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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 | 1.46% | 11.04% |
| Mid Cap | 9.29% | 18.92% |
| Small Cap | 5.17% | 15.96% |
| Debt | 5.77% | 5.71% |
| Hybrid | 9.25% | 14.38% |
| Multi Asset | 6.71% | 10.25% |
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
To generate long-term superior return by predominantly investing in high conviction companies across large-cap, mid-cap, small-cap, & micro-cap stocks.
To generate sustainable returns over medium to long term by making investments primarily in equity shares.
The objective of this service is to provide the Client with a structure that can achieve preservation and growth of its capital.
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 | 131 | +57.1 | 0.0 | +50.4 |
| 02Xponent Tribe Long-term Equity Portfolio Xponent Tribe LLP | Equity | 201 | +52.1 | 0.0 | +49.1 |
| 03Strategic Holdings in Natural Elements (SHINE) Dezerv Investments Private Limited | Multi Asset | 164 | +50.9 | 0.0 | +46.9 |
| 04AAA Couture PMS AlfAccurate Advisors Pvt Ltd | Equity | 353 | +37.1 | 0.0 | +39.1 |
| 05RISING STAR Sundaram Alternate Assets Limited | Equity | 121 | +37.1 | +17.9 | +39.1 |
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
Why AUM Is Not the Right Way to Judge a PMS?
06 Aug 2026 · 2 minInvest When You Have Money. Redeem When You Need Money.
03 Aug 2026 · 5 minWhy Professional Advice Matters for Long-Term Wealth Creation
02 Aug 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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