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

TWRR Returns Across 6M · 1Y · 5Y · Since Inception — 600+ strategies compared · Updated monthly

600+

Strategies

100+

Curated Deep Dives

Categories

₹50 Lac

Min Invest

📅 Book a Call 📊 Monthly Alpha Report

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.

🔓

Top 10 strategies are visible. Unlock all 610+ strategies with sortable returns and rankings.

All Equity Multi Asset Debt soon Hybrid soon

Returns Risk

Multi Asset PMS strategies — diversified across equity, debt and other asset classes

🔍

Provider ⇅	Strategy	Category ⇅	AUM ₹Cr ⇅	Sharpe 🔒	Sortino 🔒	StDev 🔒	Beta 🔒	MaxDD 🔒	Rating 🔒
360 One	Mandate - Balanced	Multi Asset	5,071	+0.2	+0.3	+9.1	+0.8	-6.9	Consistent Performer
360 One	Mandate - Aggressive	Multi Asset	2,310	+0.2	+0.3	+14.1	+1.4	-10.0	Consistent Performer
360 One	Mandate - Conservative	Multi Asset	1,106	+0.3	+0.4	+10.3	+1.0	-7.4	Recent Performer
Kotak Mahindra Asset Management Company Ltd	Evolv Plus Asset Allocation Investment	Multi Asset	1,083	-0.1	-0.1	+8.0	+0.8	-5.5	Underperformer
Nuvama Asset Management Limited	Core Approach	Multi Asset	1,080	+0.5	+0.7	+9.7	+1.0	-6.7	Recent Performer
Ask Wealth Advisors Private Limited	Discretionary Solutions Multi Asset	Multi Asset	916	-0.7	-0.8	+13.2	+1.0	-7.7	Recent Launch
Ithought Financial Consulting LLP	Sphere	Multi Asset	913	+0.2	+0.3	+16.3	+1.6	-12.0	Recent Performer
Motilal Oswal Wealth Limited	Alpha Strategist Advantage	Multi Asset	567	+1.1	+1.7	+11.5	+0.8	-5.9	Consistent Performer
Neo Asset Management Private Limited	Core Multi Asset Capital Compounder	Multi Asset	493	+0.4	+0.5	+14.9	+1.3	-9.0	Recent Launch
Agreya Capital Advisors LLP	Multi-Asset	Multi Asset	410	+0.0	+0.1	+8.0	+0.8	-5.8	Underperformer
Neo Asset Management Private Limited	Multi Asset Moderate	Multi Asset	342	🔒	🔒	🔒	🔒	🔒	🔒
Waterfield Financial And Investment Advisors Private Limited	Multi-Asset Capital Compounder	Multi Asset	319	🔒	🔒	🔒	🔒	🔒	🔒
DV Investment Advisors LLP	Bespoke All Weather	Multi Asset	292	🔒	🔒	🔒	🔒	🔒	🔒
Right Horizons Portfolio Management Pvt Ltd	MULTI ASSET	Multi Asset	284	🔒	🔒	🔒	🔒	🔒	🔒
360 One	ONE Large Value Alternates PMS	Multi Asset	275	🔒	🔒	🔒	🔒	🔒	🔒
Finwizard Technology Private Limited	AlphaEdge	Multi Asset	244	🔒	🔒	🔒	🔒	🔒	🔒
Angel One Investment Managers & Advisors Private Limited	Ionic Allocate -Aggressive	Multi Asset	221	🔒	🔒	🔒	🔒	🔒	🔒
Aarohan Holdings And Advisors Private Limited	Allocation with Dynamic Rebalancing	Multi Asset	201	🔒	🔒	🔒	🔒	🔒	🔒
Profitgate Capital Services LLP	Treasury Direct MultiAsset	Multi Asset	191	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	Holdings in Natural Elements (SHINE)	Multi Asset	186	🔒	🔒	🔒	🔒	🔒	🔒
Nippon Life India Asset Management Ltd	REITs and InvITs Income	Multi Asset	179	🔒	🔒	🔒	🔒	🔒	🔒
Prajana Advisors Private Limited	ANCHOR	Multi Asset	167	🔒	🔒	🔒	🔒	🔒	🔒
Deutsche Investments India Private Limited	India Multi-Asset Mandate / Combination of Growth & Income	Multi Asset	157	🔒	🔒	🔒	🔒	🔒	🔒
Ithought Financial Consulting LLP	NIO	Multi Asset	151	🔒	🔒	🔒	🔒	🔒	🔒
