September 2025

REPORT OF PORTFOLIO MANAGERS - As on Sep 30, 2025
PMs reported for the month - Sep 30, 2025
  Discretionary Non-Discretionary Co-Investment Advisory**
No. of Clients 2,02,115 6,584 633 1,206
AUM (Rs. Crore)        
Listed Equity 3,68,217 45,529 0 3,46,473
Unlisted Equity 4,570 802 2,198
Plain Debt Listed 28,47,822 1,90,000 0
Plain Debt Unlisted 25,157 201 747
Structured Debt Listed 6,057 186 0
Structured Debt Unlisted 59 104 728
Derivatives- Equity 107 0 0
Derivatives- Commodity 0 0 0
Derivatives- Others 9 0 0
Mutual Funds 99,496 66,975 0
Others 17,962 7,939 1,694
Total* 33,69,457 3,11,736 5,367
Grand Total 40,33,032
  Discretionary Non-Discretionary Total
EPFO/PF 28,25,966 17,796 2843761.649
Non EPFO/PF 5,43,491 2,93,940 8,37,431

Notes :
1. **Value of Assets for which Advisory Services are being given.
2. #Of the above AUM, Rs.2,843,762/- Crores are contributed by funds from EPFO/PFs.
3. The above data is as per submissions made by 484 Nos. of PMS on the SI Portal till October 31, 2025