Monthly Alpha Report — Portfolio Management Services (PMS) Ranked by Alpha

Every strategy below is ranked by alpha — the return each manager delivered above their benchmark — over 1 and 5 years, alongside the strategy's own raw return over the same periods. Refreshed monthly.
400+
Strategies
8
Categories
Oct 2026
Last Updated
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This report ranks the full curated universe of equity Portfolio Management Services (PMS) strategies in India by alpha — the return each manager delivered above their own benchmark — alongside the strategy's raw TWRR returns for context. Alpha isolates manager skill from the benchmark's own movement, which return alone cannot show. Strategies are sorted by 5-year alpha descending, with 1-year alpha as the tie-breaker — surfacing the managers with the longest track record of benchmark-beating performance first.

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Top 10 strategies visible. Unlock all 602 strategies with sortable alpha, ratings, and returns — 30-second OTP, valid 30 days.
📄 Selected strategies now have full detail cards — click the green View PMS Detail pill next to a strategy name to see fund manager, fee structure, portfolio concentration, market cap allocation, and a hypothetical ₹1 Crore growth chart vs benchmark.
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Provider ⇅ Strategy Category ⇅ 5Y α 🔒 1Y α 🔒 6M 🔒 1Yr 🔒 5Yr 🔒 Since Inception 🔒 Detail ⇅
Aequitas Investment India Opportunities Product Small Cap +24.2 +35.1 -5.6 +34.7 +32.5 +32.2 View PMS Detail
Seers Fund Enduring Portfolio Flexi & Multi Cap +20.3 +17.7 +24.5 +17.3 +28.6 +22.1
Molecule Ventures Growth Flexi & Multi Cap +19.8 +30.6 +30.7 +30.2 +28.1 +27.6
Green Lantern Growth Fund Mid Cap +19.3 +8.8 +9.8 +13.5 +30.2 +22.7 View PMS Detail
Dalal & Broacha Aggressive Long Term Capital Appreciation Flexi & Multi Cap +19.2 +68.0 +37.1 +67.6 +27.5 +22.4 View PMS Detail
Counter Cyclical Diversified Long Term Value Flexi & Multi Cap +18.3 +10.0 +26.1 +14.7 +29.2 +45.3 View PMS Detail
Valuequest Investment Vision Flexi & Multi Cap +16.5 +8.6 +14.6 +13.3 +27.4 +29.4 View PMS Detail
Wallfort Fund Diversified Flexi & Multi Cap +15.6 +3.1 +24.9 +7.8 +26.5 +23.7 View PMS Detail
Zen Wealth Emerging Opportunities Strategy Small Cap +14.7 +5.9 +14.0 +10.6 +25.6 +37.6 View PMS Detail
Icici Prudential PMS Infrastructure Strategy Flexi & Multi Cap +14.4 +9.7 +3.2 +14.4 +25.3 +15.9 View PMS Detail
Ghalla Bhansali Kinetic Flexi & Multi Cap +13.5 +12.2 +27.1 +16.9 +24.4 +22.6
Samvitti Capital Activealphamc Flexi & Multi Cap +12.8 +21.3 +31.4 +26.0 +23.7 +28.2
Stallion Asset Asset Core Fund Flexi & Multi Cap +12.7 +13.5 +25.3 +18.2 +23.6 +28.4 View PMS Detail
Asit C. Mehta Ace Multicap Flexi & Multi Cap +12.6 +9.5 +10.7 +14.2 +23.5 +19.1 View PMS Detail
Savvy Capital Default Flexi & Multi Cap +12.4 +18.4 +43.1 +23.1 +23.3 +24.8
Bonanza Portfolio Edge Flexi & Multi Cap +12.3 +21.7 +22.2 +21.3 +20.6 +19.5
Green Lantern Alpha Fund Flexi & Multi Cap +12.3 +10.4 +6.5 +15.1 +23.2 +29.6 View PMS Detail
Alfaccurate Advisors Aaa Budding Beasts Portfolio Small Cap +12.1 +19.5 +22.6 +24.2 +23.0 +26.4 View PMS Detail
Ohm Portfolio Absolute Flexi & Multi Cap +12.0 +27.2 +38.7 +26.8 +20.3 +18.6
Equitree Capital Emerging Opportunities Small Cap +11.8 -3.6 +17.3 +1.1 +22.7 +7.4 View PMS Detail
Green Portfolio Portfolio Super 30 Dynamic Fund Flexi & Multi Cap +11.4 +20.4 +38.4 +25.1 +22.3 +27.6 View PMS Detail
Renaissance Investment Alpha Portfolio Flexi & Multi Cap +11.1 +33.6 +17.1 +38.3 +22.0 +17.7
Mittal Analytics Mapl Value Investing Fund Flexi & Multi Cap +11.1 +16.8 +21.4 +21.5 +22.0 +30.3
Wealth Managers Optimiser Portfolio Flexi & Multi Cap +11.1 +1.8 +1.4 +1.4 +21.5 +24.8 View PMS Detail
Bhana Equity Bea India Growth Fund Flexi & Multi Cap +11.0 -3.5 +11.9 +1.2 +21.9 +27.3
Systematix Shares Dynamic Investment Approach Flexi & Multi Cap +10.9 +29.0 +26.6 +33.7 +21.8 +11.9
Carnelian Asset Shift Strategy Flexi & Multi Cap +10.9 +10.9 +19.5 +15.6 +21.8 +32.4 View PMS Detail
Janak Merchant Dynamic Investment Approach Flexi & Multi Cap +10.9 -5.0 +2.4 -0.3 +21.8 +18.7
Asit C. Mehta Investment Interrmediates Ltd. Multi-Asset Multi Asset +10.7 +7.6 +8.4 +14.5 +20.2 +16.8
Entrust Family Dividend Yield Approach Flexi & Multi Cap +10.7 +0.6 +3.7 +3.6 +23.1 +21.7
Icici Prudential PMS Pipe Strategy Small Cap +10.6 +8.2 +10.3 +12.9 +21.5 +25.0 View PMS Detail
Turtle Wealth Profit Mantra Flexi & Multi Cap +10.4 +23.6 +9.4 +28.3 +21.3 +21.7
Unique Asset Strategic Fund Flexi & Multi Cap +10.2 +2.5 +8.6 +7.2 +21.1 +28.7
Electrum Portfolio Laureate Portfolio Flexi & Multi Cap +10.1 +18.0 +27.1 +22.7 +21.0 +30.1
Moneybee Securities Queenbee Flexi & Multi Cap +10.0 -7.2 +18.1 -2.5 +20.9 +19.5
Magadh Capital Future Stars Small Cap +9.9 +12.3 +4.2 +17.0 +20.8 +20.7
Abakkus Select Opportunities Strategy Flexi & Multi Cap +9.8 +26.6 +26.9 +31.3 +20.7 +23.5
Negen Capital Special Situations & Dynamic Allocation Strategy Flexi & Multi Cap +9.7 +9.0 +23.1 +13.7 +20.6 +18.0 View PMS Detail
Icici Prudential PMS T.I.M.E Strategy Flexi & Multi Cap +9.6 +3.3 +0.4 +8.0 +20.5 +23.0
Kriis Portfolio Multicap Fund Strategy Flexi & Multi Cap +9.5 +35.9 +43.9 +40.6 +20.4 +25.0
Abakkus Personalised Opportunity Specific Flexi & Multi Cap +9.5 +20.7 +28.5 +25.4 +20.4 +38.0 View PMS Detail
Chanakya Capital Multi-Cap Flexi & Multi Cap +9.4 +19.9 +2.8 +19.5 +17.7 +15.8
Motilal Oswal Focused Opportunities Strategy Flexi & Multi Cap +9.3 +11.4 +7.7 +16.1 +20.2 +18.8 View PMS Detail
Banyan Capital India Portfolio Flexi & Multi Cap +9.3 +6.2 +18.2 +10.9 +20.2 +18.2 View PMS Detail
Jhp Securities Incredible India Flexi & Multi Cap +9.1 +3.0 +14.5 +7.7 +20.0 +13.7
Miv Investment Reverse Research Small Cap +9.0 +30.8 +31.1 +30.4 +17.3 +23.5
Tamohara Investment Truffle Strategy Flexi & Multi Cap +8.9 +28.4 +28.6 +28.0 +17.2 +20.0
Bhana Equity Bea Specialized Portfolio Flexi & Multi Cap +8.9 -4.5 +12.0 +0.2 +19.8 +24.3
Ambit Wealth Alpha Growth Portfolio Flexi & Multi Cap +8.8 +9.4 +20.3 +9.0 +17.1 +21.9
Hdfc Asset Diversified Portfolio - Equity Flexi & Multi Cap +8.7 +0.8 +0.8 +5.5 +19.6 +19.0 View PMS Detail
Icici Prudential PMS Smart Strategy Flexi & Multi Cap +8.5 +4.5 -0.4 +9.2 +19.4 +14.5
Icici Prudential PMS Value Strategy Flexi & Multi Cap +8.4 +5.7 -2.4 +10.4 +19.3 +12.9 View PMS Detail
Capitalmind Financial Surge India Mid Cap +8.1 +5.1 +10.3 +4.7 +16.4 +11.8
Banyan Capital Yield Plus Flexi & Multi Cap +7.8 -2.5 +8.1 -2.9 +16.1 +19.3
Badjate Wealth Multicap Fund Flexi & Multi Cap +7.7 +10.3 +16.0 +15.0 +18.6 +19.6
Wealthbridge Capital Equity Focused Discretionary PMS Flexi & Multi Cap +7.6 +13.9 +24.1 +18.6 +18.5 +14.8
Mehta Equities Multi Focus Strategy (Mmfs) Flexi & Multi Cap +7.5 +13.2 +10.4 +12.8 +15.8 +15.3
Consortium Securities Securities Value PMS Flexi & Multi Cap +7.4 +10.6 +3.5 +15.3 +18.3 +26.4
Infinity Alternatives Flexi-Cap Wealth Creator Portfolio (A5) Flexi & Multi Cap +7.4 +5.0 -2.0 +9.7 +18.3 +16.7
Invasset LLP Growth Fund Flexi & Multi Cap +7.4 +2.1 +2.8 +6.8 +18.3 +26.2
