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Advisory Portfolio

AIFs

AIFs combine the operational ease of Mutual Funds with Flexibility of PMS making it a perfect blend geared for optimum

Large Cap PMS

Large Cap PMS primarily invests in Top 100 listed companies. They have moderate Risk and moderate return potential. This is

Mid & Small Cap PMS

Mid and Small Cap PMS invests in smaller companies which have higher risks but also very high return potential as

Multi Cap PMS

Multi Cap PMS are market cap agnostic. They have higher risk and higher return potential as well. This is ideal

Structured Products

These products are designed for investors looking for higher returns but at the same time do not want to lose

Waya Financial Technologies Private Limited – Bin73 Sunrisealpha PMS

Waya Financial Technologies Private Limited – Bin73 Sunrisealpha PMS

Mid & Small Cap PMS, PMS

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Tradeswift Broking Private Limited Dynamic Gems PMS

Tradeswift Broking Private Limited Dynamic Gems PMS

Mid & Small Cap PMS, PMS

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Qode Advisors LLP PMS – Qode Tactical Fund

Qode Advisors LLP PMS – Qode Tactical Fund

Mid & Small Cap PMS, PMS

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Qode Advisors LLP PMS – Qode Future Horizons

Qode Advisors LLP PMS – Qode Future Horizons

Mid & Small Cap PMS, PMS

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Qode Advisors LLP PMS – Qode All Weather

Qode Advisors LLP PMS – Qode All Weather

Mid & Small Cap PMS, PMS

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ENAM India Diversified Equity Advantage (EIDEA) PMS

ENAM India Diversified Equity Advantage (EIDEA) PMS

Mid & Small Cap PMS, PMS, Portfolio

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Ckredence Diversified PMS

Ckredence Diversified PMS

Mid & Small Cap PMS, PMS

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Ckredence Wealth All Weather PMS

Ckredence Wealth All Weather PMS

Mid & Small Cap PMS, PMS

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ENAM India Vision Portfolio

ENAM India Vision Portfolio

Mid & Small Cap PMS, PMS, Portfolio

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Shree Rama Managers: Shree Vriddhi Plan

Shree Rama Managers: Shree Vriddhi Plan

Mid & Small Cap PMS, PMS

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Shree Rama Managers: Shree Wealth Builder Plan

Shree Rama Managers: Shree Wealth Builder Plan

Mid & Small Cap PMS, PMS

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Shree Rama Managers- Shree Lakshmi Plan

Shree Rama Managers- Shree Lakshmi Plan

Mid & Small Cap PMS, PMS

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Purnartha AIF Series 1 Fund- Category III AIF

Purnartha AIF Series 1 Fund- Category III AIF

AIF, AIFs, Category III AIF

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Fractal Capital Wealth Builder

Fractal Capital Wealth Builder

Mid & Small Cap PMS, PMS

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Aequitas India Opportunities

Aequitas India Opportunities

Mid & Small Cap PMS, PMS

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OAKS ABC Equity Portfolio

OAKS ABC Equity Portfolio

Mid & Small Cap PMS, PMS

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360 ONE ASSET Phoenix PMS

360 ONE ASSET Phoenix PMS

Mid & Small Cap PMS, PMS, Portfolio

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Abakkus Emerging Opportunities PMS

Abakkus Emerging Opportunities PMS

Mid & Small Cap PMS, PMS

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Anand Rathi Advisors MNC PMS

Anand Rathi Advisors MNC PMS

Multi Cap PMS, PMS

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Anand Rathi Advisors Portfolio Plus PMS

Anand Rathi Advisors Portfolio Plus PMS

Multi Cap PMS, PMS

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Anand Rathi Advisors Impress PMS

Anand Rathi Advisors Impress PMS

Multi Cap PMS, PMS

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Alder Capital B2C Growth

Alder Capital B2C Growth

Multi Cap PMS, PMS

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Whitespace Alpha Fund 2 (Debt Plus) – Category III AIF

Whitespace Alpha Fund 2 (Debt Plus) – Category III AIF

AIF, AIFs, Category III AIF

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Whitespace Alpha Fund 1 (Equity Plus) – Category III AIF

Whitespace Alpha Fund 1 (Equity Plus) – Category III AIF

AIF, AIFs, Category III AIF

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Abakkus Asset Managers Four2Eight Opportunities Fund- Category II AIF

Abakkus Asset Managers Four2Eight Opportunities Fund- Category II AIF

AIF, AIFs, Category II AIF

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Pantomath AIF sponsored Bharat Value Fund – Cat II AIF

Pantomath AIF sponsored Bharat Value Fund – Cat II AIF

AIF, AIFs, Category II AIF

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Abakkus Diversified Alpha Fund – Category III AIF

Abakkus Diversified Alpha Fund – Category III AIF

AIF, AIFs, Category III AIF

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SRE Shield PMS

SRE Shield PMS

Multi Cap PMS, PMS

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Abakkus Growth Fund- II Category III AIF

Abakkus Growth Fund- II Category III AIF

AIF, AIFs, Category III AIF

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First Water Capital Fund- Category III AIF

First Water Capital Fund- Category III AIF

AIF, AIFs, Category III AIF

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Abakkus Growth Fund – 1 Category III AIF

Abakkus Growth Fund – 1 Category III AIF

AIF, AIFs, Category III AIF

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Abakkus All Cap Approach PMS

Abakkus All Cap Approach PMS

Multi Cap PMS, PMS

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Dolat Capital Long Alpha PMS

Dolat Capital Long Alpha PMS

Multi Cap PMS, PMS

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Dolat Capital Alpha PMS

Dolat Capital Alpha PMS

Multi Cap PMS, PMS

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TCG RAF Fund

TCG RAF Fund

Multi Cap PMS, PMS

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Helios India Rising PMS

Helios India Rising PMS

Multi Cap PMS, PMS

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Master Trust India Growth Strategy

Master Trust India Growth Strategy

Multi Cap PMS, PMS

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Moneylife MAS Prime

Moneylife MAS Prime

Multi Cap PMS, PMS

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MNCL Capital Compounder Fund – I

MNCL Capital Compounder Fund – I

AIF, AIFs, Category III AIF

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Moneylife MAS Growth

Moneylife MAS Growth

Multi Cap PMS, PMS

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Upside AI Top 250 Fund

Upside AI Top 250 Fund

Multi Cap PMS, PMS

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Upside AI Multicap Fund

Upside AI Multicap Fund

Multi Cap PMS, PMS

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Capitalmind Momentum Fund

Capitalmind Momentum Fund

Multi Cap PMS, PMS

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Capitalmind Market Fund

Capitalmind Market Fund

Large Cap PMS, PMS

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Capitalmind Long Term Portfolio

