Research reports · Data through Aug 2026

Indian PMS Performance Reports

Year to date, a financial year, or a longer window, from the same SEBI filings.

PMS performance FAQ

Where can I see PMS performance in India?
This hub compounds SEBI monthly 1M TWRR across FY and trailing windows. For ranked lists, use the PMS performance leaderboard and Best PMS by CAGR category.
How is PMS performance measured here?
A strategy is in a window only when it filed every month in that window. Missing months stay blank.
How do I dig into one firm or strategy?
Open any named strategy from a report table, or browse the PMS directory. Each entity page shows performance, returns, CAGR, and risk with an as-of filing month.

How These Reports Are Built

Reports are generated from the same SEBI monthly 1M TWRR matrix that powers our PMS performance leaderboard, best PMS by CAGR, and PMS profiles. A strategy is in a window only when it filed every month in that window. Missing months stay blank. See the methodology for details. This is research, not investment advice.