Compare Investment Products

Analyze and compare our PMS portfolios and AIF options side-by-side with detailed performance data and features.

Compare PMS Portfolios

Select multiple portfolios to compare their performance across different time periods.

Growth Equity Strategy

Inception Date

01/01/2015

AUM in Cr.

₹850.50

1M

2.45

3M

6.78

6M

12.34

1Y

22.15

2Y

18.62

3Y

20.45

4Y

18.90

5Y

21.30

7Y

19.85

SI

17.42

Value Opportunity Portfolio

Inception Date

15/03/2012

AUM in Cr.

₹1,245.75

1M

1.89

3M

4.23

6M

9.67

1Y

19.45

2Y

16.78

3Y

18.12

4Y

17.89

5Y

19.56

7Y

20.34

SI

19.87

Dividend Plus Portfolio

Inception Date

22/06/2018

AUM in Cr.

₹650.25

1M

3.12

3M

7.45

6M

11.23

1Y

17.89

2Y

14.56

3Y

15.34

4Y

14.78

5Y

16.45

7Y

NA

SI

16.92

Multi-Sector Portfolio

Inception Date

10/11/2016

AUM in Cr.

₹920.00

1M

2.67

3M

5.89

6M

10.56

1Y

20.34

2Y

17.45

3Y

19.12

4Y

18.23

5Y

20.15

7Y

19.67

SI

18.56

Performance Data: Returns are shown in percentage (%). Past performance is not indicative of future results. These figures are for educational purposes only. Please consult a financial advisor before making investment decisions.

Alternative Investment Funds

Multi-Strategy Fund

Category 2 AIF

AUM in Cr. ₹425.50
Inception 05/02/2019
1Y Return 24.56%
3Y CAGR 22.34%
Learn More

Special Situations Fund

Category 2 AIF

AUM in Cr. ₹320.75
Inception 12/08/2017
1Y Return 28.90%
3Y CAGR 26.12%
Learn More

PMS vs AIF at a Glance

Portfolio Management Services

  • Customized equity portfolios
  • Direct ownership of securities
  • High liquidity, no lock-in
  • Tax-efficient strategies

Alternative Investment Funds

  • Diverse alternative strategies
  • Professional fund management
  • 3-5 year lock-in typically
  • Low correlation with equities

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