Ithought Financial Alpha Small Cap +7.4 -0.7 +2.6 +4.0 +18.3 +18.4
Nj Asset Multicap Portfolio Flexi & Multi Cap +7.2 +15.9 +8.2 +15.5 +15.5 +14.6
Buoyant Capital Opportunities PMS Flexi & Multi Cap +7.2 +6.7 +2.0 +11.4 +18.1 +20.8 View PMS Detail
Valuequest Investment Growth Flexi & Multi Cap +7.1 +27.2 +33.8 +31.9 +18.0 +18.4 View PMS Detail
Right Horizons Rhpmpl- Super Value M&S Cap Portfolio Flexi & Multi Cap +7.1 +21.2 +27.1 +25.9 +18.0 +16.3
Avestha Fund Growth Flexi & Multi Cap +7.1 +11.2 +21.5 +15.9 +18.0 +16.8
Burman Capital Unicorn Portfolio Flexi & Multi Cap +7.1 -15.3 +9.4 -10.6 +18.0 +21.5
Renaissance Investment India Next Portfolio Flexi & Multi Cap +6.9 -1.8 +5.2 +2.9 +17.8 +13.9 View PMS Detail
Renaissance Investment Midcap Portfolio Mid Cap +6.8 +1.3 +9.9 +0.9 +15.1 +11.4
Icici Prudential PMS Largecap Strategy Large Cap +6.7 +11.5 +3.2 +11.1 +15.0 +16.0 View PMS Detail
Moneylife Advisory Mas Prime Flexi & Multi Cap +6.6 +18.1 +25.4 +17.7 +14.9 +17.2
Carnelian Asset Capital Compounder Strategy Flexi & Multi Cap +6.6 +17.7 +15.8 +22.4 +17.5 +20.1 View PMS Detail
Five Rivers Growth Flexi & Multi Cap +6.5 +21.8 +18.2 +21.4 +14.8 +17.6
Ksema Wealth Wealth Multicap - India Opportunities Fund Flexi & Multi Cap +6.3 +11.2 +2.7 +10.8 +14.6 +17.5
Valuequest Investment Platinum Flexi & Multi Cap +6.3 +9.5 +20.2 +14.2 +17.2 +18.9
Multi-Act Equity Mid & Small Cap & Special Situations Portfolio Mid Cap +6.3 +2.8 +8.7 +7.5 +17.2 +16.2
Hem Securities Dynamic Research & Emerging Asset Management Strategy (Dream) Flexi & Multi Cap +6.1 +7.4 +12.9 +12.1 +17.0 +21.7
Harmoney Finserv India Private Limited PROSPECT ASSET ALLOCATION Multi Asset +6.0 +12.5 +7.8 +19.4 +15.5 +11.9
Anand Rathi Impress Portfolio Flexi & Multi Cap +5.9 +13.7 +23.7 +18.4 +16.8 +14.9 View PMS Detail
Kotak Mahindra India Focus Portfolio Investment Approach Flexi & Multi Cap +5.9 +13.4 +2.0 +13.0 +14.2 +15.1 View PMS Detail
Ckredence Wealth Diversified Multicap Flexi & Multi Cap +5.8 +17.9 +17.8 +22.6 +16.7 +18.6
Sundaram Alternate Sisop Flexi & Multi Cap +5.7 +34.0 +23.5 +38.7 +16.6 +19.0 View PMS Detail
Brainpoint Investment Future Winners Flexi & Multi Cap +5.7 +11.0 +17.2 +15.7 +16.6 +17.2
Moneylife Advisory Mas Growth Flexi & Multi Cap +5.7 +9.6 +18.5 +9.2 +14.0 +22.0
Care Portfolio PMS Large & Midcap Mid Cap +5.7 +1.6 +0.5 +6.3 +16.6 +20.1
Renaissance Investment Platinum Portfolio Flexi & Multi Cap +5.7 -1.3 -5.1 -1.7 +14.0 +15.7
Invesco Asset India Caterpillar Portfolio Small Cap +5.6 +14.0 +12.8 +18.7 +16.5 +12.3
Sameeksha Capital India Equity Fund Flexi & Multi Cap +5.6 +2.6 +11.5 +7.3 +16.5 +20.7
Sundaram Alternate Rising Star Small Cap +5.5 +47.8 +31.1 +52.5 +16.4 +15.6 View PMS Detail
Samvitti Capital PMSaggressive Flexi & Multi Cap +5.4 +21.8 +31.7 +26.5 +16.3 +14.5
Alchemy Capital Select Stock Flexi & Multi Cap +5.4 +13.4 +20.4 +18.1 +16.3 +20.0
Oaks Asset Tenet Portfolio Flexi & Multi Cap +5.4 +7.1 -1.5 +6.7 +13.7 +15.0
2Point2 Long Term Value Fund Flexi & Multi Cap +5.4 +4.6 +2.3 +9.3 +16.3 +18.9
Icici Prudential PMS Contra Strategy Flexi & Multi Cap +5.4 +2.6 +0.7 +7.3 +16.3 +18.0 View PMS Detail
Dmz Partners Partners Inheritors Strategy Flexi & Multi Cap +5.3 +16.3 +16.9 +15.9 +13.6 +16.1
Shepherds Hill Value Magno Flexi & Multi Cap +5.3 +2.7 +5.9 +5.7 +17.7 +16.6
Sundaram Alternate Voyager Flexi & Multi Cap +5.2 +31.4 +24.0 +36.1 +16.1 +15.8 View PMS Detail
Green Portfolio Portfolio Special Fund Small Cap +5.2 +16.7 +26.0 +21.4 +16.1 +23.0
Incred Asset Healthcare Portfolio Thematic +5.2 +4.2 +20.1 +8.9 +16.1 +19.4
Sundaram Alternate S.E.L.F Mid Cap +5.0 +42.8 +27.7 +47.5 +15.9 +18.6 View PMS Detail
Trustline Holdings Intrinsic Series Flexi & Multi Cap +5.0 +20.1 +25.5 +24.8 +15.9 +16.8
Valentis Advisors Rising Star Opportunity Fund Small Cap +4.9 +18.9 +25.8 +23.6 +15.8 +17.9
Sbi Funds Esg Portfolio Flexi & Multi Cap +4.9 +12.3 +15.8 +11.9 +13.2 +14.7 View PMS Detail
Pgim India Phoenix Portfolio Mid Cap +4.9 +2.7 +18.5 +2.3 +13.2 +12.5
Renaissance Investment Opportunities Portfolio Large Cap +4.9 +2.5 +0.3 +2.1 +13.2 +11.2 View PMS Detail
Shade Capital Value Fund Flexi & Multi Cap +4.8 +12.7 +28.1 +17.4 +15.7 +17.9
Value Prolific Valpro Alpha (A) PMS Flexi & Multi Cap +4.7 +18.7 +20.8 +18.3 +13.0 +15.8
Invesco Asset India R.I.S.E Portfolio Flexi & Multi Cap +4.7 +14.9 +8.2 +19.6 +15.6 +14.4
Emkay Investment Eiml Capital Flexi & Multi Cap +4.7 +6.9 +8.5 +11.6 +15.6 +13.0 View PMS Detail
Globe Capital Value Driven Approach Flexi & Multi Cap +4.7 +3.7 +7.8 +8.4 +15.6 +14.0
Spark Asia Impact India@75 Flexicap Strategy Flexi & Multi Cap +4.7 +3.5 -6.4 +3.1 +13.0 +14.7
Samvitti Capital PMSlong Flexi & Multi Cap +4.6 +24.3 +27.9 +29.0 +15.5 +16.7
Abakkus Emerging Opportunities Approach Mid Cap +4.6 +4.0 +10.8 +8.7 +15.5 +26.4 View PMS Detail
Composite Investments India Emerging Stars Mid Cap +4.5 +12.4 +25.0 +17.1 +15.4 +19.6
Ithought Financial Solitaire Flexi & Multi Cap +4.5 -8.7 -0.7 -4.0 +15.4 +18.7
Motilal Oswal Wealth Limited Alpha Strategist Advantage Multi Asset +4.4 +14.8 +3.3 +21.7 +13.9 +14.1
Infinity Alternatives Customised Mutual Fund Portfolio (A4) Flexi & Multi Cap +4.3 +23.8 +11.1 +28.5 +15.2 +16.2
Dalal & Broacha Long Term Growth Flexi & Multi Cap +4.3 +4.9 +11.2 +4.5 +12.6 +13.4
Axis Asset Pure Contra Portfolio Flexi & Multi Cap +4.3 -3.4 +3.6 +1.3 +15.2 +18.9 View PMS Detail
Roha Asset Emerging Champions Portfolio Small Cap +4.3 -3.7 +10.9 +1.0 +15.2 +27.0
Motilal Oswal Mid To Mega Strategy Mid Cap +4.2 +18.8 +24.8 +23.5 +15.1 +23.7 View PMS Detail
Turtle Wealth Wealth Mantra Fund Flexi & Multi Cap +4.2 +18.2 +2.7 +22.9 +15.1 +17.0
Wealth Managers Select Direct Growth Portfolio Flexi & Multi Cap +4.2 +12.1 +4.2 +11.7 +14.6 +17.7
Nj Asset Freedom Portfolio Flexi & Multi Cap +4.2 +9.2 +8.8 +8.8 +12.5 +13.2
Bellwether Capital Long Term Growth Flexi & Multi Cap +4.2 +2.9 +18.2 +7.6 +15.1 +22.2
Spark Asia Impact India@75 Core And Satellite Strategy Flexi & Multi Cap +4.2 +1.3 -7.1 +0.9 +12.5 +16.7
Envision Capital India Opportunities Portfolio Flexi & Multi Cap +4.1 +6.5 +19.3 +11.2 +15.0 +17.1
360 One Phoenix Portfolio Flexi & Multi Cap +4.1 +0.8 +2.7 +5.5 +15.0 +17.3 View PMS Detail
Piper Serica Leader Portfolio Strategy Flexi & Multi Cap +4.0 +22.2 +24.7 +21.8 +12.3 +17.3
Girik Wealth Multicap Strategy Flexi & Multi Cap +4.0 +5.3 +9.0 +4.9 +12.3 +19.0
Icici Prudential PMS Multi-Manager - Core Equity Strategy Flexi & Multi Cap +4.0 +4.7 +0.6 +4.3 +12.3 +12.8
Accuracap Consultancy Picopower Small Cap +3.9 +10.6 +20.1 +15.3 +14.8 +22.2
Pgim India India Core Equity Portfolio Flexi & Multi Cap +3.8 +10.0 +7.4 +9.6 +12.1 +14.3
Icici Prudential PMS Multi-Manager - Thematic Strategy Flexi & Multi Cap +3.8 +3.5 +2.0 +3.1 +12.1 +16.7
Trivantage Capital Edge Portfolio Flexi & Multi Cap +3.7 +15.8 +7.2 +15.4 +12.0 +18.8
Motilal Oswal Delphi 4C Advantage Portfolio Flexi & Multi Cap +3.7 +7.7 +3.7 +7.3 +12.0 +14.7
360 One Mandate - Balanced Multi Asset +3.7 +2.7 +1.6 +10.2 +13.4 +9.7
Eureka Portfolio Multicap Flexi & Multi Cap +3.6 +6.2 +8.2 +10.9 +14.5 +9.9