Waterfield Financial And Investment Advisors Private Limited	Multi-Asset Lifestyle Maintainer	Multi Asset	150	🔒	🔒	🔒	🔒	🔒	🔒
Tamohara Investment Managers Pvt Ltd	MULTI ASSET	Multi Asset	145	🔒	🔒	🔒	🔒	🔒	🔒
Moneygrow Asset Private Limited	BESPOKE	Multi Asset	135	🔒	🔒	🔒	🔒	🔒	🔒
Right Horizons Portfolio Management Pvt Ltd	ALLIANCE	Multi Asset	135	🔒	🔒	🔒	🔒	🔒	🔒
Oaks Asset Management Private Limited	ASSET ALLOCATOR-Public Markets	Multi Asset	133	🔒	🔒	🔒	🔒	🔒	🔒
Xponent Tribe LLP	MANAGED WEALTH	Multi Asset	131	🔒	🔒	🔒	🔒	🔒	🔒
Barclays Securities (India) Private Limited	Aggressive	Multi Asset	131	🔒	🔒	🔒	🔒	🔒	🔒
Kotak Mahindra Asset Management Company Ltd	Evolv Aggressive Asset Allocation Investment Approach	Multi Asset	119	🔒	🔒	🔒	🔒	🔒	🔒
Harmoney Finserv India Private Limited	MULTI ASSET THROUGH ETF	Multi Asset	115	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	Infra yield assets	Multi Asset	109	🔒	🔒	🔒	🔒	🔒	🔒
Agreya Capital Advisors LLP	Return Optimiser	Multi Asset	99	🔒	🔒	🔒	🔒	🔒	🔒
LGT Wealth India Private Limited	Curate	Multi Asset	95	🔒	🔒	🔒	🔒	🔒	🔒
Anand Rathi Advisors Limited	IDEAA Portfolio	Multi Asset	83	🔒	🔒	🔒	🔒	🔒	🔒
Motilal Oswal Wealth Limited	ALL WEATHER	Multi Asset	78	🔒	🔒	🔒	🔒	🔒	🔒
Sanctum Wealth Private Limited	Multi Asset s -Generation	Multi Asset	78	🔒	🔒	🔒	🔒	🔒	🔒
Ask Wealth Advisors Private Limited	Wealth Harmony Aggressive	Multi Asset	76	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	Capital Reserve - Multi Asset	Multi Asset	75	🔒	🔒	🔒	🔒	🔒	🔒
Barclays Securities (India) Private Limited	Discretionary Multi Asset Class Moderately Aggressive	Multi Asset	75	🔒	🔒	🔒	🔒	🔒	🔒
Agreya Capital Advisors LLP	Multi-Asset Enhancer	Multi Asset	74	🔒	🔒	🔒	🔒	🔒	🔒
Moat Financial Services Private Limited	Growth Fund	Multi Asset	72	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	Wealth Account	Multi Asset	72	🔒	🔒	🔒	🔒	🔒	🔒
Kotak Mahindra Asset Management Company Ltd	Pioneer Model Investment Approach Aggressive	Multi Asset	68	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	SmartTax Balanced Growth	Multi Asset	65	🔒	🔒	🔒	🔒	🔒	🔒
Fident Asset Management Private Limited	Series 6	Multi Asset	56	🔒	🔒	🔒	🔒	🔒	🔒
Neo Asset Management Private Limited	Multi Asset Aggressive	Multi Asset	53	🔒	🔒	🔒	🔒	🔒	🔒
Julius Baer Wealth Advisors (India) Private Limited	Baer India Select	Multi Asset	53	🔒	🔒	🔒	🔒	🔒	🔒
Waterfield Financial And Investment Advisors Private Limited	Multi-Asset Purchasing Power Preserver	Multi Asset	52	🔒	🔒	🔒	🔒	🔒	🔒
Fident Asset Management Private Limited	Series 3	Multi Asset	51	🔒	🔒	🔒	🔒	🔒	🔒
Kotak Mahindra Asset Management Company Ltd	Evolv Moderate Asset Allocation Investment Approach	Multi Asset	50	🔒	🔒	🔒	🔒	🔒	🔒
Latent Advisors LLP	MULTI ASSET SCHEME	Multi Asset	47	🔒	🔒	🔒	🔒	🔒	🔒
Tradeswift Broking Private Limited	Dynamic gems	Multi Asset	46	🔒	🔒	🔒	🔒	🔒	🔒
Right Horizons Portfolio Management Pvt Ltd	ALL SEASON FUND	Multi Asset	43	🔒	🔒	🔒	🔒	🔒	🔒
Neo Asset Management Private Limited	Core Multi Asset Conservative	Multi Asset	40	🔒	🔒	🔒	🔒	🔒	🔒
Quantum Advisors Private Limited	OCIO	Multi Asset	39	🔒	🔒	🔒	🔒	🔒	🔒
Nuvama Asset Management Limited	Accumulator	Multi Asset	35	🔒	🔒	🔒	🔒	🔒	🔒
