REPORT OF PORTFOLIO MANAGERS - As on March 31,2026
PMs reported for the month - Mar 31,2026
| |
Discretionary |
Non-Discretionary |
Co-Investment |
Advisory** |
| No. of Clients |
2,06,124 |
7,375 |
984 |
1,229 |
| AUM (Rs. Crore) |
|
|
|
|
| Listed Equity |
3,27,837 |
41,969 |
- |
3,05,562 |
| Unlisted Equity |
2,904 |
763 |
2,639 |
| Plain Debt Listed |
30,52,188 |
1,99,945 |
- |
| Plain Debt Unlisted |
8,539 |
268 |
1,366 |
| Structured Debt Listed |
6,145 |
145 |
- |
| Structured Debt Unlisted |
121 |
153 |
557 |
| Derivatives- Equity |
290 |
- |
- |
| Derivatives- Commodity |
(10) |
- |
- |
| Derivatives- Others |
8 |
- |
- |
| Mutual Funds |
93,875 |
68,538 |
- |
| Others |
18,338 |
7,859 |
1,721 |
| Total* |
35,10,234 |
3,19,639 |
6,283 |
| Grand Total |
41,41,718 |
| |
Discretionary |
Non-Discretionary |
Total |
| EPFO/PF |
30,09,935 |
20,502 |
3030436.484 |
| Non EPFO/PF |
5,00,299 |
2,99,138 |
7,99,437 |
Notes :1. **Value of Assets for which Advisory Services are being given.
2. #Of the above AUM, Rs.30,30,436/- Crores are contributed by funds from EPFO/PFs.
3. The above data is as per submissions made by 488 Nos. of PMS on the SI Portal till April 30, 2026
Assets Managed by Portfolio Managers - Archive