As of…
Benchmark · Nifty 50 · 519 strategies in universe · 197 with ≥36 months
Nifty 50 PMS Strategies
PMS strategies benchmarked to Nifty 50 (including TRI and Sensex aliases). Ranked by CAGR, max drawdown, and track record.
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Best Nifty 50 PMS by CAGR
Top 25 by CAGR among 197 strategies benchmarked to Nifty 50 with at least 36 months of history (brutal Max DD excluded).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Aequitas Investment Consultancy Private Limited | 42.62% | -15.37% | |
| 2 | Bonanza Edge EQUITYNifty 50 | Bonanza Portfolio Limited | 41.98% | -20.46% |
| 3 | Seers Fund Management Private Limited | 37.65% | -29.63% | |
| 4 | Bonanza Multicap EQUITYNifty 50 | Bonanza Portfolio Limited | 36.01% | -22.44% |
| 5 | DALAL AND BROACHA STOCK BROKING Private. Limited. | 29.80% | -25.75% | |
| 6 | Tulsianpms EQUITYNifty 50 | Tulsian PMS Limited | 28.37% | -31.98% |
| 7 | OHM Growth EQUITYNifty 50 | OHM PORTFOLIO EQUI RESEARCH Private Limited. | 28.24% | -21.71% |
| 8 | Wealth Managers India Private Limited | 26.16% | -29.33% | |
| 9 | Wealth Managers India Private Limited | 25.07% | -26.84% | |
| 10 | Trivantage Capital Managment India Private Limited | 25.00% | -21.17% | |
| 11 | Bonanza Value EQUITYNifty 50 | Bonanza Portfolio Limited | 24.34% | -11.51% |
| 12 | Chanakya Capital Services Private Limited | 23.62% | -15.14% | |
| 13 | Bonanza Aegis EQUITYNifty 50 | Bonanza Portfolio Limited | 23.41% | -20.70% |
| 14 | Ambit Wealth Private Limited | 23.20% | -30.51% | |
| 15 | Ambit Wealth Private Limited | 22.17% | -30.56% | |
| 16 | Wealth Managers India Private Limited | 21.91% | -33.51% | |
| 17 | Allegro Securities Private Limited | 21.76% | -15.42% | |
| 18 | MEHTA EQUITIES PRIVATE LIMITED | 21.53% | -18.73% | |
| 19 | Sanctum Wealth Private Limited | 19.79% | -10.15% | |
| 20 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited. | 19.70% | -19.10% | |
| 21 | Fixed Income Plus Fund MULTI ASSETNifty 50 | Sincere Syndication And Corporate Services LLP | 19.39% | -5.55% |
| 22 | Trivantage Capital Managment India Private Limited | 19.29% | -20.34% | |
| 23 | Bay Capital Investment Advisors Private Limited | 18.98% | -15.07% | |
| 24 | Moneygrow Asset Private Limited | 18.87% | -26.83% | |
| 25 | Surge India EQUITYNifty 50 | Capitalmind Financial Services Private Limited | 18.60% | -22.17% |
Lowest Max Drawdown · Nifty 50
Least severe max drawdown among Nifty 50-benchmarked strategies with ≥36 months of history.
