Nifty 50 PMS Strategies

PMS strategies benchmarked to Nifty 50 (including TRI and Sensex aliases). Ranked by CAGR, max drawdown, and track record.

Browse all Nifty 50

Filter by type, track, and drawdown, then compare two or three.

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Best Nifty 50 PMS by CAGR

Top 25 by CAGR among 199 strategies benchmarked to Nifty 50 with at least 36 months of history (brutal Max DD excluded).

Rank	Strategy	Firm	CAGR	Max DD
1	Aequitas India Opportunities Product EQUITYNifty 50	Aequitas Investment Consultancy Private Limited	40.53%	-15.37%
2	Bonanza Edge EQUITYNifty 50	Bonanza Portfolio Limited	39.53%	-20.46%
3	Seers Enduring Portfolio {sep} EQUITYNifty 50	Seers Fund Management Private Limited	37.27%	-29.63%
4	Bonanza Multicap EQUITYNifty 50	Bonanza Portfolio Limited	34.94%	-22.44%
5	Aggressive Long Term Capital Appreciation EQUITYNifty 50	DALAL AND BROACHA STOCK BROKING Private. Limited.	29.20%	-25.75%
6	Tulsianpms EQUITYNifty 50	Tulsian PMS Limited	26.05%	-31.98%
7	Capital Appreciation - Optimiser Small Cap Portfolio EQUITYNifty 50	Wealth Managers India Private Limited	25.84%	-29.33%
8	Bonanza Aegis EQUITYNifty 50	Bonanza Portfolio Limited	24.35%	-20.70%
9	Chanakya Capital Services PVT LTD EQUITYNifty 50	Chanakya Capital Services Private Limited	23.62%	-15.14%
10	Capital Appreciation - Optimiser Portfolio EQUITYNifty 50	Wealth Managers India Private Limited	22.88%	-26.84%
11	Bonanza Value EQUITYNifty 50	Bonanza Portfolio Limited	22.57%	-11.51%
12	Customised Portfolio Approach 16 EQUITYNifty 50	Trivantage Capital Managment India Private Limited	22.41%	-21.17%
13	Ambit Alpha Growth Portfolio EQUITYNifty 50	Ambit Wealth Private Limited	21.79%	-30.51%
14	Diversified - Long Term Capital Appreciation through Equity MF EQUITYNifty 50	Allegro Securities Private Limited	21.76%	-15.42%
15	Mehta Multi Focus Strategy EQUITYNifty 50	MEHTA EQUITIES PRIVATE LIMITED	21.53%	-18.73%
16	OHM Growth EQUITYNifty 50	OHM PORTFOLIO EQUI RESEARCH Private Limited.	21.49%	-21.71%
17	Ambit Alpha Growth Portfolio - Stp EQUITYNifty 50	Ambit Wealth Private Limited	20.81%	-30.56%
18	Capital Appreciation - Optimiser Mid and Small Cap Portfolio EQUITYNifty 50	Wealth Managers India Private Limited	20.61%	-33.51%
19	Fixed Income Plus Fund MULTI ASSETNifty 50	Sincere Syndication And Corporate Services LLP	19.39%	-5.55%
20	Sanctum Global Allocator EQUITYNifty 50	Sanctum Wealth Private Limited	18.78%	-10.15%
21	ICICI Prudential PMS LargeCap Strategy EQUITYNifty 50	ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited.	18.11%	-19.10%
22	Surge India EQUITYNifty 50	Capitalmind Financial Services Private Limited	17.85%	-22.17%
23	Tamohara Truffle Flexicap Strategy Nifty 50	Tamohara Investment Managers Private Limited	17.51%	-18.28%
24	ValPro Alpha A PMS EQUITYNifty 50	Value Prolific Investments And Consulting Private Limited	17.20%	-19.20%
25	Girik PMS Multicap Strategy EQUITYNifty 50	Girik Wealth Advisors Private Limited	17.19%	-16.16%

