PMS Strategies
India offers over 400 PMS strategies, each with distinct features. At Growfolio, we use detailed quarterly data analysis to identify the ones that truly align with your investment goals—by evaluating what matters most: Performance, Risk, and Reliability.
Unlike others, we don’t rely on past performance alone. Our in-depth approach ensures a well-rounded assessment of each strategy.
What sets us apart? We invest in the same PMS strategies we recommend—sharing your journey and aligning our interests with yours.
Shift Strategy
Multi Cap
AUM: 4500+ Crores
Inception date: October 2020
Returns since inception: 35.60%
Alpha Strategy
Large & Mid Cap
AUM: 50+ Crores
Inception date: February 2020
Returns since inception: 32.01%
Opportunities Strategy
Flexi Cap
AUM: 6200+ Crores
Inception date: June 2016
Returns since inception: 21.70%
Emerging Opportunities
Small Cap
AUM: Undisclosed
Inception date: October 2020
Returns since inception: 29.72%
Growth Fund
Small & Mid Cap
AUM: 1100+ Crores
Inception date: December 2017
Returns since inception: 23.67%
Capital Compounder
Multi Cap
AUM: 1000+ Crores
Inception date: May 2019
Returns since inception: 19.71%
Arbitrage Fund
Market Neutral
AUM:200 Crores
Inception date: October 2009
Returns since inception: 11.78%