February 2026
REPORT OF PORTFOLIO MANAGERS - As onFebruary 28,2026
PMs reported for the month - February 28,2026
| |
Discretionary |
Non-Discretionary |
Co-Investment |
Advisory** |
| No. of Clients |
2,07,812 |
7,263 |
702 |
1,211 |
| AUM (Rs. Crore) |
|
|
|
|
| Listed Equity |
3,67,217 |
47,260 |
- |
3,23,165 |
| Unlisted Equity |
2,775 |
720 |
2,576 |
| Plain Debt Unlisted |
27,669 |
188 |
1,319 |
| Structured Debt Listed |
6,162 |
150 |
- |
| Structured Debt Unlisted |
108 |
158 |
580 |
| Derivatives- Equity |
501 |
- |
- |
| Derivatives- Commodity |
(14) |
- |
- |
| Derivatives- Others |
10 |
- |
- |
| Mutual Funds |
1,09,575 |
73,955 |
- |
| Others |
16,614 |
7,849 |
1,708 |
| Total* |
35,44,783 |
3,27,915 |
6,184 |
| Grand Total |
42,02,047 |
| |
Discretionary |
Non-Discretionary |
Total |
| EPFO/PF |
29,98,37 |
20,398 |
3018769.65 |
| Non EPFO/PF |
5,46,411 |
3,07,517 |
8,53,928 |
Notes :1. **Value of Assets for which Advisory Services are being given.
2. #Of the above AUM, Rs.30,18,770/- Crores are contributed by funds from EPFO/PFs.
3. The above data is as per submissions made by 490 Nos. of PMS on the SI Portal till March 31, 2026