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Independent research on India's Portfolio Management Services. Compare returns against benchmark, fees, AUM and portfolio turnover for any approach — from official disclosures, with no paid placements.
CAPM (Capital Asset Pricing Model) estimates the return an investor should reasonably demand for a given level of market risk. If you invest in a large-cap portfolio, your 1-year required return is the CAPM · 1yr for Large Cap.
Check your Jensen Alpha →Parameters derived from nseindices.com. Read more
| Segment / Sector | CAPM · 1 yr | CAPM · 5 yr |
|---|---|---|
| Large Cap | 1.89% | 9.02% |
| Mid Cap | 14.59% | 18.51% |
| Small Cap | 12.22% | 17.06% |
| Debt | 5.85% | 6.92% |
| Hybrid | 9.54% | 14.90% |
| Multi Asset | 6.28% | 9.76% |
Data as on the last day of the preceding month — e.g. all August figures reflect data as on 31 July 2026.
“Losing less in the down market is better than being the best in the up-market.”
“There is a time, however, when we consider it essential to beat the market — and that's in the bad years. So it's our goal to find funds that do as well as the market when it does well, and better than the market when it does poorly. It may sound like a modest goal, but it's really quite ambitious.”
Howard Marks
Chairman, Oaktree Capital Management
The strategy aims to create wealth and foster capital growth by generating superior risk-adjusted returns across market cycles. It follows a Flexicap approach, by investing in equity or equity-linked instruments by identifying special opportunities available across the market capitalization spectrum using fundamental research.
The Portfolio invests in Mid & Small Cap
This approach follows investing in 15-20 companies which are mix of growth, value, turn around, etc. across market capitalization. The focus is on companies which are trading at low or reasonable valuations.
Disclaimer. Editorial selections shown for information only — not investment advice or a recommendation to invest. Kindlyy refer to the Disclaimer section. Past performance is not indicative of future results. Consult a SEBI-registered Investment adviser or APMI registered APRN holder before investing.
Filter by asset class and rank by return, vs-benchmark or AUM.
| Strategy | Category | AUM (Cr) | 12M | 36M | vs BM |
|---|---|---|---|---|---|
| 01XPONENT TRIBE LLP - XPONENT TRIBE MANAGED WEALTH PORTFOLIO Xponent Tribe LLP | Multi Asset | 143 | +68.3 | 0.0 | +60.7 |
| 02Aggressive Long Term Capital Appreciation Dalal & Broacha Stock Broking Pvt. Ltd. | Equity | 248 | +67.6 | +31.8 | +68.0 |
| 03Xponent Tribe Long-term Equity Portfolio Xponent Tribe LLP | Equity | 255 | +61.6 | 0.0 | +56.9 |
| 04SAHASRAR CONCENTRATED GROWTH PORTFOLIO Sahasrar Capital Pvt Ltd | Equity | 1,983 | +56.8 | +43.6 | +58.9 |
| 05Strategic Holdings in Natural Elements (SHINE) Dezerv Investments Private Limited | Multi Asset | 224 | +54.7 | 0.0 | +47.1 |
Risk profiling is important for selecting the right investment strategy according to an investor's financial goals, investment horizon and risk tolerance. It reduces expectation mismatch.
Check your Risk Profile →| Attribute | Conservative | Balanced | Aggressive |
|---|---|---|---|
| Risk Tolerance | Low | Moderate | High |
| Primary Objective | Capital preservation | Growth with stability | Maximum capital growth |
| Expected Returns | Low to Moderate | Moderate | High |
| Volatility Acceptance | Low | Moderate | High |
| Typical Asset Allocation | 20% Equity / 80% Debt | 50% Equity / 50% Debt | 80% Equity / 20% Debt |
Line up any three approaches and compare them on asset class, benchmark, fees, AUM, return-vs-benchmark and portfolio turnover — the figures that actually decide which is right for you.
Open comparison tool →Illustrative sample — open the tool for live figures.
No paid placements, no hidden league tables. The numbers are the numbers — official and updated every month.
Members generate branded reports and client-ready collateral straight from the platform.
Performance against benchmark, fees, turnover and manager track record — not just a single trailing number.
Decades of combined capital-markets expertise distilled into tools any investor can use.
How Portfolio Management Services compare with Category I & II and Category III Alternative Investment Funds.
| Feature | PMS | AIF · Cat I & II | AIF · Cat III |
|---|---|---|---|
| Target investor | HNIs wanting a personalised, actively managed portfolio | Ultra-HNIs & institutions backing unlisted / early-stage assets | Sophisticated investors seeking active listed-market strategies |
| Minimum investment | ₹50 lakh | ₹1 crore | ₹1 crore |
| Structure | Separately managed — securities held directly in your name | Pooled, close-ended; private equity, VC, infrastructure or debt | Pooled; long-short & derivative strategies in listed markets |
| Strategies | Customisable — thematic, concentrated or sectoral | Venture capital, private equity, infrastructure, debt & social funds | Long-short equity, arbitrage, derivatives & hedge strategies |
| Taxation | Taxed in your hands, security by security | Pass-through — taxed directly in the investor's hands | Taxed at the fund level (no pass-through) |
| Liquidity | Moderate — subject to an exit-notice period | Low — closed-ended, multi-year lock-in | Moderate — open or close-ended, per scheme |
| Suitability | HNIs wanting active, customised portfolio control | Long-horizon investors comfortable with illiquidity | Investors seeking active, higher-risk market strategies |
Arpit Shah · Care Portfolio Managers Private Limited
Prateek Agrawal · Motilal Oswal Asset Management Company Private Limited
Stallion Asset
How important it is to see the critical metrics in a personally managed portfolio
26 Sept 2026 · 2 minReturns Tell You How Much. Capture Ratio Tells You How.
20 Sept 2026 · 1 minWhy PMS is better than Do it yourself (DIY)
06 Sept 2026 · 5 minThe month's notable performance moves, a manager view and one deep-dive — sent once, with nothing in between.
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