Capitalmind Long Term Portfolio

Multi Cap PMS, PMS

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TCG $5Trillion Fund

TCG $5Trillion Fund

Multi Cap PMS, PMS

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Sundaram Alternates Rising Star PMS

Sundaram Alternates Rising Star PMS

Mid & Small Cap PMS, PMS, Portfolio

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Kunvarji Multi Cap Fund

Kunvarji Multi Cap Fund

Multi Cap PMS, PMS

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ITUS Capital Fundamental Value Fund

ITUS Capital Fundamental Value Fund

Multi Cap PMS, PMS

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Chanakya Opportunities Fund – I, Cat II AIF

Chanakya Opportunities Fund – I, Cat II AIF

AIF, AIFs, Category II AIF

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Renaissance India Next Fund – Cat III Long Only AIF

Renaissance India Next Fund – Cat III Long Only AIF

AIF, AIFs, Category III AIF

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Rockstud Capital Aif

Rockstud Capital Aif

AIF, AIFs, Category III AIF

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Valcreate Investment Life Sciences and Specialty PMS

Valcreate Investment Life Sciences and Specialty PMS

Multi Cap PMS, PMS

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Valcreate IME Digital Disruption

Valcreate IME Digital Disruption

Multi Cap PMS, PMS

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Valcreate IME Concentrated Microtrends

Valcreate IME Concentrated Microtrends

Multi Cap PMS, PMS

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Valcreate Investment Growing India Strategy

Valcreate Investment Growing India Strategy

Multi Cap PMS, PMS

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Satco Capital Markets Growth & Momentum

Satco Capital Markets Growth & Momentum

Multi Cap PMS, PMS

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Quest Investment Advisors Multi PMS Portfolio

Quest Investment Advisors Multi PMS Portfolio

Multi Cap PMS, PMS

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Quest Investment Advisors Flagship PMS Portfolio

Quest Investment Advisors Flagship PMS Portfolio

Multi Cap PMS, PMS

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Piper Serica Leader Portfolio

Piper Serica Leader Portfolio

Multi Cap PMS, PMS

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Marcellus Rising Giants PMS

Marcellus Rising Giants PMS

Mid & Small Cap PMS, PMS, Portfolio

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Marcellus Little Champs PMS Portfolio (LCP)

Marcellus Little Champs PMS Portfolio (LCP)

Mid & Small Cap PMS, PMS, Portfolio

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KRIIS Multi Cap Advantage PMS

KRIIS Multi Cap Advantage PMS

Multi Cap PMS, PMS

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Concept Investwell Marvel

Concept Investwell Marvel

Mid & Small Cap PMS, PMS

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Concept Investwell Legend

Concept Investwell Legend

Large Cap PMS, PMS

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Basant Maheshwari PMS

Basant Maheshwari PMS

Multi Cap PMS, PMS

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Ampersand Growth Opportunities Fund Scheme (AGOFS-1) – CAT III AIF

Ampersand Growth Opportunities Fund Scheme (AGOFS-1) – CAT III AIF

AIFs

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Aditya Birla Top 200 Core Equity Portfolio

Aditya Birla Top 200 Core Equity Portfolio

Large Cap PMS, PMS

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Aditya Birla Innovation Portfolio

Aditya Birla Innovation Portfolio

Multi Cap PMS, PMS

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Aditya Birla India Special Opportunities Portfolio

Aditya Birla India Special Opportunities Portfolio

Mid & Small Cap PMS, PMS

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Aditya Birla Select Sector Portfolio

Aditya Birla Select Sector Portfolio

Mid & Small Cap PMS, PMS

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Aditya Birla Core Equity Portfolio

Aditya Birla Core Equity Portfolio

Multi Cap PMS, PMS

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Prosperity Discovery Fund

Prosperity Discovery Fund

Mid & Small Cap PMS, PMS

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Magadh Capital Future Stars

Magadh Capital Future Stars

Mid & Small Cap PMS, PMS

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Magadh Capital Value for Growth

Magadh Capital Value for Growth

Mid & Small Cap PMS, PMS

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ABANS Smart Beta Portfolio

ABANS Smart Beta Portfolio

Mid & Small Cap PMS, PMS

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Marcellus Kings of Capital Portfolio (KCP)

Marcellus Kings of Capital Portfolio (KCP)

Multi Cap PMS, PMS, Portfolio

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Asit C Mehta – ACE Midcap – PMS

Asit C Mehta – ACE Midcap – PMS

Mid & Small Cap PMS, PMS

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Asit C Mehta – ACE Multicap PMS

Asit C Mehta – ACE Multicap PMS

Mid & Small Cap PMS, PMS

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Asit C Mehta – ACE Regular Income – PMS

Asit C Mehta – ACE Regular Income – PMS

Mid & Small Cap PMS, PMS

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Asit C Mehta – ACE 15 – PMS

Asit C Mehta – ACE 15 – PMS

Mid & Small Cap PMS, PMS

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Estee Advisors Long Only Equities PMS

Estee Advisors Long Only Equities PMS

Large Cap PMS, PMS

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Estee Advisors Arbitrage I-Alpha PMS

Estee Advisors Arbitrage I-Alpha PMS

Large Cap PMS, PMS

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Electrum Laureate Portfolio

Electrum Laureate Portfolio

Large Cap PMS, PMS

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Centrum Built to Last

Centrum Built to Last

Large Cap PMS, PMS

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Centrum Good to Great

Centrum Good to Great

Mid & Small Cap PMS, PMS

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Centrum Flexicap

Centrum Flexicap

Multi Cap PMS, PMS

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Centrum Microcap

Centrum Microcap

Mid & Small Cap PMS, PMS

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Centrum Deep Value Multibagger

Centrum Deep Value Multibagger

Mid & Small Cap PMS, PMS

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Centrum Deep Value

Centrum Deep Value

Mid & Small Cap PMS, PMS

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Sundaram Alternates’ PACE Portfolio

Sundaram Alternates’ PACE Portfolio

Multi Cap PMS, PMS, Portfolio

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Sundaram Alternates Voyager Portfolio

Sundaram Alternates Voyager Portfolio

Mid & Small Cap PMS, PMS

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Sundaram Emerging Leadership Fund (SELF) Portfolio