Barclays Securities (India) Private Limited	MAC Moderately Conservative	Multi Asset	34	🔒	🔒	🔒	🔒	🔒	🔒
Sincere Syndication And Corporate Services LLP	INCOME PLUS	Multi Asset	33	🔒	🔒	🔒	🔒	🔒	🔒
Pluswealth Capital Management LLP	Fusion	Multi Asset	30	🔒	🔒	🔒	🔒	🔒	🔒
Ask Wealth Advisors Private Limited	Core Aggressive	Multi Asset	29	🔒	🔒	🔒	🔒	🔒	🔒
Unicorn Investment Managers LLP	CUSTOM	Multi Asset	29	🔒	🔒	🔒	🔒	🔒	🔒
Ask Wealth Advisors Private Limited	Wealth Core Balanced	Multi Asset	29	🔒	🔒	🔒	🔒	🔒	🔒
Fortune Wealth Management Co India P Ltd	Alpha Fund	Multi Asset	28	🔒	🔒	🔒	🔒	🔒	🔒
Markets MoJo Asset Management Private Limited	Asset Divergence Alpha Fund	Multi Asset	27	🔒	🔒	🔒	🔒	🔒	🔒
Harmoney Finserv India Private Limited	PROSPECT ASSET ALLOCATION	Multi Asset	27	🔒	🔒	🔒	🔒	🔒	🔒
Shree Rama Managers LLP	Wealth Builder Plan	Multi Asset	26	🔒	🔒	🔒	🔒	🔒	🔒
First Global Finance Private Limited	First Global Indian Multi-Asset Allocation	Multi Asset	24	🔒	🔒	🔒	🔒	🔒	🔒
PL Asset Management Private Ltd	Asset Dynamic	Multi Asset	23	🔒	🔒	🔒	🔒	🔒	🔒
Avendus Wealth Management Private Limited	PRISM	Multi Asset	23	🔒	🔒	🔒	🔒	🔒	🔒
Prudent Investment Managers LLP	Multi Asset PMS	Multi Asset	22	🔒	🔒	🔒	🔒	🔒	🔒
Ametra Investment Managers Private Limited	FactorIncome	Multi Asset	18	🔒	🔒	🔒	🔒	🔒	🔒
Invesq Investment Managers LLP	OPTIMISER	Multi Asset	18	🔒	🔒	🔒	🔒	🔒	🔒
Sanctum Wealth Private Limited	Multi Asset s -Shield	Multi Asset	18	🔒	🔒	🔒	🔒	🔒	🔒
Tamohara Investment Managers Pvt Ltd	TAMOHARA MULTI ASSET	Multi Asset	18	🔒	🔒	🔒	🔒	🔒	🔒
Ask Wealth Advisors Private Limited	Wealth Harmony Balanced	Multi Asset	17	🔒	🔒	🔒	🔒	🔒	🔒
Marcellus Investment Managers Private Limited	Multi Asset Aggresive	Multi Asset	17	🔒	🔒	🔒	🔒	🔒	🔒
Kotak Mahindra Asset Management Company Ltd	Evolv Conservative Asset Allocation Investment Approach	Multi Asset	16	🔒	🔒	🔒	🔒	🔒	🔒
Right Horizons Portfolio Management Pvt Ltd	BLENDED ASSET	Multi Asset	16	🔒	🔒	🔒	🔒	🔒	🔒
Vallum Capital Advisors Private Limited	India Multi-Activa	Multi Asset	15	🔒	🔒	🔒	🔒	🔒	🔒
Julius Baer Wealth Advisors (India) Private Limited	All Weather - Plus	Multi Asset	15	🔒	🔒	🔒	🔒	🔒	🔒
Fident Asset Management Private Limited	SERIES 2	Multi Asset	15	🔒	🔒	🔒	🔒	🔒	🔒
Scient Capital Pvt Ltd	Aquila PMS	Multi Asset	15	🔒	🔒	🔒	🔒	🔒	🔒
Fident Asset Management Private Limited	SERIES 4	Multi Asset	13	🔒	🔒	🔒	🔒	🔒	🔒
Asit C. Mehta Investment Interrmediates Ltd.	Multi-Asset	Multi Asset	13	🔒	🔒	🔒	🔒	🔒	🔒
Sanctum Wealth Private Limited	Multi Asset s - Enhancement	Multi Asset	13	🔒	🔒	🔒	🔒	🔒	🔒
Fident Asset Management Private Limited	Series 7	Multi Asset	12	🔒	🔒	🔒	🔒	🔒	🔒
Fident Asset Management Private Limited	SERIES 5	Multi Asset	12	🔒	🔒	🔒	🔒	🔒	🔒
Fident Asset Management Private Limited	Unlisted and Listed Large Value (FULL) - Series 1	Multi Asset	12	🔒	🔒	🔒	🔒	🔒	🔒
Avendus Wealth Management Private Limited	Plus	Multi Asset	11	🔒	🔒	🔒	🔒	🔒	🔒
Capitalmind Financial Services Private Limited	Anchor	Multi Asset	11	🔒	🔒	🔒	🔒	🔒	🔒
Shree Rama Managers LLP	Dynamic Plan	Multi Asset	11	🔒	🔒	🔒	🔒	🔒	🔒
Impetus Arthasutra Pvt Lted	Trinity FoF	Multi Asset	10	🔒	🔒	🔒	🔒	🔒	🔒
Right Horizons Portfolio Management Pvt Ltd	YIELD MULTIPLIER-I	Multi Asset	10	🔒	🔒	🔒	🔒	🔒	🔒
