Product research
PMS and AIF product discovery for NRI and HNI investors
Browse structured PMS and AIF product records, compare key fields, and move from high-level screening into dedicated product pages for deeper review across NRI and HNI use cases.
For tax and implementation context, pair the catalogue with the NRI briefing library and the planning calculators.
Total products
43
PMS
23
AIF Listed
17
AIF Unlisted
3
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Showing 43 productsAcross PMS and AIF
PMS
Mid and Small Cap PMS
Carnelian Capital - Shift Strategy
Ready to compare
- AMC
- Carnelian Asset Advisors Private Limited
- Fund Manager
- -
- Inception Date
- 06-Oct-2020
- AUM (In Cr)
- ₹ 4740.78
- Exit Load
- Exit Load: 1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50% Or 0.00%, Hurdle Fee: 8.00%, Profit Sharing: 15% profit Sharing above 8% hurdle or 20% Profit Sharing above 8% Hurdle(with Catch up)
PMS
Mid and Small Cap PMS
Abakkus - Emerging Opportunities
Ready to compare
- AMC
- Abakkus Asset Manager LLP
- Fund Manager
- -
- Inception Date
- 26-Aug-2020
- AUM (In Cr)
- ₹ 5507.35
- Exit Load
- Exit Load: 1 Year: 1.50%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.75%, Hurdle Fee: 9.00%, Profit Sharing: 15% Profit Sharing above 9% Hurdle
PMS
Multi Cap PMS
Buoyant - Opportunities
Ready to compare
- AMC
- Buoyant Capital
- Fund Manager
- Mr. Sachin Khivasara
- Inception Date
- 01-Jun-2016
- AUM (In Cr)
- ₹ 9126.96
- Exit Load
- Exit Load: 1 Year: 0.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.00%, Variable Fee: 1.00%, Hurdle Fee: 12.00% or 8.00%, Profit Sharing: 15% Profit sharing above 12% hurdle or 20% profit Sharing above 8% hurdle
PMS
Multi Cap PMS
ICICI Prudential - Value Portfolio
Ready to compare
- AMC
- ICICI Prudential AMC Ltd
- Fund Manager
- -
- Inception Date
- 28-Jan-2004
- AUM (In Cr)
- ₹ 1077.03
- Exit Load
- Exit Load: 1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50% or 0%, Hurdle Fee: 10% or 0%, Profit Sharing: 15% Profit share above 10% Hurdle or 20% Profit Sharing on all profits
PMS
Multi Cap PMS
Abakkus - All Cap Approach
Ready to compare
- AMC
- Abakkus Asset Manager LLP
- Fund Manager
- -
- Inception Date
- 29-Oct-2020
- AUM (In Cr)
- ₹ 7780.55
- Exit Load
- Exit Load: 1 Year: 1.50%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.75%, Hurdle Fee: 9.00%, Profit Sharing: 15% Profit Sharing above 9% Hurdle
Ready to compare
- AMC
- Aditya Birla Sun Life AMC Ltd
- Fund Manager
- Mr. Sameer Narayan, Mr. Salvin Shah
- Inception Date
- 14-Jun-2018
- AUM (In Cr)
- ₹ 1242.04
- Exit Load
- Exit Load: 1 Year: 2.00%, 2 Year: 1.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.00%, Hurdle Fee: 12.00%, Profit Sharing: 20% Profit sharing above 12% Hurdle
PMS
Large Cap PMS
Ambit Investment Advisors - Coffee Can
Ready to compare
- AMC
- Ambit Investment Advisors Limited
- Fund Manager
- -
- Inception Date
- 06-Mar-2017
- AUM (In Cr)
- ₹ 1222.26
- Exit Load
- Exit Load: 1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: No Option, Hurdle Fee: No Option, Profit Sharing: 15% Profit share on profits
