As of…
Benchmark · BSE 500 · 825 strategies in universe · 392 with ≥36 months
BSE 500 PMS Strategies
PMS strategies benchmarked to BSE 500 (including TRI / Total Return Index spellings). Ranked by CAGR, max drawdown, and track record.
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Best BSE 500 PMS by CAGR
Top 25 by CAGR among 392 strategies benchmarked to BSE 500 with at least 36 months of history (brutal Max DD excluded).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | White Pine Investment Management Private Limited | 38.70% | -20.25% | |
| 2 | Green Portfolio Private Limited | 38.39% | -33.37% | |
| 3 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited. | 37.89% | -24.94% | |
| 4 | GLC Growth Fund EQUITYBSE 500 | Green Lantern Capital LLP | 37.37% | -13.67% |
| 5 | Ghalla Bhansali Stock Brokers Private Limited | 35.31% | -34.40% | |
| 6 | Wallfort PMS And Advisory Services LLP | 34.32% | -25.06% | |
| 7 | Hpmg Shares And Securities Private Limited | 33.42% | -22.65% | |
| 8 | Mittal Analytics Private Limited | 33.30% | -23.05% | |
| 9 | Incred Asset Management Private Limited | 33.27% | -20.88% | |
| 10 | Multiplier EQUITYBSE 500 | Astute Investment Management Private Limited | 32.76% | -26.34% |
| 11 | Savvy Default EQUITYBSE 500 | Savvy Capital Advisors LLP | 32.54% | -37.70% |
| 12 | ABAKKUS ASSET MANAGER PRIVATE LIMITED | 31.70% | -24.62% | |
| 13 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited. | 31.16% | -21.26% | |
| 14 | Bhana Equity Advisors LLP | 31.09% | -29.53% | |
| 15 | Green Portfolio Private Limited | 31.06% | -18.19% | |
| 16 | Incred Asset Management Private Limited | 31.00% | -28.93% | |
| 17 | Fund OF Funds EQUITYBSE 500 | Green Portfolio Private Limited | 30.85% | -27.81% |
| 18 | Janak Merchant Securities Private Limited | 30.61% | -21.72% | |
| 19 | Systematix Shares And Stocks India Limited | 30.01% | -20.79% | |
| 20 | Equitree Capital Advisors Private Limited | 29.84% | -30.31% | |
| 21 | EverFlow Bespoke EQUITYBSE 500 | Himalaya Investment Advisors LLP | 29.82% | -19.22% |
| 22 | Carnelian Asset Management And Advisors Private Limited | 29.48% | -21.06% | |
| 23 | Investsavvy Alpha EQUITYBSE 500 | Investsavvy Portfolio Management LLP | 28.94% | -32.39% |
| 24 | Ace Midcap EQUITYBSE 500 | ASIT C. MEHTA INVESTMENT INTERRMEDIATES LIMITED | 28.44% | -26.89% |
| 25 | Activealphamc EQUITYBSE 500 | Samvitti Capital Private Limited | 28.39% | -29.84% |
Lowest Max Drawdown · BSE 500
Least severe max drawdown among BSE 500-benchmarked strategies with ≥36 months of history.