Sundaram Emerging Leadership Fund (SELF) Portfolio

Mid & Small Cap PMS, PMS, Portfolio

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Sundaram India Secular Opportunities Portfolio (SISOP PMS)

Sundaram India Secular Opportunities Portfolio (SISOP PMS)

Multi Cap PMS, PMS, Portfolio

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Turtle Wealth Management Pvt. Ltd. – Profit Mantra PMS

Turtle Wealth Management Pvt. Ltd. – Profit Mantra PMS

Multi Cap PMS, PMS

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Turtle Wealth Management 212 ° Growth Mantra

Turtle Wealth Management 212 ° Growth Mantra

Multi Cap PMS, PMS

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Turtle Wealth 212° Wealth Mantra

Turtle Wealth 212° Wealth Mantra

Multi Cap PMS, PMS

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First Global India Multi Asset Allocation PMS Portfolio

First Global India Multi Asset Allocation PMS Portfolio

Multi Cap PMS, PMS

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First Global India Super 50 Portfolio – (IS50)

First Global India Super 50 Portfolio – (IS50)

Multi Cap PMS, PMS

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SilverArch India Select Bluechip Portfolio

SilverArch India Select Bluechip Portfolio

Large Cap PMS, PMS

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SilverArch India Mid & Small Cap Portfolio PMS

SilverArch India Mid & Small Cap Portfolio PMS

Mid & Small Cap PMS, PMS

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SilverArch India Equity Portfolio

SilverArch India Equity Portfolio

Multi Cap PMS, PMS

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SMC Global Growth Portfolio

SMC Global Growth Portfolio

Multi Cap PMS, PMS

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ABM India Consumption Portfolio

ABM India Consumption Portfolio

Multi Cap PMS, PMS

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ABM Core & Satellite Portfolio

ABM Core & Satellite Portfolio

Multi Cap PMS, PMS

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NJ AMPL Bluechip Portfolio

NJ AMPL Bluechip Portfolio

Multi Cap PMS, PMS

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MOAT- Emerging Moat PMS

MOAT- Emerging Moat PMS

Multi Cap PMS, PMS

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MOAT Moderate Compounders PMS

MOAT Moderate Compounders PMS

Multi Cap PMS, PMS

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MOAT UpperCrust Wealth PMS

MOAT UpperCrust Wealth PMS

Multi Cap PMS, PMS

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MOAT Special Opportunities PMS

MOAT Special Opportunities PMS

Multi Cap PMS, PMS

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Girik Capital Multicap Growth Equity Strategy PMS

Girik Capital Multicap Growth Equity Strategy PMS

Multi Cap PMS, PMS

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Equirus Long Horizon Fund Portfolio

Equirus Long Horizon Fund Portfolio

Mid & Small Cap PMS, PMS

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Karma Capital – Long Only Indian Public Equities

Karma Capital – Long Only Indian Public Equities

Multi Cap PMS, PMS

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White Oak India Digital Leaders Strategy

White Oak India Digital Leaders Strategy

Multi Cap PMS, PMS, Portfolio

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White OAK India Pioneers Equity Portfolio

White OAK India Pioneers Equity Portfolio

Multi Cap PMS, PMS, Portfolio

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White Oak Capital Management- India Equity Fund VI – Category III AIF

White Oak Capital Management- India Equity Fund VI – Category III AIF

AIF, AIFs, Category III AIF

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White Oak India Top 200 PMS

White Oak India Top 200 PMS

Multi Cap PMS, PMS, Portfolio

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White Oak Capital Management- India Equity Fund V – Category III AIF

White Oak Capital Management- India Equity Fund V – Category III AIF

AIF, AIFs, Category III AIF

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Dalal & Broacha Long Term Growth

Dalal & Broacha Long Term Growth

Multi Cap PMS, PMS

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NAFA Asset Managers Small Cap Portfolio

NAFA Asset Managers Small Cap Portfolio

Mid & Small Cap PMS, PMS

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NAFA Asset Managers Emerging Bluechip

NAFA Asset Managers Emerging Bluechip

Multi Cap PMS, PMS

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SageOne Small And Micro Cap Portfolio

SageOne Small And Micro Cap Portfolio

Mid & Small Cap PMS, PMS, Portfolio

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SageOne Capital Core Portfolio PMS

SageOne Capital Core Portfolio PMS

Mid & Small Cap PMS, PMS, Portfolio

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SageOne Diversified Portfolio

SageOne Diversified Portfolio

Mid & Small Cap PMS, PMS, Portfolio

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IDFC Neo Equity Portfolio

IDFC Neo Equity Portfolio

Multi Cap PMS, PMS

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TCG AMC Multicap Fund

TCG AMC Multicap Fund

Multi Cap PMS, PMS

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Varanium Large Cap Focused Portfolio

Varanium Large Cap Focused Portfolio

Large Cap PMS, PMS

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PhillipCapital Signature India Portfolio PMS

PhillipCapital Signature India Portfolio PMS

Multi Cap PMS, PMS

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Wallfort PMS & Advisory Services LLP – Wallfort Focus Fund

Wallfort PMS & Advisory Services LLP – Wallfort Focus Fund

Multi Cap PMS, PMS

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InCred Small & Midcap PMS

InCred Small & Midcap PMS

Multi Cap PMS, PMS

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InCred MultiCap PMS

InCred MultiCap PMS

Multi Cap PMS, PMS

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InCred Healthcare PMS

InCred Healthcare PMS

Multi Cap PMS, PMS

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EQUITREE EMERGING OPPORTUNITIES PMS

EQUITREE EMERGING OPPORTUNITIES PMS

Multi Cap PMS, PMS

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WALLFORT DIVERSIFIED PMS

WALLFORT DIVERSIFIED PMS

Multi Cap PMS, PMS

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Prudent Equity Growth Strategy PMS

Prudent Equity Growth Strategy PMS

Multi Cap PMS, PMS

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Samvitti Active Alpha PMS

Samvitti Active Alpha PMS

Multi Cap PMS, PMS

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DRIV DRISHT LLP – FLEXI CAP APPROACH PMS

DRIV DRISHT LLP – FLEXI CAP APPROACH PMS

Multi Cap PMS, PMS

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TULSIAN LARGE CAP PMS

TULSIAN LARGE CAP PMS

Large Cap PMS, PMS

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BAY India Opportunities Portfolio PMS

