Compare India's Portfolio Management Services (PMS) — Returns & Rankings

TWRR Returns Across 6M · 1Y · 5Y · Since Inception — 600+ strategies compared · Updated monthly
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Compare 600+ Portfolio Management Services (PMS) funds in India by TWRR returns (Time-Weighted Rate of Return, net of fixed fees), ranked and filterable by category. Held directly in the investor's own demat account for full transactional visibility, unlike pooled mutual funds or AIFs.

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Multi Asset PMS strategies — diversified across equity, debt and other asset classes
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Provider ⇅ Strategy Category ⇅ AUM ₹Cr ⇅ Sharpe 🔒 Sortino 🔒 StDev 🔒 Beta 🔒 MaxDD 🔒 Rating 🔒 Detail ⇅
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Mandate - Balanced Multi Asset 4,867 +1.0+1.5+8.4+0.8-6.9 Consistent Performer
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Mandate - Aggressive Multi Asset 2,182 +0.6+0.8+10.8+1.3-10.0 Consistent Performer
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Mandate - Conservative Multi Asset 1,100 +0.6+0.7+7.4+0.9-7.4 Consistent Performer
Kotak Mahindra Asset Management Company Ltd Evolv Plus Asset Allocation Investment Multi Asset 1,039 +0.3+0.5+7.6+0.9-9.1 Recent Performer
Nuvama Asset Management Limited Core Approach Multi Asset 1,031 +0.6+0.8+7.7+0.9-7.3 Recent Performer
Ask Wealth Advisors Private Limited Discretionary Solutions Multi Asset Multi Asset 918 -1.1-1.1+12.4+0.9-7.7 Recent Launch
Ithought Financial Consulting Llp Sphere Multi Asset 870 +1.0+1.4+13.1+1.4-12.6 Underperformer
Motilal Oswal Wealth Limited Alpha Strategist Advantage Multi Asset 560 +0.8+1.2+11.1+0.8-5.9 Consistent Performer
Neo Asset Management Private Limited Core Multi Asset Capital Compounder Multi Asset 459 -0.1-0.1+15.2+1.3-9.0 Recent Performer
Agreya Capital Advisors Llp Multi-Asset Multi Asset 426 +0.5+0.7+5.8+0.7-5.8 Recent Performer
Waterfield Financial And Investment Advisors Private Limited Multi-Asset Capital Compounder Multi Asset 331 +0.5+0.7+8.5+1.0-7.9 Recent Performer
Neo Asset Management Private Limited Multi Asset Moderate Multi Asset 313 +0.2+0.3+12.3+1.1-8.8 Recent Performer
DV INVESTMENT ADVISORS LLP Bespoke All Weather Multi Asset 303 -0.1-0.1+12.1+1.0-5.7 Recent Performer
Finwizard Technology Private Limited AlphaEdge Multi Asset 286 -0.1-0.2+14.6+1.5-10.2 Recent Performer
Right Horizons Portfolio Management Pvt Ltd MULTI ASSET Multi Asset 283 +0.0+0.0+8.2+0.9-9.9 Underperformer
Angel One Investment Managers & Advisors Private Limited Ionic Allocate -Aggressive Multi Asset 282 +0.7+1.0+12.5+1.3-8.4 Recent Performer
360 ONE Asset Management Limited ONE Large Value Alternates PMS Multi Asset 279 +0.4+1.4+5.90.0-0.4 Recent Launch
Nippon Life India Asset Management Ltd REITs and InvITs Income Multi Asset 272 -0.1-0.1+7.7+0.6-4.4 Recent Launch
Dezerv Investments Private Limited Holdings in Natural Elements (SHINE) Multi Asset 225 +1.1+2.1+23.9+0.6-15.1 Recent Performer
PROFITGATE CAPITAL SERVICES LLP Treasury Direct MultiAsset Multi Asset 198 +0.5+0.8+5.8+0.5-4.9 Recent Performer
AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED Allocation with Dynamic Rebalancing Multi Asset 197 +0.8+1.1+11.4+1.3-10.3 Long-Term Performer
Xponent Tribe LLP MANAGED WEALTH Multi Asset 178 +1.3+4.1+33.8+2.5-10.5 Recent Performer
Prajana Advisors Private Limited ANCHOR Multi Asset 160 ––––– Recent Launch
Dezerv Investments Private Limited Infra yield assets Multi Asset 159 +1.5+2.7+6.1+0.4-3.1 Recent Performer
Waterfield Financial And Investment Advisors Private Limited Multi-Asset Lifestyle Maintainer Multi Asset 148 +0.2+0.2+9.6+1.0-7.5 Recent Performer
Oaks Asset Management Private Limited ASSET ALLOCATOR-Public Markets Multi Asset 147 0.00.0+9.9+1.1-13.4 Underperformer
Ithought Financial Consulting Llp NIO Multi Asset 143 +0.8+1.2+12.9+1.4-12.9 Underperformer