Marcellus Investment Managers Private Limited	Asset	Multi Asset	10	🔒	🔒	🔒	🔒	🔒	🔒
Alpha Alternatives Fund Advisors LLP	Premium Advantage	Multi Asset	10	🔒	🔒	🔒	🔒	🔒	🔒
Sanctum Wealth Private Limited	Discretionary - Balanced	Multi Asset	9	🔒	🔒	🔒	🔒	🔒	🔒
Omniscience Capital Advisors Private Limited	Super Pay	Multi Asset	9	🔒	🔒	🔒	🔒	🔒	🔒
Kotak Mahindra Asset Management Company Ltd	Pioneer Model Investment Approach Moderate	Multi Asset	8	🔒	🔒	🔒	🔒	🔒	🔒
Latent Advisors LLP	WEALTH TREK	Multi Asset	7	🔒	🔒	🔒	🔒	🔒	🔒
Tailwind Financial Services Private Limited	Capital Surge PMS	Multi Asset	7	🔒	🔒	🔒	🔒	🔒	🔒
Omniscience Capital Advisors Private Limited	Super Invest	Multi Asset	7	🔒	🔒	🔒	🔒	🔒	🔒
Maxiom Asset Management Private Limited	EMERALD Diversified Mutual Funds	Multi Asset	7	🔒	🔒	🔒	🔒	🔒	🔒
Multi-Act Equity Consultancy Private Limited	Seasons	Multi Asset	7	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	Reserve	Multi Asset	6	🔒	🔒	🔒	🔒	🔒	🔒
Ametra Investment Managers Private Limited	FactorCapro PMS	Multi Asset	6	🔒	🔒	🔒	🔒	🔒	🔒
Purnartha Investment Advisers Private Limited	One Strategy	Multi Asset	6	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	IPA Growth	Multi Asset	5	🔒	🔒	🔒	🔒	🔒	🔒
Neo Asset Management Private Limited	Moderately Aggressive	Multi Asset	5	🔒	🔒	🔒	🔒	🔒	🔒
Pluswealth Capital Management LLP	PLUSWEALTH CATALYST	Multi Asset	4	🔒	🔒	🔒	🔒	🔒	🔒
Julius Baer Wealth Advisors (India) Private Limited	All Weather - Core	Multi Asset	4	🔒	🔒	🔒	🔒	🔒	🔒
Unicorn Investment Managers LLP	MULTI-ASSET ALPHA	Multi Asset	3	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	IPA Aggressive	Multi Asset	3	🔒	🔒	🔒	🔒	🔒	🔒
Unicorn Investment Managers LLP	ASSET ALLOCATION BALANCED	Multi Asset	3	🔒	🔒	🔒	🔒	🔒	🔒
Bonanza Portfolio Limited	FACTORX	Multi Asset	2	🔒	🔒	🔒	🔒	🔒	🔒
SBI Funds Management Limited	Sunrise Gold	Multi Asset	2	🔒	🔒	🔒	🔒	🔒	🔒
Angel One Investment Managers & Advisors Private Limited	Ionic Summit Portfolio	Multi Asset	2	🔒	🔒	🔒	🔒	🔒	🔒
Marcellus Investment Managers Private Limited	MultiAssetConservative	Multi Asset	2	🔒	🔒	🔒	🔒	🔒	🔒
Barclays Securities (India) Private Limited	MAC Balanced POOL	Multi Asset	2	🔒	🔒	🔒	🔒	🔒	🔒
Latent Advisors LLP	CASH MANAGEMENT SCHEME	Multi Asset	2	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	IPA Conservative	Multi Asset	2	🔒	🔒	🔒	🔒	🔒	🔒
Anand Rathi Advisors Limited	IDEAA Portfolio - NRI	Multi Asset	1	🔒	🔒	🔒	🔒	🔒	🔒
Kotak Mahindra Asset Management Company Ltd	Pioneer Model Investment Approach Conservative	Multi Asset	1	🔒	🔒	🔒	🔒	🔒	🔒
Marcellus Investment Managers Private Limited	Multi Asset Income	Multi Asset	1	🔒	🔒	🔒	🔒	🔒	🔒
Unicorn Investment Managers LLP	ASSET ALLOCATION GROWTH	Multi Asset	1	🔒	🔒	🔒	🔒	🔒	🔒
Ask Wealth Advisors Private Limited	Harmony Conservative	Multi Asset	1	🔒	🔒	🔒	🔒	🔒	🔒
Fortuna Asset Managers LLP	THREE - MULTI ASSET GROWTH	Multi Asset	1	🔒	🔒	🔒	🔒	🔒	🔒
Dezerv Investments Private Limited	Stability Reserve Specialized	Multi Asset	1	🔒	🔒	🔒	🔒	🔒	🔒
Tamohara Investment Managers Pvt Ltd	TRADE MULTI ASSET	Multi Asset	1	🔒	🔒	🔒	🔒	🔒	🔒
Shree Rama Managers LLP	Smart Cash Flow Plan (InvIT & REIT)	Multi Asset	1	🔒	🔒	🔒	🔒	🔒	🔒
360 One	Discretionary - Multi-Asset	Multi Asset	—	🔒	🔒	🔒	🔒	🔒	🔒