BAY India Opportunities Portfolio PMS

Multi Cap PMS, PMS

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SOHUM INDIA OPPORTUNITIES Investment Approach PMS

SOHUM INDIA OPPORTUNITIES Investment Approach PMS

Multi Cap PMS, PMS

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Valtrust Momentum PMS

Valtrust Momentum PMS

Multi Cap PMS, PMS

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East Green Agile Strategy

East Green Agile Strategy

Multi Cap PMS, PMS

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MAXIMAL PATHFINDER VALUE FUND – PMS

MAXIMAL PATHFINDER VALUE FUND – PMS

Multi Cap PMS, PMS

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MAXIMAL INCOME FUND – PMS

MAXIMAL INCOME FUND – PMS

Multi Cap PMS, PMS

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Wright Alpha Fund PMS

Wright Alpha Fund PMS

Multi Cap PMS, PMS

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Wright Factor Fund Hedged PMS

Wright Factor Fund Hedged PMS

Multi Cap PMS, PMS

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Wright Factor Fund PMS

Wright Factor Fund PMS

Multi Cap PMS, PMS

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Sowilo Target Return Aggressive Fund

Sowilo Target Return Aggressive Fund

Large Cap PMS, Mid & Small Cap PMS, Multi Cap PMS, PMS

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Sowilo Multicap Fund

Sowilo Multicap Fund

Large Cap PMS, Mid & Small Cap PMS, Multi Cap PMS, PMS

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Guardian Capital Partners Fund – Opportunities Scheme Cat III Long Only AIF

Guardian Capital Partners Fund – Opportunities Scheme Cat III Long Only AIF

Advisory Portfolio, AIF, AIFs, Category III AIF

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PriceBridge Upswing

PriceBridge Upswing

Multi Cap PMS, PMS

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PriceBridge Direct MF

PriceBridge Direct MF

Multi Cap PMS, PMS

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PriceBridge Honeycomb

PriceBridge Honeycomb

Multi Cap PMS, PMS

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INVESTSAVVY ALPHA PMS – MULTICAP PMS

INVESTSAVVY ALPHA PMS – MULTICAP PMS

Multi Cap PMS, PMS

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Vallum India Discovery Strategy

Vallum India Discovery Strategy

Multi Cap PMS, PMS

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2POINT2 Long Term Value

2POINT2 Long Term Value

Multi Cap PMS, PMS

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Dalal and Broacha India Opportunities MultiCap Fund Series 1

Dalal and Broacha India Opportunities MultiCap Fund Series 1

AIFs

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AccuraCap Alpha10 Portfolio

AccuraCap Alpha10 Portfolio

Large Cap PMS, PMS

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QRC Investment Advisors Long Term PMS

QRC Investment Advisors Long Term PMS

Mid & Small Cap PMS, PMS

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PGIM India Phoenix PMS

PGIM India Phoenix PMS

Mid & Small Cap PMS, PMS

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Valentis Rising Star Opportunity PMS

Valentis Rising Star Opportunity PMS

Mid & Small Cap PMS, PMS, Portfolio

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Valentis Advisors Multi Cap PMS

Valentis Advisors Multi Cap PMS

Mid & Small Cap PMS, PMS, Portfolio

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Trivantage Capital Super Six PMS

Trivantage Capital Super Six PMS

Mid & Small Cap PMS, PMS

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Trivantage Capital- Resurgent PMS

Trivantage Capital- Resurgent PMS

Mid & Small Cap PMS, PMS

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TATA Equity Plus Absolute Return Fund – Category III AIF

TATA Equity Plus Absolute Return Fund – Category III AIF

AIF, AIFs, Category III AIF

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Tata Capital Emerging Opportunities PMS

Tata Capital Emerging Opportunities PMS

Mid & Small Cap PMS, PMS

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Tamohara Investment Managers SWAT PMS

Tamohara Investment Managers SWAT PMS

Mid & Small Cap PMS, PMS

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Spark Fund 75 Flexicap PMS

Spark Fund 75 Flexicap PMS

Mid & Small Cap PMS, PMS

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Spark Fund 75 Core and Satellite PMS

Spark Fund 75 Core and Satellite PMS

Mid & Small Cap PMS, PMS

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Solidarity Investment Managers Prudence PMS

Solidarity Investment Managers Prudence PMS

Mid & Small Cap PMS, PMS

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Sanctum Wealth Management Smart Solutions PMS

Sanctum Wealth Management Smart Solutions PMS

Mid & Small Cap PMS, PMS

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Right Horizons Super Value PMS

Right Horizons Super Value PMS

Mid & Small Cap PMS, PMS

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Right Horizons Minerva Under Served PMS

Right Horizons Minerva Under Served PMS

Mid & Small Cap PMS, PMS

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Right Horizons Business Leaders PMS

Right Horizons Business Leaders PMS

Mid & Small Cap PMS, PMS

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Right Horizons Perennial Fund

Right Horizons Perennial Fund

Mid & Small Cap PMS, PMS

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Right Horizons Flexi Cap Scheme PMS

Right Horizons Flexi Cap Scheme PMS

Mid & Small Cap PMS, PMS

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Right Horizons Alphabots India Prime Portfolio PMS

Right Horizons Alphabots India Prime Portfolio PMS

Mid & Small Cap PMS, PMS

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PhillipCapital Emerging PMS

PhillipCapital Emerging PMS

Mid & Small Cap PMS, PMS

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PGIM India Core PMS

PGIM India Core PMS

Mid & Small Cap PMS, PMS

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NJ AMPL Dynamic Stock Allocation Portfolio Conservative

NJ AMPL Dynamic Stock Allocation Portfolio Conservative

Mid & Small Cap PMS, PMS

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NJ AMPL Dynamic Stock Allocation Portfolio Aggressive

NJ AMPL Dynamic Stock Allocation Portfolio Aggressive

Mid & Small Cap PMS, PMS

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NJ AMPL Multicap Portfolio

NJ AMPL Multicap Portfolio

Mid & Small Cap PMS, PMS

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Negen Capital Special Situations & Technology Fund

Negen Capital Special Situations & Technology Fund

Mid & Small Cap PMS, PMS, Portfolio

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MRG Capital Wealth Protector PMS

MRG Capital Wealth Protector PMS

Mid & Small Cap PMS, PMS

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i-Wealth Fund 1 CAT III AIF

i-Wealth Fund 1 CAT III AIF

AIFs

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MRG Capital Wealth Maximizer PMS

