As of…

126 strategies report CRISIL Composite Bond, 50 with at least 36 months

CRISIL Composite Bond PMS Strategies

PMS strategies benchmarked to CRISIL Composite Bond (Fund) Index variants.

Loading filters…

Best CRISIL Composite Bond PMS by CAGR

Top 25 by CAGR among 50 strategies benchmarked to CRISIL Composite Bond with at least 36 months of history (brutal Max DD excluded).

RankStrategyFirmCAGRMax DD
1Capitalmind Financial Services Private Limited19.84%-39.56%
2Phillipcapital India Private Limited12.37%-0.06%
3Dezerv Investments Private Limited10.92%-0.51%
4Dezerv Investments Private Limited9.87%0.00%
5Estee Advisors Private Limited9.73%-0.31%
6Ask Wealth Advisors Private Limited9.21%-0.59%
7Nuvama Asset Management Limited8.45%-8.71%
8TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED8.38%-3.83%
9Valentis Advisors Private Limited8.33%-0.03%
10Birla Sun Life Asset Management Company Limited7.58%-5.03%
11Dezerv Investments Private Limited7.45%-1.21%
12Barclays Securities India Private Limited7.18%-1.41%
13Icici Securities Limited7.07%-0.51%
14Icici Securities Limited6.97%0.00%
15Enam Asset Management Copvt Private Limited6.95%0.00%
16Incred Asset Management Private Limited6.74%0.00%
17Nuvama Asset Management Limited6.59%-1.55%
18Scient Capital Private Limited6.37%-0.54%
19Sundaram Alternate Assets Limited6.28%-0.31%
20Capitalmind Financial Services Private Limited5.93%-32.03%
21Hsbc Asset Management India Private Limited5.87%0.00%
22Axis Asset Management Company Limited5.82%0.00%
23Emkay Investment Managers Limited5.81%-4.90%
24Invesco Asset Management India Private Limited5.73%-0.08%
25Capitalmind Financial Services Private Limited5.69%-0.38%

Lowest Max Drawdown · CRISIL Composite Bond

Least severe max drawdown among CRISIL Composite Bond-benchmarked strategies with ≥36 months of history.

RankStrategyFirmCAGRMax DD
1Allegro Securities Private Limited5.57%0.00%
2Ambit Wealth Private Limited5.52%0.00%
3Ask Investment Managers Limited5.49%0.00%
4Axis Asset Management Company Limited5.82%0.00%
5Carnelian Asset Management And Advisors Private Limited4.61%0.00%
6Dezerv Investments Private Limited9.87%0.00%
7Enam Asset Management Copvt Private Limited6.95%0.00%
8Helios Capital Asset Management India Private Limited5.08%0.00%
9Hsbc Asset Management India Private Limited5.87%0.00%
10Icici Securities Limited6.97%0.00%
11Incred Asset Management Private Limited6.74%0.00%
12Stallion Asset Private Limited4.47%0.00%
13Whiteoak Capital Asset Management Limited5.22%0.00%
14Buglerock Capital Private Limited3.53%-0.01%
15Icici Prudential Asset Management Company Limited5.05%-0.01%
16Valentis Advisors Private Limited8.33%-0.03%
17Phillipcapital India Private Limited12.37%-0.06%
18ALFACCURATE ADVISORS Private. Limited.3.67%-0.08%
19Invesco Asset Management India Private Limited5.73%-0.08%
20Motilal Oswal Asset Management Company Limited4.81%-0.12%
21TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED4.60%-0.22%
22Sbi Funds Management Limited4.63%-0.28%
23Barclays Securities India Private Limited5.66%-0.31%
24Estee Advisors Private Limited9.73%-0.31%
25Sundaram Alternate Assets Limited6.28%-0.31%

Longest Track Record · CRISIL Composite Bond

Longest available history among strategies benchmarked to CRISIL Composite Bond (Age = chartable months).

RankStrategyFirmCAGRMax DD
1Allegro Securities Private Limited5.57%0.00%
2Barclays Securities India Private Limited7.18%-1.41%
3Capitalmind Financial Services Private Limited5.43%-1.88%
4Invesco Asset Management India Private Limited5.73%-0.08%
5Marcellus Investment Managers Private Limited2.53%-0.39%
6Motilal Oswal Asset Management Company Limited4.81%-0.12%
7Valentis Advisors Private Limited8.33%-0.03%
8Allegro Securities Private Limited4.70%-7.40%
9Axis Asset Management Company Limited5.82%0.00%
10Carnelian Asset Management And Advisors Private Limited4.61%0.00%
11ABAKKUS ASSET MANAGER PRIVATE LIMITED2.53%-0.77%
12ALFACCURATE ADVISORS Private. Limited.3.67%-0.08%
13Birla Sun Life Asset Management Company Limited7.58%-5.03%
14Helios Capital Asset Management India Private Limited5.08%0.00%
15TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED4.60%-0.22%
16Stallion Asset Private Limited4.47%0.00%
17TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED8.38%-3.83%
18Barclays Securities India Private Limited5.66%-0.31%
19Capitalmind Financial Services Private Limited5.43%-0.57%
20Scient Capital Private Limited6.37%-0.54%
21Capitalmind Financial Services Private Limited5.47%-2.28%
22Capitalmind Financial Services Private Limited5.93%-32.03%
23Capitalmind Financial Services Private Limited19.84%-39.56%
24Capitalmind Financial Services Private Limited5.69%-0.38%
25Whiteoak Capital Asset Management Limited5.22%0.00%