Sort by

Consistent Performer

360 One

Mandate - Balanced

0.21

Sharpe Ratio

Multi Asset · ₹5,071 Cr

Consistent Performer

360 One

Mandate - Aggressive

0.21

Sharpe Ratio

Multi Asset · ₹2,309 Cr

Recent Performer

360 One

Mandate - Conservative

0.29

Sharpe Ratio

Multi Asset · ₹1,106 Cr

Underperformer

Kotak Mahindra Asset Management Company Ltd

Evolv Plus Asset Allocation Investment

-0.06

Sharpe Ratio

Multi Asset · ₹1,083 Cr

Recent Performer

Nuvama Asset Management Limited

Core Approach

0.50

Sharpe Ratio

Multi Asset · ₹1,079 Cr

Recent Launch

Ask Wealth Advisors Private Limited

Discretionary Solutions Multi Asset

-0.70

Sharpe Ratio

Multi Asset · ₹916 Cr

Recent Performer

Ithought Financial Consulting LLP

Sphere

0.21

Sharpe Ratio

Multi Asset · ₹913 Cr

Consistent Performer

Motilal Oswal Wealth Limited

Alpha Strategist Advantage

1.08

Sharpe Ratio

Multi Asset · ₹566 Cr

Recent Launch

Neo Asset Management Private Limited

Core Multi Asset Capital Compounder

0.35

Sharpe Ratio

Multi Asset · ₹493 Cr

Underperformer

Agreya Capital Advisors LLP

Multi-Asset

0.04

Sharpe Ratio

Multi Asset · ₹409 Cr

—

Neo Asset Management Private Limited

Multi Asset Moderate

•••

Sharpe Ratio

Multi Asset · ₹342 Cr

—

Waterfield Financial And Investment Advisors Private Limited

Multi-Asset Capital Compounder

•••

Sharpe Ratio

Multi Asset · ₹319 Cr

—

DV Investment Advisors LLP

Bespoke All Weather

•••

Sharpe Ratio

Multi Asset · ₹292 Cr

—

Right Horizons Portfolio Management Pvt Ltd

MULTI ASSET

•••

Sharpe Ratio

Multi Asset · ₹284 Cr

—

360 One

ONE Large Value Alternates PMS

•••

Sharpe Ratio

Multi Asset · ₹274 Cr

—

Finwizard Technology Private Limited

AlphaEdge

•••

Sharpe Ratio

Multi Asset · ₹244 Cr

—

Angel One Investment Managers & Advisors Private Limited

Ionic Allocate -Aggressive

•••

Sharpe Ratio

Multi Asset · ₹221 Cr

—

Aarohan Holdings And Advisors Private Limited

Allocation with Dynamic Rebalancing

•••

Sharpe Ratio

Multi Asset · ₹200 Cr

—

Profitgate Capital Services LLP

Treasury Direct MultiAsset

•••

Sharpe Ratio

Multi Asset · ₹190 Cr

—

Dezerv Investments Private Limited

Holdings in Natural Elements (SHINE)