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Dezerv Investments Private Limited | 7.01% | 0.00% | |
| 2 | Valcreate Bespoke EQUITYBSE 500 | Valcreate Investment Managers LLP | 7.45% | -2.02% |
| 3 | Alder Capital Advisors LLP | 19.89% | -8.22% | |
| 4 | Index Alpha HYBRIDBSE 500 | Qed Capital Advisors LLP | 8.25% | -8.68% |
| 5 | Fractal Capital Investments LLP | 19.33% | -8.82% | |
| 6 | Valtrust Partners LLP | 19.03% | -9.12% | |
| 7 | JAIN INVESTMENT ADVISORS Private. Limited | 8.59% | -10.10% | |
| 8 | Compound Everyday Capital Management LLP | 14.82% | -10.32% | |
| 9 | Escorp Asset Management Limited | 27.47% | -10.52% | |
| 10 | Financial Freedom EQUITYBSE 500 | Hedge Equities Limited | 14.22% | -11.12% |
| 11 | Laburnum Capital Advisors Private Limited | 6.59% | -11.45% | |
| 12 | Banyan Capital Advisors Private Limited | 17.60% | -11.79% | |
| 13 | Eklavya Equity EQUITYBSE 500 | Eklavya Capital Advisors LLP | 6.76% | -12.03% |
| 14 | Valtrust Partners LLP | 22.05% | -12.56% | |
| 15 | Hdfc Asset Management Company Limited | 21.26% | -13.03% | |
| 16 | Infinity Alternatives Investment Managers Private Limited | 16.44% | -13.17% | |
| 17 | Laburnum Capital Advisors Private Limited | 22.02% | -13.35% | |
| 18 | GLC Growth Fund EQUITYBSE 500 | Green Lantern Capital LLP | 37.37% | -13.67% |
| 19 | Tata Asset Management Private Limited | 12.26% | -14.00% | |
| 20 | Phillipcapital India Private Limited | 11.26% | -14.02% | |
| 21 | Profusion Investment Advisors LLP | 15.95% | -14.07% | |
| 22 | MULTI-ACT EQUITY CONSULTANCY Private Limited | 12.03% | -14.38% | |
| 23 | Whiteoak Capital Asset Management Limited | 10.23% | -14.54% | |
| 24 | Eiml Capital EQUITYBSE 500 | Emkay Investment Managers Limited | 18.46% | -14.62% |
| 25 | Nippon Life India Asset Management Limited | 18.55% | -14.71% |
Longest Track Record · BSE 500
Longest available history among strategies benchmarked to BSE 500 (Age = chartable months).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | CONSORTIUM SECURITIES Private. Limited. | 26.90% | -18.64% | |
| 2 | Smc Global Securities Limited | 15.90% | -24.92% | |
| 3 | Growth NRI-FPI EQUITYBSE 500 | Smc Global Securities Limited | 13.93% | -25.81% |
| 4 | 2Point2 Capital Advisors LLP | 19.78% | -14.79% | |
| 5 | Money Multiplier EQUITYBSE 500 | A C Choksi Share Brokers Private Limited | 10.15% | -21.69% |
| 6 | ASIT C. MEHTA INVESTMENT INTERRMEDIATES LIMITED | 18.23% | -17.03% | |
| 7 | Ace Midcap EQUITYBSE 500 | ASIT C. MEHTA INVESTMENT INTERRMEDIATES LIMITED | 28.44% | -26.89% |
| 8 | Ace Multicap EQUITYBSE 500 | ASIT C. MEHTA INVESTMENT INTERRMEDIATES LIMITED | 26.11% | -23.65% |
| 9 | Abchlor Investments Private Limited | — | — | |
| 10 | Alchemy Ascent EQUITYBSE 500 | Alchemy Capital Management Private Limited | 15.64% | -33.52% |
| 11 | Alchemy Capital Management Private Limited | 14.84% | -34.25% | |
| 12 | Impress Portfolio EQUITYBSE 500 | Anand Rathi Advisors Limited | 22.32% | -23.27% |
| 13 | Anand Rathi Advisors Limited | 22.49% | -23.63% | |
| 14 | MNC Portfolio EQUITYBSE 500 | Anand Rathi Advisors Limited | 12.72% | -22.54% |
| 15 | Anand Rathi Advisors Limited | 12.51% | -22.74% | |
| 16 | Amsec Life EQUITYBSE 500 | Asian Markets Securities Private Limited | 7.22% | -28.18% |
| 17 | Multiplier EQUITYBSE 500 | Astute Investment Management Private Limited | 32.76% | -26.34% |
| 18 | Atman Capital Management Private Limited | 3.46% | -19.80% | |
| 19 | Avestha Growth EQUITYBSE 500 | Avestha Fund Management LLP | 23.72% | -24.39% |
| 20 | Barclays Securities India Private Limited | 8.80% | -19.78% | |
| 21 | Basant Maheshwari Wealth Advisers LLP | 5.10% | -34.57% | |
| 22 | Bellwether Capital Private Limited | 18.41% | -22.82% | |
| 23 | Capgrow Capital Advisors LLP | 10.61% | -27.78% | |
| 24 | Capgrow Capital Advisors LLP | 18.21% | -24.60% | |
| 25 | Composite Investments Private Limited | 15.80% | -23.97% |