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Benchmark · CRISIL Composite Bond · 126 strategies in universe · 49 with ≥36 months
CRISIL Composite Bond PMS Strategies
PMS strategies benchmarked to CRISIL Composite Bond (Fund) Index variants.
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Best CRISIL Composite Bond PMS by CAGR
Top 25 by CAGR among 49 strategies benchmarked to CRISIL Composite Bond with at least 36 months of history (brutal Max DD excluded).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Capitalmind Financial Services Private Limited | 19.84% | -39.56% | |
| 2 | Phillipcapital India Private Limited | 12.37% | -0.06% | |
| 3 | Dezerv Investments Private Limited | 10.92% | -0.51% | |
| 4 | Dezerv Investments Private Limited | 9.87% | 0.00% | |
| 5 | Estee Advisors Private Limited | 9.73% | -0.31% | |
| 6 | Ask Wealth Advisors Private Limited | 9.26% | -0.59% | |
| 7 | TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED | 8.90% | -3.83% | |
| 8 | Nuvama Asset Management Limited | 8.45% | -8.71% | |
| 9 | Valentis Advisors Private Limited | 8.35% | -0.03% | |
| 10 | Emkay Investment Managers Limited | 7.71% | 0.00% | |
| 11 | Birla Sun Life Asset Management Company Limited | 7.58% | -5.03% | |
| 12 | Dezerv Investments Private Limited | 7.45% | -1.21% | |
| 13 | Barclays Securities India Private Limited | 7.17% | -1.41% | |
| 14 | Icici Securities Limited | 7.07% | -0.51% | |
| 15 | Icici Securities Limited | 7.00% | 0.00% | |
| 16 | Enam Asset Management Copvt Private Limited | 6.97% | 0.00% | |
| 17 | Incred Asset Management Private Limited | 6.77% | 0.00% | |
| 18 | Nuvama Asset Management Limited | 6.59% | -1.55% | |
| 19 | Scient Capital Private Limited | 6.37% | -0.54% | |
| 20 | Sundaram Alternate Assets Limited | 6.32% | -0.31% | |
| 21 | Capitalmind Financial Services Private Limited | 5.93% | -32.03% | |
| 22 | Hsbc Asset Management India Private Limited | 5.90% | 0.00% | |
| 23 | Axis Asset Management Company Limited | 5.82% | 0.00% | |
| 24 | Invesco Asset Management India Private Limited | 5.72% | -0.08% | |
| 25 | Capitalmind Financial Services Private Limited | 5.69% | -0.38% |
Lowest Max Drawdown · CRISIL Composite Bond
Least severe max drawdown among CRISIL Composite Bond-benchmarked strategies with ≥36 months of history.
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Allegro Securities Private Limited | 5.57% | 0.00% | |
| 2 | Ambit Wealth Private Limited | 5.55% | 0.00% | |
| 3 | Ask Investment Managers Limited | 5.53% | 0.00% | |
| 4 | Axis Asset Management Company Limited | 5.82% | 0.00% | |
| 5 | Carnelian Asset Management And Advisors Private Limited | 4.62% | 0.00% | |
| 6 | Dezerv Investments Private Limited | 9.87% | 0.00% | |
| 7 | Emkay Investment Managers Limited | 7.71% | 0.00% | |
| 8 | Enam Asset Management Copvt Private Limited | 6.97% | 0.00% | |
| 9 | Helios Capital Asset Management India Private Limited | 5.08% | 0.00% | |
| 10 | Hsbc Asset Management India Private Limited | 5.90% | 0.00% | |
| 11 | Icici Securities Limited | 7.00% | 0.00% | |
| 12 | Incred Asset Management Private Limited | 6.77% | 0.00% | |
| 13 | Stallion Asset Private Limited | 4.48% | 0.00% | |
| 14 | Whiteoak Capital Asset Management Limited | 5.22% | 0.00% | |
| 15 | Icici Prudential Asset Management Company Limited | 5.05% | -0.01% | |
| 16 | Valentis Advisors Private Limited | 8.35% | -0.03% | |
| 17 | Phillipcapital India Private Limited | 12.37% | -0.06% | |
| 18 | ALFACCURATE ADVISORS Private. Limited. | 3.67% | -0.08% | |
| 19 | Invesco Asset Management India Private Limited | 5.72% | -0.08% | |
| 20 | Motilal Oswal Asset Management Company Limited | 4.82% | -0.12% | |
| 21 | TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED | 4.61% | -0.22% | |
| 22 | Sbi Funds Management Limited | 4.63% | -0.28% | |
| 23 | Barclays Securities India Private Limited | 5.66% | -0.31% | |
| 24 | Estee Advisors Private Limited | 9.73% | -0.31% | |
| 25 | Sundaram Alternate Assets Limited | 6.32% | -0.31% |
Longest Track Record · CRISIL Composite Bond
Longest available history among strategies benchmarked to CRISIL Composite Bond (Age = chartable months).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Allegro Securities Private Limited | 5.57% | 0.00% | |
| 2 | Allegro Securities Private Limited | 4.70% | -7.40% | |
| 3 | Axis Asset Management Company Limited | 5.82% | 0.00% | |
| 4 | Barclays Securities India Private Limited | 7.17% | -1.41% | |
| 5 | Capitalmind Financial Services Private Limited | 5.46% | -1.88% | |
| 6 | Invesco Asset Management India Private Limited | 5.72% | -0.08% | |
| 7 | Marcellus Investment Managers Private Limited | 2.51% | -0.39% | |
| 8 | Motilal Oswal Asset Management Company Limited | 4.82% | -0.12% | |
| 9 | Valentis Advisors Private Limited | 8.35% | -0.03% | |
| 10 | ABAKKUS ASSET MANAGER PRIVATE LIMITED | 2.53% | -0.77% | |
| 11 | Carnelian Asset Management And Advisors Private Limited | 4.62% | 0.00% | |
| 12 | ALFACCURATE ADVISORS Private. Limited. | 3.67% | -0.08% | |
| 13 | Birla Sun Life Asset Management Company Limited | 7.58% | -5.03% | |
| 14 | Helios Capital Asset Management India Private Limited | 5.08% | 0.00% | |
| 15 | TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED | 4.61% | -0.22% | |
| 16 | Barclays Securities India Private Limited | 5.66% | -0.31% | |
| 17 | Capitalmind Financial Services Private Limited | 5.43% | -0.57% | |
| 18 | Scient Capital Private Limited | 6.37% | -0.54% | |
| 19 | Stallion Asset Private Limited | 4.48% | 0.00% | |
| 20 | TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED | 8.90% | -3.83% | |
| 21 | Capitalmind Financial Services Private Limited | 5.47% | -2.28% | |
| 22 | Capitalmind Financial Services Private Limited | 5.93% | -32.03% | |
| 23 | Capitalmind Financial Services Private Limited | 19.84% | -39.56% | |
| 24 | Capitalmind Financial Services Private Limited | 5.69% | -0.38% | |
| 25 | Whiteoak Capital Asset Management Limited | 5.22% | 0.00% |