MRG Capital Wealth Maximizer PMS

Mid & Small Cap PMS, PMS

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MRG Capital Wealth Enhancer PMS

MRG Capital Wealth Enhancer PMS

Mid & Small Cap PMS, PMS

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Motilal Oswal Value Strategy PMS

Motilal Oswal Value Strategy PMS

Mid & Small Cap PMS, PMS, Portfolio

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Motilal Oswal India opportunity Portfolio Strategy – V2 (IOP2 PMS)

Motilal Oswal India opportunity Portfolio Strategy – V2 (IOP2 PMS)

Mid & Small Cap PMS, PMS, Portfolio

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Kotak India Focus- Series 2

Kotak India Focus- Series 2

Mid & Small Cap PMS, PMS

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Kotak Small & Midcap Equity Investment Approach PMS

Kotak Small & Midcap Equity Investment Approach PMS

Mid & Small Cap PMS, PMS

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Invasset Growth Fund PMS

Invasset Growth Fund PMS

Mid & Small Cap PMS, PMS

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Kotak Pharma & Healthcare Investment Approach PMS

Kotak Pharma & Healthcare Investment Approach PMS

Mid & Small Cap PMS, PMS

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Kotak Focus Top 12 PMS

Kotak Focus Top 12 PMS

Mid & Small Cap PMS, PMS

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Kotak Fintech Investment Approach PMS

Kotak Fintech Investment Approach PMS

Mid & Small Cap PMS, PMS

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Morningstar Investment Advisors Active Growth Portfolio

Morningstar Investment Advisors Active Growth Portfolio

Mid & Small Cap PMS, PMS

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Morningstar Investment Advisors Active Aggressive Portfolio

Morningstar Investment Advisors Active Aggressive Portfolio

Mid & Small Cap PMS, PMS

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Morningstar Investment Advisors Active Balanced Portfolio

Morningstar Investment Advisors Active Balanced Portfolio

Mid & Small Cap PMS, PMS

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Morningstar Investment Advisors Active Aggressive Plus Portfolio

Morningstar Investment Advisors Active Aggressive Plus Portfolio

Mid & Small Cap PMS, PMS

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Invesco Caterpillar PMS

Invesco Caterpillar PMS

Mid & Small Cap PMS, PMS

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ICICI Prudential PMS Value Strategy

ICICI Prudential PMS Value Strategy

Mid & Small Cap PMS, PMS, Portfolio

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ICICI Prudential PMS Large Cap Strategy

ICICI Prudential PMS Large Cap Strategy

Mid & Small Cap PMS, PMS, Portfolio

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ICICI Prudential PMS Growth Leaders Strategy

ICICI Prudential PMS Growth Leaders Strategy

Mid & Small Cap PMS, PMS, Portfolio

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ICICI Prudential PMS Contra Strategy

ICICI Prudential PMS Contra Strategy

Mid & Small Cap PMS, PMS, Portfolio

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Green Portfolio Index PMS

Green Portfolio Index PMS

Mid & Small Cap PMS, PMS

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GLOBE CAPITAL Value Portfolio PMS

GLOBE CAPITAL Value Portfolio PMS

Mid & Small Cap PMS, PMS

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Eklavya Capital Long Term Value (LTV) PMS

Eklavya Capital Long Term Value (LTV) PMS

Mid & Small Cap PMS, PMS

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Credent Asset Management Growth PMS

Credent Asset Management Growth PMS

Mid & Small Cap PMS, PMS

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Concept Investwell Dynamic PMS

Concept Investwell Dynamic PMS

Mid & Small Cap PMS, PMS

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Care Portfolio Managers- Large & Mid cap strategy

Care Portfolio Managers- Large & Mid cap strategy

Mid & Small Cap PMS, PMS

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Bonanza Aegis Strategy PMS

Bonanza Aegis Strategy PMS

Mid & Small Cap PMS, PMS

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Bonanza Edge Strategy PMS

Bonanza Edge Strategy PMS

Mid & Small Cap PMS, PMS

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Bonanza Value Strategy PMS

Bonanza Value Strategy PMS

Mid & Small Cap PMS, PMS

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Bonanza Growth Strategy PMS

Bonanza Growth Strategy PMS

Mid & Small Cap PMS, PMS

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Avestha Fund Management Growth PMS

Avestha Fund Management Growth PMS

Mid & Small Cap PMS, PMS

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ASK Absolute Return Fund

ASK Absolute Return Fund

AIF, AIFs, Category III AIF

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ASK Golden Decade Fund Long Only Category III AIF

ASK Golden Decade Fund Long Only Category III AIF

AIF, AIFs, Category III AIF

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ASK India Select Portfolio (ISP)

ASK India Select Portfolio (ISP)

Mid & Small Cap PMS, PMS

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ASK Emerging Opportunities Portfolio (EOP)

ASK Emerging Opportunities Portfolio (EOP)

Mid & Small Cap PMS, PMS

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ASK Investment Managers – Growth Portfolio

ASK Investment Managers – Growth Portfolio

Mid & Small Cap PMS, PMS

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Accuracap Alphagen PMS

Accuracap Alphagen PMS

Mid & Small Cap PMS, PMS

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Accuracap Picopower PMS Portfolio

Accuracap Picopower PMS Portfolio

Mid & Small Cap PMS, PMS

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AcePro Large Cap Strategy PMS

AcePro Large Cap Strategy PMS

Multi Cap PMS, PMS

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AcePro Galaxy Strategy PMS

AcePro Galaxy Strategy PMS

Multi Cap PMS, PMS

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Tamohara Investment Managers TLES PMS

Tamohara Investment Managers TLES PMS

Mid & Small Cap PMS, PMS

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Tamohara Investment Managers TIOS PMS

Tamohara Investment Managers TIOS PMS

Multi Cap PMS, PMS

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Profusion Income Enhancer Low Risk Long/Short PMS

Profusion Income Enhancer Low Risk Long/Short PMS

Multi Cap PMS, PMS

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AcePro Advisors Pvt. Ltd

AcePro Advisors Pvt. Ltd

Multi Cap PMS, PMS

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Alchemy High Growth Select Stock

Alchemy High Growth Select Stock

Multi Cap PMS, PMS

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Alchemy Ascent PMS

Alchemy Ascent PMS

Multi Cap PMS, PMS

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Alchemy Alpha Small Cap PMS

Alchemy Alpha Small Cap PMS

Mid & Small Cap PMS, PMS

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Alchemy Smart Alpha Small & Micro Cap PMS

