 | 14.06 |
|
Quest Investment Managers Pvt Ltd
|
QUESTPMS FOCUS PORTFOLIO | ₹23.62 | -1.35 | 10.72 | 34.29 | 18.01 | 10.31 | 13.54 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
QUANTFIN GROWTH | ₹3.24 | -6.14 | -6.07 | 1.27 | -6.62 | 4.52 | 9.45 |
|
R. Wadiwala Securities Private Limited
|
R Wadiwala Agile PE Ratio Portfolio - Master | ₹3.50 | -6.43 | -5.09 | -0.46 | -12.37 | 5.85 | 9.61 |
|
Stallion Asset Private Limited
|
STALLION ASSET CORE FUND | ₹10,340.31 | 1.59 | 7.82 | 39.90 | 18.39 | 23.79 | 28.31 |
|
Nafa Asset Managers Private Limited
|
NAFA WEALTH BUILDER PORTFOLIO | ₹12.97 | -3.91 | -5.66 | 2.88 | -9.13 | 5.11 | 8.11 |
|
Infinity Alternatives Investment Managers Private Limited
|
Large Cap Opportunistic Portfolio Series I (A3) | ₹11.51 | -7.61 | -5.52 | 2.19 | -0.01 | 17.26 | 15.41 |
|
Revelation Portfolio Management Pvt Ltd
|
Revelation India Opportunities Portfolio I | ₹126.97 | -4.79 | 1.35 | 19.62 | 5.10 | NA | 13.83 |
|
Trivantage Capital Management India Private Limited
|
Trivantage Capital Resurgent Financials Equity Super Six Portfolio | ₹0.98 | -6.84 | -5.24 | 11.88 | -4.26 | 6.78 | 9.86 |
|
NMR CAPITAL ADVISORS PRIVATE LIMITED
|
NMR Growth Strategy | ₹113.31 | 3.47 | 11.22 | 64.14 | 27.12 | NA | 19.28 |
|
TCG Advisory Services Private Limited
|
TCG All Cap Opportunities Portfolio | ₹5.35 | -6.98 | -2.50 | 11.25 | -1.37 | NA | -3.76 |
|
Sharekhan Limited
|
Diversified equity | ₹4.69 | -5.26 | -1.91 | 8.51 | 0.93 | 6.47 | -4.06 |
|
Sundaram Alternate Assets Limited
|
ALPHA | ₹0.43 | -5.92 | -0.67 | 9.88 | -5.31 | 3.82 | 8.07 |
|
Allegro Securities Pvt Ltd
|
Mid Cap Equity FOF | ₹2.01 | -6.25 | -2.53 | 11.80 | 1.20 | 12.55 | 13.31 |
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