Top performing PMS by 3-year returns
The top 50 of 322 portfolio management strategies with a 3-year record and at least ₹25 crore of assets, ranked by annualised 3-year return for September 2026. Each row shows the benchmark the manager reports against, so you can see how much of the return is the market and how much is the manager.
322strategies ranked
+11.63%median 3-year return
86%beat their benchmark over 1 year (278 of 322)
73%beat their benchmark over 3 years (234 of 322)
73%beat their benchmark over 5 years (179 of 244)
| # | Strategy | Firm | 3Y return | Benchmark 3Y | vs benchmark | 1Y | 5Y | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Sahasrar Concentrated Growth Portfolio | Sahasrar Capital | +46.99% | +4.00% | +42.99 pts | +57.38% | — | ₹2,055 Cr |
| 2 | Stallion Asset Core Fund | Stallion Asset | +33.41% | +9.20% | +24.21 pts | +18.39% | +23.79% | ₹10,340 Cr |
| 3 | Kriis Multicap Fund Strategy | Kriis Portfolio | +32.28% | +9.20% | +23.08 pts | +45.78% | +21.52% | ₹478 Cr |
| 4 | Aggressive Long Term Capital Appreciation | Dalal & Broacha Stock Broking | +27.20% | +6.06% | +21.14 pts | +62.87% | +27.24% | ₹246 Cr |
| 5 | AAA Couture PMS | AlfAccurate Advisors | +27.15% | +9.20% | +17.95 pts | +49.22% | — | ₹527 Cr |
| 6 | InCred Focused Healthcare Equity | Incred | +26.57% | +9.20% | +17.37 pts | +4.18% | — | ₹195 Cr |
| 7 | White Pine India Emerging Stars Approach | White Pine Investment Management | +26.42% | +4.00% | +22.42 pts | +28.45% | — | ₹566 Cr |
| 8 | ValueQuest Vision | Valuequest Investment Advisors | +26.20% | +9.20% | +17.00 pts | +10.30% | +26.55% | ₹1,121 Cr |
| 9 | Wallfort Ameya Fund | Wallfort Fund Management | +25.70% | +9.21% | +16.49 pts | +37.09% | — | ₹281 Cr |
| 10 | Renaissance Alpha Portfolio | Renaissance | +24.95% | +9.20% | +15.75 pts | +30.73% | +19.92% | ₹90.56 Cr |
| 11 | Wallfort Avenue Fund | Wallfort Fund Management | +24.80% | +9.21% | +15.59 pts | +23.17% | — | ₹180 Cr |
| 12 | GLC Growth Fund | Green Lantern Capital | +24.68% | +9.20% | +15.48 pts | +11.44% | +29.14% | ₹2,020 Cr |
| 13 | Dynamo | Accuracap Consultancy Services | +24.37% | +9.21% | +15.16 pts | +18.90% | +21.03% | ₹25.88 Cr |
| 14 | Sisop | Sundaram Alternate Assets | +23.80% | +9.20% | +14.60 pts | +25.55% | +14.52% | ₹2,027 Cr |
| 15 | Aequitas India Opportunities Product | Aequitas Investment Consultancy | +23.75% | +6.06% | +17.69 pts | +16.67% | +30.33% | ₹2,197 Cr |
| 16 | White Truffle | Ghalla Bhansali Stock Brokers | +22.64% | +8.03% | +14.61 pts | +28.14% | +20.85% | ₹25.95 Cr |
| 17 | InCred Healthcare Portfolio | Incred | +22.55% | +9.20% | +13.35 pts | +8.51% | +15.76% | ₹786 Cr |
| 18 | S.E.L.F | Sundaram Alternate Assets | +22.49% | +9.20% | +13.29 pts | +33.73% | +13.53% | ₹1,066 Cr |
| 19 | Carnelian Bespoke Portfolio | Carnelian & Advisors | +22.45% | +9.20% | +13.25 pts | +19.97% | — | ₹4,222 Cr |
| 20 | Dynamic Investment Approach | Systematix Shares & Stocks | +22.42% | +8.03% | +14.39 pts | +28.59% | +21.18% | ₹181 Cr |
| 21 | Voyager | Sundaram Alternate Assets | +22.31% | +9.20% | +13.11 pts | +24.32% | +13.70% | ₹222 Cr |
| 22 | Shade Value Fund | Shade Capital | +21.43% | +9.21% | +12.22 pts | +15.14% | +15.09% | ₹93.49 Cr |
| 23 | ICICI Prudential PMS Infrastructure Strategy | ICICI Prudential | +21.16% | +9.20% | +11.96 pts | +6.44% | +23.27% | ₹66.39 Cr |
| 24 | UpperCrust Wealth Fund | Moat Financial Services | +21.11% | +9.21% | +11.90 pts | +6.86% | — | ₹131 Cr |
| 25 | Seers Enduring Portfolio | Seers Fund Management | +21.02% | +6.06% | +14.96 pts | +12.95% | +26.57% | ₹428 Cr |
