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 |
|---|---|---|---|---|---|---|---|---|
|
ALMONDZ FINANCIAL SERVICES LIMITED
|
ALMONDZ AIM MULTICAP INVESTMENT APPROACH | ₹7.70 | -1.39 | -1.06 | 20.50 | -1.39 | NA | -6.84 |
|
Samvitti Capital Private Limited
|
NDPMS | ₹91.98 | -5.75 | -0.53 | 19.08 | 6.00 | 9.58 | 12.03 |
|
Valuequest Investment Advisors Pvt. Ltd.
|
ValueQuest Growth | ₹2,011.41 | -4.81 | 1.37 | 35.07 | 26.39 | 15.82 | 17.96 |
|
Securities Investment Management Private Limited
|
SiMPL Multi Cap Value Portfolio | ₹1,364.23 | -5.75 | -6.37 | 11.69 | -1.76 | 11.46 | 17.80 |
|
PGIM India Asset Management Private Limited
|
PGIM INDIA EQUITY PORTFOLIO SERIES I High Conviction Themes | ₹6.42 | -3.88 | -1.29 | 36.14 | 0.00 | NA | 7.56 |
|
Growthfiniti Wealth Pvt Ltd
|
GROWTHFINITI MAXIMISER | ₹22.91 | -4.33 | -0.19 | 16.73 | 2.06 | NA | -0.15 |
|
Vallum Capital Advisors Private Limited
|
Vallum India Discovery Strategy | ₹1,304.69 | -2.30 | 7.19 | 34.53 | 13.13 | 11.56 | 19.95 |
|
IME Portfolio Managers LLP
|
IME Wealth Bespoke | ₹59.42 | -2.27 | 0.38 | 8.30 | -1.35 | NA | -1.35 |
|
Bay Capital Investment Advisors Pvt. Ltd.
|
Bay Capital Customized Concentrated Portfolio | ₹18.97 | -5.06 | 0.69 | 20.84 | -2.07 | NA | 3.47 |
|
NARNOLIA VELOX ADVISORY LIMITED
|
NARNOLIA MULTI-ASSET FUND | ₹3.35 | -2.53 | -0.29 | 8.46 | 5.82 | 10.00 | 14.86 |
|
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED
|
VARANIUM G2G INDIA PORTFOLIO - 00010051 | ₹34.26 | 5.25 | 10.58 | 66.49 | 16.53 | 13.42 | 16.63 |
|
Trivantage Capital Management India Private Limited
|
Trivantage Capital Edge Portfolio | ₹156.67 | -4.97 | -0.11 | 15.88 | 8.16 | 11.01 | 17.62 |
|
Chona Financial Services Limited
|
PMS-1 Q8 | ₹1.35 | -4.92 | -2.91 | 8.06 | -1.81 | 8.20 | 9.32 |
|
Multi-Act Equity Consultancy Private Limited
|
Emerging Corporates India Portfolio | ₹168.15 | -6.14 | -4.79 | 13.93 | 8.89 | 8.86 | 13.54 |
|
Quest Investment Managers Pvt Ltd
|
QUEST ALPHA OPPORTUNITIES | ₹4.81 | -3.62 | 4.15 | 30.57 | 11.51 | NA | 19.47 |
|
Allegro Securities Pvt Ltd
|
ALLEGRO SIGNATURE | ₹73.19 | -2.76 | -1.93 | -0.53 | NA | NA | -1.72 |
|
Growthfiniti Wealth Pvt Ltd
|
GROWTHFINITI FACTORS | ₹0.49 | -6.10 | -3.67 | 9.04 | -1.07 | NA | -3.48 |
|
Joindre Capital Services Limited
|
JOINDRE VALUE FUND | ₹53.76 | -6.26 | -2.56 | 11.35 | -6.89 | 3.10 | 10.15 |
|
Girik Wealth Advisors Private Limited
|
Girik Multicap Strategy | ₹1,615.86 | 0.14 | 5.01 | 21.52 | 4.31 | 11.82 | 18.94 |
|
Basant Maheshwari Wealth Advisers Llp
|
BM LEGACY BUILDERS | ₹23.79 | -5.71 | -6.48 | 7.63 | -14.89 | NA | -11.09 |
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