As of…
Asset class · scraped SEBI label · 1353 strategies in universe · 571 with ≥36 months
Equity PMS Strategies
SEBI-reported equity PMS strategies ranked by CAGR, max drawdown, and track record. Labels come from scraped SEBI asset-class filings — not name guesses.
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Best EQUITY PMS by CAGR
Top 25 by CAGR among 571 EQUITY strategies with at least 36 months of history (brutal Max DD excluded; full typed universe).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Sahasrar Capital Private Limited | 43.06% | -20.25% | |
| 2 | Aequitas Investment Consultancy Private Limited | 42.62% | -15.37% | |
| 3 | Bonanza Edge EQUITYNifty 50 | Bonanza Portfolio Limited | 41.98% | -20.46% |
| 4 | White Pine Investment Management Private Limited | 38.70% | -20.25% | |
| 5 | Green Portfolio Private Limited | 38.39% | -33.37% | |
| 6 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited. | 37.89% | -24.94% | |
| 7 | Seers Fund Management Private Limited | 37.65% | -29.63% | |
| 8 | GLC Growth Fund EQUITYBSE 500 | Green Lantern Capital LLP | 37.37% | -13.67% |
| 9 | Bonanza Multicap EQUITYNifty 50 | Bonanza Portfolio Limited | 36.01% | -22.44% |
| 10 | Ghalla Bhansali Stock Brokers Private Limited | 35.31% | -34.40% | |
| 11 | Wallfort PMS And Advisory Services LLP | 34.32% | -25.06% | |
| 12 | Hpmg Shares And Securities Private Limited | 33.42% | -22.65% | |
| 13 | Mittal Analytics Private Limited | 33.30% | -23.05% | |
| 14 | Incred Asset Management Private Limited | 33.27% | -20.88% | |
| 15 | Multiplier EQUITYBSE 500 | Astute Investment Management Private Limited | 32.76% | -26.34% |
| 16 | Savvy Default EQUITYBSE 500 | Savvy Capital Advisors LLP | 32.54% | -37.70% |
| 17 | ABAKKUS ASSET MANAGER PRIVATE LIMITED | 31.70% | -24.62% | |
| 18 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited. | 31.16% | -21.26% | |
| 19 | Bhana Equity Advisors LLP | 31.09% | -29.53% | |
| 20 | Green Portfolio Private Limited | 31.06% | -18.19% | |
| 21 | Incred Asset Management Private Limited | 31.00% | -28.93% | |
| 22 | Fund OF Funds EQUITYBSE 500 | Green Portfolio Private Limited | 30.85% | -27.81% |
| 23 | Janak Merchant Securities Private Limited | 30.61% | -21.72% | |
| 24 | Systematix Shares And Stocks India Limited | 30.01% | -20.79% | |
| 25 | Equitree Capital Advisors Private Limited | 29.84% | -30.31% |
Lowest Max Drawdown · EQUITY
Least severe max drawdown among EQUITY strategies with ≥36 months of history.