Tamohara Investment Managers Pvt Ltd MULTI ASSET Multi Asset 141 +0.2+0.2+9.9+1.0-12.5 Underperformer
Barclays Securities (India) Private Limited Aggressive Multi Asset 137 +0.5+0.7+10.3+1.2-10.3 Underperformer
Right Horizons Portfolio Management Pvt Ltd ALLIANCE Multi Asset 133 +0.4+0.6+10.3+1.2-10.1 Long-Term Performer
Moneygrow Asset Private Limited BESPOKE Multi Asset 133 +0.4+0.7+22.3+2.3-26.8 Recent Performer
Deutsche Investments India Private Limited India Multi-Asset Mandate / Combination of Growth & Income Multi Asset 116 +0.1+0.1+4.9+0.6-3.9 Recent Performer
Harmoney Finserv India Private Limited MULTI ASSET THROUGH ETF Multi Asset 108 +0.6+0.9+10.2+1.0-10.8 Consistent Performer
Kotak Mahindra Asset Management Company Ltd Pioneer Model Investment Approach Aggressive Multi Asset 97 +0.6+0.8+12.6+1.5-12.4 Recent Performer
Agreya Capital Advisors Llp Return Optimiser Multi Asset 94 +0.1+0.1+14.7+1.4-18.2 Underperformer
LGT Wealth India Private Limited Curate Multi Asset 94 -0.6-0.8+8.2+0.8-5.7 Underperformer
Dezerv Investments Private Limited Wealth Account Multi Asset 88 +0.7+1.0+8.4+1.0-8.7 Recent Performer
Sanctum Wealth Private Limited Multi Asset s -Generation Multi Asset 88 +0.9+1.4+10.5+1.2-8.8 Recent Performer
Dezerv Investments Private Limited Capital Reserve - Multi Asset Multi Asset 87 -0.2-0.2+10.3+1.0-8.2 Recent Performer
Kotak Mahindra Asset Management Company Ltd Evolv Aggressive Asset Allocation Investment Approach Multi Asset 84 +0.3+0.5+13.0+1.6-16.0 Underperformer
Motilal Oswal Wealth Limited ALL WEATHER Multi Asset 82 +0.3+0.4+8.2+0.6-4.9 Recent Performer
Anand Rathi Advisors Limited IDEAA Portfolio Multi Asset 79 +0.0+0.1+16.7+1.7-11.4 Recent Performer
Moat Financial Services Private Limited Growth Fund Multi Asset 76 +0.7+1.1+17.9+1.8-21.9 Recent Performer
Ask Wealth Advisors Private Limited Wealth Harmony Aggressive Multi Asset 68 +0.7+1.0+10.2+1.3-10.2 Long-Term Performer
Agreya Capital Advisors Llp Multi-Asset Enhancer Multi Asset 68 +0.3+0.4+6.2+0.6-6.6 Long-Term Performer
Dezerv Investments Private Limited SmartTax Balanced Growth Multi Asset 65 +0.1+0.1+8.0+0.9-5.4 Recent Performer
Barclays Securities (India) Private Limited Discretionary Multi Asset Class Moderately Aggressive Multi Asset 63 +0.5+0.7+8.5+1.0-8.1 Recent Performer
Fident Asset Management Private Limited Series 6 Multi Asset 56 -0.8-1.5+4.1+0.2-0.9 Recent Performer
Neo Asset Management Private Limited Multi Asset Aggressive Multi Asset 54 +0.0+0.0+16.3+1.6-10.8 Recent Performer
Waterfield Financial And Investment Advisors Private Limited Multi-Asset Purchasing Power Preserver Multi Asset 51 +1.0+1.7+7.5+0.6-4.2 Recent Performer
Fident Asset Management Private Limited Series 3 Multi Asset 51 -16.2-3.4+0.40.0-0.5 Underperformer
Latent Advisors LLP MULTI ASSET SCHEME Multi Asset 46 -0.1-0.1+8.2+0.9-8.5 Underperformer
TRADESWIFT BROKING PRIVATE LIMITED Dynamic gems Multi Asset 44 +0.2+0.4+22.3+2.2-22.0 Underperformer
Neo Asset Management Private Limited Core Multi Asset Conservative Multi Asset 42 -0.1-0.1+4.7+0.4-1.6 Recent Launch
Right Horizons Portfolio Management Pvt Ltd ALL SEASON FUND Multi Asset 42 +0.5+0.7+13.0+1.6-14.5 Consistent Performer
Quantum Advisors Private Limited OCIO Multi Asset 40 +0.0+0.0+15.6+1.6-12.9 Recent Performer
INVESQ INVESTMENT MANAGERS LLP OPTIMISER Multi Asset 39 ––––– Recent Launch
Barclays Securities (India) Private Limited MAC Moderately Conservative Multi Asset 34 -0.5-0.6+5.5+0.5-3.2 Recent Performer
PLUSWEALTH CAPITAL MANAGEMENT LLP Fusion Multi Asset 31 -0.4-0.5+10.2+0.6-4.8 Recent Launch
Nuvama Asset Management Limited Accumulator Multi Asset 31 +0.3+0.4+10.8+1.3-13.3 Underperformer
Julius Baer Wealth Advisors (India) Private Limited Baer India Select Multi Asset 30 +0.4+0.6+12.1+1.4-13.2 Recent Performer
Ask Wealth Advisors Private Limited Wealth Core Balanced Multi Asset 30 +0.9+1.3+7.6+0.9-6.5 Recent Performer
Kotak Mahindra Asset Management Company Ltd Pioneer Model Investment Approach Moderate Multi Asset 29 +0.6+0.8+9.7+1.1-9.8 Recent Performer