Icici Securities Ace Equity Portfolio Flexi & Multi Cap +3.6 +5.4 +2.7 +5.0 +11.9 +14.3
Motilal Oswal Value Migration Strategy Flexi & Multi Cap +3.6 +1.4 +15.7 +6.1 +14.5 +19.1 View PMS Detail
Nine Rivers Aurum Small Cap Opportunities Small Cap +3.6 +1.1 +18.3 +5.8 +14.5 +24.6
Ckredence Wealth All Weather Flexi & Multi Cap +3.5 +18.3 +14.3 +23.0 +14.4 +16.0
Master Portfolio Trust India Growth Strategy Flexi & Multi Cap +3.4 +4.6 +16.9 +9.3 +14.3 +24.3
Icici Prudential PMS Ace Strategy Flexi & Multi Cap +3.4 +3.6 +6.4 +8.3 +14.3 +14.5
Axis Securities Securities Pure Growth Flexi & Multi Cap +3.4 +2.2 +6.0 +6.9 +14.3 +16.7
Sundaram Alternate Voyager Global Portfolio Global +3.3 +32.9 +24.1 +37.6 +14.2 +20.0
Agreya Capital Total Return Flexi & Multi Cap +3.3 +26.7 +25.2 +31.4 +14.2 +21.0
Right Horizons Rh Minerva India Under-Served Small Cap +3.3 +16.6 +21.5 +21.3 +14.2 +15.6
Agreya Capital Total Return Enhancer Flexi & Multi Cap +3.3 +16.1 +17.0 +20.8 +14.2 +16.3
Kedia Shares PMS Multi Cap Flexi & Multi Cap +3.3 +1.5 +8.0 +6.2 +14.2 +16.4
Nafa Asset Emerging Blue Chip Portfolio Mid Cap +3.3 -5.7 +5.7 -1.0 +14.2 +14.8 View PMS Detail
Quest Investment Multi Portfolio Flexi & Multi Cap +3.1 +7.0 +16.3 +11.7 +14.0 +16.0
Sageone Investment Mid & Small Cap Small Cap +3.0 +8.7 +12.8 +13.4 +13.9 +17.4
Karma Capital Wealth Builder Flexi & Multi Cap +3.0 +5.6 +9.5 +10.3 +13.9 +12.9
Care Portfolio PMS Growth Plus Value Mid Cap +3.0 +5.4 +11.9 +10.1 +13.9 +20.2
Samvitti Capital Advisory Services Flexi & Multi Cap +3.0 +4.7 +4.8 +9.4 +13.9 +15.7
Icici Prudential PMS Growth Leaders Strategy Flexi & Multi Cap +3.0 +4.4 +4.5 +9.1 +13.9 +12.2
East Lane Lane Long Term Growth Flexi & Multi Cap +2.9 +15.6 +11.4 +15.2 +11.2 +15.4
Zen Wealth Multicap Strategy Flexi & Multi Cap +2.9 +6.1 +7.4 +10.8 +13.8 +14.6
Harmoney Finserv India Private Limited MULTI ASSET THROUGH ETF Multi Asset +2.8 +9.4 -2.3 +16.3 +12.3 +10.2
Capitalmind Financial India Indices Large Cap +2.8 +7.0 +1.7 +6.6 +11.1 +14.4
Jain Investment Strategic Equity Flexi & Multi Cap +2.8 -8.1 +5.8 -3.4 +13.7 +11.6
Envision Capital India Value Portdolio Flexi & Multi Cap +2.7 +8.0 +24.5 +12.7 +13.6 +12.8
Geojit Financial Advantage Portfolio Flexi & Multi Cap +2.5 +7.3 +7.8 +12.0 +13.4 +21.0
Axis Asset Customized Portfolio Flexi & Multi Cap +2.5 +5.9 +10.1 +10.6 +13.4 +15.9
Ventura Securities Multicap Portfolio Management Scheme Flexi & Multi Cap +2.5 +5.3 +10.2 +10.0 +13.4 +17.0
Securities Investment Simpl Multi Cap Value Portfolio Flexi & Multi Cap +2.4 -0.6 +6.5 +4.1 +13.3 +18.3
Ithought Financial Vrddhi Flexi & Multi Cap +2.4 -14.0 +2.2 -9.3 +13.3 +16.8
Valentis Advisors Multi-Cap Fund Flexi & Multi Cap +2.3 +12.7 +16.0 +17.4 +13.2 +18.3
Vallum Capital India Discovery Strategy Mid Cap +2.3 +9.5 +25.3 +14.2 +13.2 +20.7
Right Horizons Portfolio Management Pvt Ltd ALL SEASON FUND Multi Asset +2.3 +6.9 +5.5 +13.8 +11.8 +14.6
Unifi Capital Apj (Formerly Known As Apj 20) Mid Cap +2.3 +6.1 +13.7 +10.8 +13.2 +20.1
Narnolia Financial Mid And Small Cap Strategy Mid Cap +2.3 +5.5 +12.5 +10.2 +13.2 +18.2
Globe Capital Arbitrage/Special Situation Flexi & Multi Cap +2.3 +5.2 +8.1 +9.9 +13.2 +14.4
Aarohan Holdings And Advisors Private Limited Allocation with Dynamic Rebalancing Multi Asset +2.3 +1.3 -0.2 +8.8 +12.0 +11.5
Awriga Capital Core Strategy Flexi & Multi Cap +2.3 +1.1 +5.9 +0.7 +10.6 +14.2
Unique Asset Focused Fund Flexi & Multi Cap +2.1 +9.1 +16.6 +13.8 +13.0 +17.1
360 One Open - Managed Solutions All Equity Flexi & Multi Cap +2.1 +7.5 +1.5 +7.1 +10.4 +11.4
Abakkus All Cap Approach Flexi & Multi Cap +2.1 +5.4 -0.2 +10.1 +13.0 +22.3 View PMS Detail
Composite Investments India Garp Fund Flexi & Multi Cap +1.9 +19.5 +22.8 +24.2 +12.8 +18.7
Motilal Oswal Ethical Strategy Flexi & Multi Cap +1.9 +15.7 +14.5 +20.4 +12.8 +14.1
Nippon Life High Conviction Equity Portfolio Systematic Rebalancing Option Flexi & Multi Cap +1.8 +4.4 +9.0 +9.1 +12.7 +14.9
360 One Mandate - Equity Flexi & Multi Cap +1.7 +6.5 +0.7 +6.1 +10.0 +13.8
Helios Capital India Rising Portfolio Flexi & Multi Cap +1.7 +5.6 +12.0 +10.3 +12.6 +20.2 View PMS Detail
Multi-Act Equity Consultancy Private Limited Seasons Multi Asset +1.7 +2.2 +1.3 +9.1 +11.2 +12.1
360 One Mandate - Aggressive Multi Asset +1.6 +3.1 +1.4 +10.6 +11.3 +11.1
Solidarity Advisors Prudence Flexi & Multi Cap +1.5 +32.4 +29.5 +37.1 +12.4 +18.6
Ambit Investment Good & Clean Midcap Portfolio Mid Cap +1.5 +17.5 +12.0 +22.2 +12.4 +12.9
Equirus Wealth Long Horizon Fund Small Cap +1.4 +22.7 +29.5 +27.4 +12.3 +21.2
Axis Asset Core & Satellite Portfolio Flexi & Multi Cap +1.4 +16.8 +15.7 +16.4 +9.7 +12.4
Alfaccurate Advisors Aaa India Opportunity Portfolio Flexi & Multi Cap +1.4 +1.7 +5.5 +6.4 +12.3 +17.5 View PMS Detail
Incred Asset Multicap Portfolio Flexi & Multi Cap +1.4 -0.8 +10.9 +3.9 +12.3 +14.0
Turtle Wealth Growth Mantra Fund Flexi & Multi Cap +1.3 +27.5 +9.9 +32.2 +12.2 +16.1
Enam Asset India Core Equity Portfolio Flexi & Multi Cap +1.3 +13.7 +13.8 +18.4 +12.2 +19.2
Aditya Birla Core And Satellite Equity Portfolio Flexi & Multi Cap +1.3 +6.7 +11.3 +6.3 +9.6 +9.9
Enam Asset India Equity Portfolio Flexi & Multi Cap +1.3 +6.0 +4.7 +10.7 +12.2 +17.5
Ambit Wealth Caliber Portfolio Large Cap +1.2 +16.2 +7.2 +15.8 +9.5 +14.9
Smc Global Growth Flexi & Multi Cap +1.1 +12.6 +20.0 +17.3 +12.0 +14.7
Incred Asset Small And Midcap Portfolio Mid Cap +1.1 +0.9 +16.4 +5.6 +12.0 +12.3
Buglerock Capital Core Value Regular Flexi & Multi Cap +1.1 -5.1 +2.1 -0.4 +12.0 +14.4
Qrc Investment Long Term Opportunities Portfolio Flexi & Multi Cap +1.0 +12.8 +12.7 +17.5 +11.9 +13.1
Nj Asset Freedom Etf Portfolio Flexi & Multi Cap +1.0 +6.7 +1.8 +6.3 +9.3 +10.7
Icici Securities Active Index Portfolio Large Cap +1.0 +0.8 -2.2 +0.4 +9.3 +11.7
Right Horizons Portfolio Management Pvt Ltd ALLIANCE Multi Asset +0.8 +0.3 +3.4 +7.2 +10.3 +8.9
Samvitti Capital NdPMS Flexi & Multi Cap +0.7 +9.2 +12.0 +13.9 +11.6 +12.9
Capstocks Capstocks-PMS Flexi & Multi Cap +0.7 +4.9 +2.1 +9.6 +11.6 +13.5
PL Asset Management Private Ltd Asset Dynamic Multi Asset +0.6 +9.3 +1.6 +16.8 +10.3 +10.9
360 One Customised Discretionary Portfolio Large Cap +0.6 +6.0 +6.4 +10.7 +11.5 +14.1
Laburnum Capital Relative Value Approach Flexi & Multi Cap +0.6 +4.8 +7.9 +9.5 +11.5 +18.1
Capgrow Capital Special Situation Flexi & Multi Cap +0.6 -4.3 +9.7 +0.4 +11.5 +15.8
Agreya Capital Advisors LLP Multi-Asset Enhancer Multi Asset +0.5 -1.7 +0.7 +5.8 +10.2 +14.2
Itus Capital Fundamental Value Fund Flexi & Multi Cap +0.4 +13.8 +4.1 +13.4 +8.7 +17.2
Narnolia Financial Large Cap Strategy Large Cap +0.4 +2.3 -2.5 +1.9 +8.7 +15.3
Ithought Financial Trublu Flexi & Multi Cap +0.4 -3.1 -4.3 -3.5 +8.7 +9.2
Nafa Asset Small Cap Portfolio Small Cap +0.4 -8.6 +9.1 -3.9 +11.3 +15.7
Sageone Investment Small Cap Small Cap +0.3 +8.8 +22.2 +13.5 +11.2 +22.1
Hsbc Asset India Next Portfolio Flexi & Multi Cap +0.3 +2.1 +7.3 +6.8 +11.2 +13.4
Ask Wealth Advisors Private Limited Wealth Harmony Aggressive Multi Asset +0.3 +1.8 +1.0 +9.3 +10.0 +10.1
Buglerock Capital Core Value Concentrated Flexi & Multi Cap +0.3 -2.8 +4.7 +1.9 +11.2 +13.5
