As of…
Asset class · scraped SEBI label · 176 strategies in universe · 52 with ≥36 months
Multi Asset PMS Strategies
SEBI-reported multi-asset PMS strategies ranked by CAGR, max drawdown, and track record.
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Best MULTI ASSET PMS by CAGR
Top 25 by CAGR among 52 MULTI ASSET strategies with at least 36 months of history (brutal Max DD excluded; full typed universe).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Ace Regular Income MULTI ASSETNifty Multi-Asset | ASIT C. MEHTA INVESTMENT INTERRMEDIATES LIMITED | 21.91% | -14.80% |
| 2 | Sanctum Wealth Private Limited | 19.61% | -8.82% | |
| 3 | Fixed Income Plus Fund MULTI ASSETNifty 50 | Sincere Syndication And Corporate Services LLP | 19.39% | -5.55% |
| 4 | Motilal Oswal Wealth Limited | 18.94% | -5.88% | |
| 5 | Moneygrow Asset Private Limited | 18.87% | -26.83% | |
| 6 | Multi Asset PMS MULTI ASSETNifty Multi-Asset | Prudent Investment Managers LLP | 18.52% | -11.68% |
| 7 | Kotak Mahindra Asset Management Company Limited | 17.78% | -12.42% | |
| 8 | Dezerv. Infra Yield Assets MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 17.46% | -3.14% |
| 9 | Prospect MULTI ASSETNifty Multi-Asset | Harmoney Finserv India Private Limited | 16.98% | -10.84% |
| 10 | UpperCrust Growth Fund MULTI ASSETNifty Multi-Asset | Moat Financial Services Private Limited | 16.31% | -21.77% |
| 11 | Sanctum Wealth Private Limited | 16.06% | -6.42% | |
| 12 | Customised Discretionary Portfolio - Multi-Asset MULTI ASSETNiftymultiass | 360 One Asset Management Limited | 15.64% | -0.71% |
| 13 | ISEC Multi Asset Growth Portfolio MULTI ASSETNsemultiind 2 | Icici Securities Limited | 15.49% | -17.77% |
| 14 | Rhpmpl ALL Season Fund MULTI ASSETNifty Multi-Asset | Right Horizons Portfolio Management Private Limited | 15.41% | -14.51% |
| 15 | Ask Wealth Advisors Private Limited | 15.11% | -10.20% | |
| 16 | Pace Financial Investment Adviser Private Limited | 15.05% | -16.71% | |
| 17 | ASK Wealth Core Balanced MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 15.04% | -6.50% |
| 18 | Kotak Mahindra Asset Management Company Limited | 14.96% | -9.84% | |
| 19 | Kotak Mahindra Asset Management Company Limited | 14.26% | -16.03% | |
| 20 | Dezerv Investments Private Limited | 14.09% | -13.44% | |
| 21 | ASK Wealth Core Aggressive MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 13.60% | -13.08% |
| 22 | Dynamic Asset Allocation MULTI ASSETNifty Multi-Asset | Aarohan Holdings And Advisors Private Limited | 13.49% | -10.31% |
| 23 | Dezerv. IPA Growth Strategy MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 13.49% | -10.10% |
| 24 | Barclays Securities India Private Limited | 13.41% | -10.28% | |
| 25 | Rhpmpl Alliance Portfolio MULTI ASSETNifty Multi-Asset | Right Horizons Portfolio Management Private Limited | 13.19% | -10.23% |
Lowest Max Drawdown · MULTI ASSET
Least severe max drawdown among MULTI ASSET strategies with ≥36 months of history.
