Professional Portfolio Management

Portfolio ManagementServices (PMS)

Diversified investment strategies managed by expert fund managers across various market capitalizations. Professional portfolio management with superior risk-adjusted returns and transparent performance tracking.

13 Strategies

Diversified investment approaches

Expert Managers

Experienced fund managers

All Categories

Large, Mid, Small & Multi Cap

Risk Management

Professional risk controls

Categories

Renaissance Opportunities Portfolio
Large Cap
01-Jan-18
AUM: ₹595 Cr

Fund Manager

Pankaj Murarka

Strategy

A concentrated portfolio that invests in companies across businesses which are at different states of their business lifecycles. Fund follows framework of Sustainable Quality Growth at Reasonable Price (SQGARP).

Exit Load

1.0% (1st & 2nd year), Nil (3rd year onwards)

Performance (CAGR %)

1 Year6.4%
3 Years23.4%
5 Years28.4%
Since Inception14.1%

Top 5 Holdings

HDFC Bank Ltd11.3%
Reliance Industries Ltd7.3%
Tech Mahindra Ltd6.7%
State Bank Of India6.4%
Kotak Mahindra Bank Ltd6.0%

Allocation

Large: 79%
Mid: 14%
Small: 7%
Cash: 0%
Abakkus AACA
Large & Mid Cap
29-Oct-20
AUM: ₹7,514 Cr

Fund Manager

Aman Chowhan

Strategy

A benchmark-agnostic multicap strategy that aims to generate alpha and risk adjusted returns. Follows MEETS Framework: Management, Earnings, Events/Trends, Timing and Structural.

Exit Load

1.5% (1st year), Nil (2nd year onwards)

Performance (CAGR %)

1 Year4.2%
3 Years24.5%
5 Years--%
Since Inception27.1%

Top 5 Holdings

Max Financial Services Limited6.0%
Aditya Birla Capital Limited5.4%
HDFC Bank Limited5.4%
Axis Bank Limited5.0%
Sun Pharmaceutical Industries5.0%

Allocation

Large: 51%
Mid: 28%
Small: 13%
Cash: 8%
Alchemy Smart Alpha 250 PMS
Large & Mid Cap
10-Aug-24
AUM: ₹682 Cr

Fund Manager

Alok Agarwal

Strategy

A multicap strategy which follows a proprietary eQGP framework in order to identify top companies. The philosophy of the product is to get aggressive in a risk-on environment and defensive in a risk-off environment.

Exit Load

1.0% (1st year), Nil (2nd year onwards)

Performance (CAGR %)

1 Year1.9%
3 Years--%
5 Years--%
Since Inception28.4%

Top 5 Holdings

BSE6.5%
Trent6.4%
Hitachi Energy6.2%
Interglobe Aviation5.1%
Mazagon Dock Shipbuilders5.0%

Allocation

Large: 12%
Mid: 41%
Small: 32%
Cash: 15%
MOAMC Mid to Mega
Mid & Small Cap
24-Dec-19
AUM: ₹1,912 Cr

Fund Manager

Rakesh Tarway

Strategy

Aims to deliver superior returns by investing in midcap stocks that can benefit from growth in earnings and re-rating of businesses. A bottom up approach identifying high quality companies, having superior growth and sustainable competitive advantage.

Exit Load

2.0% (1st year), Nil (2nd year onwards)

Performance (CAGR %)

1 Year11.8%
3 Years30.0%
5 Years29.6%
Since Inception26.4%

Top 5 Holdings

Hitachi Energy India Ltd.6.5%
Suzlon Energy Ltd.6.4%
Trent Ltd.6.1%
Kalyan Jewellers India Ltd.6.0%
PG Electroplast Ltd.5.8%

Allocation

Large: 25%
Mid: 55%
Small: 19%
Cash: 1%
Abakkus AEOA
Mid & Small Cap
26-Aug-20
AUM: ₹5,595 Cr

Fund Manager

Aman Chowhan

Strategy

Invests in midcap and smallcaps which aims to generate alpha for a 3-5 year holding period. The fund follows bottom-up fundamental research based investing.