Axis Asset Brand Equity Portfolio Flexi & Multi Cap +0.2 +9.2 +14.3 +8.8 +8.5 +10.7
Nuvama Asset Management Limited Core Approach Multi Asset +0.2 +4.8 +2.2 +12.3 +9.9 +11.2
360 One Mandate - Conservative Multi Asset +0.2 +3.7 +2.0 +11.2 +9.9 +10.6
Motilal Oswal Multifactor Equity Strategy Flexi & Multi Cap +0.2 -0.3 -1.6 +4.4 +11.1 +13.0
Aditya Birla Innovation Portfolio Thematic +0.2 -8.4 +3.0 -3.7 +11.1 +15.3
Emkay Investment Alpha Flexi & Multi Cap +0.1 +8.2 +14.5 +12.9 +11.0 +14.5
Abans Growth & Momentum Flexi & Multi Cap +0.1 +6.0 +7.5 +10.7 +11.0 +20.5
Pelican Holdings Pe Fund Flexi & Multi Cap +0.1 +1.6 -2.5 +1.2 +8.4 +10.1
Quantum Advisors Q India Value Equity Strategy - Constrained V Flexi & Multi Cap +0.1 -3.2 -1.4 +1.5 +11.0 +16.2
Right Horizons Rhpmpl- Flexicap Portfolio Flexi & Multi Cap 0.0 +9.2 +16.1 +13.9 +10.9 +10.9
Unifi Capital Blended- Rangoli Flexi & Multi Cap -0.1 +5.8 +11.0 +10.5 +10.8 +18.1
J M Growth And Value Flexi & Multi Cap -0.2 +6.1 +4.6 +5.7 +8.1 +13.5
Impetus Arthasutra Value Portfolio Flexi & Multi Cap -0.2 +5.6 +14.4 +10.3 +10.7 +9.4
White Whale Whale North Star Flexi & Multi Cap -0.2 +5.3 +12.3 +4.9 +8.1 +12.3
Enam Asset India Diversified Equity Advantage Portfolio Flexi & Multi Cap -0.3 +14.7 +11.9 +19.4 +10.6 +15.8
Multi-Act Equity Emerging Corporates India Portfolio Mid Cap -0.3 +13.9 +13.2 +18.6 +10.6 +14.4
Capitalmind Financial Adaptive Momentum Flexi & Multi Cap -0.3 +7.0 +7.7 +6.6 +8.0 +17.4
Tamohara Investment Managers Pvt Ltd TAMOHARA MULTI ASSET Multi Asset -0.3 +0.8 +1.9 +7.7 +9.2 +7.5
Accuracap Consultancy Alpha10 Flexi & Multi Cap -0.5 +10.6 +5.6 +10.2 +7.8 +13.1
Sanctum Wealth Indian Olympians Flexi & Multi Cap -0.5 +10.0 +5.4 +9.6 +7.8 +11.1
Ask Wealth Advisors Private Limited Wealth Harmony Balanced Multi Asset -0.5 +7.1 +1.5 +14.6 +9.2 +9.3
Nippon Life The Indian Economic Transformation Portfolio Systematic Rebalancing Option Flexi & Multi Cap -0.5 +4.6 +9.7 +9.3 +10.4 +13.1
Alchemy Capital High Growth Flexi & Multi Cap -0.6 +10.2 +1.0 +14.9 +10.3 +20.0
Agreya Capital Advisors LLP Multi-Asset Multi Asset -0.6 +0.9 +3.1 +8.4 +9.1 +9.8
Multi-Act Equity Moats And Special Situations Portfolio Flexi & Multi Cap -0.6 -5.8 -0.3 -1.1 +10.3 +13.8
Laburnum Capital Fundamental-Based / Value-Oriented Approach Flexi & Multi Cap -0.7 +6.8 +8.6 +11.5 +10.2 +13.0
Alfaccurate Advisors Aaa Shariah Portfolio Flexi & Multi Cap -0.7 +5.9 +19.6 +10.6 +10.2 +15.4
Prosperity Wealth Discovery Fund Flexi & Multi Cap -0.7 +2.5 +20.2 +7.2 +10.2 +17.5
Jain Investment High Growth Fund Flexi & Multi Cap -0.7 -0.5 +0.9 +4.2 +10.2 +14.6
First Global Finance Private Limited First Global Indian Multi-Asset Allocation Multi Asset -0.9 +0.2 -0.3 +7.7 +8.8 +13.5
Banyan Tree Growth At Reasonable Price Flexi & Multi Cap -0.9 -7.7 -1.2 -8.1 +7.4 +14.3
Tamohara Investment Managers Pvt Ltd MULTI ASSET Multi Asset -1.0 +1.3 +0.2 +8.2 +8.5 +10.2
Ambit Investment Coffee Can Portfolio Large Cap -1.0 +0.2 +0.2 -0.2 +7.3 +13.1 View PMS Detail
Geojit Financial Freedom Portfolio Flexi & Multi Cap -1.2 +10.0 +5.5 +9.6 +7.1 +13.0
Invesco Asset India Dawn Portfolio Flexi & Multi Cap -1.2 -4.7 -1.1 0.0 +9.7 +9.0
Quantum Advisors Q India Value Equity Strategy Flexi & Multi Cap -1.2 -7.2 -2.0 -2.5 +9.7 +14.9
Narnolia Financial Multi Cap Strategy Flexi & Multi Cap -1.3 +6.3 +0.5 +5.9 +7.0 +14.5
Sharekhan Limited Prime Picks Flexi & Multi Cap -1.3 -11.3 -8.1 -6.6 +9.6 +9.9
Wealth Managers Focused Leadership Portfolio Flexi & Multi Cap -1.4 +9.9 +10.7 +9.5 +9.0 +13.1
Unifi Capital Bcad Flexi & Multi Cap -1.4 +0.6 +6.9 +5.3 +9.5 +13.4
Agreya Capital Momentum Flexi & Multi Cap -1.4 +0.1 -6.4 -0.3 +6.9 +10.6
Jeetay Investments Growth Plus Value Investing Flexi & Multi Cap -1.6 +0.5 +5.3 +5.2 +9.3 +14.2
Alpha Alternatives Alternatives Fund Advisors LLP PMS Systematic Equity Flexi & Multi Cap -1.7 -7.7 +1.8 -3.0 +9.2 +11.6
360 One Multicap PMS Flexi & Multi Cap -1.8 +2.0 +6.7 +6.7 +9.1 +19.6
Drchoksey Finserv Alpha Invest Flexi & Multi Cap -1.8 -0.6 +6.3 -1.0 +6.5 +5.2
Avendus Investment Olivo Core Equity Portfolio Flexi & Multi Cap -1.8 -7.6 -0.9 -2.9 +9.1 +14.5
Purnartha Investment Pratham Flexi & Multi Cap -1.9 +12.8 +9.5 +17.5 +9.0 +12.5
J M Focus Flexi & Multi Cap -1.9 +2.5 +5.2 +7.2 +9.0 +15.2
T Ram Bluechip Large Cap -2.0 -4.2 -4.0 -4.6 +6.3 +8.8
Equity Intelligence Value Investing Flexi & Multi Cap -2.0 -9.5 +14.9 -9.9 +6.3 +17.6
Quest Investment Flagship Portfolio Flexi & Multi Cap -2.1 -4.4 +15.6 +0.3 +8.8 +15.5
Motilal Oswal Next Trillion Dollar Opportunity Strategy Flexi & Multi Cap -2.2 +7.9 +11.1 +12.6 +8.7 +14.3
Purnartha Investment Vision Flexi & Multi Cap -2.4 +9.7 +9.7 +14.4 +8.5 +11.3
Sundaram Alternate Quant Flexi & Multi Cap -2.4 +5.5 +0.7 +10.2 +8.5 +8.8
Phillipcapital (India) Phillip Alpha Creation Equity Strategy Flexi & Multi Cap -2.6 +4.2 +8.3 +8.9 +8.3 +13.1
Unifi Capital Insider Shadow Strategy Flexi & Multi Cap -2.7 +4.8 +10.1 +9.5 +8.2 +14.1
Sanctum Wealth Tailored Discretionary Portfolio - Aggressive Flexi & Multi Cap -2.7 +1.5 +6.0 +6.2 +8.2 +10.6
Anand Rathi Mnc Portfolio Flexi & Multi Cap -2.7 -0.6 +9.3 +4.1 +8.2 +11.2
Deutsche Investments India Private Limited India Multi-Asset Mandate / Combination of Growth & Income Multi Asset -2.8 -1.0 +2.2 +5.9 +6.7 +7.3
Centrum Investment Good To Great Portfolio. Flexi & Multi Cap -2.8 -7.7 +9.1 -3.0 +8.1 +15.8
Centrum Investment Good To Great T Flexi & Multi Cap -2.8 -8.4 +9.2 -3.7 +8.1 +15.7
Ask Investment Financial Opportunities Portfolio Thematic -2.9 +4.0 -9.5 +3.6 +5.4 +7.8
Sanctum Wealth Indian Titans Flexi & Multi Cap -2.9 +1.4 +7.4 +6.1 +8.0 +12.6
Nj Asset Bluechip Portfolio Large Cap -2.9 +0.7 +5.1 +0.3 +5.4 +12.1
Willow Advisors Long Term Value Strategy Flexi & Multi Cap -3.0 +3.6 +2.2 +3.2 +5.3 +8.9
Ask Investment Specialised Portfolio Flexi & Multi Cap -3.0 +3.0 +1.4 +2.6 +5.3 +15.8
Ambit Investment Emerging Giants Small Cap Portfolio Small Cap -3.1 +11.4 +25.8 +16.1 +7.8 +12.4
Ask Investment Conviction Portfolio Large Cap -3.1 +2.6 +0.6 +2.2 +5.2 +16.3
Phillipcapital (India) Phillip Signature India Portfolio Flexi & Multi Cap -3.2 +4.5 +14.2 +9.2 +7.7 +11.8
Whiteoak Capital India Pioneers Equity Portfolio Flexi & Multi Cap -3.2 -0.4 +7.6 +4.3 +7.7 +14.9 View PMS Detail
Whiteoak Capital India Business Leaders PMS Large Cap -3.3 +0.4 +4.1 +5.1 +7.6 +11.1
Right Horizons Portfolio Management Pvt Ltd MULTI ASSET Multi Asset -3.3 -2.8 +4.0 +4.1 +6.2 +7.6
Sanctum Wealth Private Limited Discretionary - Balanced Multi Asset -3.4 +6.4 -0.2 +13.3 +6.1 +9.3
Clubmillionaire Financial The All-Star Portfolio Flexi & Multi Cap -3.4 -5.7 +2.1 -1.0 +7.5 +14.9
Alchemy Capital Ascent Small Cap -3.6 +9.4 +8.7 +14.1 +7.3 +13.7
Marathontrends Advisory Mega Trends - Multicap Growth Flexi & Multi Cap -3.6 +3.0 +1.3 +7.7 +7.3 +9.5
Whiteoak Capital India Pioneers Equity Portfolio Stp Plan Flexi & Multi Cap -3.6 -1.0 +7.2 +3.7 +7.3 +11.5
First Global Global India Super 50 (Fg-Is50) Global -3.7 -3.2 +0.2 +1.5 +7.2 +16.6
Marcellus Investment Kings Of Capital Thematic -3.8 +5.4 +5.7 +5.0 +4.5 +9.9