PMS
Multi Cap PMS
AXIS SECURITIES PURE CONTRA
Ready to compare
- AMC
- Axis Securities Ltd
- Fund Manager
- -
- Inception Date
- 27-Nov-2020
- AUM (In Cr)
- ₹ 1994.16
- Exit Load
- Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50%, Hurdle Fee: 2.50%(Q), Profit Sharing: 20% Profit sharing above 2.50% hurdle(quarter)
PMS
Multi Cap PMS
AXIS SECURITIES PURE GROWTH
Ready to compare
- AMC
- Axis Securities Ltd
- Fund Manager
- -
- Inception Date
- 13-Jan-2021
- AUM (In Cr)
- ₹ 946.21
- Exit Load
- Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50%, Hurdle Fee: 2.50%(Q), Profit Sharing: 20% Profit sharing above 2.50% hurdle(quarter)
PMS
Multi Cap PMS
Girik Capital - Multi Cap Growth Equity Strategy
Ready to compare
- AMC
- Girik Capital
- Fund Manager
- Mr. Varun Daga, Charandeep Singh
- Inception Date
- 03-Dec-2009
- AUM (In Cr)
- ₹ 1522.13
- Exit Load
- Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
- Fee Structure
- Fixed fee: 1.00%, Variable Fee: 1.00%, Hurdle Fee: No Option, Profit Sharing: 15% Profit share on profits
PMS
Multi Cap PMS
ICICI Prudential - Contra Portfolio
Ready to compare
- AMC
- ICICI Prudential AMC Ltd
- Fund Manager
- Chockalingam Narayanan, Anand Shah
- Inception Date
- 14-Sep-2018
- AUM (In Cr)
- ₹ 13391.73
- Exit Load
- Exit Load: 1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50% or 0%, Hurdle Fee: 10% or 0%, Profit Sharing: 15% Profit share above 10% Hurdle or 20% Profit Sharing on all profits
PMS
Large Cap PMS
ICICI Prudential - Large Cap Portfolio
Ready to compare
- AMC
- ICICI Prudential AMC Ltd
- Fund Manager
- Geetika Gupta, Chockalingam Narayanan
- Inception Date
- 17-Mar-2009
- AUM (In Cr)
- ₹ 881.60
- Exit Load
- Exit Load: 1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50% or 0%, Hurdle Fee: 10% or 0%, Profit Sharing: 15% Profit share above 10% Hurdle or 20% Profit Sharing on all profits
PMS
Mid and Small Cap PMS
ICICI Prudential - Pipe Portfolio
Ready to compare
- AMC
- ICICI Prudential AMC Ltd
- Fund Manager
- -
- Inception Date
- 05-Sep-2019
- AUM (In Cr)
- ₹ 7033.35
- Exit Load
- Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50% or 0%, Hurdle Fee: 10% or 0%, Profit Sharing: 15% Profit share above 10% Hurdle or 20% Profit Sharing on all profits
PMS
Multi Cap PMS
Karma - Wealth Builder
Ready to compare
- AMC
- Karma Capital Advisors Pvt Ltd
- Fund Manager
- -
- Inception Date
- 31-Dec-2006
- AUM (In Cr)
- ₹ 302.43
- Exit Load
- Exit Load: 1 Year: 1.00%, 2 Year: Nil, 3 Year: Nil
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50%, Hurdle Fee: 10.00%, Profit Sharing: 20% Profit sharing above 10% Hurdle
PMS
Multi Cap PMS
Motilal Oswal-Founders
Ready to compare
- AMC
- Motilal Oswal Asset Management Co. Ltd
- Fund Manager
- -
- Inception Date
- 16-Mar-2023
- AUM (In Cr)
- ₹ 3461.75
- Exit Load
- Exit Load: 1 Year: 2.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: No Option, Hurdle Fee: 8.00%, Profit Sharing: 20% Profit Sharing Over 8% Hurdle Rate
PMS
Multi Cap PMS
Negen Capital - Special Situations & Technology Fund
Ready to compare
- AMC
- Negen Capital
- Fund Manager