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Estee Advisors Private Limited | 9.73% | -0.31% | |
| 2 | Shree Rama Managers LLP | 4.45% | -0.44% | |
| 3 | Customised Discretionary Portfolio - Multi-Asset MULTI ASSETNiftymultiass | 360 One Asset Management Limited | 15.64% | -0.71% |
| 4 | Hdfc Asset Management Company Limited | 9.43% | -4.08% | |
| 5 | Fixed Income Plus Fund MULTI ASSETNifty 50 | Sincere Syndication And Corporate Services LLP | 19.39% | -5.55% |
| 6 | Wealth Managers India Private Limited | 9.17% | -6.49% | |
| 7 | Oaks Asset Management Private Limited | 1.44% | -8.48% | |
| 8 | Composite Investments Private Limited | 9.21% | -8.53% | |
| 9 | TRUSTLINE HOLDING Private. Limited. | 12.72% | -8.55% | |
| 10 | Julius Baer ALL Weather Portfolio Core MULTI ASSETNiftymulti 1 | Julius Baer Wealth Advisors India Private Limited | 12.22% | -9.06% |
| 11 | Aggressive Debt EQUITYNifty 50 | Capitalmind Financial Services Private Limited | 5.89% | -10.10% |
| 12 | Sanctum Wealth Private Limited | 19.79% | -10.15% | |
| 13 | Edelweiss Asset Management Limited | 6.37% | -10.27% | |
| 14 | Oaks Asset Management Private Limited | -2.00% | -10.54% | |
| 15 | Julius Baer ALL Weather Portfolio Plus MULTI ASSETNiftymulti 1 | Julius Baer Wealth Advisors India Private Limited | 13.04% | -10.58% |
| 16 | Shree Wealth Builder Plan MULTI ASSETNifty 50 | Shree Rama Managers LLP | 12.80% | -11.38% |
| 17 | Bonanza Value EQUITYNifty 50 | Bonanza Portfolio Limited | 24.34% | -11.51% |
| 18 | Bonanza Growth EQUITYNifty 50 | Bonanza Portfolio Limited | 16.83% | -11.64% |
| 19 | Shree Dynamic Plan MULTI ASSETNifty 50 | Shree Rama Managers LLP | 6.01% | -11.65% |
| 20 | Icici Securities Limited | 12.83% | -11.66% | |
| 21 | WAY2WEALTH BROKERS PRIVATE Limited. | 3.31% | -12.48% | |
| 22 | Harmoney Finserv India Private Limited | 14.62% | -12.51% | |
| 23 | Tamohara Investment Managers Private Limited | 16.22% | -13.40% | |
| 24 | India Story EQUITYNifty 50 | HARMONEY FINSERV INDIA PRIVATE LIMITED | 11.86% | -13.44% |
| 25 | DPMS AQUILA Portfolio MULTI ASSETNifty Multi-Asset | Scient Capital Private Limited | 6.84% | -13.87% |
Longest Track Record · Nifty 50
Longest available history among strategies benchmarked to Nifty 50 (Age = chartable months).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Moderate Equity EQUITYNifty 50 | Smc Global Securities Limited | 14.42% | -16.91% |
| 2 | Acepro Advisors Private Limited | 6.08% | -15.73% | |
| 3 | Acepro Advisors Private Limited | 10.13% | -16.97% | |
| 4 | Aequitas Investment Consultancy Private Limited | 42.62% | -15.37% | |
| 5 | Allegro Securities Private Limited | -5.68% | -57.94% | |
| 6 | Allegro Securities Private Limited | 21.76% | -15.42% | |
| 7 | Allegro Securities Private Limited | 8.12% | -18.80% | |
| 8 | Allegro Securities Private Limited | -6.81% | -61.56% | |
| 9 | Allegro Securities Private Limited | 15.64% | -19.16% | |
| 10 | Ambit Investment Advisors Private Limited | 10.54% | -16.10% | |
| 11 | Amsec Life EQUITYBSE 500 | Asian Markets Securities Private Limited | 7.22% | -28.18% |
| 12 | Axis Asset Management Company Limited | 11.93% | -25.14% | |
| 13 | Axis Asset Management Company Limited | 12.90% | -23.28% | |
| 14 | Barclays Securities India Private Limited | 8.01% | -19.40% | |
| 15 | DALAL AND BROACHA STOCK BROKING Private. Limited. | 29.80% | -25.75% | |
| 16 | Long Term Growth EQUITYNifty 50 | DALAL AND BROACHA STOCK BROKING Private. Limited. | 15.84% | -20.38% |
| 17 | Dmz Partners Investment Management LLP | 17.44% | -20.62% | |
| 18 | Edelweiss Asset Management Limited | 6.37% | -10.27% | |
| 19 | Imaap EQUITYNifty Multi-Asset | First Global Finance Private Limited | 13.16% | -16.39% |
| 20 | Geojit Financial Services Limited | 11.05% | -19.98% | |
| 21 | India Story EQUITYNifty 50 | HARMONEY FINSERV INDIA PRIVATE LIMITED | 11.86% | -13.44% |
| 22 | Harmoney Finserv India Private Limited | 14.62% | -12.51% | |
| 23 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited. | 11.46% | -15.79% | |
| 24 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited. | 16.90% | -18.13% | |
| 25 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited. | 19.70% | -19.10% |