Ask Investment Domestic Resurgence Portfolio Flexi & Multi Cap -3.8 -1.0 -2.1 +3.7 +7.1 +10.8
Barclays Securities Wealth Creator Flexi & Multi Cap -4.4 +0.8 +3.3 +0.4 +3.9 +10.9
Unifi Capital Others Equity Flexi & Multi Cap -4.5 +7.6 +10.1 +12.3 +6.4 +12.0
Mo Alternate PMS Mope I Flexi & Multi Cap -4.5 +5.9 +4.1 +10.6 +6.4 +4.1
Scient Capital Pvt Ltd Aquila PMS Multi Asset -4.6 +0.7 +7.2 +7.6 +4.9 +5.8
Marcellus Investment Consistent Compounders Large Cap -4.8 +5.3 +8.9 +4.9 +3.5 +12.3
Guardian Asset Asset Management Pvt Ltd-Multi Cap Flexi & Multi Cap -5.1 -3.7 +4.3 -0.7 +7.3 +11.2
Trust Investment Chanakya Wealth Creation Plan Small Cap -5.4 +3.3 +13.8 +2.9 +2.9 +13.9
Barclays Securities Wealth Dynamic Opportunities Portfolio Flexi & Multi Cap -5.9 -6.7 +2.1 -2.0 +5.0 +6.0
Joindre Capital Value Fund Flexi & Multi Cap -6.6 -5.0 +4.1 -0.3 +4.3 +11.2
Ask Investment India Vision Portfolio Flexi & Multi Cap -7.0 -1.4 -2.3 +3.3 +3.9 +9.1
Ask Investment Emerging Opportunities Portfolio Mid Cap -7.0 -9.0 -5.8 -4.3 +3.9 +9.1
Ask Investment Indian Entrepreneur Portfolio Flexi & Multi Cap -7.1 -7.2 -4.8 -2.5 +3.8 +15.0
Ask Investment India Select Portfolio Thematic -8.0 -7.6 -1.7 -2.9 +2.9 +13.1
Ask Investment Growth Portfolio Flexi & Multi Cap -8.4 -8.1 -1.6 -3.4 +2.5 +16.9
Marcellus Investment Marcellus' Curation Flexi & Multi Cap -10.4 -3.1 +7.0 +1.6 +0.5 +8.4
Basant Maheshwari Bmw Multi Cap Fund Flexi & Multi Cap -10.6 -12.8 +4.7 -8.1 +0.3 +11.0
Marfatia Stock Allweather Flexi & Multi Cap -10.9 +5.3 0.0 +10.0 0.0 0.0
Right Horizons Portfolio Management Pvt Ltd YIELD MULTIPLIER-I Multi Asset -11.2 -15.3 -7.5 -8.4 -1.7 +2.1
Marcellus Investment Little Champs Small Cap -11.4 -6.1 +7.6 -1.4 -0.5 +11.1
Guardian Advisors Special Opportunity Strategy Flexi & Multi Cap -12.8 -9.2 -14.3 -9.3 -0.5 +18.8
Oaks Asset The Alpha Capital Pledge (Tap) Flexi & Multi Cap -15.5 +0.5 -1.0 +0.1 -7.2 -4.1
Sahasrar Capital Concentrated Growth Portfolio Flexi & Multi Cap – +58.8 +51.4 +56.8 – +33.7
Xponent Tribe LLP MANAGED WEALTH Multi Asset – +49.6 +39.2 +57.1 – +60.4
Dezerv Investments Private Limited Holdings in Natural Elements (SHINE) Multi Asset – +47.2 -3.2 +54.7 – +46.3
Kriis Portfolio High Growth Strategy Flexi & Multi Cap – +46.5 +52.6 +51.2 – +43.4
Alfaccurate Advisors Aaa Couture Portfolio Flexi & Multi Cap – +41.5 +43.6 +46.2 – +25.8
Amaltas Asset Keystone Fund Flexi & Multi Cap – +40.1 +52.8 +44.8 – +24.0
Solidarity Advisors Emerging Leaders Mid Cap – +39.8 +52.1 +44.5 – +20.6
Dwaith Advisory Concentrated Growth Portfolio Flexi & Multi Cap – +39.6 +22.2 +44.3 – +18.1
Xponent Tribe Tribe Long-Term Equity Portfolio Flexi & Multi Cap – +38.9 +23.9 +43.6 – +36.6
Nirmal Bang Bang Equity Multi Cap Flexi & Multi Cap – +31.2 +25.9 +35.9 – +24.0
Qode Advisors All Weather Flexi & Multi Cap – +30.2 +2.9 +29.8 – +23.9
White Pine Pine India Emerging Stars Approach Small Cap – +28.3 +27.0 +26.3 – +35.8
Ohm Portfolio Growth Flexi & Multi Cap – +27.6 +27.1 +27.2 – +25.9
Motilal Oswal India Growth Strategy Flexi & Multi Cap – +26.5 +22.9 +31.2 – +22.6
Bharat Bhushan Bb Micro-Mega Micro Cap – +25.3 +23.7 +30.0 – +26.1
Qode Advisors Growth Fund Flexi & Multi Cap – +24.3 +37.5 +29.0 – +31.9
Sykes And Ray Large & Mid Momentum PMS Flexi & Multi Cap – +23.9 +24.4 +28.6 – +25.4
Bonanza Portfolio Aegis Flexi & Multi Cap – +23.8 +14.3 +23.4 – +22.2
Axis Securities Securities Kaizen Mid Cap – +23.7 +20.6 +28.4 – +23.5 View PMS Detail
Capital 8 8 Infinity Fund Flexi & Multi Cap – +23.2 +16.7 +27.9 – +26.0
Brightseeds Advisors Xylem Maverick Strategy Flexi & Multi Cap – +22.6 +52.8 +27.3 – +23.7
Clockvine Capital Growth Fund Flexi & Multi Cap – +22.3 +31.1 +27.0 – +19.2
Moneygrow Asset Small Midcap Mid Cap – +21.5 +40.1 +21.1 – +20.1
Girik Wealth Blufin Strategy Flexi & Multi Cap – +21.5 +25.5 +21.1 – +11.7
Emkay Investment New Vitalized India Flexi & Multi Cap – +21.3 +19.7 +26.0 – +24.0
Spark Pwm Absolute Return Portfolio (Arp) Flexi & Multi Cap – +21.0 +25.3 +20.6 – +13.3
Right Horizons Rh Supervalue Aggressive Flexi & Multi Cap – +20.9 +25.2 +25.6 – +24.9
Vallum Capital Advisors Private Limited India Multi-Activa Multi Asset – +20.8 +3.6 +28.3 – +24.0
Sbi Funds Aeon Alpha Portfolio Flexi & Multi Cap – +20.3 +19.4 +19.9 – +14.9
Clearview Capital Long Term Partners Fund Flexi & Multi Cap – +20.3 +25.1 +25.0 – +19.4
Carnelian Asset Bespoke Portfolio Flexi & Multi Cap – +19.4 +21.3 +24.1 – +27.4
Courser Park Growth At Reasonable Price (Garp) Flexi & Multi Cap – +19.4 +15.7 +19.0 – +11.4
Ayan Analytics Pricebridge Honeycomb Flexi & Multi Cap – +19.3 +1.3 +18.9 – +15.4
Girik Wealth PMS Blufin X Equity Strategy Flexi & Multi Cap – +19.0 +19.5 +18.6 – +2.2
Ckredence Wealth Ice Growth Flexi & Multi Cap – +18.9 +23.5 +23.6 – +12.6
Dynamic Equities Bluechip High Growth Low Valuation Large Cap – +18.5 +17.4 +18.1 – +21.1
Ckredence Wealth Business Cycle Fund Flexi & Multi Cap – +17.8 +18.7 +17.4 – +17.8
V.E.C Assago Assago Small And Mid-Cap Growth Bespoke Discretionary PMS Flexi & Multi Cap – +17.2 +29.7 +21.9 – +21.8
Prithvi Finmart Balance Portfolio Flexi & Multi Cap – +16.8 +30.3 +21.5 – +23.3
Paterson Securities Customised Flexi & Multi Cap – +16.7 +5.8 +16.3 – +0.1
East Green Green Agile Strategy Flexi & Multi Cap – +16.7 +23.6 +21.4 – +16.2
Enam Asset India Opportunities Portfolio Flexi & Multi Cap – +16.5 +13.8 +21.2 – +18.1
1729 Advisors Fundamental Value Investing Flexi & Multi Cap – +16.5 +17.3 +21.2 – +12.9
Apricus Wealth Wealth Sterling Equity Strategy Flexi & Multi Cap – +16.5 +15.3 +21.2 – +14.9
Bharat Bhushan Bb All-Seasons Flexi & Multi Cap – +16.4 +16.9 +21.1 – +18.0
Mansi Share Seven Islands Multicap Fund Flexi & Multi Cap – +16.3 +29.1 +21.0 – +23.6
Latent Advisors Equity Growth Flexi & Multi Cap – +16.3 +21.3 +21.0 – +24.4
Abakkus Diversified Alpha Approach Flexi & Multi Cap – +16.2 +10.2 +20.9 – +11.4
J M Apex Flexi & Multi Cap – +16.2 +17.4 +20.9 – +19.5
True Beacon Flexi-Cap Fundamental Opportunities Flexi & Multi Cap – +16.2 +14.3 +20.9 – +17.7
Kapm Ventures Compound 26 Capital Flexi & Multi Cap – +16.2 +31.3 +20.9 – +19.0
Himalaya Investment Everflow Bespoke Flexi & Multi Cap – +16.1 +30.6 +20.8 – +31.5
Abakkus Select Opportunities Strategy 2 Flexi & Multi Cap – +15.8 +26.2 +20.5 – +22.1
Ayan Analytics Pricebridge Upswing Flexi & Multi Cap – +15.7 +6.1 +15.3 – +13.0
Nmr Capital Growth Strategy Flexi & Multi Cap – +15.5 +39.2 +20.2 – +17.9
Moat Financial Uppercrust Wealth Fund Flexi & Multi Cap – +15.3 +3.4 +20.0 – +15.7
Iifl Capital Iiflbluealpha Large Cap – +15.2 +8.2 +14.8 – +12.8
Fort Capital Dynamic Flexi & Multi Cap – +14.9 +9.1 +14.5 – +18.9
Banyan Capital Edhas Portfolio Flexi & Multi Cap – +14.6 +8.9 +19.3 – +18.0
Valuequest Investment Alpha Small Cap – +14.5 +15.2 +19.2 – +21.9
Qode Advisors Tactical Fund Flexi & Multi Cap – +14.1 +5.3 +18.8 – +14.1
Abakkus Curated Personalized Portfolio Flexi & Multi Cap – +14.0 +31.3 +18.7 – +25.0
Alchemy Capital Smart Alpha 250 Mid Cap – +13.7 +5.9 +18.4 – +18.9
Ayan Analytics Pricebridge Samvruddhi Flexi & Multi Cap – +13.6 +16.6 +18.3 – +11.4
