PMS PMS Strategies - Returns as on 31/07/2025
AMC Strategy Category
1 Month 1 Year 3 Year 5 Year Buy
Alchemy Capital Management Alchemy Capital Management- Alpha 100 Large Cap 5.38% 0.21% 0.0 0.0 Buy
Alchemy Capital Management Alchemy Capital Management- Alpha Small Cap Small Cap 4.61% 8.45% 0.0 0.0 Buy
Alchemy Capital Management Alchemy Capital Management- Ascent Multi Cap 3.42% -18.39% 18.05% 23.89% Buy
Alchemy Capital Management Alchemy Capital Management- High Growth Multi Cap 7.95% -7.62% 20.89% 19.42% Buy
Alchemy Capital Management Alchemy Capital Management- High Growth Select Stock Multi Cap 5.57% 10.65% 25.54% 27.8% Buy
Alchemy Capital Management Alchemy Capital Management- Smart Alpha 250 Large Cap 5.84% 1.91% 0.0 0.0 Buy
Alchemy Capital Management Alchemy Capital Management- Smart Alpha Small and Micro Cap Small Cap 4.43% -13.98% 0.0 0.0 Buy
Ambit Investment Advisors Pvt Ltd Ambit Investment Advisors - Coffee Can Large Cap 5.42% 13.44% 18.52% 17.23% Buy
Ambit Investment Advisors Pvt Ltd Ambit Investment Advisors - Emerging Giants Mid Cap 2.91% -3.08% 13.8% 20.35% Buy
Ambit Investment Advisors Pvt Ltd Ambit Investment Advisors - Good and Clean Small Cap 4.25% -1.24% 19.91% 21.9% Buy
Ambit Investment Advisors Pvt Ltd Ambit Investment Advisors - Tenx Portfolio Small and Mid Cap 2.37% -4.22% 16.2% 0.0 Buy
BugleRock Capital Pvt Ltd (formerly known as o3 Securities Pvt. Ltd) BugleRock Capital - Core Value Strategy - Concentrated Multi Cap 2.48% 10.31% 22.67% 22.3% Buy
BugleRock Capital Pvt Ltd (formerly known as o3 Securities Pvt. Ltd) BugleRock Capital - Core Value Strategy - Regular Multi Cap 2.52% 5.54% 24.52% 23.4% Buy
BugleRock Capital Pvt Ltd (formerly known as o3 Securities Pvt. Ltd) BugleRock Capital - Growth Opportunities Portfolio Thematic 3.31% -6.26% 0.0 0.0 Buy
BugleRock Capital Pvt Ltd (formerly known as o3 Securities Pvt. Ltd) BugleRock Capital - Special Situations Portfolio Small Cap 4.73% 0.33% 0.0 0.0 Buy
Carnelian Asset Advisors Carnelian Asset Advisors- Capital Compounder Multi Cap 6.88% 11.62% 29.89% 24.96% Buy
Carnelian Asset Advisors Carnelian Asset Advisors- Shift Strategy Multi Cap 4.9% 14.46% 37.4% 0.0 Buy
Carnelian Asset Advisors Carnelian Asset Advisors- BESPOKE STRATEGY Multi Cap 7.57% 15.17% 37.33% 0.0 Buy
Carnelian Asset Advisors Carnelian Asset Advisors- CONTRA STRATEGY MULTI CAP 5.38% 2.22% 38.16% 0.0 Buy
Centrum Pms Centrum Pms- Built To Last Large Cap 2.42% -3.93% 18.92% 26.28% Buy
Centrum Pms Centrum Pms- Deep Value Mid Cap 9.06% 2.73% 15.74% 28.28% Buy
