Research reports · Data through Aug 2026

Indian PMS performance reports

Every report compounds the same SEBI monthly 1M TWRR data over a different window — so you can compare the current year, any completed financial year, and long-horizon compounders on a consistent, honest basis. Data-backed Indian PMS performance reports: current-year YTD leaders, complete financial-year scorecards, and 3-year, 5-year and all-time compounders — all from SEBI monthly disclosures.

Current

This financial year, updated monthly

Live · YTDApr 2026 – Aug 2026

FY 2026-27 (YTD)

Live year-to-date leaders for the current financial year, refreshed every month as new SEBI disclosures land.

Median: +16.61%
Strategies: 1,369
Positive: 94.1%

Leader: KRIIS HIGH GROWTH STRATEGY (+80.0%)

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Financial years

Complete April–March scorecards

Full yearApr 2025 – Mar 2026

FY 2025-26

The complete April–March scorecard for FY 2025-26: who compounded, who faded, and how the cross-section behaved.

Median: -1.45%
Strategies: 1,140
Positive: 41.5%

Leader: Yield Maximiser Option (+118.6%)

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Full yearApr 2024 – Mar 2025

FY 2024-25

The complete April–March scorecard for FY 2024-25: who compounded, who faded, and how the cross-section behaved.

Median: +6.35%
Strategies: 888
Positive: 81.3%

Leader: Enhanced Equity Portfolio (+161.2%)

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Full yearApr 2023 – Mar 2024

FY 2023-24

The complete April–March scorecard for FY 2023-24: who compounded, who faded, and how the cross-section behaved.

Median: +35.76%
Strategies: 571
Positive: 96.7%

Leader: Abchlor Portfolio Management Service (+152.1%)

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Full yearApr 2022 – Mar 2023

FY 2022-23

The complete April–March scorecard for FY 2022-23: who compounded, who faded, and how the cross-section behaved.

Median: +1.30%
Strategies: 435
Positive: 55.4%

Leader: Enhanced Equity Portfolio (+63.9%)

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Full yearApr 2021 – Mar 2022

FY 2021-22

The complete April–March scorecard for FY 2021-22: who compounded, who faded, and how the cross-section behaved.

Median: +20.16%
Strategies: 304
Positive: 96.4%

Leader: Abchlor Portfolio Management Service (+317.6%)

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Long-term

3Y, 5Y and all-time compounders

Multi-yearSep 2023 – Aug 2026

3-Year compounders

3-Year compounded performance and consistency — the horizon that actually matters for PMS selection.

Median CAGR: +11.5%
Strategies: 465
Positive: 97%

Leader: SAHASRAR CONCENTRATED GROWTH PORTFOLIO (+43.6% CAGR)

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Multi-yearSep 2021 – Aug 2026

5-Year compounders

5-Year compounded performance and consistency — the horizon that actually matters for PMS selection.

Median CAGR: +11.2%
Strategies: 174
Positive: 97.1%

Leader: Enhanced Equity Portfolio (+42.1% CAGR)

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All-timeFeb 2021 – Aug 2026

All-time compounders

Longest continuous SEBI track records in our dataset — survivors ranked by compounded wealth creation.

Median CAGR: +15.0%
Strategies: 129
Positive: 99.2%

Leader: QUEENBEE (+45.1% CAGR)

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Deep dives

Curated narrative research

Editorial

State of Indian PMS

The landscape overview: AUM, growth, fee structures, and how the industry is evolving.

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How these reports are built

Reports are generated from the same SEBI monthly 1M TWRR matrix that powers our leaderboard and PMS profiles. A strategy is only ranked in a window when it reported every month in that window — we never invent zeros for unfiled months. See the full methodology for details. This is research, not investment advice.