Lowest Max Drawdown · Nifty 50

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

Rank	Strategy	Firm	CAGR	Max DD
1	i - Alpha HYBRIDNifty 50	Estee Advisors Private Limited	9.73%	-0.31%
2	Shree STP MULTI ASSETNifty 50	Shree Rama Managers LLP	4.41%	-0.44%
3	Customised Discretionary Portfolio - Multi-Asset MULTI ASSETNiftymultiass	360 One Asset Management Limited	15.24%	-0.71%
4	Diversified Portfolio - Hybrid HYBRIDNifty 50	Hdfc Asset Management Company Limited	9.43%	-4.08%
5	Fixed Income Plus Fund MULTI ASSETNifty 50	Sincere Syndication And Corporate Services LLP	19.39%	-5.55%
6	Capital Appreciation - Select Direct - Asset Allocation Portfolio HYBRIDNifty 50	Wealth Managers India Private Limited	8.69%	-6.49%
7	Structured Product Series 2 (Incred) EQUITYNifty 50	Oaks Asset Management Private Limited	1.44%	-8.48%
8	I - Core HYBRIDNifty 50	Composite Investments Private Limited	8.28%	-8.53%
9	Floater (TWRR Unlisted) HYBRIDNifty 50	TRUSTLINE HOLDING Private. Limited.	12.67%	-8.55%
10	Julius Baer ALL Weather Portfolio Core MULTI ASSETNiftymulti 1	Julius Baer Wealth Advisors India Private Limited	10.82%	-9.06%
11	Aggressive Debt EQUITYNifty 50	Capitalmind Financial Services Private Limited	5.89%	-10.10%
12	Sanctum Global Allocator EQUITYNifty 50	Sanctum Wealth Private Limited	18.78%	-10.15%
13	Edelweiss Event Arbitrage Portfolio Approach HYBRIDNifty 50	Edelweiss Asset Management Limited	6.07%	-10.27%
14	AlphaaMoney Equity+ Portfolio EQUITYNifty 50	Prp Edge Wealth Private Limited	15.83%	-10.46%
15	Structure Product Series 5 (InCred-2) EQUITYNifty 50	Oaks Asset Management Private Limited	-2.00%	-10.54%
16	Julius Baer ALL Weather Portfolio Plus MULTI ASSETNiftymulti 1	Julius Baer Wealth Advisors India Private Limited	11.08%	-10.58%
17	Shree Wealth Builder Plan MULTI ASSETNifty 50	Shree Rama Managers LLP	11.20%	-11.38%
18	Bonanza Value EQUITYNifty 50	Bonanza Portfolio Limited	22.57%	-11.51%
19	Bonanza Growth EQUITYNifty 50	Bonanza Portfolio Limited	15.14%	-11.64%
20	Shree Dynamic Plan MULTI ASSETNifty 50	Shree Rama Managers LLP	4.66%	-11.65%
21	Sterling Portfolio - Growth Portfolio EQUITYNifty 50	Icici Securities Limited	12.83%	-11.66%
22	Wealth Flexi Fund EQUITYNifty 50	WAY2WEALTH BROKERS PRIVATE Limited.	3.31%	-12.48%
23	Synergy EQUITYNifty 50	Harmoney Finserv India Private Limited	13.99%	-12.51%
24	Tamohara Trade Sanchay Strategy EQUITYNifty 50	Tamohara Investment Managers Private Limited	13.98%	-13.40%
25	India Story EQUITYNifty 50	HARMONEY FINSERV INDIA PRIVATE LIMITED	10.93%	-13.44%

Longest Track Record · Nifty 50

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

Rank	Strategy	Firm	CAGR	Max DD
1	Acepro Galaxy Strategy EQUITYNifty 50	Acepro Advisors Private Limited	5.62%	-16.39%
2	Acepro Large Cap Strategy EQUITYNifty 50	Acepro Advisors Private Limited	9.37%	-16.97%
3	Aequitas India Opportunities Product EQUITYNifty 50	Aequitas Investment Consultancy Private Limited	40.53%	-15.37%
4	Ambit Coffee CAN Portfolio EQUITYNifty 50	Ambit Investment Advisors Private Limited	9.29%	-16.10%
5	Barclays Wealth Creator Portfolio EQUITYNifty 50	Barclays Securities India Private Limited	7.14%	-19.40%
6	Aggressive Long Term Capital Appreciation EQUITYNifty 50	DALAL AND BROACHA STOCK BROKING Private. Limited.	29.20%	-25.75%
7	Long Term Growth EQUITYNifty 50	DALAL AND BROACHA STOCK BROKING Private. Limited.	14.57%	-20.38%
8	DMZ Partners Inheritors Strategy EQUITYNifty 50	Dmz Partners Investment Management LLP	15.95%	-20.62%
9	Edelweiss Event Arbitrage Portfolio Approach HYBRIDNifty 50	Edelweiss Asset Management Limited	6.07%	-10.27%
10	Freedom Portfolio EQUITYNifty 50	Geojit Financial Services Limited	9.54%	-19.98%
11	India Story EQUITYNifty 50	HARMONEY FINSERV INDIA PRIVATE LIMITED	10.93%	-13.44%
12	Synergy EQUITYNifty 50	Harmoney Finserv India Private Limited	13.99%	-12.51%
13	ICICI Prudential PMS ETF Strategy EQUITYNifty 50	ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited.	10.16%	-15.79%
14	ICICI Prudential PMS Enterprising India Strategy EQUITYNifty 50	ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited.	15.48%	-18.13%
15	ICICI Prudential PMS LargeCap Strategy EQUITYNifty 50	ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Limited.	18.11%	-19.10%
16	ACE Equity Portfolio EQUITYNifty 50	Icici Securities Limited	12.99%	-21.02%
17	Active Index Portfolio EQUITYNifty 50	Icici Securities Limited	10.02%	-23.94%
18	Invesco India Large Cap Core Portfolio EQUITYNifty 50	Invesco Asset Management India Private Limited	8.89%	-17.32%
19	Ksema Alpha EQUITYNifty 50	Ksema Wealth Private Limited	15.02%	-19.38%
20	Ksema Multi EQUITYNifty 50	Ksema Wealth Private Limited	16.89%	-20.53%
21	CCP EQUITYNifty 50	Marcellus Investment Managers Private Limited	6.30%	-23.39%
22	KCP EQUITYNifty 50	Marcellus Investment Managers Private Limited	6.05%	-22.91%
23	PE Fund EQUITYNifty 50	Pelican Holdings Private Limited	8.12%	-16.60%
24	Sanctum Indian Olympians EQUITYNifty 50	Sanctum Wealth Private Limited	9.82%	-15.73%
25	Seers Enduring Portfolio {sep} EQUITYNifty 50	Seers Fund Management Private Limited	37.27%	-29.63%