| 26 | Sundaram Voyager Global Portfolio | Sundaram Alternate Assets | +20.50% | +9.20% | +11.30 pts | +25.27% | +12.08% | ₹231 Cr |
| 27 | AAA Budding Beasts PMS | AlfAccurate Advisors | +20.40% | +9.20% | +11.20 pts | +20.62% | +21.08% | ₹1,691 Cr |
| 28 | Prithvi Balance portfolio | Prithvi Finmart Pvt | +20.39% | +9.20% | +11.19 pts | +22.38% | — | ₹209 Cr |
| 29 | Carnelian Capital Compounder Strategy | Carnelian & Advisors | +20.30% | +9.20% | +11.10 pts | +14.82% | +15.21% | ₹2,615 Cr |
| 30 | MAPL Value Investing Fund | Mittal Analytics | +20.06% | +9.21% | +10.85 pts | +26.60% | +22.25% | ₹496 Cr |
| 31 | Motilal Oswal Mid to Mega Strategy | Motilal Oswal | +19.95% | +9.20% | +10.75 pts | +20.23% | +13.29% | ₹2,467 Cr |
| 32 | GL Alpha Fund | Green Lantern Capital | +19.89% | +9.20% | +10.69 pts | +10.72% | +22.05% | ₹71.73 Cr |
| 33 | Customised Mutual Fund Portfolio (A4) | Infinity Alternatives | +19.88% | +9.20% | +10.68 pts | +16.33% | +14.08% | ₹53.23 Cr |
| 34 | Emerging Leaders | Solidarity Advisors | +19.85% | +9.20% | +10.65 pts | +52.19% | — | ₹147 Cr |
| 35 | Prudence | Solidarity Advisors | +19.68% | +9.20% | +10.48 pts | +37.77% | +11.90% | ₹1,938 Cr |
| 36 | Alchemy Select Stock | Alchemy Capital Management | +19.65% | +9.20% | +10.45 pts | +14.78% | +14.26% | ₹5,383 Cr |
| 37 | Varanium G2G India Portfolio - 00010051 | Varanium Capital Advisors | +19.58% | +6.06% | +13.52 pts | +16.53% | +13.42% | ₹34.26 Cr |
| 38 | Future Stars | Magadh Capital Advisors | +19.19% | +9.20% | +9.99 pts | +10.25% | +18.88% | ₹92.09 Cr |
| 39 | Abakkus Personalised Opportunity Specific Strategy | Abakkus | +19.12% | +9.20% | +9.92 pts | +21.75% | +19.20% | ₹2,051 Cr |
| 40 | Carnelian Contra Portfolio Strategy | Carnelian & Advisors | +19.11% | +9.20% | +9.91 pts | +6.63% | — | ₹133 Cr |
| 41 | Bonanza Aegis | Bonanza Portfolio | +18.93% | +6.06% | +12.87 pts | +26.41% | — | ₹121 Cr |
| 42 | Equitree Emerging Opportunities | Equitree Capital Advisors | +18.93% | +9.20% | +9.73 pts | -2.43% | +21.65% | ₹1,675 Cr |
| 43 | SiMPL Small Cap Value Portfolio | Securities Investment Management | +18.83% | +9.20% | +9.63 pts | +15.94% | — | ₹159 Cr |
| 44 | Activealphamc | Samvitti Capital | +18.58% | +9.20% | +9.38 pts | +23.40% | +22.42% | ₹539 Cr |
| 45 | Unique Focused Fund | Unique | +18.45% | +9.20% | +9.25 pts | +12.16% | +12.09% | ₹1,238 Cr |
| 46 | Reverse Research | MIV Investment Services | +18.37% | +6.06% | +12.31 pts | +30.58% | +17.33% | ₹2,354 Cr |
| 47 | Impress Portfolio | Anand Rathi Advisors | +18.20% | +9.20% | +9.00 pts | +11.64% | +15.01% | ₹952 Cr |
| 48 | Badjate Multicap Fund | Badjate Wealth | +18.06% | +9.21% | +8.85 pts | +14.71% | +17.12% | ₹172 Cr |
| 49 | Rising Star | Sundaram Alternate Assets | +18.05% | +9.20% | +8.85 pts | +43.65% | +15.06% | ₹174 Cr |
| 50 | India Rising SME Stars | Hem Securities | +17.98% | +8.04% | +9.94 pts | +24.33% | — | ₹86.74 Cr |
Returns are annualised for periods over a year and are what each portfolio manager reported to APMI for September 2026: time-weighted and net of fees and expenses, as SEBI requires. "vs benchmark" is the strategy's 3-year return minus its benchmark's, in percentage points. Each manager chooses its own benchmark, so a large gap can reflect an easy benchmark as much as skill. Only strategies still reporting, with ₹25 crore or more and a 3-year record, are ranked; closed and smaller strategies are left out, which flatters the share that beat their benchmark. Past returns don't predict future returns, and a ranking is not a recommendation. A PMS needs at least ₹50 lakh; read how these tables are built.
Talk to a SEBI-registered adviser about PMS