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  • REPORT OF PORTFOLIO MANAGERS - As on December 31, 2023

REPORT OF PORTFOLIO MANAGERS - As on December 31, 2023

PMs reported for the month - December 31, 2023
  Discretionary Non-Discretionary Co-Investment Advisory**
No. of Clients 1,44,914 5,117 97 1,992
AUM (Rs. Crore)       2,58,901
Listed Equity 3,02,247 32,704 -
Unlisted Equity 761 421 745
Plain Debt Listed 21,06,712 1,55,085 -
Plain Debt Unlisted 25,907 156 -
Structured Debt Listed 1,023 1,169 -
Structured Debt Unlisted 90 29 -
Derivatives- Equity 183 - -
Derivatives- Commodity (0) - -
Derivatives- Others - - -
Mutual Funds 1,95,551 43,725 2
Others 13,698 25,443 1
Total* 26,46,171 2,58,733 748
Grand Total 31,64,553
  Discretionary Non-Discretionary Total
EPFO/PF 22,71,808 13,889 22,85,697
Non EPFO/PF 3,74,363 2,44,844 6,19,207

Notes :
1. **Value of Assets for which Advisory Services are being given.
2. #Of the above AUM, Rs. 22,85,697/- Crores are contributed by funds from EPFO/PFs.
3. The above data is as per submissions made by 365 Nos. of PMS on the SI Portal till January 31, 2024.

Assets Managed by Portfolio Managers - Archive