Maxiom Asset PMS - Jewel Flexi Cap Quality-Growth Flexi & Multi Cap – +13.5 +6.8 +13.1 – +8.6
Prescientcap Investment High Quality Consistent Compounders Large Cap – +13.4 +12.0 +18.1 – +20.2
Axis Asset Emerging Stars Portfolio Mid Cap – +13.1 +27.5 +17.8 – +8.8
Sowilo Investment Multi Cap Fund Flexi & Multi Cap – +12.6 +20.2 +17.3 – +21.2
Bonanza Portfolio Prima Fund-Aggressive Flexi & Multi Cap – +12.4 +5.9 +12.0 – +12.2
Wryght Research Wright Factor Fund Flexi & Multi Cap – +12.2 +14.8 +16.9 – +20.3
Prudent Investment Focused PMS Flexi & Multi Cap – +12.2 +9.7 +11.8 – +15.8
Moneygrow Asset Large Midcap Mid Cap – +11.9 +9.2 +11.5 – +18.0
Enam Asset India Vision Portfolio Flexi & Multi Cap – +11.7 +12.2 +16.4 – +15.2
Sincere Syndication Metamorphosis Fund Flexi & Multi Cap – +11.7 +15.7 +16.4 – +12.8
Svan Investment Investment Managers LLP - Velocity Flexi & Multi Cap – +11.4 +21.8 +16.1 – +24.8
Moneygrow Asset Private Limited BESPOKE Multi Asset – +11.4 +22.2 +18.3 – +20.1
Angel One Ionic Allocate Portfolio-Equity Flexi & Multi Cap – +11.3 +5.4 +10.9 – +11.2
Prudent Investment Managers LLP Multi Asset PMS Multi Asset – +11.2 +9.4 +18.7 – +18.9
Prospero Tree Tree India Equity Fund Flexi & Multi Cap – +11.0 +17.5 +15.7 – +28.8
Himalaya Investment Everflow India Opportunities Flexi & Multi Cap – +11.0 +22.8 +15.7 – +24.5
Dezerv Investments Dezerv. Alpha Focus Strategy Flexi & Multi Cap – +10.9 +14.1 +15.6 – +23.3
Prudent Investment Multicap PMS Flexi & Multi Cap – +10.8 +8.6 +10.4 – +15.5
Angel One Investment Managers & Advisors Private Limited Ionic Allocate -Aggressive Multi Asset – +10.6 +4.8 +18.1 – +18.6
Securities Investment Simpl Small Cap Value Portfolio Small Cap – +10.5 +15.1 +15.2 – +21.8
Carnelian Asset Contra Portfolio Strategy Flexi & Multi Cap – +10.4 +4.5 +15.1 – +25.0
Hem Securities India Rising Sme Stars Micro Cap – +10.4 +39.8 +15.1 – +26.2
Kotak Mahindra Asset Management Company Ltd Pioneer Model Investment Approach Aggressive Multi Asset – +10.2 +0.5 +17.7 – +15.7
Fortune Wealth Multicap Value Fund Flexi & Multi Cap – +10.1 +5.5 +14.8 – +7.1
Cumulus Advisory Elevate Flexi & Multi Cap – +10.1 +23.7 +14.8 – +16.9
Alchemy Capital W.I.N Strategy Flexi & Multi Cap – +9.9 +0.2 +14.6 – +13.6
Lgt Wealth Optima Flexi & Multi Cap – +9.9 +5.3 +9.5 – +6.4
Motilal Oswal Founders Portfolio Flexi & Multi Cap – +9.7 +21.7 +14.4 – +26.7 View PMS Detail
Square 64 S64 Multicap Flexi & Multi Cap – +9.7 +29.3 +14.4 – +7.3
Maximal Capital Pathfinder Value Fund Flexi & Multi Cap – +9.4 +10.8 +14.1 – +25.1
Dezerv Investments Private Limited Infra yield assets Multi Asset – +9.4 +5.9 +16.9 – +17.3
Finwizard Technology Fisdom Wealth Edge Flexi & Multi Cap – +9.3 +1.4 +14.0 – +9.5
Kotak Mahindra Asset Management Company Ltd Pioneer Model Investment Approach Moderate Multi Asset – +9.3 +0.5 +16.8 – +13.3
Capitalmind Financial Cm Flexi Cap Strategy Flexi & Multi Cap – +9.2 +2.9 +8.8 – +7.0
Valtrust Partners Momentum Flexi & Multi Cap – +8.9 +15.1 +13.6 – +23.1
Iifl Capital Flagship Leaders Portfolio Large Cap – +8.8 +18.0 +13.5 – +7.7
Waterfield Financial Nucleus Equity Multi-Cap Allocator Flexi & Multi Cap – +8.7 +4.6 +8.3 – +11.4
Fortuna Asset One Flexi & Multi Cap – +8.6 +17.0 +13.3 – +27.6
Julius Baer Wealth Advisors (India) Private Limited Baer India Select Multi Asset – +8.6 +0.7 +16.1 – +14.1
Complete Circle Circle Digital Compounders Flexi & Multi Cap – +8.5 +16.3 +13.2 – +14.9
Moat Financial Services Private Limited Growth Fund Multi Asset – +8.4 +1.2 +15.9 – +16.6
Pl Asset Aqua Strategy Flexi & Multi Cap – +8.3 +0.9 +13.0 – +18.9 View PMS Detail
Shree Rama Smart Market Plan Flexi & Multi Cap – +8.2 +1.9 +7.8 – +7.3
Equentis Wealth Multi Cap Portfolio Flexi & Multi Cap – +8.1 +6.5 +7.7 – +3.5
Anand Rathi Advisors Limited IDEAA Portfolio Multi Asset – +7.9 +2.3 +14.8 – +11.0
Ambit Investment Micro Marvels Portfolio Micro Cap – +7.6 +26.2 +12.3 – -1.6
Capitalmind Financial All Weather Equity Flexi & Multi Cap – +7.6 +4.2 +7.2 – +16.6
Icici Prudential PMS Emerging Leaders Strategy Mid Cap – +7.4 +4.7 +12.1 – +10.0
Ebisu Investment India All Inclusive Flexi & Multi Cap – +7.4 +31.8 +12.1 – +3.0
Neo Asset Management Private Limited Multi Asset Moderate Multi Asset – +7.1 +4.0 +14.0 – +14.2
Sohum Asset India Opportunities Investment Approach Small Cap – +7.1 -0.9 +6.7 – +11.8
Purnartha Investment Dynamic Midcap Mid Cap – +7.0 +12.1 +11.7 – +15.0
Unifi Capital Individually Managed Accounts Flexi & Multi Cap – +7.0 +12.3 +11.7 – +11.4
Shree Rama Vriddhi Flexi & Multi Cap – +6.8 +11.4 +11.5 – +10.6
Motilal Oswal Wealth Limited ALL WEATHER Multi Asset – +6.7 +1.6 +13.6 – +12.4
Icici Securities Sterling Portfolio- Aggressive Portfolio Flexi & Multi Cap – +6.6 -1.0 +6.2 – +15.4
Profitgate Capital Services LLP Treasury Direct MultiAsset Multi Asset – +6.6 +4.1 +13.5 – +10.9
Icici Prudential PMS Prime Strategy Flexi & Multi Cap – +6.4 +2.4 +11.1 – +22.8
Icici Securities Sterling Portfolio- Growth Portfolio Flexi & Multi Cap – +6.4 -0.5 +6.0 – +13.2
Ask Wealth Advisors Private Limited Wealth Core Balanced Multi Asset – +6.3 +2.6 +13.8 – +15.0
Tailwind Financial Alpha Edge PMS Flexi & Multi Cap – +6.2 +2.5 +5.8 – -2.0
Profitgate Capital Classic Compounders Equity Strategy Large Cap – +6.1 +11.9 +10.8 – +15.2
Quantum Advisors Private Limited OCIO Multi Asset – +6.1 +9.3 +13.0 – +9.9
Ask Wealth Wealth Core Equity Flexi & Multi Cap – +6.0 +2.8 +5.6 – +6.6
360 One Open - Enhancer Series - Passive Equity Enhancer Large Cap – +5.9 0.0 +5.5 – +10.1
Arthalpha LLP Machine Learning (Equity) Quant Flexi & Multi Cap – +5.8 +5.6 +10.5 – +6.9
Finwizard Technology Private Limited AlphaEdge Multi Asset – +5.6 +5.6 +12.5 – +10.4
Sanctum Wealth Private Limited Multi Asset s -Generation Multi Asset – +5.6 +0.5 +12.5 – +15.0
Revelation Portfolio India Opportunities Portfolio I Flexi & Multi Cap – +5.4 +12.4 +10.1 – +15.9
Shree Rama Lakshmi Plan Flexi & Multi Cap – +5.3 +11.1 +10.0 – +13.7
Hsbc Asset Aspire Portfolio Flexi & Multi Cap – +5.3 +10.3 +10.0 – +11.5
Equipoise Capital New India Opportunities Flexi & Multi Cap – +5.2 +8.2 +9.9 – +2.9
Sanctum Wealth Private Limited Multi Asset s - Enhancement Multi Asset – +5.2 +0.3 +12.1 – +13.8
Stalwart Investment Wealth Guardian Fund Flexi & Multi Cap – +5.1 +22.4 +9.8 – +17.9
Markets Mojo Mojo Soul Flexi & Multi Cap – +4.9 +4.9 +9.6 – +6.5
Ghalla Bhansali Nucleus Flexi & Multi Cap – +4.9 +21.7 +9.6 – +2.6
Neo Asset Management Private Limited Multi Asset Aggressive Multi Asset – +4.8 +3.1 +11.7 – +12.6
Kotak Mahindra Evolv Equity Investment Approach Mid Cap – +4.7 +1.9 +4.3 – +3.6
Neo Asset Club - Equity Dedicated Product Flexi & Multi Cap – +4.5 +8.5 +4.1 – +17.9
Waterfield Financial And Investment Advisors Private Limited Multi-Asset Lifestyle Maintainer Multi Asset – +4.4 +2.5 +11.3 – +11.6
Buglerock Capital Special Situations Portfolio Flexi & Multi Cap – +4.3 +12.3 +9.0 – +25.9
Sanctum Wealth Private Limited Multi Asset s -Shield Multi Asset – +4.1 +1.1 +11.0 – +9.6
Waterfield Financial And Investment Advisors Private Limited Multi-Asset Purchasing Power Preserver Multi Asset – +4.0 +3.3 +10.9 – +16.9