Harmoney Finserv India Private Limited PROSPECT ASSET ALLOCATION Multi Asset 28 +0.8+1.3+13.6+1.2-10.9 Consistent Performer
UNICORN INVESTMENT MANAGERS LLP CUSTOM Multi Asset 27 -0.5-0.6+23.8+0.6-22.1 Underperformer
Markets MoJo Asset Management Private Limited Asset Divergence Alpha Fund Multi Asset 27 ––––– Recent Launch
Ask Wealth Advisors Private Limited Core Aggressive Multi Asset 26 +0.5+0.6+10.7+1.3-13.1 Underperformer
FORTUNE WEALTH MANAGEMENT CO INDIA P LTD Alpha Fund Multi Asset 26 +0.0+0.0+18.9+2.0-14.1 Underperformer
Kotak Mahindra Asset Management Company Ltd Evolv Moderate Asset Allocation Investment Approach Multi Asset 26 +0.4+0.5+8.5+1.0-9.2 Recent Performer
Ametra Investment Managers Private Limited FactorIncome Multi Asset 24 +0.0+0.0+7.5+0.7-6.0 Recent Performer
PL Asset Management Private Ltd Asset Dynamic Multi Asset 23 +0.1+0.2+15.1+1.5-10.2 Consistent Performer
First Global Finance Private Limited First Global Indian Multi-Asset Allocation Multi Asset 22 +0.3+0.4+12.2+1.4-16.4 Underperformer
Prudent Investment Managers LLP Multi Asset PMS Multi Asset 21 +0.9+1.5+14.1+1.6-11.6 Recent Performer
Avendus Wealth Management Private Limited PRISM Multi Asset 20 -0.6-0.7+12.0+1.1-7.1 Recent Launch
Shree Rama Managers Llp Wealth Builder Plan Multi Asset 20 +0.5+0.7+12.4+1.5-11.5 Underperformer
Sanctum Wealth Private Limited Multi Asset s -Shield Multi Asset 19 +0.9+1.4+4.2+0.4-3.6 Recent Performer
Right Horizons Portfolio Management Pvt Ltd BLENDED ASSET Multi Asset 18 ––––– Recent Launch
SINCERE SYNDICATION AND CORPORATE SERVICES LLP INCOME PLUS Multi Asset 18 +0.6+3.7+23.4+0.5-4.6 Recent Performer
Tamohara Investment Managers Pvt Ltd TAMOHARA MULTI ASSET Multi Asset 17 +0.3+0.4+12.2+1.5-13.3 Underperformer
Marcellus Investment Managers Private Limited Multi Asset Aggresive Multi Asset 17 -0.2-0.2+12.2+1.2-9.2 Underperformer
PLUSWEALTH CAPITAL MANAGEMENT LLP PLUSWEALTH CATALYST Multi Asset 16 +2.1+5.7+37.1+2.5-10.6 Recent Launch
Impetus Arthasutra Pvt Lted Trinity FoF Multi Asset 16 -0.3-0.4+13.5+1.3-9.0 Underperformer
Julius Baer Wealth Advisors (India) Private Limited All Weather - Plus Multi Asset 16 +0.5+0.6+10.4+1.3-10.7 Underperformer
Ask Wealth Advisors Private Limited Wealth Harmony Balanced Multi Asset 15 +0.8+1.1+6.2+0.6-5.9 Recent Performer
Vallum Capital Advisors Private Limited India Multi-Activa Multi Asset 15 +1.0+1.9+12.1+0.7-6.2 Recent Performer
Fident Asset Management Private Limited SERIES 4 Multi Asset 14 +1.3+7.3+22.9+0.4-4.7 Recent Launch
Fident Asset Management Private Limited SERIES 2 Multi Asset 14 +0.8+8.0+43.7+1.0-2.7 Recent Launch
Scient Capital Pvt Ltd Aquila PMS Multi Asset 14 -1.0-1.1+6.7+0.6-9.1 Underperformer
Sanctum Wealth Private Limited Multi Asset s - Enhancement Multi Asset 14 +1.0+1.5+7.0+0.8-6.5 Recent Performer
Kotak Mahindra Asset Management Company Ltd Pioneer Model Investment Approach Conservative Multi Asset 14 +0.7+1.4+9.1+0.4-7.9 Recent Performer
Dezerv Investments Private Limited Stability Reserve Specialized Multi Asset 14 ––––– Recent Launch
Fident Asset Management Private Limited Unlisted and Listed Large Value (FULL) - Series 1 Multi Asset 13 -0.8-0.9+30.9-0.3-44.0 Recent Performer
Asit C. Mehta Investment Interrmediates Ltd. Multi-Asset Multi Asset 12 +1.1+2.2+16.2+1.5-14.8 Consistent Performer
Capitalmind Financial Services Private Limited Anchor Multi Asset 12 ––––– Recent Launch
Alpha Alternatives Fund Advisors LLP Premium Advantage Multi Asset 11 -0.7-1.1+46.2+3.4-59.3 Underperformer
Fident Asset Management Private Limited Series 7 Multi Asset 11 -0.8-0.9+21.4+0.9-12.7 Recent Launch
Avendus Wealth Management Private Limited Plus Multi Asset 11 ––––– Recent Launch
Marcellus Investment Managers Private Limited Asset Multi Asset 11 -0.2-0.3+9.3+0.9-7.5 Underperformer
Fident Asset Management Private Limited SERIES 5 Multi Asset 11 -0.1-0.2+21.7+1.0-8.2 Recent Launch