Alchemy Smart Alpha Small & Micro Cap PMS

Mid & Small Cap PMS, PMS

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Alchemy High Growth PMS

Alchemy High Growth PMS

Multi Cap PMS, PMS

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Alchemy Leaders of Tomorrow – Closed Ended Fund, Series 2 – Category III AIF

Alchemy Leaders of Tomorrow – Closed Ended Fund, Series 2 – Category III AIF

AIFs, Category III AIF

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Alchemy Emerging Leaders of Tomorrow, Series 2 – Category III AIF

Alchemy Emerging Leaders of Tomorrow, Series 2 – Category III AIF

AIFs, Category III AIF

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Alchemy Emerging Leaders of Tomorrow – Category III AIF

Alchemy Emerging Leaders of Tomorrow – Category III AIF

AIFs, Category III AIF

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Alchemy Leaders of Tomorrow Fund Category III AIF

Alchemy Leaders of Tomorrow Fund Category III AIF

AIFs

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Alfaccurate Advisors Focus Plan PMS

Alfaccurate Advisors Focus Plan PMS

Multi Cap PMS, PMS, Portfolio

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Alfaccurate Advisors Budding Beasts Portfolio

Alfaccurate Advisors Budding Beasts Portfolio

Multi Cap PMS, PMS, Portfolio

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AlfAccurate Advisors India Opportunity Plan (AAA IOP) PMS

AlfAccurate Advisors India Opportunity Plan (AAA IOP) PMS

Multi Cap PMS, PMS, Portfolio

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Ambit Coffee Can Portfolio

Ambit Coffee Can Portfolio

Large Cap PMS, PMS, Portfolio

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Ambit Emerging Giants Portfolio

Ambit Emerging Giants Portfolio

Mid & Small Cap PMS, PMS

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AMBIT Good & Clean

AMBIT Good & Clean

Mid & Small Cap PMS, PMS, Portfolio

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Amsec Life

Amsec Life

Multi Cap PMS, PMS

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ARTHA VENTURE Fund

ARTHA VENTURE Fund

AIFs

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ASK Indian Entrepreneur Portfolio – IEP PMS

ASK Indian Entrepreneur Portfolio – IEP PMS

Multi Cap PMS, PMS

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Avendus ESG Fund (Environment, Society and Governance) | PMS

Avendus ESG Fund (Environment, Society and Governance) | PMS

Multi Cap PMS, PMS

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Avendus Absolute Return Fund

Avendus Absolute Return Fund

AIFs

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True Beacon Global – Category III AIF

True Beacon Global – Category III AIF

AIFs, Category III AIF

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True Beacon One – Category III AIF

True Beacon One – Category III AIF

AIFs, Category III AIF

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AVENDUS Enhanced Return Fund – II

AVENDUS Enhanced Return Fund – II

AIFs

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AXIS Core & Satellite Fund

AXIS Core & Satellite Fund

Multi Cap PMS, PMS

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AXIS Brand Equity PMS

AXIS Brand Equity PMS

Multi Cap PMS, PMS

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Buoyant Capital Opportunities Multi-Cap Fund

Buoyant Capital Opportunities Multi-Cap Fund

Multi Cap PMS, PMS, Portfolio

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CapGrow – Special Situations Strategy PMS

CapGrow – Special Situations Strategy PMS

Multi Cap PMS, PMS

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Capgrow Capital Growth Strategy PMS

Capgrow Capital Growth Strategy PMS

Multi Cap PMS, PMS

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Care PMS Growth Plus Value

Care PMS Growth Plus Value

Multi Cap PMS, PMS

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Carnelian YnG PMS – Carnelian Yield and Growth Strategy PMS

Carnelian YnG PMS – Carnelian Yield and Growth Strategy PMS

Multi Cap PMS, PMS

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Carnelian “The Shift” Strategy

Carnelian “The Shift” Strategy

Multi Cap PMS, PMS

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Carnelian Capital Compounder Strategy

Carnelian Capital Compounder Strategy

Multi Cap PMS, PMS

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BAY Capital India Leaders Fund

BAY Capital India Leaders Fund

AIFs, Category III AIF

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ALPHAGREP INDEX PLUS FUND – Category III AIF

ALPHAGREP INDEX PLUS FUND – Category III AIF

AIFs, Category III AIF

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Negen Undiscovered Value Fund – Category III AIF

Negen Undiscovered Value Fund – Category III AIF

AIFs, Category III AIF

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SOHUM INDIA OPPORTUNITIES FUND – Category III AIF

SOHUM INDIA OPPORTUNITIES FUND – Category III AIF

AIFs, Category III AIF

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Nepean Long Term Opportunities Fund II – Category III AIF

Nepean Long Term Opportunities Fund II – Category III AIF

AIFs, Category III AIF

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RATIONAL EQUITY – Category III AIF

RATIONAL EQUITY – Category III AIF

AIFs, Category III AIF

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AlphaMine Absolute Return- Category III AIF

AlphaMine Absolute Return- Category III AIF

AIFs

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Estee Enhanced Alpha Fund- Category III AIF

Estee Enhanced Alpha Fund- Category III AIF

AIFs

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Carnelian Asset Advisors Structural Shift Fund- Cat III AIF

Carnelian Asset Advisors Structural Shift Fund- Cat III AIF

AIFs

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Carnelian Capital Compounder Fund- I AIF

Carnelian Capital Compounder Fund- I AIF

AIFs

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DSP India Enhanced Equity SatCore Fund

DSP India Enhanced Equity SatCore Fund

AIFs

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Edelweiss Crossover Opportunities Fund Series III AIF

Edelweiss Crossover Opportunities Fund Series III AIF

AIFs

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EDELWEISS Alpha Fund – Scheme I

EDELWEISS Alpha Fund – Scheme I

AIFs

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EDELWEISS Alternative Equity

EDELWEISS Alternative Equity

AIFs

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Edelweiss Focused Mid & Small Cap Portfolio

Edelweiss Focused Mid & Small Cap Portfolio

Mid & Small Cap PMS, PMS

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ValueQuest Investment Advisors- Agile Scheme PMS

PMS, Structured Products

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ValueQuest Growth Scheme PMS

PMS, Structured Products

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ValueQuest Platinum Scheme PMS