•••

Sharpe Ratio

Multi Asset · ₹186 Cr

—

Nippon Life India Asset Management Ltd

REITs and InvITs Income

•••

Sharpe Ratio

Multi Asset · ₹178 Cr

—

Prajana Advisors Private Limited

ANCHOR

•••

Sharpe Ratio

Multi Asset · ₹166 Cr

—

Deutsche Investments India Private Limited

India Multi-Asset Mandate / Combination of Growth & Income

•••

Sharpe Ratio

Multi Asset · ₹157 Cr

—

Ithought Financial Consulting LLP

NIO

•••

Sharpe Ratio

Multi Asset · ₹150 Cr

—

Waterfield Financial And Investment Advisors Private Limited

Multi-Asset Lifestyle Maintainer

•••

Sharpe Ratio

Multi Asset · ₹149 Cr

—

Tamohara Investment Managers Pvt Ltd

MULTI ASSET

•••

Sharpe Ratio

Multi Asset · ₹144 Cr

—

Moneygrow Asset Private Limited

BESPOKE

•••

Sharpe Ratio

Multi Asset · ₹135 Cr

—

Right Horizons Portfolio Management Pvt Ltd

ALLIANCE

•••

Sharpe Ratio

Multi Asset · ₹134 Cr

—

Oaks Asset Management Private Limited

ASSET ALLOCATOR-Public Markets

•••

Sharpe Ratio

Multi Asset · ₹132 Cr

—

Xponent Tribe LLP

MANAGED WEALTH

•••

Sharpe Ratio

Multi Asset · ₹131 Cr

—

Barclays Securities (India) Private Limited

Aggressive

•••

Sharpe Ratio

Multi Asset · ₹131 Cr

—

Kotak Mahindra Asset Management Company Ltd

Evolv Aggressive Asset Allocation Investment Approach

•••

Sharpe Ratio

Multi Asset · ₹119 Cr

—

Harmoney Finserv India Private Limited

MULTI ASSET THROUGH ETF

•••

Sharpe Ratio

Multi Asset · ₹115 Cr

—

Dezerv Investments Private Limited

Infra yield assets

•••

Sharpe Ratio

Multi Asset · ₹108 Cr

—

Agreya Capital Advisors LLP

Return Optimiser

•••

Sharpe Ratio

Multi Asset · ₹98 Cr

—

LGT Wealth India Private Limited

Curate

•••

Sharpe Ratio

Multi Asset · ₹95 Cr

—

Anand Rathi Advisors Limited

IDEAA Portfolio

•••

Sharpe Ratio

Multi Asset · ₹82 Cr

—

Motilal Oswal Wealth Limited

ALL WEATHER

•••

Sharpe Ratio

Multi Asset · ₹77 Cr

—

Sanctum Wealth Private Limited

Multi Asset s -Generation

•••

Sharpe Ratio

Multi Asset · ₹77 Cr

—

Ask Wealth Advisors Private Limited

Wealth Harmony Aggressive

•••

Sharpe Ratio

Multi Asset · ₹75 Cr

—

Dezerv Investments Private Limited

Capital Reserve - Multi Asset

•••

Sharpe Ratio

Multi Asset · ₹74 Cr

—

Barclays Securities (India) Private Limited

Discretionary Multi Asset Class Moderately Aggressive

•••

Sharpe Ratio

Multi Asset · ₹74 Cr

—

Agreya Capital Advisors LLP

Multi-Asset Enhancer

•••

Sharpe Ratio

Multi Asset · ₹73 Cr

—

Moat Financial Services Private Limited

Growth Fund

•••

Sharpe Ratio

Multi Asset · ₹72 Cr

—

Dezerv Investments Private Limited

Wealth Account

•••

Sharpe Ratio

Multi Asset · ₹71 Cr

—

Kotak Mahindra Asset Management Company Ltd

Pioneer Model Investment Approach Aggressive

•••

Sharpe Ratio

Multi Asset · ₹67 Cr

—

Dezerv Investments Private Limited

SmartTax Balanced Growth

•••

Sharpe Ratio

Multi Asset · ₹64 Cr

—

Fident Asset Management Private Limited

Series 6

•••

Sharpe Ratio

Multi Asset · ₹55 Cr

—

Neo Asset Management Private Limited

Multi Asset Aggressive

•••

Sharpe Ratio

Multi Asset · ₹53 Cr

—

Julius Baer Wealth Advisors (India) Private Limited

Baer India Select

•••

Sharpe Ratio

Multi Asset · ₹53 Cr

—

Waterfield Financial And Investment Advisors Private Limited

Multi-Asset Purchasing Power Preserver

•••

Sharpe Ratio

Multi Asset · ₹51 Cr

—

Fident Asset Management Private Limited

Series 3

•••

Sharpe Ratio

Multi Asset · ₹50 Cr

—

Kotak Mahindra Asset Management Company Ltd