Right Horizons Portfolio Management Pvt Ltd YIELD MULTIPLIER-I Multi Asset 10 -2.1-1.8+4.2+0.0-8.5 Underperformer
Shree Rama Managers Llp Dynamic Plan Multi Asset 10 0.00.0+10.2+1.1-11.5 Underperformer
Sanctum Wealth Private Limited Discretionary - Balanced Multi Asset 9 +0.3+0.5+9.9+0.8-7.9 Recent Performer
Latent Advisors LLP WEALTH TREK Multi Asset 9 -0.5-0.7+13.6+1.1-6.7 Recent Launch
Omniscience Capital Advisors Private Limited Super Pay Multi Asset 8 -0.5-0.7+19.3+1.6-11.5 Recent Launch
Dezerv Investments Private Limited Reserve Multi Asset 8 -1.2-1.6+1.3+0.1-0.1 Recent Performer
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED EMERALD Diversified Mutual Funds Multi Asset 7 -0.7-0.8+15.4+1.2-11.4 Underperformer
Tailwind Financial Services Private Limited Capital Surge PMS Multi Asset 7 -0.5-0.6+17.0+1.6-12.9 Underperformer
Omniscience Capital Advisors Private Limited Super Invest Multi Asset 7 -0.3-0.4+16.4+1.4-8.3 Recent Launch
Ametra Investment Managers Private Limited FactorCapro PMS Multi Asset 6 -0.4-0.5+1.6+0.1-0.5 Recent Performer
Multi-Act Equity Consultancy Private Limited Seasons Multi Asset 6 +0.8+1.5+7.1+0.7-5.4 Consistent Performer
Sort by
Consistent Performer
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
Mandate - Balanced
0.96
Sharpe Ratio
Multi Asset · ₹4,866 Cr
Consistent Performer
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
Mandate - Aggressive
0.55
Sharpe Ratio
Multi Asset · ₹2,182 Cr
Consistent Performer
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
Mandate - Conservative
0.55
Sharpe Ratio
Multi Asset · ₹1,099 Cr
Recent Performer
Kotak Mahindra Asset Management Company Ltd
Evolv Plus Asset Allocation Investment
0.33
Sharpe Ratio
Multi Asset · ₹1,039 Cr
Recent Performer
Nuvama Asset Management Limited
Core Approach
0.61
Sharpe Ratio
Multi Asset · ₹1,030 Cr
Recent Launch
Ask Wealth Advisors Private Limited
Discretionary Solutions Multi Asset
-1.05
Sharpe Ratio
Multi Asset · ₹918 Cr
Underperformer
Ithought Financial Consulting Llp
Sphere
0.95
Sharpe Ratio
Multi Asset · ₹870 Cr
Consistent Performer
Motilal Oswal Wealth Limited
Alpha Strategist Advantage
0.78
Sharpe Ratio
Multi Asset · ₹559 Cr
Recent Performer
Neo Asset Management Private Limited
Core Multi Asset Capital Compounder
-0.05
Sharpe Ratio
Multi Asset · ₹459 Cr
Recent Performer
Agreya Capital Advisors Llp
Multi-Asset
0.49
Sharpe Ratio
Multi Asset · ₹425 Cr
Recent Performer
Waterfield Financial And Investment Advisors Private Limited
Multi-Asset Capital Compounder
0.46
Sharpe Ratio
Multi Asset · ₹330 Cr
Recent Performer
Neo Asset Management Private Limited
Multi Asset Moderate
0.20
Sharpe Ratio
Multi Asset · ₹313 Cr
Recent Performer
DV INVESTMENT ADVISORS LLP
Bespoke All Weather
-0.07
Sharpe Ratio
Multi Asset · ₹302 Cr
Recent Performer
Finwizard Technology Private Limited
AlphaEdge
-0.13
Sharpe Ratio
Multi Asset · ₹285 Cr
Underperformer
Right Horizons Portfolio Management Pvt Ltd
MULTI ASSET
0.03
Sharpe Ratio
Multi Asset · ₹283 Cr
Recent Performer
Angel One Investment Managers & Advisors Private Limited
Ionic Allocate -Aggressive
0.65
Sharpe Ratio
Multi Asset · ₹282 Cr
Recent Launch
360 ONE Asset Management Limited
ONE Large Value Alternates PMS
0.44
Sharpe Ratio
Multi Asset · ₹279 Cr
Recent Launch
Nippon Life India Asset Management Ltd
REITs and InvITs Income
-0.08
Sharpe Ratio
Multi Asset · ₹272 Cr
Recent Performer
Dezerv Investments Private Limited
Holdings in Natural Elements (SHINE)
1.06
Sharpe Ratio
Multi Asset · ₹225 Cr
Recent Performer
PROFITGATE CAPITAL SERVICES LLP
Treasury Direct MultiAsset
0.50
Sharpe Ratio
Multi Asset · ₹198 Cr
Long-Term Performer
AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED
Allocation with Dynamic Rebalancing
0.76
Sharpe Ratio
Multi Asset · ₹197 Cr
Recent Performer
Xponent Tribe LLP
MANAGED WEALTH
1.29
Sharpe Ratio
Multi Asset · ₹177 Cr
Recent Launch
Prajana Advisors Private Limited
ANCHOR
—
Sharpe Ratio
Multi Asset · ₹159 Cr
Recent Performer
Dezerv Investments Private Limited