Exit Load

1.5% (1st year), Nil (2nd year onwards)

Performance (CAGR %)

1 Year11.2%
3 Years32.1%
5 Years--%
Since Inception33.2%

Top 5 Holdings

Anup Engineering Limited5.7%
Max Financial Services Limited5.4%
PNB Housing Finance Limited5.3%
Sarda Energy and Minerals5.2%
Federal Bank Limited4.9%

Allocation

Large: 7%
Mid: 34%
Small: 56%
Cash: 3%
Carnelian Shift Strategy
Mid & Small Cap
06-Oct-20
AUM: ₹420 Cr

Fund Manager

Kunal Shah

Strategy

Carnelian Shift Strategy aims to tap into long-term structural opportunities in manufacturing and tech-driven evolution. It follows QGARP approach, investing in ~25 high-quality mid and small-cap companies with niche capabilities.

Exit Load

1.0% (1st year), Nil (2nd year onwards)

Performance (CAGR %)

1 Year14.5%
3 Years37.4%
5 Years--%
Since Inception38.7%

Top 5 Holdings

Laurus Labs Ltd7.3%
SRF Ltd5.6%
Biocon Ltd5.0%
Kalpataru Projects International Ltd4.6%
Concord Biotech Ltd4.4%

Allocation

Large: 10%
Mid: 19%
Small: 66%
Cash: 5%
MOAMC Founders Strategy
Multi Cap
16-Mar-23
AUM: ₹3,010 Cr

Fund Manager

Vaibhav Agrawal

Strategy

Objective is to invest in Indian businesses where founders or top management have a 'Skin In The Game' and responsible for growth and success of the company. Investment objective is two-fold i.e., Capital Preservation & Capital Appreciation.

Exit Load

2.0% (1st year), Nil (2nd year onwards)

Performance (CAGR %)

1 Year10.7%
3 Years--%
5 Years--%
Since Inception38.1%

Top 5 Holdings

PTC Industries Ltd.5.4%
Suzlon Energy Ltd.5.2%
Eternal Ltd.5.1%
Amber Enterprises India Ltd.4.7%
Prestige Estates Projects Ltd.4.5%

Allocation

Large: 17%
Mid: 40%
Small: 42%
Cash: 1%
MOAMC Value Migration
Multi Cap
18-Feb-03
AUM: ₹3,792 Cr

Fund Manager

Vaibhav Agrawal

Strategy

A Multicap strategy where manager decides Mcap allocation depending on market conditions. Aims for Long term compounding by investing in good businesses run by great managers. Target companies will be respective market leaders with high earnings growth.

Exit Load

2.0% (1st year), Nil (2nd year onwards)

Performance (CAGR %)

1 Year13.4%
3 Years30.0%
5 Years25.0%
Since Inception20.2%

Top 5 Holdings

Multi Commodity Exchange of India6.1%
Suzlon Energy Ltd.5.5%
Bharat Dynamics Ltd.5.4%
Bharat Electronics Ltd.5.1%
Eternal Ltd.4.8%

Allocation

Large: 29%
Mid: 45%
Small: 24%
Cash: 2%
SBI AEON
Multi Cap
21-Jan-21
AUM: ₹699 Cr

Fund Manager

Gaurav Mehta

Strategy

SBI AEON is an All-Weather Portfolio Strategy. And aims a 3-in-1 portfolio with ~20 stocks i.e., combination of long-term structural ideas, medium-term tactical opportunities and active cash calls. The fund follows a Core and Satellite approach.

Exit Load

1.0% (1st year), Nil (2nd year onwards)

Performance (CAGR %)

1 Year-2.7%
3 Years20.4%
5 Years--%
Since Inception15.3%

Top 5 Holdings

HDFC Bank Ltd7.7%
ICICI Bank Ltd6.9%
ICICI Lombard5.3%
Kotak Mahindra Bank Ltd.5.3%
Gokaldas Exports5.2%

Allocation

Large: 21%
Mid: 16%
Small: 60%
Cash: 2%
Buoyant Opportunities Portfolio
Multi Cap
01-Jun-16
AUM: ₹6,433 Cr

Fund Manager

Sachin Khivasara

Strategy

Invests in large cap and small caps to generate superior returns with some safety (via large caps). Follow a Core & Satellite framework which allows them to adopt an 'Aggressive stance' when they intend to generate superior returns, and adopt a 'Defensive stance' when they want to protect capital.

