As of…
Benchmark · MSEI SX40 · 9 strategies in universe · 4 with ≥36 months
MSEI SX40 PMS Strategies
PMS strategies benchmarked to MSEI SX40 (including TRI).
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Best MSEI SX40 PMS by CAGR
Top 4 by CAGR among 4 strategies benchmarked to MSEI SX40 with at least 36 months of history (brutal Max DD excluded).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Sahasrar Capital Private Limited | 43.06% | -20.25% | |
| 2 | White Pine Investment Management Private Limited | 38.70% | -20.25% | |
| 3 | VAL-Q INVESTMENT ADVISORY PRIVATE LIMITED | 12.01% | -15.83% | |
| 4 | VAL-Q INVESTMENT ADVISORY PRIVATE LIMITED | 10.41% | -27.56% |
Lowest Max Drawdown · MSEI SX40
Least severe max drawdown among MSEI SX40-benchmarked strategies with ≥36 months of history.
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | VAL-Q INVESTMENT ADVISORY PRIVATE LIMITED | 12.01% | -15.83% | |
| 2 | Sahasrar Capital Private Limited | 43.06% | -20.25% | |
| 3 | White Pine Investment Management Private Limited | 38.70% | -20.25% | |
| 4 | VAL-Q INVESTMENT ADVISORY PRIVATE LIMITED | 10.41% | -27.56% |
Longest Track Record · MSEI SX40
Longest available history among strategies benchmarked to MSEI SX40 (Age = chartable months).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | VAL-Q INVESTMENT ADVISORY PRIVATE LIMITED | 12.01% | -15.83% | |
| 2 | VAL-Q INVESTMENT ADVISORY PRIVATE LIMITED | 10.41% | -27.56% | |
| 3 | Sahasrar Capital Private Limited | 43.06% | -20.25% | |
| 4 | White Pine Investment Management Private Limited | 38.70% | -20.25% | |
| 5 | Seeking Alpha EQUITYMSEI SX40 | NEW BERRY CAPITALS Private. Limited. | 17.24% | -16.04% |
| 6 | ELIXIR EQUITIES Private. Limited. | 5.81% | -23.23% | |
| 7 | LAUREL SECURITIES PRIVATE LIMITED | — | -15.31% | |
| 8 | Value Investing EQUITYMSEI SX40 | Laurel Securities Private Limited | — | — |
| 9 | LAUREL SECURITIES PRIVATE LIMITED | — | — |