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 |
|---|---|---|---|---|---|---|---|---|
|
Allegro Securities Pvt Ltd
|
Diversified | ₹4.06 | -4.22 | -2.11 | 5.71 | 0.96 | 19.75 | 19.17 |
|
DMZ Partners Investment Management LLP
|
DMZ PARTNERS INHERITORS STRATEGY | ₹700.78 | -5.73 | 2.31 | 27.12 | 2.86 | 10.78 | 15.12 |
|
Samvitti Capital Private Limited
|
PMSLONG | ₹274.21 | -4.11 | 4.90 | 32.06 | 22.01 | 14.23 | 16.24 |
|
Anand Rathi Advisors Limited
|
The Alpha I Strategy | ₹10.00 | -4.86 | -1.18 | 14.67 | 1.84 | NA | 15.89 |
|
Valentis Advisors Private Limited
|
Valentis Rising Star Opportunity Fund | ₹1,241.61 | 0.20 | 8.80 | 39.66 | 22.14 | 15.23 | 17.79 |
|
Alchemy Capital Management Pvt Ltd
|
Alchemy Select Stock | ₹5,382.89 | -3.56 | 5.26 | 29.29 | 14.78 | 14.26 | 19.63 |
|
FYERS ASSET MANAGEMENT PRIVATE LIMITED
|
FYERS Genesis Fund | ₹17.67 | -1.51 | 1.69 | 17.34 | 2.58 | NA | 2.13 |
|
360 ONE Asset Management Limited
|
360 ONE Multicap Advantage PMS | ₹1.94 | -5.31 | -4.18 | 7.75 | 1.94 | 7.57 | 10.00 |
|
Quest Investment Managers Pvt Ltd
|
QUESTPMS FLAGSHIP PORTFOLIO | ₹398.46 | -3.39 | 4.51 | 28.21 | -1.78 | 7.44 | 15.20 |
|
R. Wadiwala Securities Private Limited
|
R. Wadiwala Ingenious Equity Portfolio-Ingenious | ₹9.48 | -6.93 | -5.95 | 3.44 | -9.57 | 0.00 | -3.34 |
|
Allegro Securities Pvt Ltd
|
Bluechip Equity FOF | ₹7.21 | -4.64 | -2.74 | 5.34 | 0.25 | 9.46 | 11.30 |
|
Growthfiniti Wealth Pvt Ltd
|
GROWTHFINITI ENHANCER | ₹3.50 | -3.90 | -0.88 | 10.16 | -0.37 | NA | -0.82 |
|
Shree Rama Managers Llp
|
Shree Smart Market Plan | ₹59.32 | -5.56 | -3.41 | 9.08 | 0.14 | NA | 3.34 |
|
360 ONE Asset Management Limited
|
Customised Discretionary Portfolio - Equity | ₹12,700.83 | -5.09 | -0.17 | 13.50 | 4.08 | 9.96 | 12.80 |
|
Sameeksha Capital Private Limited
|
Sameeksha India Diversified Investment Strategy | ₹16.98 | -3.16 | 0.69 | 18.13 | NA | NA | 3.07 |
|
Anand Rathi Advisors Limited
|
Impress Portfolio - NRI | ₹72.53 | -5.33 | 0.97 | 32.12 | 11.31 | 14.83 | 15.20 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Motilal Oswal Ethical Strategy | ₹83.07 | -4.96 | 1.30 | 24.71 | 11.15 | 10.95 | 12.76 |
|
East Lane Capital Llp
|
East Lane Long Term Growth | ₹1,081.07 | -1.60 | 1.13 | 21.17 | 12.86 | 10.72 | 14.85 |
|
Trivantage Capital Management India Private Limited
|
Trivantage Capital Select Diversified Equity Portfolio | ₹3.08 | -5.30 | -0.63 | 15.11 | 7.42 | 7.83 | 19.45 |
|
Anand Rathi Advisors Limited
|
MNC Portfolio | ₹106.39 | -7.22 | -5.75 | 13.89 | -3.76 | 6.19 | 10.08 |
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471
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