Waterfield Financial And Investment Advisors Private Limited Multi-Asset Capital Compounder Multi Asset – +3.9 +2.7 +10.8 – +11.0
Icici Securities Isec Momentum Quality Dynamic Advantage Portfolio Flexi & Multi Cap – +3.8 -2.4 +3.4 – +8.7
Dezerv Investments Dezerv. Alpha Equity Strategy Flexi & Multi Cap – +3.7 +5.6 +8.4 – +16.1
Oaks Asset Co-Investment Portfolio Flexi & Multi Cap – +3.7 +4.2 +3.3 – +1.4
Dt Portfolio India Strategy Flexi & Multi Cap – +3.6 +11.5 +3.2 – +1.0
Dezerv Investments Capital Reserve Strategy - Equity Flexi & Multi Cap – +3.5 +5.7 +8.2 – +6.9
Dezerv Investments Private Limited Capital Reserve - Multi Asset Multi Asset – +3.3 -0.1 +10.8 – +6.6
Marcellus Investment Managers Private Limited Multi Asset Aggresive Multi Asset – +3.2 +1.7 +10.7 – +9.4
Marathontrends Advisory Trend Following - Flexicap Growth Flexi & Multi Cap – +3.1 +0.8 +7.8 – +17.4
Ametra Investment Managers Private Limited FactorIncome Multi Asset – +3.0 -0.9 +9.9 – +6.0
Revelation Portfolio India Opportunities Portfolio Ii Flexi & Multi Cap – +2.9 +9.8 +7.6 – +15.2
Whiteoak Capital India Digital Leaders Flexi & Multi Cap – +2.9 +23.5 +7.6 – +5.5
Nuvama Asset Management Limited Accumulator Multi Asset – +2.9 +0.3 +10.4 – +10.9
Fortune Wealth Management Co India P Ltd Alpha Fund Multi Asset – +2.8 +4.0 +9.7 – +11.8
Marcellus Investment Managers Private Limited Asset Multi Asset – +2.8 +1.3 +10.3 – +8.4
Unifi Capital Bcad Breakout 20 Mid Cap – +2.7 +9.9 +7.4 – +11.9
Laburnum Capital Relative Value Swf Flexi & Multi Cap – +2.6 +1.9 +7.3 – +7.0
Maxiom Asset Management Private Limited EMERALD Diversified Mutual Funds Multi Asset – +2.5 +1.2 +10.0 – +9.7
Agreya Capital Advisors LLP Return Optimiser Multi Asset – +2.3 -1.2 +9.8 – +11.3
Dezerv Investments Private Limited Wealth Account Multi Asset – +2.3 +2.0 +9.8 – +15.0
Spark Asia Impact India 75 Active Alpha Strategy Flexi & Multi Cap – +2.0 -7.2 +1.6 – +8.9
Julius Baer Wealth Advisors (India) Private Limited All Weather - Plus Multi Asset – +2.0 +1.9 +9.5 – +13.3
Icici Prudential PMS Growth Leaders Shariah Strategy Flexi & Multi Cap – +1.9 +5.1 +6.6 – +18.1
Dezerv Investments Arbitrage Strategy Flexi & Multi Cap – +1.8 +3.2 +6.5 – +7.2
Barclays Securities (India) Private Limited Discretionary Multi Asset Class Moderately Aggressive Multi Asset – +1.8 +1.5 +8.7 – +10.6
Vspartans Consultants Multicap Portfolio Flexi & Multi Cap – +1.6 +3.5 +6.3 – +4.9
Dezerv Investments Private Limited IPA Growth Multi Asset – +1.5 +0.9 +9.0 – +13.9
Guardian Asset Asset Management Pvt Ltd-Multi Assets Flexi & Multi Cap – +1.4 +2.9 +4.4 – +10.6
Icici Securities I-Sec Multifactor Portfolio Flexi & Multi Cap – +1.3 -3.4 +0.9 – +12.0
Purnartha Investment Advisers Private Limited One Strategy Multi Asset – +1.3 +4.9 +8.2 – +8.4
Emkay Investment Emkaygolden Flexi & Multi Cap – +1.2 +11.9 +5.9 – +15.0
Ashima Capital Long Heritage Value Fund Flexi & Multi Cap – +0.9 -8.9 +5.6 – +9.9
Geojit Financial Beacon Portfolio Flexi & Multi Cap – +0.9 +4.9 +5.6 – -3.6
Anand Rathi Decennium Opportunity Portfolio Flexi & Multi Cap – +0.7 +11.5 +5.4 – +10.0
Kotak Mahindra Asset Management Company Ltd Evolv Conservative Asset Allocation Investment Approach Multi Asset – +0.7 +2.2 +8.2 – +9.7
Dezerv Investments Equity Revival Strategy Flexi & Multi Cap – +0.6 +2.2 +5.3 – +16.6
Dezerv Investments Private Limited SmartTax Balanced Growth Multi Asset – +0.6 +2.3 +8.1 – +9.5
Barclays Securities (India) Private Limited Aggressive Multi Asset – +0.5 +0.8 +7.4 – +13.5
Shree Rama Managers LLP Wealth Builder Plan Multi Asset – +0.5 +2.4 +7.4 – +12.1
Ask Wealth Advisors Private Limited Core Aggressive Multi Asset – +0.4 +2.2 +7.9 – +13.2
Ithought Financial Consulting LLP Sphere Multi Asset – +0.3 -6.4 +7.8 – +19.6
Tcg Advisory Transformative Growth Portfolio Flexi & Multi Cap – +0.3 +12.0 +5.0 – +2.0 View PMS Detail
Kotak Mahindra Asset Management Company Ltd Evolv Moderate Asset Allocation Investment Approach Multi Asset – +0.3 +1.9 +7.8 – +10.0
Sageone Investment Largecap Large Cap – +0.1 +5.9 +4.8 – +18.5
Marcellus Investment Curation-I Flexi & Multi Cap – -0.1 +11.0 +4.6 – +6.1
Kotak Mahindra Asset Management Company Ltd Evolv Aggressive Asset Allocation Investment Approach Multi Asset – -0.2 +2.0 +7.3 – +12.2
Kotak Mahindra Asset Management Company Ltd Evolv Plus Asset Allocation Investment Multi Asset – -0.3 +2.3 +7.2 – +10.4
Oaks Asset Management Private Limited ASSET ALLOCATOR-Public Markets Multi Asset – -0.4 +3.7 +7.1 – +7.6
Sincere Syndication And Corporate Services LLP INCOME PLUS Multi Asset – -0.4 +2.5 +6.5 – +8.1
Jain Investment Dynamic High Growth Flexi & Multi Cap – -0.5 +1.3 +4.2 – +9.2
Avendus Wealth Halo DPMS Flexi & Multi Cap – -0.6 +5.5 +4.1 – +3.6
Bay Capital Capital Pbh Flexi & Multi Cap – -0.6 -0.7 -1.0 – -1.0
Ametra Investment Managers Private Limited FactorCapro PMS Multi Asset – -0.6 +2.6 +6.3 – +6.0
Invesq Investment Multicap Opportunities Portfolio Flexi & Multi Cap – -0.9 +17.1 +3.8 – +7.3
Lgt Wealth Lighthouse Flexi & Multi Cap – -0.9 -2.7 -1.3 – +3.3
Markets Mojo Mojo Power Flexi & Multi Cap – -1.0 -1.7 +3.7 – +5.5
Tradeswift Broking Private Limited Dynamic gems Multi Asset – -1.0 +11.3 +5.9 – +10.9
Latent Advisors LLP MULTI ASSET SCHEME Multi Asset – -1.2 +0.7 +5.7 – +8.0
Dezerv Investments Private Limited Reserve Multi Asset – -1.5 +2.5 +5.4 – +5.0
Emkay Investment Eiml Smid Mid Cap – -1.6 +13.7 +3.1 – -0.9
Impetus Arthasutra Pvt Lted Trinity FoF Multi Asset – -1.9 +2.0 +5.6 – +5.1
Jain Investment Dynamic Business Leader Flexi & Multi Cap – -2.1 +3.9 +2.6 – +8.7
Moat Financial Emerging Moat Flexi & Multi Cap – -2.1 +5.3 +2.6 – +12.3
Ask Investment Lighthouse Portfolio Flexi & Multi Cap – -2.5 -3.1 +2.2 – +6.5
Incred Asset Focused Healthcare Equity Thematic – -2.5 +17.2 +2.2 – +36.8
Karma Capital Kwb Select PMS Flexi & Multi Cap – -2.6 +7.1 +2.1 – +14.8
Ask Investment Core Portfolio Flexi & Multi Cap – -3.3 -6.8 -3.7 – -4.4
Pgim India Equity Portfolio Thematic – -3.6 +14.8 -4.0 – +11.2
Shree Rama Managers LLP Dynamic Plan Multi Asset – -3.8 +0.1 +3.1 – +8.7
Bay Capital India Opportunities Portfolio Flexi & Multi Cap – -4.3 +7.3 -4.7 – +11.7
True Beacon Equityfactorquant Flexi & Multi Cap – -4.7 +2.8 0.0 – +13.1
Ghalla Bhansali Opulence Flexi & Multi Cap – -5.2 +11.5 -0.5 – -7.2
Hdfc Asset All Cap Portfolio - DPMS Flexi & Multi Cap – -5.8 -0.4 -1.1 – +13.2
Unicorn Investment Managers LLP CUSTOM Multi Asset – -5.8 -3.5 +1.1 – -8.1
Quantum Advisors Q India Value Equity Strategy - Constrained Xix Flexi & Multi Cap – -5.9 -1.4 -1.2 – +1.3
Neo Asset Core Multicap Equity Strategy Flexi & Multi Cap – -6.0 +4.8 -1.3 – -2.0
Avendus Investment Margin Of Safety Flexi & Multi Cap – -6.3 -3.4 -6.7 – -3.1
Quantum Advisors Q India Value Equity Strategy - Constrained Xviii Flexi & Multi Cap – -6.5 -1.9 -1.8 – -1.4
Ithought Financial Consulting LLP NIO Multi Asset – -6.8 -7.4 +0.7 – +17.9
Marcellus Investment Rising Giants Mid Cap – -6.9 +7.3 -2.2 – -0.1
Kyng Capital King Flexi & Multi Cap – -8.0 -13.6 -8.4 – +1.9
