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 |
|---|---|---|---|---|---|---|---|---|
|
Anand Rathi Advisors Limited
|
MNC Portfolio - NRI | ₹9.49 | -6.79 | -5.70 | 13.92 | -2.95 | 6.12 | 11.69 |
|
Revelation Portfolio Management Pvt Ltd
|
Revelation India Opportunities Portfolio II | ₹101.69 | -4.55 | -0.36 | 15.88 | 2.95 | NA | 13.22 |
|
SMC Global Securities Limited
|
SMC-Moderate | ₹1.65 | -6.19 | -7.00 | 1.47 | -6.65 | 10.67 | 12.72 |
|
Cosmea Portfolio Management Private Limited
|
Alpha Multi Asset. | ₹1.75 | -6.38 | -9.31 | -1.74 | 0.00 | NA | -7.90 |
|
Trivantage Capital Management India Private Limited
|
Trivantage Capital Small & Mid Cap Financials Portfolio | ₹26.75 | -7.10 | -3.70 | 12.94 | 13.18 | NA | 16.35 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Motilal Oswal India Growth Strategy | ₹347.86 | -4.30 | 2.75 | 29.74 | 23.83 | NA | 20.09 |
|
TCG Advisory Services Private Limited
|
TCG Transformative Growth Portfolio | ₹167.85 | -3.90 | -0.49 | 24.58 | 0.23 | NA | -0.09 |
|
Avendus Investment Managers Private Limited
|
Avendus Olivo Core Equity Portfolio | ₹137.54 | -6.87 | -5.80 | 3.31 | -9.40 | 7.01 | 13.00 |
|
Clubmillionaire Financial Services Private Limited
|
THE ALL-STAR PORTFOLIO | ₹2,804.70 | -4.74 | -5.46 | 11.99 | -8.01 | 5.51 | 14.19 |
|
Quest Investment Managers Pvt Ltd
|
QUESTPMS MULTI PORTFOLIO | ₹701.18 | -3.96 | 3.03 | 26.65 | 8.00 | 12.31 | 15.50 |
|
Ghalla Bhansali Stock Brokers Pvt Ltd
|
GROWTH | ₹21.96 | 1.99 | -0.87 | 42.64 | 18.96 | 13.30 | 19.49 |
|
Nafa Asset Managers Private Limited
|
NAFA EMERGING BLUE CHIP PORTFOLIO | ₹419.24 | -2.42 | -1.16 | 17.84 | -1.92 | 12.17 | 14.38 |
|
Unique Asset Management Llp
|
Unique Focused Fund | ₹1,237.60 | -0.82 | 2.03 | 25.68 | 12.16 | 12.09 | 16.75 |
|
PGIM India Asset Management Private Limited
|
PGIM INDIA EQUITY PORTFOLIO SERIES II | ₹80.30 | -1.10 | 6.22 | 45.40 | 13.22 | NA | 10.57 |
|
Svobodha Infinity Investment Advisors Private Ltd
|
Ad Astra Fund | ₹22.33 | -3.61 | -2.76 | 17.66 | -2.72 | NA | 5.72 |
|
Motilal Oswal Asset Management Company Limited - Portfolio Managers
|
Value Migration Strategy | ₹3,094.15 | -5.09 | -0.10 | 19.38 | -1.38 | 13.16 | 18.72 |
|
Clearmind Consultancy Private Limited
|
POLARIS HUMAN PLUS MACHINE CONVERGED EQUITY STRATEGY | ₹3.19 | 0.23 | 10.50 | 23.96 | NA | NA | 23.96 |
|
PrimeInvestor Financial Research Private Limited
|
Prime Vision Max | ₹10.48 | -3.15 | -1.75 | NA | NA | NA | -1.51 |
|
EBISU INVESTMENT ADVISORS LLP
|
EBISU India All Inclusive | ₹57.08 | -2.62 | 1.84 | 41.48 | 7.83 | NA | 0.73 |
|
MIV Investment Services Private Limited
|
Reverse Research | ₹2,353.92 | 0.66 | 10.07 | 44.09 | 30.58 | 17.33 | 23.36 |
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