Infra yield assets
1.48
Sharpe Ratio
Multi Asset · ₹159 Cr
Recent Performer
Waterfield Financial And Investment Advisors Private Limited
Multi-Asset Lifestyle Maintainer
0.17
Sharpe Ratio
Multi Asset · ₹147 Cr
Underperformer
Oaks Asset Management Private Limited
ASSET ALLOCATOR-Public Markets
-0.02
Sharpe Ratio
Multi Asset · ₹146 Cr
Underperformer
Ithought Financial Consulting Llp
NIO
0.79
Sharpe Ratio
Multi Asset · ₹143 Cr
Underperformer
Tamohara Investment Managers Pvt Ltd
MULTI ASSET
0.15
Sharpe Ratio
Multi Asset · ₹140 Cr
Underperformer
Barclays Securities (India) Private Limited
Aggressive
0.50
Sharpe Ratio
Multi Asset · ₹136 Cr
Long-Term Performer
Right Horizons Portfolio Management Pvt Ltd
ALLIANCE
0.42
Sharpe Ratio
Multi Asset · ₹132 Cr
Recent Performer
Moneygrow Asset Private Limited
BESPOKE
0.43
Sharpe Ratio
Multi Asset · ₹132 Cr
Recent Performer
Deutsche Investments India Private Limited
India Multi-Asset Mandate / Combination of Growth & Income
0.11
Sharpe Ratio
Multi Asset · ₹115 Cr
Consistent Performer
Harmoney Finserv India Private Limited
MULTI ASSET THROUGH ETF
0.63
Sharpe Ratio
Multi Asset · ₹108 Cr
Recent Performer
Kotak Mahindra Asset Management Company Ltd
Pioneer Model Investment Approach Aggressive
0.61
Sharpe Ratio
Multi Asset · ₹97 Cr
Underperformer
Agreya Capital Advisors Llp
Return Optimiser
0.07
Sharpe Ratio
Multi Asset · ₹94 Cr
Underperformer
LGT Wealth India Private Limited
Curate
-0.58
Sharpe Ratio
Multi Asset · ₹93 Cr
Recent Performer
Dezerv Investments Private Limited
Wealth Account
0.69
Sharpe Ratio
Multi Asset · ₹88 Cr
Recent Performer
Sanctum Wealth Private Limited
Multi Asset s -Generation
0.91
Sharpe Ratio
Multi Asset · ₹87 Cr
Recent Performer
Dezerv Investments Private Limited
Capital Reserve - Multi Asset
-0.18
Sharpe Ratio
Multi Asset · ₹87 Cr
Underperformer
Kotak Mahindra Asset Management Company Ltd
Evolv Aggressive Asset Allocation Investment Approach
0.33
Sharpe Ratio
Multi Asset · ₹83 Cr
Recent Performer
Motilal Oswal Wealth Limited
ALL WEATHER
0.26
Sharpe Ratio
Multi Asset · ₹82 Cr
Recent Performer
Anand Rathi Advisors Limited
IDEAA Portfolio
0.04
Sharpe Ratio
Multi Asset · ₹78 Cr
Recent Performer
Moat Financial Services Private Limited
Growth Fund
0.69
Sharpe Ratio
Multi Asset · ₹75 Cr
Long-Term Performer
Ask Wealth Advisors Private Limited
Wealth Harmony Aggressive
0.67
Sharpe Ratio
Multi Asset · ₹68 Cr
Long-Term Performer
Agreya Capital Advisors Llp
Multi-Asset Enhancer
0.28
Sharpe Ratio
Multi Asset · ₹68 Cr
Recent Performer
Dezerv Investments Private Limited
SmartTax Balanced Growth
0.07
Sharpe Ratio
Multi Asset · ₹65 Cr
Recent Performer
Barclays Securities (India) Private Limited
Discretionary Multi Asset Class Moderately Aggressive
0.52
Sharpe Ratio
Multi Asset · ₹63 Cr
Recent Performer
Fident Asset Management Private Limited
Series 6
-0.80
Sharpe Ratio
Multi Asset · ₹55 Cr
Recent Performer
Neo Asset Management Private Limited
Multi Asset Aggressive
0.02
Sharpe Ratio
Multi Asset · ₹54 Cr
Recent Performer
Waterfield Financial And Investment Advisors Private Limited
Multi-Asset Purchasing Power Preserver
1.00
Sharpe Ratio
Multi Asset · ₹50 Cr
Underperformer
Fident Asset Management Private Limited
Series 3
-16.16
Sharpe Ratio
Multi Asset · ₹50 Cr
Underperformer
Latent Advisors LLP
MULTI ASSET SCHEME
-0.11
Sharpe Ratio
Multi Asset · ₹45 Cr
Underperformer
TRADESWIFT BROKING PRIVATE LIMITED
Dynamic gems
0.22
Sharpe Ratio
Multi Asset · ₹43 Cr
Recent Launch
Neo Asset Management Private Limited
Core Multi Asset Conservative
-0.07
Sharpe Ratio
Multi Asset · ₹42 Cr
Consistent Performer
Right Horizons Portfolio Management Pvt Ltd
ALL SEASON FUND
0.48
Sharpe Ratio
Multi Asset · ₹41 Cr
Recent Performer
Quantum Advisors Private Limited
OCIO
0.01
Sharpe Ratio
Multi Asset · ₹40 Cr
Recent Launch
INVESQ INVESTMENT MANAGERS LLP
OPTIMISER
—
Sharpe Ratio
Multi Asset · ₹39 Cr
Recent Performer
Barclays Securities (India) Private Limited
MAC Moderately Conservative
-0.51
