Top performing PMS against the Nifty 50 TRI
91 portfolio management strategies with a 3-year record and at least ₹25 crore of assets report their returns against the Nifty 50 TRI. Comparing strategies that share a benchmark is fairer than one list for everyone: over 3 years, 66 of 91 beat it.
91strategies ranked
+8.44%median 3-year return
90%beat their benchmark over 1 year (82 of 91)
73%beat their benchmark over 3 years (66 of 91)
68%beat their benchmark over 5 years (46 of 68)
| # | Strategy | Firm | 3Y return | Benchmark 3Y | vs benchmark | 1Y | 5Y | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Aggressive Long Term Capital Appreciation | Dalal & Broacha Stock Broking | +27.20% | +6.06% | +21.14 pts | +62.87% | +27.24% | ₹246 Cr |
| 2 | Aequitas India Opportunities Product | Aequitas Investment Consultancy | +23.75% | +6.06% | +17.69 pts | +16.67% | +30.33% | ₹2,197 Cr |
| 3 | Seers Enduring Portfolio | Seers Fund Management | +21.02% | +6.06% | +14.96 pts | +12.95% | +26.57% | ₹428 Cr |
| 4 | Varanium G2G India Portfolio - 00010051 | Varanium Capital Advisors | +19.58% | +6.06% | +13.52 pts | +16.53% | +13.42% | ₹34.26 Cr |
| 5 | Bonanza Aegis | Bonanza Portfolio | +18.93% | +6.06% | +12.87 pts | +26.41% | — | ₹121 Cr |
| 6 | Reverse Research | MIV Investment Services | +18.37% | +6.06% | +12.31 pts | +30.58% | +17.33% | ₹2,354 Cr |
| 7 | Tamohara Truffle Strategy | Tamohara | +17.69% | +6.06% | +11.63 pts | +26.01% | +15.95% | ₹223 Cr |
| 8 | Ohm Absolute | Ohm Portfolio Equi Research | +17.18% | +6.06% | +11.12 pts | +27.16% | +17.86% | ₹56.37 Cr |
| 9 | Ohm Growth | Ohm Portfolio Equi Research | +17.06% | +6.06% | +11.00 pts | +4.83% | — | ₹634 Cr |
| 10 | DMZ Partners Inheritors Strategy | DMZ Partners Investment Management | +16.20% | +6.06% | +10.14 pts | +2.86% | +10.78% | ₹701 Cr |
| 11 | Growth | FIVE Rivers | +15.77% | +6.06% | +9.71 pts | +14.99% | +12.76% | ₹253 Cr |
| 12 | Piper Serica Leader Portfolio Strategy | Piper Serica Advisors | +15.75% | +6.06% | +9.69 pts | +20.35% | +10.93% | ₹1,076 Cr |
| 13 | Surge India | Capitalmind Financial Services | +15.74% | +6.06% | +9.68 pts | +3.27% | +14.53% | ₹683 Cr |
| 14 | Optimiser Portfolio | Wealth Managers | +15.63% | +6.06% | +9.57 pts | -1.44% | +17.91% | ₹222 Cr |
| 15 | ICICI Prudential PMS Largecap Strategy | ICICI Prudential | +14.74% | +6.06% | +8.68 pts | +3.02% | +13.50% | ₹889 Cr |
| 16 | Girik BluFIN Strategy | Girik Wealth Advisors | +14.69% | +6.06% | +8.63 pts | +20.41% | — | ₹141 Cr |
| 17 | Bonanza Edge | Bonanza Portfolio | +14.24% | +6.06% | +8.18 pts | +11.37% | +16.73% | ₹105 Cr |
| 18 | Select Direct Growth Portfolio | Wealth Managers | +14.21% | +6.06% | +8.15 pts | +5.21% | +12.50% | ₹139 Cr |
| 19 | Girik Multicap Strategy | Girik Wealth Advisors | +13.96% | +6.06% | +7.90 pts | +4.31% | +11.82% | ₹1,616 Cr |
| 20 | Chanakya Multi-Cap | Chanakya Capital Services | +13.90% | +6.06% | +7.84 pts | +10.17% | +15.80% | ₹331 Cr |
| 21 | East Lane Long Term Growth | East Lane Capital | +13.89% | +6.06% | +7.83 pts | +12.86% | +10.72% | ₹1,081 Cr |
| 22 | Focus Multicap | Ckredence Wealth Management | +13.77% | +6.06% | +7.71 pts | +12.48% | +13.48% | ₹37.29 Cr |
| 23 | PriceBridge HoneyComb | AYAN Analytics | +13.52% | +6.06% | +7.46 pts | +8.52% | — | ₹62.93 Cr |