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Dezerv Investments Private Limited | 7.01% | 0.00% | |
| 2 | Motilal Oswal Asset Management Company Limited | 4.82% | -0.12% | |
| 3 | Sbi Funds Management Limited | 4.63% | -0.28% | |
| 4 | Valcreate Bespoke EQUITYBSE 500 | Valcreate Investment Managers LLP | 7.45% | -2.02% |
| 5 | Sbi Funds Management Limited | 9.24% | -6.58% | |
| 6 | Alder Capital Advisors LLP | 19.89% | -8.22% | |
| 7 | Oaks Asset Management Private Limited | 1.44% | -8.48% | |
| 8 | Fractal Capital Investments LLP | 19.33% | -8.82% | |
| 9 | Aggressive Debt EQUITYNifty 50 | Capitalmind Financial Services Private Limited | 5.89% | -10.10% |
| 10 | JAIN INVESTMENT ADVISORS Private. Limited | 8.59% | -10.10% | |
| 11 | Sbi Funds Management Limited | 11.74% | -10.14% | |
| 12 | Sanctum Wealth Private Limited | 19.79% | -10.15% | |
| 13 | Compound Everyday Capital Management LLP | 14.82% | -10.32% | |
| 14 | Escorp Asset Management Limited | 27.47% | -10.52% | |
| 15 | Oaks Asset Management Private Limited | -2.00% | -10.54% | |
| 16 | Financial Freedom EQUITYBSE 500 | Hedge Equities Limited | 14.22% | -11.12% |
| 17 | Laburnum Capital Advisors Private Limited | 6.59% | -11.45% | |
| 18 | Bonanza Value EQUITYNifty 50 | Bonanza Portfolio Limited | 24.34% | -11.51% |
| 19 | Bonanza Growth EQUITYNifty 50 | Bonanza Portfolio Limited | 16.83% | -11.64% |
| 20 | Icici Securities Limited | 12.83% | -11.66% | |
| 21 | Banyan Capital Advisors Private Limited | 17.60% | -11.79% | |
| 22 | Ithought Financial Consulting LLP | 20.47% | -11.99% | |
| 23 | Eklavya Equity EQUITYBSE 500 | Eklavya Capital Advisors LLP | 6.76% | -12.03% |
| 24 | WAY2WEALTH BROKERS PRIVATE Limited. | 3.31% | -12.48% | |
| 25 | Harmoney Finserv India Private Limited | 14.62% | -12.51% |
Longest Track Record · EQUITY
Longest available history among scraped EQUITY strategies (Age = chartable months).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | CONSORTIUM SECURITIES Private. Limited. | 26.90% | -18.64% | |
| 2 | Smc Global Securities Limited | 15.90% | -24.92% | |
| 3 | Growth NRI-FPI EQUITYBSE 500 | Smc Global Securities Limited | 13.93% | -25.81% |
| 4 | Moderate Equity EQUITYNifty 50 | Smc Global Securities Limited | 14.42% | -16.91% |
| 5 | VAL-Q INVESTMENT ADVISORY PRIVATE LIMITED | 12.01% | -15.83% | |
| 6 | 2Point2 Capital Advisors LLP | 19.78% | -14.79% | |
| 7 | Money Multiplier EQUITYBSE 500 | A C Choksi Share Brokers Private Limited | 10.15% | -21.69% |
| 8 | ASIT C. MEHTA INVESTMENT INTERRMEDIATES LIMITED | 18.23% | -17.03% | |
| 9 | Ace Midcap EQUITYBSE 500 | ASIT C. MEHTA INVESTMENT INTERRMEDIATES LIMITED | 28.44% | -26.89% |
| 10 | Ace Multicap EQUITYBSE 500 | ASIT C. MEHTA INVESTMENT INTERRMEDIATES LIMITED | 26.11% | -23.65% |
| 11 | Abchlor Investments Private Limited | — | — | |
| 12 | Acepro Advisors Private Limited | 6.08% | -15.73% | |
| 13 | Acepro Advisors Private Limited | 10.13% | -16.97% | |
| 14 | Aequitas Investment Consultancy Private Limited | 42.62% | -15.37% | |
| 15 | Alchemy Ascent EQUITYBSE 500 | Alchemy Capital Management Private Limited | 15.64% | -33.52% |
| 16 | Alchemy Capital Management Private Limited | 14.84% | -34.25% | |
| 17 | Allegro Securities Private Limited | -5.68% | -57.94% | |
| 18 | Allegro Securities Private Limited | 21.76% | -15.42% | |
| 19 | Allegro Securities Private Limited | 8.12% | -18.80% | |
| 20 | Allegro Securities Private Limited | -6.81% | -61.56% | |
| 21 | Allegro Securities Private Limited | 15.64% | -19.16% | |
| 22 | Ambit Investment Advisors Private Limited | 10.54% | -16.10% | |
| 23 | Impress Portfolio EQUITYBSE 500 | Anand Rathi Advisors Limited | 22.32% | -23.27% |
| 24 | Anand Rathi Advisors Limited | 22.49% | -23.63% | |
| 25 | MNC Portfolio EQUITYBSE 500 | Anand Rathi Advisors Limited | 12.72% | -22.54% |