Sharpe Ratio
Multi Asset · ₹33 Cr
Recent Launch
PLUSWEALTH CAPITAL MANAGEMENT LLP
Fusion
-0.36
Sharpe Ratio
Multi Asset · ₹31 Cr
Underperformer
Nuvama Asset Management Limited
Accumulator
0.29
Sharpe Ratio
Multi Asset · ₹30 Cr
Recent Performer
Julius Baer Wealth Advisors (India) Private Limited
Baer India Select
0.43
Sharpe Ratio
Multi Asset · ₹29 Cr
Recent Performer
Ask Wealth Advisors Private Limited
Wealth Core Balanced
0.88
Sharpe Ratio
Multi Asset · ₹29 Cr
Recent Performer
Kotak Mahindra Asset Management Company Ltd
Pioneer Model Investment Approach Moderate
0.58
Sharpe Ratio
Multi Asset · ₹29 Cr
Consistent Performer
Harmoney Finserv India Private Limited
PROSPECT ASSET ALLOCATION
0.77
Sharpe Ratio
Multi Asset · ₹28 Cr
Underperformer
UNICORN INVESTMENT MANAGERS LLP
CUSTOM
-0.46
Sharpe Ratio
Multi Asset · ₹27 Cr
Recent Launch
Markets MoJo Asset Management Private Limited
Asset Divergence Alpha Fund
—
Sharpe Ratio
Multi Asset · ₹26 Cr
Underperformer
Ask Wealth Advisors Private Limited
Core Aggressive
0.46
Sharpe Ratio
Multi Asset · ₹26 Cr
Underperformer
FORTUNE WEALTH MANAGEMENT CO INDIA P LTD
Alpha Fund
0.01
Sharpe Ratio
Multi Asset · ₹26 Cr
Recent Performer
Kotak Mahindra Asset Management Company Ltd
Evolv Moderate Asset Allocation Investment Approach
0.36
Sharpe Ratio
Multi Asset · ₹25 Cr
Recent Performer
Ametra Investment Managers Private Limited
FactorIncome
0.02
Sharpe Ratio
Multi Asset · ₹23 Cr
Consistent Performer
PL Asset Management Private Ltd
Asset Dynamic
0.12
Sharpe Ratio
Multi Asset · ₹23 Cr
Underperformer
First Global Finance Private Limited
First Global Indian Multi-Asset Allocation
0.29
Sharpe Ratio
Multi Asset · ₹22 Cr
Recent Performer
Prudent Investment Managers LLP
Multi Asset PMS
0.89
Sharpe Ratio
Multi Asset · ₹21 Cr
Recent Launch
Avendus Wealth Management Private Limited
PRISM
-0.56
Sharpe Ratio
Multi Asset · ₹20 Cr
Underperformer
Shree Rama Managers Llp
Wealth Builder Plan
0.51
Sharpe Ratio
Multi Asset · ₹19 Cr
Recent Performer
Sanctum Wealth Private Limited
Multi Asset s -Shield
0.94
Sharpe Ratio
Multi Asset · ₹19 Cr
Recent Launch
Right Horizons Portfolio Management Pvt Ltd
BLENDED ASSET
—
Sharpe Ratio
Multi Asset · ₹18 Cr
Recent Performer
SINCERE SYNDICATION AND CORPORATE SERVICES LLP
INCOME PLUS
0.57
Sharpe Ratio
Multi Asset · ₹17 Cr
Underperformer
Tamohara Investment Managers Pvt Ltd
TAMOHARA MULTI ASSET
0.27
Sharpe Ratio
Multi Asset · ₹17 Cr
Underperformer
Marcellus Investment Managers Private Limited
Multi Asset Aggresive
-0.15
Sharpe Ratio
Multi Asset · ₹16 Cr
Recent Launch
PLUSWEALTH CAPITAL MANAGEMENT LLP
PLUSWEALTH CATALYST
2.13
Sharpe Ratio
Multi Asset · ₹16 Cr
Underperformer
Impetus Arthasutra Pvt Lted
Trinity FoF
-0.31
Sharpe Ratio
Multi Asset · ₹15 Cr
Underperformer
Julius Baer Wealth Advisors (India) Private Limited
All Weather - Plus
0.45
Sharpe Ratio
Multi Asset · ₹15 Cr
Recent Performer
Ask Wealth Advisors Private Limited
Wealth Harmony Balanced
0.78
Sharpe Ratio
Multi Asset · ₹15 Cr
Recent Performer
Vallum Capital Advisors Private Limited
India Multi-Activa
1.01
Sharpe Ratio
Multi Asset · ₹15 Cr
Recent Launch
Fident Asset Management Private Limited
SERIES 4
1.27
Sharpe Ratio
Multi Asset · ₹14 Cr
Recent Launch
Fident Asset Management Private Limited
SERIES 2
0.81
Sharpe Ratio
Multi Asset · ₹14 Cr
Underperformer
Scient Capital Pvt Ltd
Aquila PMS
-1.01
Sharpe Ratio
Multi Asset · ₹14 Cr
Recent Performer
Sanctum Wealth Private Limited
Multi Asset s - Enhancement
0.99
Sharpe Ratio
Multi Asset · ₹14 Cr
Recent Performer
Kotak Mahindra Asset Management Company Ltd
Pioneer Model Investment Approach Conservative
0.74
Sharpe Ratio
Multi Asset · ₹13 Cr
Recent Launch
Dezerv Investments Private Limited
Stability Reserve Specialized
—
Sharpe Ratio
Multi Asset · ₹13 Cr
Recent Performer
Fident Asset Management Private Limited
Unlisted and Listed Large Value (FULL) - Series 1
-0.79
Sharpe Ratio
Multi Asset · ₹12 Cr
Consistent Performer
Asit C. Mehta Investment Interrmediates Ltd.