| 24 | Focused Leadership Portfolio | Wealth Managers | +12.86% | +6.06% | +6.80 pts | +10.89% | +8.33% | ₹142 Cr |
| 25 | Long Term Growth | Dalal & Broacha Stock Broking | +12.75% | +6.06% | +6.69 pts | -0.86% | +10.88% | ₹1,202 Cr |
| 26 | Moneygrow Large Midcap | Moneygrow Asset | +12.69% | +6.06% | +6.63 pts | +4.36% | — | ₹112 Cr |
| 27 | Trivantage Capital Edge Portfolio | Trivantage Capital Management India | +12.56% | +6.06% | +6.50 pts | +8.16% | +11.01% | ₹157 Cr |
| 28 | Core and Satellite Equity Portfolio | Aditya Birla Money | +12.53% | +6.06% | +6.47 pts | +1.18% | +8.67% | ₹50.6 Cr |
| 29 | Bonanza Value | Bonanza Portfolio | +12.29% | +6.06% | +6.23 pts | +11.62% | +11.18% | ₹37.29 Cr |
| 30 | India Indices | Capitalmind Financial Services | +12.28% | +6.06% | +6.22 pts | -1.05% | +9.71% | ₹193 Cr |
| 31 | Sterling Portfolio- Aggressive Portfolio | ICICI Securities | +11.87% | +6.06% | +5.81 pts | -1.72% | — | ₹323 Cr |
| 32 | Growth and Value | J M Financial | +11.86% | +6.06% | +5.80 pts | -0.84% | +6.70% | ₹77.69 Cr |
| 33 | All Weather Equity | Capitalmind Financial Services | +11.76% | +6.06% | +5.70 pts | -0.45% | — | ₹292 Cr |
| 34 | ACE Equity Portfolio | ICICI Securities | +11.55% | +6.06% | +5.49 pts | -1.71% | +10.21% | ₹216 Cr |
| 35 | Trivantage Capital Small & Mid Cap Financials Portfolio | Trivantage Capital Management India | +11.07% | +6.06% | +5.01 pts | +13.18% | — | ₹26.75 Cr |
| 36 | Sterling Portfolio- Growth Portfolio | ICICI Securities | +10.51% | +6.06% | +4.45 pts | -0.84% | — | ₹97.51 Cr |
| 37 | ISEC Momentum Quality Dynamic Advantage Portfolio | ICICI Securities | +10.38% | +6.06% | +4.32 pts | -1.43% | — | ₹55.26 Cr |
| 38 | ICICI Prudential PMS Multi-Manager - Thematic Strategy | ICICI Prudential | +10.05% | +6.06% | +3.99 pts | -2.60% | +10.34% | ₹62.99 Cr |
| 39 | Synergy Focused Approach for Long Term | Harmoney Finserv India | +9.75% | +6.06% | +3.69 pts | +6.13% | +9.84% | ₹33.53 Cr |
| 40 | PriceBridge Upswing | AYAN Analytics | +9.59% | +6.06% | +3.53 pts | +5.87% | — | ₹208 Cr |
| 41 | Narnolia Large Cap Fund | Narnolia Velox Advisory | +9.34% | +6.06% | +3.28 pts | -5.34% | +6.96% | ₹81.04 Cr |
| 42 | Tamohara Trade Sanchay Strategy | Tamohara | +9.22% | +6.06% | +3.16 pts | -4.39% | +5.06% | ₹32.76 Cr |
| 43 | Citrus Sector Leaders | Citrus Advisors | +9.10% | +6.06% | +3.04 pts | +0.96% | — | ₹46.92 Cr |
| 44 | ICICI Prudential PMS Multi-Manager - Core Equity Strategy | ICICI Prudential | +8.76% | +6.06% | +2.70 pts | -2.36% | +10.09% | ₹207 Cr |
| 45 | White Whale North Star | White Whale Partners | +8.73% | +6.06% | +2.67 pts | +0.81% | +5.47% | ₹60.1 Cr |
| 46 | Renaissance Platinum Portfolio | Renaissance | +8.44% | +6.06% | +2.38 pts | -6.92% | +12.08% | ₹132 Cr |
| 47 | Ambit Coffee Can Portfolio | Ambit Investment Advisors | +8.31% | +6.06% | +2.25 pts | -5.59% | +5.94% | ₹1,052 Cr |
| 48 | Tamohara Long Term Equity Strategy | Tamohara | +8.31% | +6.06% | +2.25 pts | +17.25% | +7.96% | ₹26.72 Cr |
| 49 | OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets | Oaks | +8.21% | +6.06% | +2.15 pts | -1.11% | +11.31% | ₹120 Cr |
| 50 | Thinqwise India Long Term Fund | Thinqwise Wealth Managers | +8.21% | +6.06% | +2.15 pts | +1.58% | — | ₹46.06 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.
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