REPORT OF PORTFOLIO MANAGERS - As on June 30,2026
PMs reported for the month - june 30,2026
| |
Discretionary |
Non-Discretionary |
Co-Investment |
Advisory** |
| No. of Clients |
2,10,598 |
7,822 |
746 |
1,278 |
| AUM (Rs. Crore) |
|
|
|
|
| Listed Equity |
3,88,453 |
50,186 |
- |
3,05,531 |
| Unlisted Equity |
2,796 |
909 |
2,914 |
| Plain Debt Listed |
26,47,198 |
2,05,673 |
- |
| Plain Debt Unlisted |
4,92,564 |
285 |
1,446 |
| Structured Debt Listed |
7,397 |
116 |
- |
| Structured Debt Unlisted |
3,740 |
149 |
443 |
| Derivatives- Equity |
347 |
- |
- |
| Derivatives- Commodity |
- |
- |
- |
| Derivatives- Others |
11 |
- |
- |
| Mutual Funds |
1,10,071 |
76,665 |
- |
| Others |
19,320 |
8,496 |
1,315 |
| Total* |
36,71,898 |
3,42,479 |
6,118 |
| Grand Total |
43,26,027 |
| |
Discretionary |
Non-Discretionary |
Total |
| EPFO/PF |
31,03,974 |
21,353 |
3125327.215 |
| Non EPFO/PF |
5,67,924 |
3,21,126 |
8,89,050 |
Notes :1. **Value of Assets for which Advisory Services are being given.
2. #Of the above AUM, Rs.31,25,327/- Crores are contributed by funds from EPFO/PFs.
3. The above data is as per submissions made by 498 Nos. of PMS on the SI Portal till July 31, 2026
Assets Managed by Portfolio Managers - Archive