Asset Management Company
Morningstar
Morningstar is a SEBI-registered asset manager. PMS Sahi Hai tracks 4 of its 4 PMS strategies — scored on the same seven pillars as every other house.
4 strategies₹8 Cr trackedAvg Nyra 7.6
AUM tracked
₹8 Cr
Strategies
4
4 PMS
Avg Nyra Score
7.6
Best 3Y CAGR
13.5%
Morningstar - Active Aggressive Plus Portfolio
About the house
How Morningstar invests
Across the strategies PMS Sahi Hai tracks, Morningstar runs multi asset mandates in a blend style, with ₹8 Cr under watch and a track record stretching back 7 years.
Its strongest three-year run on our shelf is 13.5% CAGR on Morningstar - Active Aggressive Plus Portfolio, net of fees. Every strategy here is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Morningstar can be read side by side against any other house on the platform, sales deck excluded.
Categories
Multi Asset
Styles
Blend
Minimums
₹50 L (PMS)
Strategies from Morningstar
Morningstar - Active Aggressive Portfolio
Multi Asset · Blend
3Y 12.7% · AUM ₹3 Cr
7.7
Nyra
Morningstar - Active Growth Portfolio
Multi Asset · Blend
3Y 11.2% · AUM ₹2 Cr
7.6
Nyra
Morningstar - Active Aggressive Plus Portfolio
Multi Asset · Blend
3Y 13.5% · AUM ₹1 Cr
7.6
Nyra
Morningstar - Active Balanced Portfolio
Multi Asset · Blend
3Y 9.8% · AUM ₹2 Cr
7.6
Nyra