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 |
|---|---|---|---|---|---|---|---|---|
|
Reliance Wealth Management Limited
|
ALPHA GROWTH | ₹0.63 | -10.16 | -5.91 | 13.88 | 1.21 | 11.14 | 16.06 |
|
Infinity Alternatives Investment Managers Private Limited
|
Flexi-Cap Wealth Creator Portfolio (A5) | ₹120.15 | -6.83 | -5.18 | 5.21 | -0.72 | 15.66 | 15.48 |
|
Nine Rivers Capital Holdings Private Limited
|
Aurum Micro Cap Opportunities | ₹1.02 | 0.16 | 7.51 | 41.84 | 6.98 | NA | 1.17 |
|
Sowilo Investment Managers LLP
|
Sowilo Multi Cap Fund | ₹192.86 | -2.38 | 2.70 | 30.32 | 12.58 | NA | 19.70 |
|
Infinity Alternatives Investment Managers Private Limited
|
India Ultra-Focussed Mid-Cap Growth Portfolio Series II (A2) | ₹21.08 | -6.20 | -4.65 | 10.19 | 0.77 | 14.08 | 13.05 |
|
Anand Rathi Advisors Limited
|
Flexicap Strategy | ₹1.35 | -4.96 | -2.38 | 12.38 | 1.65 | NA | 10.92 |
|
Abans Broking Services Private Limited
|
ABANS GROWTH & MOMENTUM | ₹121.96 | -6.69 | -2.53 | 15.26 | 2.75 | 8.89 | 19.84 |
|
Ventura Securities Limited
|
Ventura Siddhartha Best in Class | ₹11.59 | -5.99 | -2.29 | 7.45 | -9.02 | 2.96 | 7.74 |
|
Samvitti Capital Private Limited
|
Advisory Services | ₹162.57 | -4.94 | -2.01 | 10.02 | 2.99 | 12.13 | 14.88 |
|
Anand Rathi Advisors Limited
|
Impress Portfolio | ₹951.74 | -5.24 | 1.35 | 31.73 | 11.64 | 15.01 | 14.11 |
|
Capgrow Capital Advisors Llp
|
SPECIAL SITUATION | ₹122.14 | -3.92 | -1.67 | 21.66 | -1.22 | 9.33 | 15.00 |
|
Care Portfolio Managers Private Limited
|
Care PMS Bespoke Approach | ₹26.29 | -2.44 | 0.23 | NA | NA | NA | 3.55 |
|
Quest Investment Managers Pvt Ltd
|
QUEST LONG ODYSSEY | ₹4.12 | -5.74 | -0.47 | 17.98 | -3.66 | NA | 2.84 |
|
SMC Global Securities Limited
|
SMC-Customised | ₹1.31 | -1.72 | 4.73 | 30.20 | 15.14 | 7.75 | 7.63 |
|
SMC Global Securities Limited
|
SMC-NRI | ₹13.67 | -2.63 | 4.13 | 27.19 | 9.78 | 8.82 | 12.19 |
|
Chona Financial Services Limited
|
PMS-2 Q5 | ₹2.83 | -2.93 | 1.00 | 25.76 | 6.50 | 7.33 | 13.49 |
|
Bay Capital Investment Advisors Pvt. Ltd.
|
Bay Capital India First Portfolio | ₹5.43 | -9.61 | -5.67 | 6.82 | -4.55 | NA | 15.48 |
|
Valentis Advisors Private Limited
|
Valentis Multi-cap Fund | ₹276.71 | -0.40 | 5.67 | 29.06 | 15.82 | 12.28 | 18.01 |
|
Molecule Ventures Limited Liability Partnership
|
QUANT | ₹2.83 | 5.16 | 17.14 | 67.44 | 42.68 | NA | 13.47 |
|
Trivantage Capital Management India Private Limited
|
Trivantage Capital Diversified Equity Portfolio | ₹5.81 | -5.23 | -0.13 | 15.55 | 6.91 | 7.27 | 8.47 |
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