Exit Load

Nil

Performance (CAGR %)

1 Year14.5%
3 Years30.3%
5 Years37.7%
Since Inception22.6%

Top 5 Holdings

State Bank Of India Limited5.4%
HDFC Bank Limited4.7%
ICICI Bank Limited4.4%
Max Financial Services Limited3.9%
Glenmark Pharmaceuticals Ltd3.7%

Allocation

Large: 41%
Mid: 25%
Small: 22%
Cash: 12%
Renaissance India Next PMS
Flexi Cap
19-May-18
AUM: ₹834 Cr

Fund Manager

Pankaj Murarka

Strategy

Renaissance India Next portfolio is Flexi Cap oriented strategy. And shall invest in high quality, high growth companies at reasonable valuations. It is a diversified portfolio with no sector bias and is constructed on bottom up basis with best investment ideas.

Exit Load

1.0% (1st & 2nd year), Nil (3rd year onwards)

Performance (CAGR %)

1 Year10.0%
3 Years28.9%
5 Years39.1%
Since Inception17.2%

Top 5 Holdings

HDFC Bank Ltd9.2%
Tech Mahindra Ltd6.5%
Reliance Industries Ltd5.7%
HDFC AMC5.4%
Infosys Ltd4.8%

Allocation

Large: 55%
Mid: 21%
Small: 24%
Cash: 0%
UNIFI Blended Rangoli
Flexi Cap
07-Jun-17
AUM: ₹15,848 Cr

Fund Manager

PrithviRaj

Strategy

The fund investment objective is to focus on identifying unique investment opportunities. The aim is to generate superior (risk adjusted) returns with due emphasis on capital preservation. Risk management framework include in-depth stock reviews, exposure limits, and marketable liquidity assessment.

Exit Load

Nil

Performance (CAGR %)

1 Year7.8%
3 Years20.9%
5 Years28.4%
Since Inception20.8%

Top 5 Holdings

Redington9.7%
Bank of Baroda9.1%
Narayana Hrudayalaya8.8%
ITC Ltd7.1%
NCC Ltd5.1%

Allocation

Large: 33%
Mid: 18%
Small: 49%
Cash: 0%
Marathon Trend Following
Thematic
01-Apr-23
AUM: ₹483 Cr

Fund Manager

Atul Suri

Strategy

The fund investment objective is to 'Buy Strength and Sell Weakness'. The fund avoids the Unknowns, Focus on the Known by considering factors like Currency Fluctuations, Industrial Trends, Global Macroeconomy and other factors. The funds under this scheme will get invested in growth stocks with momentum.

Exit Load

Nil

Performance (CAGR %)

1 Year-5.7%
3 Years--%
5 Years--%
Since Inception26.8%

Top 5 Holdings

Persistent Systems Ltd6.2%
Lloyds Metals And Energy Limited5.8%
Federal Bank Limited5.5%
Bharat Electronics Ltd5.4%
Shriram Finance Limited5.1%

Allocation

Large: 52%
Mid: 29%
Small: 16%
Cash: 3%

Why Choose Our PMS Services?

Professional portfolio management with proven track records and transparent processes

Superior Returns

Consistent outperformance with risk-adjusted returns across market cycles

Expert Management

Experienced fund managers with proven track records and deep market expertise

Risk Management

Comprehensive risk controls and diversification strategies to protect capital

Customized Strategies

Tailored investment approaches across different market capitalizations and themes

Transparent Reporting

Regular performance updates and detailed portfolio reporting for complete transparency

Diversified Options

Wide range of strategies from conservative large-cap to aggressive small-cap approaches

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