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Benchmark · Nifty 500 · 8 strategies in universe · 1 with ≥36 months

Nifty 500 PMS Strategies

PMS strategies benchmarked to Nifty 500 (distinct from BSE 500). Ranked by CAGR, max drawdown, and track record.

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Best Nifty 500 PMS by CAGR

Top 1 by CAGR among 1 strategies benchmarked to Nifty 500 with at least 36 months of history (brutal Max DD excluded).

RankStrategyFirmCAGRMax DD
1Soldiers Field Investments Private Limited6.61%-32.66%

Lowest Max Drawdown · Nifty 500

Least severe max drawdown among Nifty 500-benchmarked strategies with ≥36 months of history.

RankStrategyFirmCAGRMax DD
1Soldiers Field Investments Private Limited6.61%-32.66%

Longest Track Record · Nifty 500

Longest available history among strategies benchmarked to Nifty 500 (Age = chartable months).

RankStrategyFirmCAGRMax DD
1Soldiers Field Investments Private Limited6.61%-32.66%
2Paterson Securities Private Limited-5.24%-31.57%
3Paterson Securities Private Limited4.61%-18.46%
4B.N. RATHI SECURITIES LIMITED0.87%-8.29%
5B.N. RATHI SECURITIES LIMITED-6.07%-22.05%
6PATERSON SECURITIES PRIVATE Limited12.42%-14.88%
7B.N. RATHI SECURITIES LIMITED—-18.97%
8WAY2WEALTH BROKERS PRIVATE Limited.—-0.99%