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Benchmark · Nifty Multi-Asset 50:40:10 · 58 strategies in universe · 17 with ≥36 months
Nifty Multi-Asset 50:40:10 PMS Strategies
PMS strategies benchmarked to the Nifty Multi-Asset 50:40:10 allocation index.
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Best Nifty Multi-Asset 50:40:10 PMS by CAGR
Top 16 by CAGR among 17 strategies benchmarked to Nifty Multi-Asset 50:40:10 with at least 36 months of history (brutal Max DD excluded).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Ithought Financial Consulting LLP | 20.47% | -11.99% | |
| 2 | Dezerv. Infra Yield Assets MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 17.46% | -3.14% |
| 3 | UpperCrust Growth Fund MULTI ASSETNifty Multi-Asset | Moat Financial Services Private Limited | 16.31% | -21.77% |
| 4 | Ask Wealth Advisors Private Limited | 15.11% | -10.20% | |
| 5 | Pace Financial Investment Adviser Private Limited | 15.05% | -16.71% | |
| 6 | ASK Wealth Core Balanced MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 15.04% | -6.50% |
| 7 | Dezerv Investments Private Limited | 14.09% | -13.44% | |
| 8 | ASK Wealth Core Aggressive MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 13.60% | -13.08% |
| 9 | Dezerv. IPA Growth Strategy MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 13.49% | -10.10% |
| 10 | Imaap EQUITYNifty Multi-Asset | First Global Finance Private Limited | 13.16% | -16.39% |
| 11 | ASK Wealth Harmony Balanced MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 13.04% | -5.89% |
| 12 | Accumulator MULTI ASSETNifty Multi-Asset | Nuvama Asset Management Limited | 11.11% | -13.22% |
| 13 | Pace Financial Investment Adviser Private Limited | 11.10% | -16.70% | |
| 14 | Dezerv Investments Private Limited | 9.99% | -8.05% | |
| 15 | LongTermValue MULTI ASSETNifty Multi-Asset 50:40:10 | Eklavya Capital Advisors LLP | 8.18% | -10.70% |
| 16 | Oaks Asset Allocator MULTI ASSETNifty Multi-Asset | Oaks Asset Management Private Limited | 7.94% | -13.27% |
Lowest Max Drawdown · Nifty Multi-Asset 50:40:10
Least severe max drawdown among Nifty Multi-Asset 50:40:10-benchmarked strategies with ≥36 months of history.
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | Dezerv. Infra Yield Assets MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 17.46% | -3.14% |
| 2 | ASK Wealth Harmony Balanced MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 13.04% | -5.89% |
| 3 | ASK Wealth Core Balanced MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 15.04% | -6.50% |
| 4 | Dezerv Investments Private Limited | 9.99% | -8.05% | |
| 5 | Dezerv. IPA Growth Strategy MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 13.49% | -10.10% |
| 6 | Ask Wealth Advisors Private Limited | 15.11% | -10.20% | |
| 7 | LongTermValue MULTI ASSETNifty Multi-Asset 50:40:10 | Eklavya Capital Advisors LLP | 8.18% | -10.70% |
| 8 | Ithought Financial Consulting LLP | 20.47% | -11.99% | |
| 9 | ASK Wealth Core Aggressive MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 13.60% | -13.08% |
| 10 | Accumulator MULTI ASSETNifty Multi-Asset | Nuvama Asset Management Limited | 11.11% | -13.22% |
| 11 | Oaks Asset Allocator MULTI ASSETNifty Multi-Asset | Oaks Asset Management Private Limited | 7.94% | -13.27% |
| 12 | Dezerv Investments Private Limited | 14.09% | -13.44% | |
| 13 | Imaap EQUITYNifty Multi-Asset | First Global Finance Private Limited | 13.16% | -16.39% |
| 14 | Pace Financial Investment Adviser Private Limited | 11.10% | -16.70% | |
| 15 | Pace Financial Investment Adviser Private Limited | 15.05% | -16.71% | |
| 16 | UpperCrust Growth Fund MULTI ASSETNifty Multi-Asset | Moat Financial Services Private Limited | 16.31% | -21.77% |
| 17 | Pace Financial Investment Adviser Private Limited | -9.20% | -70.26% |
Longest Track Record · Nifty Multi-Asset 50:40:10
Longest available history among strategies benchmarked to Nifty Multi-Asset 50:40:10 (Age = chartable months).
| Rank | Strategy | Firm | CAGR | Max DD |
|---|---|---|---|---|
| 1 | LongTermValue MULTI ASSETNifty Multi-Asset 50:40:10 | Eklavya Capital Advisors LLP | 8.18% | -10.70% |
| 2 | Imaap EQUITYNifty Multi-Asset | First Global Finance Private Limited | 13.16% | -16.39% |
| 3 | Pace Financial Investment Adviser Private Limited | 15.05% | -16.71% | |
| 4 | Ithought Financial Consulting LLP | 20.47% | -11.99% | |
| 5 | UpperCrust Growth Fund MULTI ASSETNifty Multi-Asset | Moat Financial Services Private Limited | 16.31% | -21.77% |
| 6 | Dezerv Investments Private Limited | 14.09% | -13.44% | |
| 7 | Dezerv. IPA Growth Strategy MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 13.49% | -10.10% |
| 8 | Pace Financial Investment Adviser Private Limited | 11.10% | -16.70% | |
| 9 | Oaks Asset Allocator MULTI ASSETNifty Multi-Asset | Oaks Asset Management Private Limited | 7.94% | -13.27% |
| 10 | Dezerv Investments Private Limited | 9.99% | -8.05% | |
| 11 | ASK Wealth Core Aggressive MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 13.60% | -13.08% |
| 12 | ASK Wealth Core Balanced MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 15.04% | -6.50% |
| 13 | Ask Wealth Advisors Private Limited | 15.11% | -10.20% | |
| 14 | ASK Wealth Harmony Balanced MULTI ASSETNifty Multi-Asset | Ask Wealth Advisors Private Limited | 13.04% | -5.89% |
| 15 | Pace Financial Investment Adviser Private Limited | -9.20% | -70.26% | |
| 16 | Dezerv. Infra Yield Assets MULTI ASSETNifty Multi-Asset | Dezerv Investments Private Limited | 17.46% | -3.14% |
| 17 | Accumulator MULTI ASSETNifty Multi-Asset | Nuvama Asset Management Limited | 11.11% | -13.22% |
| 18 | Profitgate Capital Services LLP | 10.51% | -4.92% | |
| 19 | Ithought Financial Consulting LLP | 10.36% | -12.95% | |
| 20 | TRUST INVESTMENT ADVISORS Private. Limited. | 6.08% | -6.51% | |
| 21 | Neo Asset Management Private Limited | 6.29% | -20.05% | |
| 22 | Neo Asset Management Private Limited | 5.57% | -17.49% | |
| 23 | Neo Asset Management Private Limited | 4.83% | -17.23% | |
| 24 | I - Asset MULTI ASSETNifty Multi-Asset 50:40:10 | Nuvama Asset Management Limited | 14.07% | -7.26% |
| 25 | Pace Financial Investment Adviser Private Limited | 9.14% | -11.42% |