ValueQuest Platinum Scheme PMS

PMS, Structured Products

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EDELWEISS Pure Yield Ideas

EDELWEISS Pure Yield Ideas

PMS, Structured Products

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EDELWEISS Rubik PMS

EDELWEISS Rubik PMS

Multi Cap PMS, PMS

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Aditya Birla Sun Life ABSL Global Emerging Market Equity Fund (IFSC) – A GIFT CITY Domiciled Cat II AIF

Aditya Birla Sun Life ABSL Global Emerging Market Equity Fund (IFSC) – A GIFT CITY Domiciled Cat II AIF

AIF, AIFs, Category III AIF, Structured Products

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EDELWEISS TWIN WIN

EDELWEISS TWIN WIN

AIF, AIFs, Category III AIF, Structured Products

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Emkay Capital Builder Fund

Emkay Capital Builder Fund

Multi Cap PMS, PMS

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Emkay 12 Fund

Emkay 12 Fund

Large Cap PMS, PMS

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EQUANIMITY Ventures Fund

EQUANIMITY Ventures Fund

AIFs

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Green Portfolio MNC Advantage

Green Portfolio MNC Advantage

Multi Cap PMS, PMS

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Green Portfolio Dividend Yield Fund PMS

Green Portfolio Dividend Yield Fund PMS

Multi Cap PMS, PMS

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GREEN PORTFOLIO SUPER 30 PMS

GREEN PORTFOLIO SUPER 30 PMS

Multi Cap PMS, PMS

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Green Portfolio Special PMS

Green Portfolio Special PMS

Multi Cap PMS, PMS

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MONEYGROW ASSET PRIVATE LIMITED SMALL & MIDCAP PMS

MONEYGROW ASSET PRIVATE LIMITED SMALL & MIDCAP PMS

Mid & Small Cap PMS, PMS, Portfolio

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ICICI Prudential Equity Opportunities Fund – Series II- Category III AIF

ICICI Prudential Equity Opportunities Fund – Series II- Category III AIF

AIFs, Category III AIF

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Finideas Growth Fund – Category III AIF

Finideas Growth Fund – Category III AIF

AIFs, Category III AIF

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ICICI Prudential Enhanced Dynamic Equity Fund – CATEGORY III AIF

ICICI Prudential Enhanced Dynamic Equity Fund – CATEGORY III AIF

AIFs, Category III AIF

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ICICI Prudential Equity Opportunities Fund- Category III AIF

ICICI Prudential Equity Opportunities Fund- Category III AIF

AIFs, Category III AIF

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ICICI PRUDENTIAL Long Short Fund – Series I – Category III AIF

ICICI PRUDENTIAL Long Short Fund – Series I – Category III AIF

AIFs

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ICICI Prudential PMS PIPE Strategy

ICICI Prudential PMS PIPE Strategy

Mid & Small Cap PMS, PMS, Portfolio

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ICICI Prudential PMS Core Strategies PMS

ICICI Prudential PMS Core Strategies PMS

Large Cap PMS, Multi Cap PMS, PMS, Portfolio

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360 ONE Equity Opportunity Fund – Category III AIF

360 ONE Equity Opportunity Fund – Category III AIF

AIFs, Portfolio

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Quest Smart Alpha Rising Leaders- Category III AIF

Quest Smart Alpha Rising Leaders- Category III AIF

AIFs

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Quest Smart Alpha – Sector Rotation Fund- Category III AIF

Quest Smart Alpha – Sector Rotation Fund- Category III AIF

AIFs

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360 ONE ASSET High Growth Companies Fund Category III AIF

360 ONE ASSET High Growth Companies Fund Category III AIF

AIFs, Portfolio

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360 ONE ASSET Multicap Advantage PMS

360 ONE ASSET Multicap Advantage PMS

Multi Cap PMS, PMS, Portfolio

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360 ONE Equity Multicap PMS

360 ONE Equity Multicap PMS

Multi Cap PMS, PMS, Portfolio

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Pace Tresor Sustainer

Pace Tresor Sustainer

Multi Cap PMS, PMS

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Pace Tresor Secure

Pace Tresor Secure

Multi Cap PMS, PMS

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Pace Tresor Prive

Pace Tresor Prive

Multi Cap PMS, PMS

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Pace Tresor Prive 1

Pace Tresor Prive 1

Multi Cap PMS, PMS

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Pace Tresor Flexi

Pace Tresor Flexi

Multi Cap PMS, PMS

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IndiaNivesh Sprout PMS

IndiaNivesh Sprout PMS

Multi Cap PMS, PMS

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INVESCO India D.A.W.N

INVESCO India D.A.W.N

Multi Cap PMS, PMS

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INVESCO India R.I.S.E

INVESCO India R.I.S.E

Multi Cap PMS, PMS

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ITI Growth Opportunities Fund

ITI Growth Opportunities Fund

AIFs

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ITI Long Short Equity Fund

ITI Long Short Equity Fund

Advisory Portfolio, AIF, AIFs

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Joindre Capital-Value Fund

Joindre Capital-Value Fund

Multi Cap PMS, PMS

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Kotak India Focus- Series 1

Kotak India Focus- Series 1

Multi Cap PMS, PMS

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Lakewater PMS

Lakewater PMS

Multi Cap PMS, PMS

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Marathon Trends PMS

Marathon Trends PMS

Multi Cap PMS, PMS

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Marcellus Consistent Compounders Portfolio (Marcellus CCP PMS)

Marcellus Consistent Compounders Portfolio (Marcellus CCP PMS)

Large Cap PMS, PMS, Portfolio

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Motilal Oswal Multifactor Equity PMS

Motilal Oswal Multifactor Equity PMS

Multi Cap PMS, PMS, Portfolio

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MOTILAL OSWAL Business Opportunities Portfolio (BOP PMS)

MOTILAL OSWAL Business Opportunities Portfolio (BOP PMS)

Multi Cap PMS, PMS, Portfolio

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MOTILAL OSWAL Focused Midcap Strategy PMS

MOTILAL OSWAL Focused Midcap Strategy PMS

Mid & Small Cap PMS, PMS, Portfolio

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MOTILAL OSWAL India Opportunity Portfolio (IOP) PMS

MOTILAL OSWAL India Opportunity Portfolio (IOP) PMS

Mid & Small Cap PMS, PMS, Portfolio

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MOTILAL OSWAL Next Trillion Dollar Opportunity (NTDOP)

MOTILAL OSWAL Next Trillion Dollar Opportunity (NTDOP)

Multi Cap PMS, PMS, Portfolio

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Narnolia Multicap PMS

Narnolia Multicap PMS

Multi Cap PMS, PMS

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Nine Rivers Capital -Aurum Small Cap Opportunities