Evolv Moderate Asset Allocation Investment Approach

•••

Sharpe Ratio

Multi Asset · ₹50 Cr

—

Latent Advisors LLP

MULTI ASSET SCHEME

•••

Sharpe Ratio

Multi Asset · ₹46 Cr

—

Tradeswift Broking Private Limited

Dynamic gems

•••

Sharpe Ratio

Multi Asset · ₹46 Cr

—

Right Horizons Portfolio Management Pvt Ltd

ALL SEASON FUND

•••

Sharpe Ratio

Multi Asset · ₹42 Cr

—

Neo Asset Management Private Limited

Core Multi Asset Conservative

•••

Sharpe Ratio

Multi Asset · ₹40 Cr

—

Quantum Advisors Private Limited

OCIO

•••

Sharpe Ratio

Multi Asset · ₹39 Cr

—

Nuvama Asset Management Limited

Accumulator

•••

Sharpe Ratio

Multi Asset · ₹34 Cr

—

Barclays Securities (India) Private Limited

MAC Moderately Conservative

•••

Sharpe Ratio

Multi Asset · ₹34 Cr

—

Sincere Syndication And Corporate Services LLP

INCOME PLUS

•••

Sharpe Ratio

Multi Asset · ₹32 Cr

—

Pluswealth Capital Management LLP

Fusion

•••

Sharpe Ratio

Multi Asset · ₹29 Cr

—

Ask Wealth Advisors Private Limited

Core Aggressive

•••

Sharpe Ratio

Multi Asset · ₹29 Cr

—

Unicorn Investment Managers LLP

CUSTOM

•••

Sharpe Ratio

Multi Asset · ₹28 Cr

—

Ask Wealth Advisors Private Limited

Wealth Core Balanced

•••

Sharpe Ratio

Multi Asset · ₹28 Cr

—

Fortune Wealth Management Co India P Ltd

Alpha Fund

•••

Sharpe Ratio

Multi Asset · ₹27 Cr

—

Markets MoJo Asset Management Private Limited

Asset Divergence Alpha Fund

•••

Sharpe Ratio

Multi Asset · ₹27 Cr

—

Harmoney Finserv India Private Limited

PROSPECT ASSET ALLOCATION

•••

Sharpe Ratio

Multi Asset · ₹27 Cr

—

Shree Rama Managers LLP

Wealth Builder Plan

•••

Sharpe Ratio

Multi Asset · ₹25 Cr

—

First Global Finance Private Limited

First Global Indian Multi-Asset Allocation

•••

Sharpe Ratio

Multi Asset · ₹23 Cr

—

PL Asset Management Private Ltd

Asset Dynamic

•••

Sharpe Ratio

Multi Asset · ₹23 Cr

—

Avendus Wealth Management Private Limited

PRISM

•••

Sharpe Ratio

Multi Asset · ₹22 Cr

—

Prudent Investment Managers LLP

Multi Asset PMS

•••

Sharpe Ratio

Multi Asset · ₹22 Cr

—

Ametra Investment Managers Private Limited

FactorIncome

•••

Sharpe Ratio

Multi Asset · ₹18 Cr

—

Invesq Investment Managers LLP

OPTIMISER

•••

Sharpe Ratio

Multi Asset · ₹18 Cr

—

Sanctum Wealth Private Limited

Multi Asset s -Shield

•••

Sharpe Ratio

Multi Asset · ₹18 Cr

—

Tamohara Investment Managers Pvt Ltd

TAMOHARA MULTI ASSET

•••

Sharpe Ratio

Multi Asset · ₹18 Cr

—

Ask Wealth Advisors Private Limited

Wealth Harmony Balanced

•••

Sharpe Ratio

Multi Asset · ₹16 Cr

—

Marcellus Investment Managers Private Limited

Multi Asset Aggresive

•••

Sharpe Ratio

Multi Asset · ₹16 Cr

—

Kotak Mahindra Asset Management Company Ltd

Evolv Conservative Asset Allocation Investment Approach

•••

Sharpe Ratio

Multi Asset · ₹15 Cr

—

Right Horizons Portfolio Management Pvt Ltd

BLENDED ASSET

•••

Sharpe Ratio

Multi Asset · ₹15 Cr

—

Vallum Capital Advisors Private Limited

India Multi-Activa

•••

Sharpe Ratio

Multi Asset · ₹15 Cr

—

Julius Baer Wealth Advisors (India) Private Limited

All Weather - Plus

•••

Sharpe Ratio

Multi Asset · ₹14 Cr

—

Fident Asset Management Private Limited

SERIES 2

•••

Sharpe Ratio

Multi Asset · ₹14 Cr

—

Scient Capital Pvt Ltd

Aquila PMS

•••

Sharpe Ratio

Multi Asset · ₹14 Cr

—

Fident Asset Management Private Limited

SERIES 4

•••

Sharpe Ratio

Multi Asset · ₹12 Cr

—

Asit C. Mehta Investment Interrmediates Ltd.