Centrum Pms Centrum Pms- Flexicap Multi Cap 4.09% 3.23% 20.23% 22.87% Buy
Centrum Pms Centrum Pms- Good To Great Mid Cap 2.46% -2.94% 18.44% 25.96% Buy
Centrum Pms Centrum Pms- Micro Small Cap 2.11% -3.32% 24.47% 33.88% Buy
Hem Securities Ltd Hem Securities - Dynamic Research and Emerging Strategy Multi Cap 4.14% 8.92% 30.13% 29.45% Buy
Hem Securities Ltd Hem Securities - India Rising SME Stars Multi Cap 6.81% 3.28% 43.18% 0.0 Buy
ICICI Prudential AMC Ltd ICICI Prudential - ACE Strategy Multi Cap 4.39% 10.27% 27.38% 28.32% Buy
ICICI Prudential AMC Ltd ICICI Prudential - Contra Strategy Multi Cap 3.23% 3.48% 30.76% 29.23% Buy
ICICI Prudential AMC Ltd ICICI Prudential - Growth Leaders Strategy Multi Cap 3.22% 3.55% 25.92% 25.14% Buy
ICICI Prudential AMC Ltd ICICI Prudential - Large Cap Strategy Large Cap 3.3% 5.66% 29.03% 26.32% Buy
ICICI Prudential AMC Ltd ICICI Prudential - Pipe Strategy Small & Mid Cap 3.03% 3.79% 33.13% 36.74% Buy
ICICI Prudential AMC Ltd ICICI Prudential - Quanti-Fi Strategy Multi Cap 3.71% -1.84% 0.0 0.0 Buy
ICICI Prudential AMC Ltd ICICI Prudential - Value Strategy Multi Cap 2.52% 0.96% 36.61% 30.47% Buy
ICICI Prudential AMC Ltd ICICI Prudential - ACE EQUITY PORTFOLIO MULTI CAP 2.18% -5.75% 24.16% 0.0 Buy
ICICI Prudential AMC Ltd ICICI Prudential - STERLING AGGR. PORTFOLIO FLEXICAP 3.14% 7.51% 0.0 0.0 Buy
Marcellus Marcellus- Consistent Compounders Multi Cap 4.87% 5.44% 13.56% 15.01% Buy
Marcellus Marcellus- Little Champs Small Cap 3.93% 2.83% 2.96% 13.63% Buy
Marcellus Marcellus- Meritor Q Multi Cap 3.15% 10.56% 0.0 0.0 Buy
Marcellus Marcellus- Rising Giants Mid Cap 4.09% 9.66% 11.65% 0.0 Buy
Motilal Oswal Asset Management Company Ltd Motilal Oswal - Ethical Strategy Multi Cap 2.33% -12.36% 18.45% 0.0 Buy
Motilal Oswal Asset Management Company Ltd Motilal Oswal - Founders Multi Cap 1.47% 10.66% 0.0 0.0 Buy
Motilal Oswal Asset Management Company Ltd Motilal Oswal - India Growth Strategy Multi Cap 3.56% 6.1% 0.0 0.0 Buy
Motilal Oswal Asset Management Company Ltd Motilal Oswal - Mid to Mega Strategy Small & Midcap 2.86% 11.76% 29.99% 29.61% Buy
Motilal Oswal Asset Management Company Ltd Motilal Oswal - Multifactor Equity Multi Cap 4.59% -3.64% 23.77% 0.0 Buy
Motilal Oswal Asset Management Company Ltd Motilal Oswal - NTDOP Multi Cap 4.18% 4.46% 18.96% 19.75% Buy
Motilal Oswal Asset Management Company Ltd Motilal Oswal - Value Migration Multi Cap 4.75% 13.44% 30.02% 25.02% Buy
PRP Edge Wealth Advisors Pvt Ltd PRP Edge - AlphaaMoney Equity+ Portfolio Large & Midcap 4.07% 3.8% 0.0 0.0 Buy
PRP Edge Wealth Advisors Pvt Ltd PRP Edge - Alphaa Focused Small-Cap Portfolio Small Cap 4.68% 2.16% 0.0 0.0 Buy