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Shree Rama Managers LLP | 4.45% | -0.44% | |
| 2 | Customised Discretionary Portfolio - Multi-Asset MULTI ASSETNiftymultiass | 360 One Asset Management Limited | 15.64% | -0.71% |
| 3 | Tata PMS - Retirement fund MULTI ASSETCRISIL Long Term Debt | Tata Asset Management Private Limited | 6.89% | -2.21% |
| 4 | Dezerv. Infra Yield Assets MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 17.46% | -3.14% |
| 5 | Sanctum Wealth Private Limited | 12.08% | -3.57% | |
| 6 | Deutsche Investments India Private Limited | 6.80% | -3.93% | |
| 7 | All Seasons Portfolio MULTI ASSETNifty Multi-Asset | MULTI-ACT EQUITY CONSULTANCY Private Limited | 11.97% | -5.30% |
| 8 | Fixed Income Plus Fund MULTI ASSETNifty 50 | Sincere Syndication And Corporate Services LLP | 19.39% | -5.55% |
| 9 | Agreya Multi-Asset MULTI ASSETNifty Multi-Asset | Agreya Capital Advisors LLP | 10.35% | -5.78% |
| 10 | Motilal Oswal Wealth Limited | 18.94% | -5.88% | |
| 11 | ASK Wealth Harmony Balanced MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 13.04% | -5.89% |
| 12 | Sanctum Wealth Private Limited | 16.06% | -6.42% | |
| 13 | ASK Wealth Core Balanced MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 15.04% | -6.50% |
| 14 | Agreya Multi-Asset Enhancer MULTI ASSETNifty Multi-Asset | Agreya Capital Advisors LLP | 8.80% | -6.51% |
| 15 | Sanctum Wealth Private Limited | 9.32% | -7.85% | |
| 16 | Dezerv Investments Private Limited | 9.99% | -8.05% | |
| 17 | Rhpmpl Yield Multiplier I MULTI ASSETNifty Multi-Asset | Right Horizons Portfolio Management Private Limited | -2.02% | -8.41% |
| 18 | Sanctum Wealth Private Limited | 19.61% | -8.82% | |
| 19 | Kotak Mahindra Asset Management Company Limited | 10.21% | -9.03% | |
| 20 | Julius Baer ALL Weather Portfolio Core MULTI ASSETNiftymulti 1 | Julius Baer Wealth Advisors India Private Limited | 12.22% | -9.06% |
| 21 | Kotak Mahindra Asset Management Company Limited | 12.08% | -9.19% | |
| 22 | Kotak Mahindra Asset Management Company Limited | 14.96% | -9.84% | |
| 23 | Right Horizons Portfolio Management Private Limited | 9.49% | -9.99% | |
| 24 | Dezerv. IPA Growth Strategy MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 13.49% | -10.10% |
| 25 | Ask Wealth Advisors Private Limited | 15.11% | -10.20% |
Longest Track Record · MULTI ASSET
Longest available history among scraped MULTI ASSET strategies (Age = chartable months).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Ace Regular Income MULTI ASSETNifty Multi-Asset | ASIT C. MEHTA INVESTMENT INTERRMEDIATES LIMITED | 21.91% | -14.80% |
| 2 | Dynamic Asset Allocation MULTI ASSETNifty Multi-Asset | Aarohan Holdings And Advisors Private Limited | 13.49% | -10.31% |
| 3 | Deutsche Investments India Private Limited | 6.80% | -3.93% | |
| 4 | LongTermValue MULTI ASSETNifty Multi-Asset 50:40:10 | Eklavya Capital Advisors LLP | 8.18% | -10.70% |
| 5 | Intellect MULTI ASSETNifty Multi-Asset | Harmoney Finserv India Private Limited | 12.25% | -10.70% |
| 6 | Prospect MULTI ASSETNifty Multi-Asset | Harmoney Finserv India Private Limited | 16.98% | -10.84% |
| 7 | All Seasons Portfolio MULTI ASSETNifty Multi-Asset | MULTI-ACT EQUITY CONSULTANCY Private Limited | 11.97% | -5.30% |
| 8 | Sanctum Wealth Private Limited | 9.32% | -7.85% | |
| 9 | DPMS AQUILA Portfolio MULTI ASSETNifty Multi-Asset | Scient Capital Private Limited | 6.84% | -13.87% |
| 10 | Pace Financial Investment Adviser Private Limited | 15.05% | -16.71% | |
| 11 | Tata PMS - Retirement fund MULTI ASSETCRISIL Long Term Debt | Tata Asset Management Private Limited | 6.89% | -2.21% |
| 12 | UpperCrust Growth Fund MULTI ASSETNifty Multi-Asset | Moat Financial Services Private Limited | 16.31% | -21.77% |
| 13 | Dezerv Investments Private Limited | 14.09% | -13.44% | |
| 14 | Dezerv. IPA Growth Strategy MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 13.49% | -10.10% |
| 15 | Multi Asset PMS MULTI ASSETNifty Multi-Asset | Prudent Investment Managers LLP | 18.52% | -11.68% |
| 16 | Pace Financial Investment Adviser Private Limited | 11.10% | -16.70% | |
| 17 | Rhpmpl ALL Season Fund MULTI ASSETNifty Multi-Asset | Right Horizons Portfolio Management Private Limited | 15.41% | -14.51% |
| 18 | Rhpmpl Alliance Portfolio MULTI ASSETNifty Multi-Asset | Right Horizons Portfolio Management Private Limited | 13.19% | -10.23% |
| 19 | Right Horizons Portfolio Management Private Limited | 9.49% | -9.99% | |
| 20 | Rhpmpl Yield Multiplier I MULTI ASSETNifty Multi-Asset | Right Horizons Portfolio Management Private Limited | -2.02% | -8.41% |
| 21 | Oaks Asset Allocator MULTI ASSETNifty Multi-Asset | Oaks Asset Management Private Limited | 7.94% | -13.27% |
| 22 | Shree Wealth Builder Plan MULTI ASSETNifty 50 | Shree Rama Managers LLP | 12.80% | -11.38% |
| 23 | Dezerv Investments Private Limited | 9.99% | -8.05% | |
| 24 | Julius Baer ALL Weather Portfolio Core MULTI ASSETNiftymulti 1 | Julius Baer Wealth Advisors India Private Limited | 12.22% | -9.06% |
| 25 | Shree Dynamic Plan MULTI ASSETNifty 50 | Shree Rama Managers LLP | 6.01% | -11.65% |