Multi-Asset

•••

Sharpe Ratio

Multi Asset · ₹12 Cr

—

Sanctum Wealth Private Limited

Multi Asset s - Enhancement

•••

Sharpe Ratio

Multi Asset · ₹12 Cr

—

Fident Asset Management Private Limited

Series 7

•••

Sharpe Ratio

Multi Asset · ₹12 Cr

—

Fident Asset Management Private Limited

SERIES 5

•••

Sharpe Ratio

Multi Asset · ₹11 Cr

—

Fident Asset Management Private Limited

Unlisted and Listed Large Value (FULL) - Series 1

•••

Sharpe Ratio

Multi Asset · ₹11 Cr

—

Avendus Wealth Management Private Limited

Plus

•••

Sharpe Ratio

Multi Asset · ₹11 Cr

—

Capitalmind Financial Services Private Limited

Anchor

•••

Sharpe Ratio

Multi Asset · ₹10 Cr

—

Shree Rama Managers LLP

Dynamic Plan

•••

Sharpe Ratio

Multi Asset · ₹10 Cr

—

Impetus Arthasutra Pvt Lted

Trinity FoF

•••

Sharpe Ratio

Multi Asset · ₹10 Cr

—

Right Horizons Portfolio Management Pvt Ltd

YIELD MULTIPLIER-I

•••

Sharpe Ratio

Multi Asset · ₹10 Cr

—

Marcellus Investment Managers Private Limited

Asset

•••

Sharpe Ratio

Multi Asset · ₹10 Cr

—

Alpha Alternatives Fund Advisors LLP

Premium Advantage

•••

Sharpe Ratio

Multi Asset · ₹9 Cr

—

Sanctum Wealth Private Limited

Discretionary - Balanced

•••

Sharpe Ratio

Multi Asset · ₹9 Cr

—

Omniscience Capital Advisors Private Limited

Super Pay

•••

Sharpe Ratio

Multi Asset · ₹8 Cr

—

Kotak Mahindra Asset Management Company Ltd

Pioneer Model Investment Approach Moderate

•••

Sharpe Ratio

Multi Asset · ₹8 Cr

—

Latent Advisors LLP

WEALTH TREK

•••

Sharpe Ratio

Multi Asset · ₹7 Cr

—

Tailwind Financial Services Private Limited

Capital Surge PMS

•••

Sharpe Ratio

Multi Asset · ₹7 Cr

—

Omniscience Capital Advisors Private Limited

Super Invest

•••

Sharpe Ratio

Multi Asset · ₹7 Cr

—

Maxiom Asset Management Private Limited

EMERALD Diversified Mutual Funds

•••

Sharpe Ratio

Multi Asset · ₹6 Cr

—

Multi-Act Equity Consultancy Private Limited

Seasons

•••

Sharpe Ratio

Multi Asset · ₹6 Cr

—

Dezerv Investments Private Limited

Reserve

•••

Sharpe Ratio

Multi Asset · ₹6 Cr

—

Ametra Investment Managers Private Limited

FactorCapro PMS

•••

Sharpe Ratio

Multi Asset · ₹5 Cr

—

Purnartha Investment Advisers Private Limited

One Strategy

•••

Sharpe Ratio

Multi Asset · ₹5 Cr

—

Dezerv Investments Private Limited

IPA Growth

•••

Sharpe Ratio

Multi Asset · ₹5 Cr

—

Neo Asset Management Private Limited

Moderately Aggressive

•••

Sharpe Ratio

Multi Asset · ₹4 Cr

—

Pluswealth Capital Management LLP

PLUSWEALTH CATALYST

•••

Sharpe Ratio

Multi Asset · ₹4 Cr

—

Julius Baer Wealth Advisors (India) Private Limited

All Weather - Core

•••

Sharpe Ratio

Multi Asset · ₹3 Cr

—

Unicorn Investment Managers LLP

MULTI-ASSET ALPHA

•••

Sharpe Ratio

Multi Asset · ₹3 Cr

—

Dezerv Investments Private Limited

IPA Aggressive

•••

Sharpe Ratio

Multi Asset · ₹2 Cr

—

Unicorn Investment Managers LLP

ASSET ALLOCATION BALANCED

•••

Sharpe Ratio

Multi Asset · ₹2 Cr

—

Bonanza Portfolio Limited

FACTORX

•••

Sharpe Ratio

Multi Asset · ₹2 Cr

—

SBI Funds Management Limited

Sunrise Gold

•••

Sharpe Ratio

Multi Asset · ₹2 Cr

—

Angel One Investment Managers & Advisors Private Limited

Ionic Summit Portfolio

•••

Sharpe Ratio

Multi Asset · ₹2 Cr

—

Marcellus Investment Managers Private Limited

MultiAssetConservative

•••

Sharpe Ratio

Multi Asset · ₹2 Cr

—

Barclays Securities (India) Private Limited

MAC Balanced POOL

•••

Sharpe Ratio

Multi Asset · ₹1 Cr

—

Latent Advisors LLP

CASH MANAGEMENT SCHEME

•••

Sharpe Ratio

Multi Asset · ₹1 Cr

—

Dezerv Investments Private Limited

IPA Conservative

•••

Sharpe Ratio

Multi Asset · ₹1 Cr

—

Anand Rathi Advisors Limited

IDEAA Portfolio - NRI

•••

Sharpe Ratio

Multi Asset · ₹1 Cr

—

Kotak Mahindra Asset Management Company Ltd

Pioneer Model Investment Approach Conservative

•••

Sharpe Ratio

Multi Asset · ₹1 Cr

—

Marcellus Investment Managers Private Limited

Multi Asset Income

•••

Sharpe Ratio

Multi Asset · ₹1 Cr

—

Unicorn Investment Managers LLP

ASSET ALLOCATION GROWTH

•••

Sharpe Ratio

Multi Asset · ₹1 Cr

—

Ask Wealth Advisors Private Limited

Harmony Conservative

•••

Sharpe Ratio

Multi Asset · ₹0 Cr

—

Fortuna Asset Managers LLP

THREE - MULTI ASSET GROWTH

•••

Sharpe Ratio

Multi Asset · ₹0 Cr

—

Dezerv Investments Private Limited

Stability Reserve Specialized

•••

Sharpe Ratio

Multi Asset · ₹0 Cr

—

Tamohara Investment Managers Pvt Ltd

TRADE MULTI ASSET

•••

Sharpe Ratio

Multi Asset · ₹0 Cr

—

Shree Rama Managers LLP

Smart Cash Flow Plan (InvIT & REIT)

•••

Sharpe Ratio

Multi Asset · ₹0 Cr

—

360 One

Discretionary - Multi-Asset

•••

Sharpe Ratio

Multi Asset · ₹0 Cr

🔒

Unlock all 610+ strategies

Full sortable list with returns, risk metrics and ratings

Unlock Now →

Risk metrics computed on 14 months of monthly returns

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

We'll remember you on this device for 30 days

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.

Not sure which fits you?

Free 30-minute call to find the right fit

Book a Call →

🔒 Monthly Alpha Report

Strategies ranked by alpha, refreshed monthly

Unlock Monthly Alpha Report →

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.

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

Check Alpha before investing

How PMS is taxed

Frequently Asked Questions

Calculators