Ladderup Asset Proud Portfolio Flexi & Multi Cap – -8.7 +7.1 -4.0 – +9.0
360 One Large Value Strategy PMS Large Cap – -13.7 +1.1 -9.0 – +55.0
Fident Asset Management Private Limited Unlisted and Listed Large Value (FULL) - Series 1 Multi Asset – -19.5 +14.7 -12.6 – -2.4
Alpha Alternatives Fund Advisors LLP Premium Advantage Multi Asset – -20.5 +15.8 -13.6 – -30.4
Fident Asset Management Private Limited SERIES 5 Multi Asset – – +11.2 – – +9.8
Primeinvestor Financial Prime Velocity Flexi & Multi Cap – – +10.2 – – +7.0
Fident Asset Management Private Limited Series 7 Multi Asset – – +5.8 – – +7.2
Fident Asset Management Private Limited SERIES 2 Multi Asset – – +37.4 – – +36.9
Pluswealth Capital Management LLP PLUSWEALTH CATALYST Multi Asset – – +61.9 – – +80.4
Tailwind Financial Services Private Limited Capital Surge PMS Multi Asset – – +6.2 – – +5.5
Averra Asset Asset Managers LLP-Long Term Growth At Fair Value Flexi & Multi Cap – – +45.4 – – +41.1
Grey Sky Sky Smart Core Portfolio Flexi & Multi Cap – – +8.3 – – +29.9
Fident Asset Management Private Limited Series 3 Multi Asset – – -0.3 – – -0.5
Goldstandard Wealth Aristos Equity Portfolio Flexi & Multi Cap – – +12.3 – – +4.1
Sameeksha Capital Long Horizon Fund Flexi & Multi Cap – – +6.6 – – +5.1
Ikigai Asset Bespoke Small Cap Strategy Small Cap – – +24.4 – – +25.1
Markets MoJo Asset Management Private Limited Asset Divergence Alpha Fund Multi Asset – – – – – +1.9
LGT Wealth India Private Limited Curate Multi Asset – – +4.1 – – +4.8
Capitalmind Financial Services Private Limited Anchor Multi Asset – – – – – +7.3
Icici Prudential PMS Rising Stars Strategy Small Cap – – +13.5 – – +13.5
Equinova Investment Edge PMS Flexi & Multi Cap – – +16.7 – – +14.7
Steadfort Investment Eclectic Strategy Flexi & Multi Cap – – – – – +12.3
Dezerv Investments Private Limited Stability Reserve Specialized Multi Asset – – – – – +1.5
Avendus Wealth Management Private Limited PRISM Multi Asset – – +3.0 – – +3.9
Neo Asset Management Private Limited Core Multi Asset Conservative Multi Asset – – +5.2 – – +6.4
DV Investment Advisors LLP Bespoke All Weather Multi Asset – – +7.9 – – +9.8
Drchoksey Finserv Chatur Amrit Kaal Fund Flexi & Multi Cap – – +4.6 – – +7.3
Monarch Networth Wealth Creator Fund Flexi & Multi Cap – – +12.3 – – +13.8
Fident Asset Management Private Limited SERIES 4 Multi Asset – – +26.7 – – +22.9
Ask Wealth Advisors Private Limited Discretionary Solutions Multi Asset Multi Asset – – -1.1 – – +0.2
White Stone Stone Valueedge Fund Flexi & Multi Cap – – +7.3 – – -9.8
Nippon Life India Asset Management Ltd REITs and InvITs Income Multi Asset – – +5.3 – – +6.3
Hsbc Asset Evolve Portfolio Flexi & Multi Cap – – +10.5 – – +9.0
Sbi Funds Alpha Edge Flexi & Multi Cap – – +32.6 – – +33.4
Avendus Wealth Management Private Limited Plus Multi Asset – – – – – +5.3
Latent Advisors LLP WEALTH TREK Multi Asset – – +5.8 – – +5.3
Centrum Investment Deep Value Multibagger Portfolio Flexi & Multi Cap – – +24.9 – – +2.2
Pluswealth Capital Management LLP Fusion Multi Asset – – +1.1 – – +9.1
Equirus Wealth Flexi Cap Fund Flexi & Multi Cap – – +10.0 – – +14.7
Samatva Investment Small Cap Strategy Small Cap – – +28.2 – – +14.5
Barclays Securities (India) Private Limited MAC Moderately Conservative Multi Asset – – +2.2 – – +1.3
Blue Ashva Dynamic Opportunity Flexi & Multi Cap – – – – – +3.5
Omniscience Capital Advisors Private Limited Super Pay Multi Asset – – +1.3 – – -1.7
Right Horizons Portfolio Management Pvt Ltd BLENDED ASSET Multi Asset – – – – – +5.3
Prajana Advisors Private Limited ANCHOR Multi Asset – – – – – +11.4
360 One ONE Large Value Alternates PMS Multi Asset – – +5.7 – – +5.2
Omniscience Capital Advisors Private Limited Super Invest Multi Asset – – +2.0 – – +3.1
Ask Wealth Wealth - Ai & Strategic Infrastructure Portfolio Flexi & Multi Cap – – – – – +13.8
Ime Portfolio Wealth Bespoke Flexi & Multi Cap – – +3.3 – – +0.9
Fident Asset Management Private Limited Series 6 Multi Asset – – 0.0 – – +3.5
Neo Asset Management Private Limited Core Multi Asset Capital Compounder Multi Asset – – +1.6 – – +10.4
Invesq Investment Managers LLP OPTIMISER Multi Asset – – – – – +18.4
Wealth India Funds India Dynamo Strategy Flexi & Multi Cap – – +0.4 – – +1.8
Allegro Securities Signature Flexi & Multi Cap – – +1.2 – – +1.1
α (Alpha) = a strategy's return above its own benchmark. Return = the strategy's own TWRR, shown alongside alpha for context. All figures net of fixed fees.
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How to read this report

The table above is sorted by 5-year alpha descending — Portfolio Management Services (PMS) strategies that have beaten their benchmark by the widest margin over 5 years appear first. Where two strategies share the same 5-year alpha, the one with higher 1-year alpha ranks above. A strategy with positive alpha across both 1Y and 5Y has demonstrated persistence through different market cycles — the closest data-driven signal to repeatable manager skill. Raw TWRR returns are shown alongside for context, but alpha is the primary ranking criterion because it strips out the benchmark's own movement and isolates what the fund manager actually added.

Understanding Alpha

What is Alpha?
Alpha is how much a strategy earned above its benchmark index. If the benchmark returned 12% and the strategy returned 17%, its alpha is +5% — the value the fund manager added over simply owning the index. Positive alpha is skill; negative alpha means you'd have done better in a low-cost index.
Why consistency matters
One strong year can be luck — a single sector call that happened to work. Alpha that holds across both 1 year and 5 years, through different market cycles, is far harder to fake. That persistence is the closest signal to genuine, repeatable skill.
Alpha vs Rating
The PMS Dashboard shows each strategy's Rating — a quick summary derived from this same alpha data. Here, you see the actual 5Y and 1Y alpha numbers behind that Rating, ranked strategy by strategy.
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PMS Section Disclaimer. AND Fintech (ARN-301536, APRN05170) is an AMFI-registered Mutual Fund Distributor and an APMI-registered PMS Distributor — not a SEBI-Registered Investment Adviser. All data is for educational and comparison purposes only and does not constitute investment advice or a recommendation. Performance data is compiled from official regulatory disclosures and updated monthly; while every effort is made to ensure accuracy, AND Fintech accepts no responsibility or liability for any errors, omissions, or discrepancies in the data, or for any decisions taken in reliance on it. Returns are Time-Weighted Rate of Return (TWRR), net of fixed costs but not variable performance fees or taxes. PMS investments carry market risk and require a minimum of ₹50 lakhs. Tax treatment depends on your individual situation and prevailing law — consult a qualified Chartered Accountant. Past performance is not indicative of future results. Please read all disclosure documents carefully before investing.

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