FY 2026-27 YTD: PMS Strategies That Led Apr–Aug 2026

Data & compliance notice. Figures use SEBI-sourced monthly 1M TWRR in KnowYourPMS for April–August 2026. Rankings require a complete five-month series. This is research, not investment advice.

Why this cut matters

Indian FY 2026-27 opened with an unusually strong April for many equity PMS strategies, then cooled through May–August. A raw “top return” list for the year-to-date window therefore mixes (a) multi-month compounders with (b) names that mostly printed one outsized month.

We published a full report with four boards so readers can see that split clearly:

FY 2026-27 YTD PMS leaders report (refreshes monthly; browse other periods in the reports hub)

Headline stats (full five-month series)

| Metric | Value | |--------|------:| | Strategies with complete Apr–Aug 1M | 1,366 | | Median YTD | +16.66% | | Mean YTD | +18.20% | | Share with positive YTD | 94.0% | | Strategies above +30% YTD | 241 |

April’s cross-section median 1M was about +10.1%; May–August medians sat closer to +0.6% to +1.9%. Read any FY YTD leader alongside longer-horizon tools such as the highest CAGR category, leaderboard, and rolling 3Y metric explainer.

Boards in the full report

1. Absolute YTD — highest compounded Apr–Aug prints
2. Quality — same math, but best single month capped at +35%
3. Consistency — positive in all five months
4. Resilient — above-median YTD with worst month ≥ −5%

Month-by-month tape, methodology, FAQs, and internal links to methodology, calendar returns, how to compare schemes, and July 2026 dispersion are on the report page.

Editorial status

Published as a data snapshot after the August 2026 SEBI monthly ingest. Update when September 2026 filings are merged.