November 2025

REPORT OF PORTFOLIO MANAGERS - As on Nov 30,2025
PMs reported for the month - Nov 30, 2025
  Discretionary Non-Discretionary Co-Investment Advisory**
No. of Clients 2,02,782 6,812 709 1,193
AUM (Rs. Crore)        
Listed Equity 3,83,545 47,852 - 3,43,273
Unlisted Equity 2,809 685 2,412
Plain Debt Listed 28,90,196 1,91,511 -
Plain Debt Unlisted 33,584 114 956
Structured Debt Listed 5,975 177 -
Structured Debt Unlisted 52 158 800
Derivatives- Equity 34 - -
Derivatives- Commodity 7 - -
Derivatives- Others 5 - -
Mutual Funds 1,09,123 67,057 -
Others 18,280 7,686 1,831
Total* 34,43,597 3,15,240 6,000
Grand Total 41,08,110
  Discretionary Non-Discretionary Total
EPFO/PF 28,86,149 18,512 29,04,661.609
Non EPFO/PF 5,57,447 2,96,728 8,54,175

Notes :
1. **Value of Assets for which Advisory Services are being given.
2. #Of the above AUM, Rs..29,04,662/- Crores are contributed by funds from EPFO/PFs.
3. The above data is as per submissions made by 480 Nos. of PMS on the SI Portal till December 31, 2025