As of…
Asset class · scraped SEBI label · 206 strategies in universe · 72 with ≥36 months
Debt PMS Strategies
SEBI-reported debt PMS strategies ranked by CAGR, max drawdown, and track record. Types are scrape-sourced asset-class labels only.
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Best DEBT PMS by CAGR
Top 25 by CAGR among 72 DEBT strategies with at least 36 months of history (brutal Max DD excluded; full typed universe).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Capitalmind Financial Services Private Limited | 19.84% | -39.56% | |
| 2 | Maximal Capital Private Limited | 19.62% | -4.58% | |
| 3 | Sanctum Liquid Management DEBTCrisilcomp | Sanctum Wealth Private Limited | 13.51% | 0.00% |
| 4 | Karvy Capital Limited | 13.33% | -2.56% | |
| 5 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited. | 12.84% | -1.02% | |
| 6 | Phillipcapital India Private Limited | 12.37% | -0.06% | |
| 7 | Dezerv Investments Private Limited | 10.92% | -0.51% | |
| 8 | Karvy Capital Limited | 10.84% | -0.98% | |
| 9 | Dezerv Investments Private Limited | 9.87% | 0.00% | |
| 10 | Pace Financial Investment Adviser Private Limited | 9.39% | -0.78% | |
| 11 | Unifi Capital Private Limited | 9.29% | -9.45% | |
| 12 | Ask Wealth Advisors Private Limited | 9.26% | -0.59% | |
| 13 | 360 One Asset Management Limited | 9.21% | -8.11% | |
| 14 | Unifi Capital Private Limited | 9.10% | 0.00% | |
| 15 | TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED | 8.90% | -3.83% | |
| 16 | Nuvama Asset Management Limited | 8.45% | -8.71% | |
| 17 | Northern Arc Investment Managers Private Limited | 8.42% | -1.00% | |
| 18 | Valentis Advisors Private Limited | 8.35% | -0.03% | |
| 19 | Dpms - Income Portfolio DEBTCacdti | Klay Securities Private Limited | 8.28% | -0.69% |
| 20 | 360 One Asset Management Limited | 8.22% | -4.63% | |
| 21 | Deutsche Investments India Private Limited | 8.08% | -0.58% | |
| 22 | Emkay Investment Managers Limited | 7.71% | 0.00% | |
| 23 | Birla Sun Life Asset Management Company Limited | 7.58% | -5.03% | |
| 24 | Deutsche Investments India Private Limited | 7.45% | -1.98% | |
| 25 | Dezerv Investments Private Limited | 7.45% | -1.21% |
Lowest Max Drawdown · DEBT
Least severe max drawdown among DEBT 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 | Girik Wealth Advisors Private Limited | 6.41% | 0.00% | |
| 10 | Helios Capital Asset Management India Private Limited | 5.08% | 0.00% | |
| 11 | Hsbc Asset Management India Private Limited | 5.90% | 0.00% | |
| 12 | Icici Securities Limited | 7.00% | 0.00% | |
| 13 | Incred Asset Management Private Limited | 6.77% | 0.00% | |
| 14 | Kotak Mahindra Asset Management Company Limited | 6.57% | 0.00% | |
| 15 | Kotak Mahindra Asset Management Company Limited | 6.45% | 0.00% | |
| 16 | Sanctum Liquid Management DEBTCrisilcomp | Sanctum Wealth Private Limited | 13.51% | 0.00% |
| 17 | Stallion Asset Private Limited | 4.48% | 0.00% | |
| 18 | Unifi Capital Private Limited | 9.10% | 0.00% | |
| 19 | Whiteoak Capital Asset Management Limited | 5.22% | 0.00% | |
| 20 | Icici Prudential Asset Management Company Limited | 5.05% | -0.01% | |
| 21 | Valentis Advisors Private Limited | 8.35% | -0.03% | |
| 22 | Phillipcapital India Private Limited | 12.37% | -0.06% | |
| 23 | ALFACCURATE ADVISORS Private. Limited. | 3.67% | -0.08% | |
| 24 | Invesco Asset Management India Private Limited | 5.72% | -0.08% | |
| 25 | TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED | 4.61% | -0.22% |
Longest Track Record · DEBT
Longest available history among scraped DEBT strategies (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 | Karvy Capital Limited | 7.19% | -31.53% | |
| 8 | Karvy Capital Limited | 10.84% | -0.98% | |
| 9 | Marcellus Investment Managers Private Limited | 2.51% | -0.39% | |
| 10 | Nippon Life India Asset Management Limited | 0.43% | -71.04% | |
| 11 | Scient Capital Private Limited | 4.61% | -9.21% | |
| 12 | Scient Capital Private Limited | -4.54% | -44.95% | |
| 13 | Valentis Advisors Private Limited | 8.35% | -0.03% | |
| 14 | Edelweiss Asset Management Limited | 5.20% | -37.18% | |
| 15 | ABAKKUS ASSET MANAGER PRIVATE LIMITED | 2.53% | -0.77% | |
| 16 | Carnelian Asset Management And Advisors Private Limited | 4.62% | 0.00% | |
| 17 | Deutsche Investments India Private Limited | 7.45% | -1.98% | |
| 18 | Karvy Capital Limited | 13.33% | -2.56% | |
| 19 | ALFACCURATE ADVISORS Private. Limited. | 3.67% | -0.08% | |
| 20 | Birla Sun Life Asset Management Company Limited | 7.58% | -5.03% | |
| 21 | Helios Capital Asset Management India Private Limited | 5.08% | 0.00% | |
| 22 | Strategy 1 DEBTCrlcompbondf | Profusion Investment Advisors LLP | 2.21% | -23.39% |
| 23 | Pace Financial Investment Adviser Private Limited | 9.39% | -0.78% | |
| 24 | TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED | 4.61% | -0.22% | |
| 25 | Barclays Securities India Private Limited | 5.66% | -0.31% |