- Mr. Neil Madan Bahal
- Inception Date
- 10-Aug-2017
- AUM (In Cr)
- ₹ 1220.70
- Exit Load
- Exit Load: 1 Year: 0.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: No Option, Hurdle Fee: No Option, Profit Sharing: 15% Profit share on All Profits
PMS
Large Cap PMS
Renaissance - Opportunities Portfolio
Ready to compare
- AMC
- Renaissance Investment Managers Pvt Ltd
- Fund Manager
- -
- Inception Date
- 01-Jan-2018
- AUM (In Cr)
- ₹ 584.69
- Exit Load
- Exit Load: 1 Year: 1.00%, 2 Year: 1.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50%, Hurdle Fee: 8.00%, Profit Sharing: 15% Profit Sharing over 8% Hurdle
PMS
Multi Cap PMS
SageOne - Core Portfolio
Ready to compare
- AMC
- SageOne Investment Advisors Ltd
- Fund Manager
- -
- Inception Date
- 01-Apr-2012
- AUM (In Cr)
- ₹ 3970.00
- Exit Load
- Exit Load 1 Year: 3% , 2year : 2% , 3 Year : 1%
- Fee Structure
- Fixed Fee - 2.50%, Variable Fee - 1.25%, Hurdle Fee - 10%, Profit Sharing - 12% Over 10% Hurdle
PMS
Multi Cap PMS
Stallion Asset - Core Fund
Ready to compare
- AMC
- Stallion Asset
- Fund Manager
- Mr. Amit Jeswani
- Inception Date
- 22-Oct-2018
- AUM (In Cr)
- ₹ 6309.50
- Exit Load
- Exit Load: 1 Year: 2.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 1.50%, Hurdle Fee: 10.00%, Profit Sharing: 15% Profit sharing above 10% Hurdle
PMS
Mid and Small Cap PMS
TCG Transformative Growth Portfolio
Ready to compare
- AMC
- TCG Advisory Service Pvt Ltd
- Fund Manager
- -
- Inception Date
- 11-Oct-2024
- AUM (In Cr)
- -
- Exit Load
- Exit Load: 1 Year: 2.50%, 2 Year: 1.50%, 3 Year: 0.00%
- Fee Structure
- Fixed Fee: 2.50%, Variable Fee: 1.50%, Hurdle Fee: 10.00%, Performance fee: 10% Profit sharing above 10% Hurdle.
PMS
Mid and Small Cap PMS
Unicorn Portfolio
Ready to compare
- AMC
- Burman Capital Management Private Limited
- Fund Manager
- -
- Inception Date
- 23-Mar-2021
- AUM (In Cr)
- ₹ 460.00
- Exit Load
- 2% Within 1 year from the Portfolio Commencement Date, 1% Post expiry of 1 year but on/before the ex
- Fee Structure
- Variable Only: 15% performance above 8% Hurdle or Hybrid Only: Fixed- 1.25%, with 20% performance above 10% Hurdle.
PMS
Multi Cap PMS
Unifi Blended - Rangoli
Ready to compare
- AMC
- Unifi Capital Pvt. Ltd.
- Fund Manager
- -
- Inception Date
- 07-Jun-2017
- AUM (In Cr)
- -
- Exit Load
- Exit Load: 1 Year: 0.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.00%, Variable Fee: Available, Hurdle Fee: Available, Profit Sharing: Available
PMS
Multi Cap PMS
ValueQuest - Platinum
Ready to compare
- AMC
- Valuequest Investment Advisors Pvt. Ltd.
- Fund Manager
- -
- Inception Date
- 24-Jul-2014
- AUM (In Cr)
- ₹ 2893.07
- Exit Load
- Exit Load: 1 Year: 1.00%, 2 Year: 1.00%, 3 Year: 1.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: No Option, Hurdle Fee: No Option, Profit Sharing: 15% Profit Sharing
AIF Listed
Multi Cap AIF
Emkay Emerging Stars Fund Series VII
Ready to compare
- AMC
- Emkay Investment Managers Ltd
- Fund Manager
- -
- Inception Date
- -
- AUM (In Cr)
- -
- Exit Load
- 2% for redemption within 24 months from date of allotment against final drawdown, Nil After.
