REPORT OF PORTFOLIO MANAGERS - As on May 31,2026
PMs reported for the month - May 31,2026
| |
Discretionary |
Non-Discretionary |
Co-Investment |
Advisory** |
| No. of Clients |
2,09,250 |
7,794 |
860 |
1,259 |
| AUM (Rs. Crore) |
|
|
|
|
| Listed Equity |
3,84,169 |
47,543 |
- |
3,01,650 |
| Unlisted Equity |
4,137 |
869 |
2,791 |
| Plain Debt Listed |
30,81,688 |
2,02,937 |
- |
| Plain Debt Unlisted |
22,024 |
191 |
1,414 |
| Structured Debt Listed |
6,046 |
124 |
- |
| Structured Debt Unlisted |
141 |
153 |
443 |
| Derivatives- Equity |
659 |
- |
- |
| Derivatives- Commodity |
- |
- |
- |
| Derivatives- Others |
10 |
- |
- |
| Mutual Funds |
97,586 |
75,101 |
- |
| Others |
21,417 |
9,127 |
1,475 |
| Total* |
36,17,878 |
3,36,045 |
6,123 |
| Grand Total |
4,261,695 |
| |
Discretionary |
Non-Discretionary |
Total |
| EPFO/PF |
30,60,508 |
21,085 |
3081593.002 |
| Non EPFO/PF |
5,57,370 |
3,14,960 |
8,72,329 |
Notes :1. **Value of Assets for which Advisory Services are being given.
2. #Of the above AUM, Rs.30,64,666/- 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 May 31, 2026
Assets Managed by Portfolio Managers - Archive