As of…

Benchmark · Nifty 50 Hybrid Debt 50:50 · 34 strategies in universe · 7 with ≥36 months

Nifty 50 Hybrid Debt 50:50 PMS Strategies

PMS strategies benchmarked to Nifty 50 Hybrid Composite Debt 50:50.

Loading filters…

Best Nifty 50 Hybrid Debt 50:50 PMS by CAGR

Top 6 by CAGR among 7 strategies benchmarked to Nifty 50 Hybrid Debt 50:50 with at least 36 months of history (brutal Max DD excluded).

RankStrategyFirmCAGRMax DD
1TRUSTLINE HOLDING Private. Limited.12.72%-8.55%
2Hdfc Asset Management Company Limited9.43%-4.08%
3Composite Investments Private Limited9.21%-8.53%
4Wealth Managers India Private Limited9.17%-6.49%
5Edelweiss Asset Management Limited6.37%-10.27%
6WAY2WEALTH BROKERS PRIVATE Limited.-4.74%-38.36%

Lowest Max Drawdown · Nifty 50 Hybrid Debt 50:50

Least severe max drawdown among Nifty 50 Hybrid Debt 50:50-benchmarked strategies with ≥36 months of history.

RankStrategyFirmCAGRMax DD
1Hdfc Asset Management Company Limited9.43%-4.08%
2Wealth Managers India Private Limited9.17%-6.49%
3Composite Investments Private Limited9.21%-8.53%
4TRUSTLINE HOLDING Private. Limited.12.72%-8.55%
5Edelweiss Asset Management Limited6.37%-10.27%
6WAY2WEALTH BROKERS PRIVATE Limited.-4.74%-38.36%
7Sbi Funds Management Limited-13.66%-47.76%

Longest Track Record · Nifty 50 Hybrid Debt 50:50

Longest available history among strategies benchmarked to Nifty 50 Hybrid Debt 50:50 (Age = chartable months).

RankStrategyFirmCAGRMax DD
1Edelweiss Asset Management Limited6.37%-10.27%
2TRUSTLINE HOLDING Private. Limited.12.72%-8.55%
3Wealth Managers India Private Limited9.17%-6.49%
4Composite Investments Private Limited9.21%-8.53%
5Hdfc Asset Management Company Limited9.43%-4.08%
6WAY2WEALTH BROKERS PRIVATE Limited.-4.74%-38.36%
7Sbi Funds Management Limited-13.66%-47.76%
8Nj Asset Management Private Limited9.41%-9.68%
9Nj Asset Management Private Limited10.51%-11.23%
10Nj Asset Management Private Limited8.36%-9.04%
11Nj Asset Management Private Limited7.29%-11.33%
12Wealth Managers India Private Limited23.00%-6.13%
13Neo Asset Management Private Limited9.85%0.00%
14360 One Portfolio Managers Limited3.14%-10.26%
15360 One Portfolio Managers Limited3.90%-10.94%
16360 One Portfolio Managers Limited4.12%-8.39%
17Bonanza Portfolio Limited5.86%-2.51%
18Angel One Investment Managers And Advisors Private Limited22.98%-6.65%
19SPARK PWM PRIVATE LIMITED19.05%-13.14%
20360 ONE PORTFOLIO MANAGERS LIMITED—-5.40%
21AXIS ASSET MANAGEMENT COMPANY LIMITED—0.00%
22BANDHAN AMC LIMITED—0.00%
23HEDGE EQUITIES Limited—-6.50%
24OMNISCIENCE CAPITAL ADVISORS PRIVATE LIMITED—-10.75%
25PRIMEINVESTOR FINANCIAL RESEARCH PRIVATE LIMITED—-6.33%