- Fee Structure
- Fixed -Mgmt Fees - 2.50%, Hybrid - Mgmt Fees - 1.50%, 10% hurdle , 20% performance fee without catch up, Variable - 20% performance fees without catch up
AIF Listed
Mid and Small Cap AIF
Alchemy Long Term Ventures Fund Series 3
Ready to compare
- AMC
- Alchemy Capital Management Pvt Limited
- Fund Manager
- -
- Inception Date
- -
- AUM (In Cr)
- ₹ 800.00
- Exit Load
- -
- Fee Structure
- Fixed : Mgmt Fees - 2.50%, Hybrid : Mgmt Fees - 1.50%, 10% hurdle , 20% performance fee without catch up
AIF Listed
Multi Cap AIF
Carnelian Bharat Amritkaal Fund
Ready to compare
- AMC
- Carnelian Asset Advisors Private Limited
- Fund Manager
- -
- Inception Date
- 05-Apr-2024
- AUM (In Cr)
- -
- Exit Load
- Exit Load: 1 Year: 2.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.25%, Variable Fee: 1.75%, Hurdle Fee: 8.00%, Profit Sharing: 15% profit Sharing above 8% hurdle
AIF Listed
Multi Cap AIF
Buoyant Opportunities Strategy I
Ready to compare
- AMC
- Buoyant Capital
- Fund Manager
- -
- Inception Date
- 19-Nov-2022
- AUM (In Cr)
- ₹ 1728.35
- Exit Load
- Exit Load: 1 Year: 0.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.00%, Variable Fee: No Option, Hurdle Fee: 7.00%, Profit Sharing: 20% Profit sharing above 7% hurdle
AIF Listed
Multi Cap AIF
Alchemy - Leaders of Tomorrow
Ready to compare
- AMC
- Alchemy Capital Management Pvt Limited
- Fund Manager
- -
- Inception Date
- 03-Jan-2018
- AUM (In Cr)
- ₹ 733.85
- Exit Load
- Exit Load: 1 Year: NO OPTION, 2 Year: NO OPTION, 3 Year: NO OPTION
- Fee Structure
- Fixed fee: No Option, Variable Fee: No Option, Hurdle Fee: No Option, Profit Sharing: No Option
AIF Listed
Arbitrage/Long Short AIF
Ambit 365
Ready to compare
- AMC
- Ambit Investment Advisors Limited
- Fund Manager
- -
- Inception Date
- 06-Oct-2023
- AUM (In Cr)
- -
- Exit Load
- Exit Load: 1 Year: 0.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 2.50%, Variable Fee: 2.00%, Hurdle Fee: 10.00%, Profit Sharing: 15% Profit Sharing above 10% hurdle
AIF Listed
Arbitrage/Long Short AIF
ASK Absolute Return Fund
Ready to compare
- AMC
- ASK Long-Short Fund Managers Pvt Ltd
- Fund Manager
- -
- Inception Date
- 31-Jan-2024
- AUM (In Cr)
- -
- Exit Load
- Exit Load: 1 Year: 0.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: 1.75%, Variable Fee: 1.00%, Hurdle Fee: HDFC Bank FD+ 25 bps, Profit Sharing: 20% Profit sharing above HDFC Bank FD+ 25 bps
AIF Listed
Multi Cap AIF
ICICI Prudential alpha opportunities fund
Ready to compare
- AMC
- ICICI Prudential AMC Ltd
- Fund Manager
- -
- Inception Date
- 17-Nov-2023
- AUM (In Cr)
- ₹ 789.00
- Exit Load
- Within 12 months 2% ; Nil thereafter
- Fee Structure
- Fixed Fee- 2.50%
AIF Listed
Multi Cap AIF
Karma Capital Jasmine Fund (Cat III AIF)
Ready to compare
- AMC
- Karma Capital Advisors Pvt Ltd
- Fund Manager
- -
- Inception Date
- 01-Feb-2024
- AUM (In Cr)
- ₹ 200.00
- Exit Load
- 1% within 12 months
- Fee Structure
- For 1-5 Cr- Fixed Only:- 2.50% and Variable Only:- Fixed- 1.50% with 20% performance above 10% hurdle.
