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  5. REPORT OF PORTFOLIO MANAGERS - As on October 31, 2025

REPORT OF PORTFOLIO MANAGERS - As on October 31, 2025

PMs reported for the month - Oct 31, 2025
  Discretionary Non-Discretionary Co-Investment Advisory**
No. of Clients 2,03,299 6,678 614 1,187
AUM (Rs. Crore)        
Listed Equity 3,82,517 47,949 0 3,44,255
Unlisted Equity 3,519 758 2,272
Plain Debt Listed 28,79,343 1,92,389 0
Plain Debt Unlisted 24,937 217 745
Structured Debt Listed 6,001 187 0
Structured Debt Unlisted 53 156 800
Derivatives- Equity 177 0 0
Derivatives- Commodity 1 0 0
Derivatives- Others 4 0 0
Mutual Funds 1,04,465 66,385 0
Others 18,475 6,979 1,715
Total* 34,19,490 3,15,020 5,533
Grand Total 40,84,299
  Discretionary Non-Discretionary Total
EPFO/PF 28,61,909 18,209 28,80,117.832
Non EPFO/PF 5,57,581 2,96,812 8,54,393

Notes :
1. **Value of Assets for which Advisory Services are being given.
2. #Of the above AUM, Rs.2,880,118/- Crores are contributed by funds from EPFO/PFs.
3. The above data is as per submissions made by 478 Nos. of PMS on the SI Portal till November 30, 2025

Assets Managed by Portfolio Managers - Archive