Multi-Asset
1.12
Sharpe Ratio
Multi Asset · ₹12 Cr
Recent Launch
Capitalmind Financial Services Private Limited
Anchor
—
Sharpe Ratio
Multi Asset · ₹12 Cr
Underperformer
Alpha Alternatives Fund Advisors LLP
Premium Advantage
-0.72
Sharpe Ratio
Multi Asset · ₹10 Cr
Recent Launch
Fident Asset Management Private Limited
Series 7
-0.75
Sharpe Ratio
Multi Asset · ₹10 Cr
Recent Launch
Avendus Wealth Management Private Limited
Plus
—
Sharpe Ratio
Multi Asset · ₹10 Cr
Underperformer
Marcellus Investment Managers Private Limited
Asset
-0.21
Sharpe Ratio
Multi Asset · ₹10 Cr
Recent Launch
Fident Asset Management Private Limited
SERIES 5
-0.12
Sharpe Ratio
Multi Asset · ₹10 Cr
Underperformer
Right Horizons Portfolio Management Pvt Ltd
YIELD MULTIPLIER-I
-2.14
Sharpe Ratio
Multi Asset · ₹10 Cr
Underperformer
Shree Rama Managers Llp
Dynamic Plan
-0.03
Sharpe Ratio
Multi Asset · ₹10 Cr
Recent Performer
Sanctum Wealth Private Limited
Discretionary - Balanced
0.34
Sharpe Ratio
Multi Asset · ₹9 Cr
Recent Launch
Latent Advisors LLP
WEALTH TREK
-0.52
Sharpe Ratio
Multi Asset · ₹8 Cr
Recent Launch
Omniscience Capital Advisors Private Limited
Super Pay
-0.51
Sharpe Ratio
Multi Asset · ₹8 Cr
Recent Performer
Dezerv Investments Private Limited
Reserve
-1.16
Sharpe Ratio
Multi Asset · ₹7 Cr
Underperformer
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED
EMERALD Diversified Mutual Funds
-0.68
Sharpe Ratio
Multi Asset · ₹7 Cr
Underperformer
Tailwind Financial Services Private Limited
Capital Surge PMS
-0.49
Sharpe Ratio
Multi Asset · ₹6 Cr
Recent Launch
Omniscience Capital Advisors Private Limited
Super Invest
-0.27
Sharpe Ratio
Multi Asset · ₹6 Cr
Recent Performer
Ametra Investment Managers Private Limited
FactorCapro PMS
-0.36
Sharpe Ratio
Multi Asset · ₹5 Cr
Consistent Performer
Multi-Act Equity Consultancy Private Limited
Seasons
0.79
Sharpe Ratio
Multi Asset · ₹5 Cr
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Risk metrics computed on up to 39 months of monthly returns; funds with a shorter history use the months available
Corpus below ₹50 lakhs? Access similar active equity strategies from ₹10 lakhs via Specialised Investment Funds (SIF) — SEBI's newest investment category with a long-short window unavailable in mutual funds. Explore SIF Dashboard →
Looking for alpha? See strategies ranked by alpha in the Monthly Alpha Report →
About this dashboard · methodology
Returns are Time-Weighted Rate of Return (TWRR), already net of fixed fees — the SEBI-mandated standard that makes every PMS strategy comparable across providers. The top 10 strategies are fully visible; unlock the remaining rows with a quick OTP to sort, rank, and explore the complete universe. Data sourced from SEBI/APMI monthly disclosures and refreshed monthly.
All returns are Time-Weighted Rate of Return (TWRR), already net of fixed fees · Rating is a factual, data-derived classification — not an AND Fintech recommendation
Unlock PMS Rankings & Alpha Insights
✓ Sort and rank strategies by returns across all categories
✓ Access the Monthly Alpha Report — strategies ranked by alpha
✓ Side-by-side compare with TWRR returns and Alpha returns

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Check Alpha before investing

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.
How we tag each strategy
Consistent Performer Beats its benchmark over 1Y and 5Y
Long-Term Performer Beats over 5Y but not 1Y
Recent Performer Beats 1Y but not 5Y
Recent Launch Under 1 year old or too new to measure
Underperformer Beats neither
A factual classification from published data — not a recommendation.
Unlock to view ranking by alpha in the Monthly Alpha Report →

How PMS is taxed

Same as direct equity
STCG 20% for holdings under 12 months · LTCG 12.5% above ₹1.25 lakh annually · every transaction in your demat is a taxable event — identical to holding stocks directly.
The churn factor
Strategies that trade more frequently to realise gains more often, generate more taxable events. A strategy's turnover, though not the only indicator for taxation, is worth checking with your advisor before you invest.
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🔒 Monthly Alpha Report
Strategies ranked by alpha, refreshed monthly
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Frequently Asked Questions

What is PMS (Portfolio Management Services) in India?