PRP Edge Wealth Advisors Pvt Ltd PRP Edge - Alphaa Better Risk Reward 30 Stocks Portfolio Large Cap 4.07% 3.8% 0.0 0.0 Buy
PRP Edge Wealth Advisors Pvt Ltd PRP Edge - Alphaa MPT plus Fund Multi Cap 6.34% 14.85% 0.0 0.0 Buy
Quest Inv Advisors Quest Inv - Flagship Multi Cap 5.56% 7.17% 22.44% 23.2% Buy
Quest Inv Advisors Quest Inv - Multi Cap Multi Cap 4.27% 7.33% 26.76% 28.21% Buy
Spark Fund Managers Spark - India @75 Core & Satellite Flexi Cap 3.77% 1.63% 27.2% 27.21% Buy
Spark Fund Managers Spark - India @75 Flexicap Flexi Cap 4.38% 5.18% 27.48% 24.62% Buy
Sundaram Alternates Sundaram Alternates- Rising Stars Small Cap 3.7% 4.75% 14.45% 23.82% Buy
Sundaram Alternates Sundaram Alternates- S.E.L.F Portfolio Mid Cap 3.9% 10.95% 19.9% 24.64% Buy
Sundaram Alternates Sundaram Alternates- Sisop Multi Cap 4.62% 16.62% 22.77% 24.01% Buy
Sundaram Alternates Sundaram Alternates- Voyager Multi Cap 3.81% 15.52% 22.31% 26.04% Buy
Tata Pms Tata Pms- Act Multi Cap 2.72% 3.23% 20.06% 21.97% Buy
Tata Pms Tata Pms- Emerging Opportunities Small & Midcap 1.71% 0.84% 22.13% 22.2% Buy
Tata Pms Tata Pms- Enterprising India Investment Approach Multi Cap 3.51% 6.04% 20.13% 19.34% Buy
White Oak Capital Management White Oak - India Select Equity Flexi Cap 5.25% 18.86% 23.54% 22.23% Buy
White Oak Capital Management White Oak - Business Leaders PMS Thematic 4.31% 9.77% 19.25% 0.0 Buy
VALCREATE INVESTMENT MANAGERS LLP IME CONCENTRATED MICROTRENDS LARGE & MID CAP 4.92% 3.97% 0.0 0.0 Buy
VALCREATE INVESTMENT MANAGERS LLP IME DIGITAL DISRUPTION THEMATIC 5.94% 27.39% 0.0 0.0 Buy
White Oak Capital Management White Oak - Digital Leaders Flexi Cap 4.17% 14.71% 19.24% 0.0 Buy
White Oak Capital Management White Oak - India Pioneers Equity Flexi Cap 4.28% 8.71% 19.69% 21.51% Buy
White Oak Capital Management White Oak - Research Select Equity Flexi Cap 4.03% 9.57% 0.0 0.0 Buy
TULSIAN PMS TULSIAN PMS LARGE CAP 2.39% 3.82% 29.51% 37.09% Buy
VALCREATE INVESTMENT MANAGERS LLP GROWING INDIA MULTI CAP & FLEXI CAP 4.48% -3.9% 0.0 0.0 Buy
VALCREATE INVESTMENT MANAGERS LLP LIFESCIENCES AND SPECIALTY OPP. THEMATIC 5.65% 16.74% 0.0 0.0 Buy
PHILLIP CAPITAL INDIA PVT LTD INCOME BUILDER PORTFOLIO DEBT 1.14% 12.58% 0.0 0.0 Buy
PHILLIP CAPITAL INDIA PVT LTD EMERGING INDIA PORTFOLIO SMALL & MID CAP 1.76% 3.81% 19.36% 23.01% Buy
PHILLIP CAPITAL INDIA PVT LTD ETHICAL INDIA PORTFOLIO MULTI CAP & FLEXI CAP 1.11% -1.55% 14.0% 18.36% Buy
PHILLIP CAPITAL INDIA PVT LTD SIGNATURE INDIA PORTFOLIO MULTI CAP & FLEXI CAP 2.63% 3.61% 15.6% 19.3% Buy