Nine Rivers Capital -Aurum Small Cap Opportunities

Mid & Small Cap PMS, PMS, Portfolio

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Nippon India – Absolute Freedom

Nippon India – Absolute Freedom

Multi Cap PMS, PMS

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Nippon India – The Indian Economic Transformation Portfolio

Nippon India – The Indian Economic Transformation Portfolio

Multi Cap PMS, PMS

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Nippon India – Emerging India

Nippon India – Emerging India

Multi Cap PMS, PMS

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Nippon India – High Conviction fund

Nippon India – High Conviction fund

Multi Cap PMS, PMS

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BugleRock Capital Thematic Opportunities Portfolio PMS

BugleRock Capital Thematic Opportunities Portfolio PMS

Multi Cap PMS, PMS

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BugleRock Capital Special Situation Portfolio PMS

BugleRock Capital Special Situation Portfolio PMS

Multi Cap PMS, PMS

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BugleRock Capital Core Value Investment Approach PMS

BugleRock Capital Core Value Investment Approach PMS

Multi Cap PMS, PMS

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PGIM India PMS

PGIM India PMS

Multi Cap PMS, PMS

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Prabhudas Lilladher Multi Asset Dynamic Portfolio (Quant based)

Prabhudas Lilladher Multi Asset Dynamic Portfolio (Quant based)

Mid & Small Cap PMS, PMS

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Prabhudas Lilladher Rising Star PMS

Prabhudas Lilladher Rising Star PMS

Mid & Small Cap PMS, PMS

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Prabhudas Lilladher Multi Strategy

Prabhudas Lilladher Multi Strategy

Multi Cap PMS, PMS

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Green Lantern Capital Alpha PMS

Green Lantern Capital Alpha PMS

Multi Cap PMS, PMS

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Purnartha Investment Advisers Pvt. Ltd. Long Term Equity with Concentrated Portfolio

Purnartha Investment Advisers Pvt. Ltd. Long Term Equity with Concentrated Portfolio

Advisory Portfolio, PMS

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Purnartha Investment Advisors – PMS Portfolio

Purnartha Investment Advisors – PMS Portfolio

Advisory Portfolio, PMS

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Nippon India – The NEXT BILLION

Nippon India – The NEXT BILLION

AIFs

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Renaissance Alpha Portfolio – Multicap Fund

Renaissance Alpha Portfolio – Multicap Fund

Multi Cap PMS, PMS

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Renaissance India Next Portfolio – Dynamic Thematic Portfolio

Renaissance India Next Portfolio – Dynamic Thematic Portfolio

Multi Cap PMS, PMS

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Renaissance Opportunities Portfolio – Focused Largecap Fund

Renaissance Opportunities Portfolio – Focused Largecap Fund

Multi Cap PMS, PMS

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Renaissance Business Leadership Fund – Midcap Portfolio

Renaissance Business Leadership Fund – Midcap Portfolio

Multi Cap PMS, PMS

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Right Horizons PMS

Right Horizons PMS

Multi Cap PMS, PMS

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Roha Asset Managers Emerging Companies Fund AIF

Roha Asset Managers Emerging Companies Fund AIF

AIFs

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Sameeksha India Fund (IFSC AIF) – GIFT CITY Domiciled Cat III Long Only AIF

Sameeksha India Fund (IFSC AIF) – GIFT CITY Domiciled Cat III Long Only AIF

AIF, AIFs, Category III AIF, Portfolio

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Alchemy India Long Term Fund – A GIFT CITY Domiciled Cat III Long Only AIF

Alchemy India Long Term Fund – A GIFT CITY Domiciled Cat III Long Only AIF

AIF, AIFs, Category III AIF, Portfolio

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Sameeksha Capital Investment Fund – Category III AIF

Sameeksha Capital Investment Fund – Category III AIF

AIF, AIFs, Category III AIF, Portfolio

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Sameeksha Capital Equity PMS

Sameeksha Capital Equity PMS

Multi Cap PMS, PMS, Portfolio

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SBI AEON ALPHA PMS

SBI AEON ALPHA PMS

Multi Cap PMS, PMS

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SBI ESG Portfolio

SBI ESG Portfolio

Multi Cap PMS, PMS

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SCIENT CAPITAL – India Fixed Income Opportunities Fund

SCIENT CAPITAL – India Fixed Income Opportunities Fund

AIFs

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SMARTOWNER Capital Growth Fund 1

SMARTOWNER Capital Growth Fund 1

AIFs

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Stallion Asset Core Fund Portfolio

Stallion Asset Core Fund Portfolio

Multi Cap PMS, PMS, Portfolio

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Sundaram Alternates’ Emerging Corporate Credit Opportunities Fund (ECCO) – 1 | CAT II AIF

Sundaram Alternates’ Emerging Corporate Credit Opportunities Fund (ECCO) – 1 | CAT II AIF

AIFs, Category II AIF

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Sundaram Alternative Opportunities Series – Atlas – CAT III AIF

Sundaram Alternative Opportunities Series – Atlas – CAT III AIF

AIFs, Category III AIF

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SUNDARAM Alternative Opportunities Series – High Yield Secured Debt Fund – II

SUNDARAM Alternative Opportunities Series – High Yield Secured Debt Fund – II

AIFs

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Systematix Dynamic Investment Portfolio

Systematix Dynamic Investment Portfolio

Multi Cap PMS, PMS

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TATA Absolute Return Fund- Category III AIF

TATA Absolute Return Fund- Category III AIF

AIFs

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TATA PMS ACT

TATA PMS ACT

Multi Cap PMS, PMS

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TATA PMS Bluechip

TATA PMS Bluechip

Large Cap PMS, PMS

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TATA PMS Bluechip Plus

TATA PMS Bluechip Plus

Large Cap PMS, PMS

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Tata Capital Emerging Opportunities Strategy PMS

Tata Capital Emerging Opportunities Strategy PMS

Mid & Small Cap PMS, PMS

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TATA PMS Consumption

TATA PMS Consumption

Multi Cap PMS, PMS

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Dolat Absolute Return Fund- Category III AIF

Dolat Absolute Return Fund- Category III AIF

AIFs

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UNIFI High Yield Fund

UNIFI High Yield Fund

AIFs

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Varanium Focused Equity Fund

Varanium Focused Equity Fund

AIFs

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VARANIUM Dynamic AIF

VARANIUM Dynamic AIF

AIFs

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