PMS is a SEBI-regulated investment service where a professional fund manager runs an equity portfolio held directly in your own demat account, in your name. The minimum investment is ₹50 lakhs. While most PMS in India operate on a discretionary basis under a Power of Attorney, investors can also opt for non-discretionary PMS, where the provider executes transactions only at the investor's instruction.
What is the minimum investment for PMS in India?
SEBI has set the minimum investment for PMS at ₹50 lakhs. Individual strategies may set higher entry points. As a working rule, PMS suits investors for whom ₹50 lakhs is one allocation within a larger portfolio, not the majority of their investable wealth.
How is PMS taxed in India?
PMS is taxed exactly like direct equity. Every transaction in your demat account is a taxable event — STCG at 20% for listed equity held 12 months or less, LTCG at 12.5% above ₹1.25 lakh annually for longer holdings. Unlike mutual funds, there is no fund-level tax shield.
What does Alpha mean in a PMS strategy?
Alpha is the return a strategy generates above its benchmark index. If the benchmark returned 12% and the strategy returned 17%, it generated 5% alpha. Consistent positive alpha across 1 and 5 years indicates repeatable skill rather than a lucky cycle.
How do I choose the best PMS in India?
Look beyond last year's returns. Evaluate alpha across 1 and 5 years together; consistency across both periods indicates repeatable skill. Then verify fund manager tenure, strategy clarity, complete fee structure, and overlap with your existing holdings.
Which PMS categories can I compare here?
Our dashboard covers eight equity categories: Large Cap, Mid Cap, Small Cap, Micro Cap, Multi Cap, Flexi Cap, Thematic and Global. You can filter and compare strategies within each category by returns and alpha versus their benchmark.
What do the consistency tags mean?
Each strategy is tagged from its published alpha versus benchmark: "Consistent Performer" beats its benchmark over both 1 year and 5 years; "Long-Term Performer" beats over 5 years but not 1 year; "Recent Performer" beats over 1 year but not 5 years; "Recent Launch" is under one year old or lacks measurable alpha data; "Underperformer" beats over neither period. These are factual, data-derived classifications, not recommendations.
How are Portfolio Management Services returns calculated?
All PMS returns in India are reported as TWRR — Time-Weighted Rate of Return — a SEBI-mandated standard. TWRR strips out the effect of investor cash-flow timing (deposits, withdrawals) so that published figures reflect pure investment decision-making. Fixed costs (management fee, brokerage, transaction taxes) are already deducted. Variable performance fees and personal taxes are not included, as these differ per investor.
What is the difference between PMS and mutual funds?
In a mutual fund, your money is pooled with other investors into units. In Portfolio Management Services, stocks are held directly in your own demat account — you see every holding and transaction. PMS has no single-stock concentration cap (mutual funds are limited to 10% per stock), allows covered call strategies, and requires a ₹50 lakh minimum. Mutual funds remain the right vehicle for the building phase; PMS enters when corpus, conviction, and comfort with direct ownership align.
Can NRIs invest in Portfolio Management Services in India?
Yes. NRIs, PIOs, and OCIs can invest in PMS in India, subject to FEMA regulations and RBI guidelines. The investment typically routes through an NRE or NRO account. TDS applies on gains, and the investor may claim DTAA benefits with proper documentation (Form 10F, Tax Residency Certificate). Specific requirements vary by PMS provider and country of residence.
Which PMS gives the highest returns in India?
Returns vary by category and time period. As of our latest quarterly update, the highest 5-year alpha among strategies with ₹1,000+ Cr AUM is held by Aequitas India Opportunities Product, followed by Green Lantern Growth Fund and Valuequest Vision. See our full ranked list at andfintech.in/best-pms-india — sorted by alpha, which measures manager skill rather than market-driven returns.
Is PMS better than mutual funds for ₹1 Crore?
At ₹1 Crore, both PMS and mutual funds are viable. PMS offers direct stock ownership, full portfolio transparency, higher concentration (potential for higher alpha), and tax-loss harvesting on individual positions. Mutual funds offer simplicity, lower fees, and no transaction-level tax events until redemption. Most HNI investors with ₹1 Crore+ use both — PMS for active alpha-seeking allocation and mutual funds for passive or debt allocation.
How can I check PMS performance online?
AND Fintech's PMS Dashboard at andfintech.in/pms lets you compare 600+ SEBI-registered strategies by TWRR returns across 6-month, 1-year, 5-year and since-inception periods. The Monthly Alpha Report at andfintech.in/pms-report ranks every strategy by alpha — return above benchmark. All data is sourced from SEBI/APMI monthly disclosures and updated regularly.
What is the minimum investment for PMS in 2026?
The SEBI-mandated minimum investment for PMS in India is ₹50 lakhs. This was increased from ₹25 lakhs in November 2019 and has remained at ₹50 lakhs through 2026. Some premium PMS strategies may require higher minimums of ₹1 Crore or more, depending on the provider. For investors below ₹50 lakhs, Specialised Investment Funds (SIF) offer similar active strategies from ₹10 lakhs — see andfintech.in/sif.
What are PMS exit loads and lock-in periods?
Most PMS strategies charge an exit load if you redeem within 1-2 years — typically 2-3% in Year 1 and 1% in Year 2, dropping to nil after. There is no SEBI-mandated lock-in period for PMS, but exit loads serve as a soft lock-in. Always check the Investment Management Agreement for the specific exit load schedule before investing. Some strategies have zero exit load from day one.
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 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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