PMS with Longest Track Record
Strategies with the longest available record in months.
| Rank | Strategy | Company | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Debt oriented Portfolios of Pension / Provident Funds | IDBI CAPITAL MARKET SERVICES Limited | 65.1 | 0 |
| 2 | 360 ONE Large Value Strategy PMS | 360 ONE ASSET MANAGEMENT LIMITED | 58.57 | -14.59 |
| 3 | XPONENT TRIBE LLP - XPONENT TRIBE MANAGED WEALTH PORTFOLIO | XPONENT TRIBE LLP | 55.14 | -10.49 |
| 4 | QUEENBEE | MONEYBEE SECURITIES PRIVATE LIMITED | 46.23 | -43.12 |
| 5 | Debt Portfolio Plan | TRUST INVESTMENT ADVISORS Private Limited | 45.28 | -1.15 |
| 6 | BONANZA EDGE | BONANZA PORTFOLIO LIMITED | 43.1 | -20.46 |
| 7 | Aequitas India Opportunities Product | AEQUITAS INVESTMENT CONSULTANCY PRIVATE LIMITED | 42.61 | -15.37 |
| 8 | White Pine India Emerging Stars | WHITE PINE INVESTMENT MANAGEMENT PRIVATE LIMITED | 40.75 | -20.25 |
| 9 | SUPER 30 DYNAMIC FUND | GREEN PORTFOLIO PRIVATE LIMITED | 38.71 | -33.37 |
| 10 | GLC Growth Fund | GREEN LANTERN CAPITAL LLP | 38.7 | -13.67 |
| 11 | ICICI Prudential PMS India Recovery Strategy | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited | 38.52 | -24.94 |
| 12 | SEERS ENDURING PORTFOLIO {SEP} | SEERS FUND MANAGEMENT PRIVATE LIMITED | 38.47 | -29.63 |
| 13 | SAHASRAR CONCENTRATED GROWTH PORTFOLIO | SAHASRAR CAPITAL PRIVATE LIMITED | 38.45 | -20.25 |
| 14 | KRIIS HIGH GROWTH STRATEGY | KRIIS PORTFOLIO Private Limited | 37.77 | -26.41 |
| 15 | MAPL Value Investing Fund | MITTAL ANALYTICS PRIVATE LIMITED | 37.18 | -23.05 |
| 16 | BB MONEY PLANT | BHARAT BHUSHAN EQUITY TRADERS LIMITED | 36.97 | -9.94 |
| 17 | Wallfort Ameya Fund | WALLFORT PMS AND ADVISORY SERVICES LLP | 36.93 | -25.06 |
| 18 | KINETIC | GHALLA BHANSALI STOCK BROKERS PRIVATE LIMITED | 35.8 | -30.21 |
| 19 | AMALTAS STRATEGIC OPPORTUNITIES SERIES I | AMALTAS ASSET MANAGEMENT LLP | 34.24 | -12.28 |
| 20 | BONANZA MULTICAP | BONANZA PORTFOLIO LIMITED | 33.88 | -22.44 |
| 21 | HPMG Small Cap Fund | HPMG SHARES AND SECURITIES PRIVATE LIMITED | 33.75 | -22.65 |
| 22 | InCred Healthcare Portfolio | INCRED ASSET MANAGEMENT PRIVATE LIMITED | 32.56 | -20.88 |
| 23 | ICICI Prudential PMS Infrastructure Strategy | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited | 32.45 | -21.26 |
| 24 | Dynamic Investment Approach | JANAK MERCHANT SECURITIES Private Limited | 32.41 | -21.72 |
| 25 | FUND OF FUNDS | GREEN PORTFOLIO PRIVATE LIMITED | 31.88 | -27.81 |