AIF Listed
Multi Cap AIF
Kotak Iconic Fund II (CAT III AIF)
Ready to compare
- AMC
- Kotak Alternate Asset Managers
- Fund Manager
- -
- Inception Date
- 02-Jun-2023
- AUM (In Cr)
- ₹ 2242.00
- Exit Load
- 1% for exit within 1 year
- Fee Structure
- Fixed:- 2.20%
AIF Listed
Multi Cap AIF
Motilal Oswal Founders Fund Series VI
Ready to compare
- AMC
- Motilal Oswal Asset Management Co. Ltd
- Fund Manager
- -
- Inception Date
- 30-Jun-2025
- AUM (In Cr)
- ₹ 3462.00
- Exit Load
- For All Classes-1% until 12 months, Nil thereafter
- Fee Structure
- For All Classes-1% until 12 months, Nil thereafter For Y Class 1% until 24 months, Nil thereafter.
AIF Listed
Multi Cap AIF
Motilal Oswal India Excellence Fund - Mid to Mega - Series II Class B1
Ready to compare
- AMC
- Motilal Oswal Asset Management Co. Ltd
- Fund Manager
- -
- Inception Date
- -
- AUM (In Cr)
- -
- Exit Load
- -
- Fee Structure
- -
AIF Listed
Multi Cap AIF
NIEO 9 (Undiscovered India)
Ready to compare
- AMC
- Nippon Life India AIF Management Limited
- Fund Manager
- -
- Inception Date
- 31-Oct-2023
- AUM (In Cr)
- -
- Exit Load
- Exit Load: 1 Year: 0.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Fee Structure
- Fixed fee: No Option, Variable Fee: No Option, Hurdle Fee: No Option, Profit Sharing: No Option
![Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund](https://centricity-data-companies-logo.s3.ap-south-1.amazonaws.com/ProductListingIcons/EdelweissGroupIcon.jpg){kind=logo}
AIF Listed
Arbitrage/Long Short AIF
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Ready to compare
- AMC
- Edelweiss Investment Managers
- Fund Manager
- -
- Inception Date
- 05-Apr-2021
- AUM (In Cr)
- ₹ 2070.00
- Exit Load
- Exit Load: 1 Year: Nil, 2 Year: Nil, 3 Year: Nil
- Fee Structure
- Fixed fee: 2.25%, Variable Fee: 1.75%, Hurdle Fee: 10.00%, Profit Sharing: 15% Profit Sharing above 10% hurdle
AIF Listed
Mid and Small Cap AIF
SageOne Flagship Growth OE Fund (Scheme 3) (CAT III AIF)
Ready to compare
- AMC
- SageOne Investment Advisors Ltd
- Fund Manager
- -
- Inception Date
- 31-Aug-2024
- AUM (In Cr)
- ₹ 280.00
- Exit Load
- 1 Year- 3%, 2 Year- 2%, 3 Year- 1%
- Fee Structure
- FIxed Fee- 2.50%, Variable Fee: FIxed Fee- 1.25% and Performance 12 above Hurdle 10%
AIF Listed
Multi Cap AIF
Singularity Equity Fund I
Ready to compare
- AMC
- SINGULARITY AMC LLP
- Fund Manager
- -
- Inception Date
- 13-Jul-2023
- AUM (In Cr)
- ₹ 2000.00
- Exit Load
- Exit Load: 1 Year: NO OPTION, 2 Year: NO OPTION, 3 Year: NO OPTION
- Fee Structure
- Fixed Fee: No option, Variable Fee: 1.50%, Hurdle Fee: 10%, Performance Fee: 20% Profit sharing above 10% hurdle(quarter)
AIF Listed
Arbitrage/Long Short AIF
TATA Equity Plus Absolute Returns Fund
Ready to compare
- AMC
- Tata Asset Management Pvt Ltd
- Fund Manager
- -
- Inception Date
- 16-Mar-2020
- AUM (In Cr)
- ₹ 2313.00
- Exit Load
- Exit Load: 1 Year: No Option, 2 Year: No Option, 3 Year: No Option
- Fee Structure
- Fixed fee: No Option, Variable Fee: No Option, Hurdle Fee: No Option, Profit Sharing: No Option
AIF Unlisted
Equity AIF (Unlisted equities)
InCred Growth Partners Fund II
AIF Unlisted
Equity AIF (Unlisted equities)
360 ONE Early-Stage Fund – Series 1
AIF Unlisted
Equity AIF (Unlisted equities)