As of…
Asset class · scraped SEBI label · 58 strategies in universe · 13 with ≥36 months
Hybrid PMS Strategies
SEBI-reported hybrid PMS strategies ranked by CAGR, max drawdown, and track record.
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Best HYBRID PMS by CAGR
Top 11 by CAGR among 13 HYBRID strategies with at least 36 months of history (brutal Max DD excluded; full typed universe).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Valtrust Partners LLP | 19.03% | -9.12% | |
| 2 | TRUSTLINE HOLDING Private. Limited. | 12.72% | -8.55% | |
| 3 | Sterling Portfolio - Balanced Portfolio HYBRIDCrisilh 5050 MI | Icici Securities Limited | 11.69% | -7.34% |
| 4 | Estee Advisors Private Limited | 9.73% | -0.31% | |
| 5 | Hdfc Asset Management Company Limited | 9.43% | -4.08% | |
| 6 | Composite Investments Private Limited | 9.21% | -8.53% | |
| 7 | Wealth Managers India Private Limited | 9.17% | -6.49% | |
| 8 | ISEC Balanced Portfolio HYBRIDCrisilh 5050 MI | Icici Securities Limited | 8.85% | -15.15% |
| 9 | Index Alpha HYBRIDBSE 500 | Qed Capital Advisors LLP | 8.25% | -8.68% |
| 10 | Edelweiss Asset Management Limited | 6.37% | -10.27% | |
| 11 | Signature Option HYBRIDHybrid 50 | Nippon Life India Asset Management Limited | 5.08% | -7.08% |
Lowest Max Drawdown · HYBRID
Least severe max drawdown among HYBRID strategies with ≥36 months of history.
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Estee Advisors Private Limited | 9.73% | -0.31% | |
| 2 | Hdfc Asset Management Company Limited | 9.43% | -4.08% | |
| 3 | Wealth Managers India Private Limited | 9.17% | -6.49% | |
| 4 | Signature Option HYBRIDHybrid 50 | Nippon Life India Asset Management Limited | 5.08% | -7.08% |
| 5 | Sterling Portfolio - Balanced Portfolio HYBRIDCrisilh 5050 MI | Icici Securities Limited | 11.69% | -7.34% |
| 6 | Composite Investments Private Limited | 9.21% | -8.53% | |
| 7 | TRUSTLINE HOLDING Private. Limited. | 12.72% | -8.55% | |
| 8 | Index Alpha HYBRIDBSE 500 | Qed Capital Advisors LLP | 8.25% | -8.68% |
| 9 | Valtrust Partners LLP | 19.03% | -9.12% | |
| 10 | Edelweiss Asset Management Limited | 6.37% | -10.27% | |
| 11 | ISEC Balanced Portfolio HYBRIDCrisilh 5050 MI | Icici Securities Limited | 8.85% | -15.15% |
| 12 | Sbi Funds Management Limited | -13.66% | -47.76% | |
| 13 | Allegro Securities Private Limited | -13.34% | -74.23% |
Longest Track Record · HYBRID
Longest available history among scraped HYBRID strategies (Age = chartable months).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Allegro Securities Private Limited | -13.34% | -74.23% | |
| 2 | Edelweiss Asset Management Limited | 6.37% | -10.27% | |
| 3 | Signature Option HYBRIDHybrid 50 | Nippon Life India Asset Management Limited | 5.08% | -7.08% |
| 4 | Index Alpha HYBRIDBSE 500 | Qed Capital Advisors LLP | 8.25% | -8.68% |
| 5 | TRUSTLINE HOLDING Private. Limited. | 12.72% | -8.55% | |
| 6 | Wealth Managers India Private Limited | 9.17% | -6.49% | |
| 7 | Composite Investments Private Limited | 9.21% | -8.53% | |
| 8 | Sterling Portfolio - Balanced Portfolio HYBRIDCrisilh 5050 MI | Icici Securities Limited | 11.69% | -7.34% |
| 9 | Estee Advisors Private Limited | 9.73% | -0.31% | |
| 10 | Valtrust Partners LLP | 19.03% | -9.12% | |
| 11 | Hdfc Asset Management Company Limited | 9.43% | -4.08% | |
| 12 | ISEC Balanced Portfolio HYBRIDCrisilh 5050 MI | Icici Securities Limited | 8.85% | -15.15% |
| 13 | Sbi Funds Management Limited | -13.66% | -47.76% | |
| 14 | Nj Asset Management Private Limited | 9.41% | -9.68% | |
| 15 | Nj Asset Management Private Limited | 10.51% | -11.23% | |
| 16 | Nj Asset Management Private Limited | 8.36% | -9.04% | |
| 17 | Nj Asset Management Private Limited | 7.29% | -11.33% | |
| 18 | Wealth Managers India Private Limited | 23.00% | -6.13% | |
| 19 | Master Portfolio Services Limited | 10.70% | 0.00% | |
| 20 | Neo Asset Management Private Limited | 9.85% | 0.00% | |
| 21 | Citrus Mutual Fund Strategy(moderate) HYBRIDBses And Parbi | Citrus Advisors Private Limited | 6.33% | -11.78% |
| 22 | 360 One Portfolio Managers Limited | 3.14% | -10.26% | |
| 23 | 360 One Portfolio Managers Limited | 3.90% | -10.94% | |
| 24 | 360 One Portfolio Managers Limited | 4.12% | -8.39% | |
| 25 | Bonanza Portfolio Limited | 5.86% | -2.51% |