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Benchmark · Nifty Medium-to-Long Duration Debt · 35 strategies in universe · 7 with ≥36 months

Nifty Medium-to-Long Duration Debt PMS Strategies

PMS strategies benchmarked to Nifty medium-to-long duration debt indices.

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Best Nifty Medium-to-Long Duration Debt PMS by CAGR

Top 6 by CAGR among 7 strategies benchmarked to Nifty Medium-to-Long Duration Debt with at least 36 months of history (brutal Max DD excluded).

RankStrategyFirmCAGRMax DD
1Maximal Capital Private Limited19.62%-4.58%
2Deutsche Investments India Private Limited8.08%-0.58%
3Deutsche Investments India Private Limited7.45%-1.98%
4Kotak Mahindra Asset Management Company Limited6.57%0.00%
5Kotak Mahindra Asset Management Company Limited6.45%0.00%
6Girik Wealth Advisors Private Limited6.41%0.00%

Lowest Max Drawdown · Nifty Medium-to-Long Duration Debt

Least severe max drawdown among Nifty Medium-to-Long Duration Debt-benchmarked strategies with ≥36 months of history.

RankStrategyFirmCAGRMax DD
1Girik Wealth Advisors Private Limited6.41%0.00%
2Kotak Mahindra Asset Management Company Limited6.57%0.00%
3Kotak Mahindra Asset Management Company Limited6.45%0.00%
4Deutsche Investments India Private Limited8.08%-0.58%
5Deutsche Investments India Private Limited7.45%-1.98%
6Maximal Capital Private Limited19.62%-4.58%
7Unique Asset Management LLP-74.02%-98.68%

Longest Track Record · Nifty Medium-to-Long Duration Debt

Longest available history among strategies benchmarked to Nifty Medium-to-Long Duration Debt (Age = chartable months).

RankStrategyFirmCAGRMax DD
1Deutsche Investments India Private Limited7.45%-1.98%
2Deutsche Investments India Private Limited8.08%-0.58%
3Maximal Capital Private Limited19.62%-4.58%
4Girik Wealth Advisors Private Limited6.41%0.00%
5Kotak Mahindra Asset Management Company Limited6.45%0.00%
6Kotak Mahindra Asset Management Company Limited6.57%0.00%
7Unique Asset Management LLP-74.02%-98.68%
8Nj Asset Management Private Limited6.59%0.00%
9True Beacon Investment Advisors LLP5.18%0.00%
10True Beacon Investment Advisors LLP17.22%-7.29%
11360 One Portfolio Managers Limited8.10%0.00%
12Neo Asset Management Private Limited10.77%0.00%
13Neo Asset Management Private Limited6.29%-20.05%
14Neo Asset Management Private Limited5.57%-17.49%
15Neo Asset Management Private Limited4.83%-17.23%
16Composite Investments Private Limited6.38%-3.61%
17Oaklane Capital Management LLP5.36%0.00%
18KARMA CAPITAL ADVISORS Private. Limited.2.57%0.00%
19360 ONE PORTFOLIO MANAGERS LIMITED5.39%-1.39%
20BUOYANT CAPITAL PRIVATE LIMITED3.99%0.00%
21NEO ASSET MANAGEMENT PRIVATE LIMITED-4.59%-15.27%
22360 ONE PORTFOLIO MANAGERS LIMITED—0.00%
23BANDHAN AMC LIMITED—0.00%
24BANDHAN AMC LIMITED—0.00%
25BANDHAN AMC LIMITED—0.00%