3-Year Indian PMS Leaders (Sep 2023 – Aug 2026)
The 3-year view is the horizon that actually matters for PMS selection. Across the 572 strategies with a continuous Sep 2023 – Aug 2026 record, the median compounded +39.8% in total — roughly +11.8% a year. Ranks here reward strategies that kept compounding through more than one market regime, not a single hot streak.
Strategies (full window)
572
Median CAGR
+11.8%
Median total return
+40%
Share positive
97.2%
Top compounders
Highest annualized return across the full window among 572 qualifying strategies. Total return and single-month extremes are shown alongside so one wild month is easy to spot.
| # | Strategy / Manager | CAGR | Total | Best 1M | Worst 1M | +Mo | Shortlist |
|---|---|---|---|---|---|---|---|
| 1 | +43.6% | +196% | +26.6% | -13.8% | 24/36 | ||
| 2 | +40.6% | +178% | +161.4% | -0.0% | 4/36 | ||
| 3 | +38.6% | +167% | +23.4% | -11.9% | 23/36 | ||
| 4 | +33.8% | +139% | +46.6% | -33.8% | 21/36 | ||
| 5 | +33.3% | +137% | +141.1% | -1.4% | 1/36 | ||
| 6 | +32.7% | +134% | +17.7% | -12.2% | 28/36 | ||
| 7 | +31.8% | +129% | +29.6% | -11.3% | 19/36 | ||
| 8 | +29.2% | +115% | +15.6% | -7.6% | 26/36 | ||
| 9 | +27.7% | +108% | +14.3% | -10.9% | 23/36 | ||
| 10 | +27.0% | +105% | +25.4% | -13.4% | 23/36 | ||
| 11 | +26.3% | +102% | +16.9% | -10.2% | 25/36 | ||
| 12 | +26.3% | +101% | +15.7% | -13.6% | 22/36 | ||
| 13 | +26.1% | +100% | +16.8% | -11.8% | 21/36 | ||
| 14 | +26.0% | +100% | +21.9% | -11.1% | 25/36 | ||
| 15 | +25.1% | +96% | +18.7% | -14.2% | 25/36 | ||
| 16 | +24.7% | +94% | +16.4% | -8.8% | 20/36 | ||
| 17 | +24.7% | +94% | +12.0% | -8.3% | 23/36 | ||
| 18 | +24.7% | +94% | +19.1% | -11.2% | 22/36 | ||
| 19 | +24.5% | +93% | +15.4% | -11.9% | 25/36 | ||
| 20 | +24.4% | +93% | +26.9% | -12.6% | 20/36 | ||
| 21 | +24.3% | +92% | +14.9% | -15.0% | 22/36 | ||
| 22 | +24.2% | +92% | +14.8% | -10.5% | 24/36 | ||
| 23 | +24.2% | +91% | +14.5% | -10.9% | 23/36 | ||
| 24 | +24.1% | +91% | +11.2% | -10.8% | 24/36 | ||
| 25 | +24.0% | +91% | +14.1% | -11.0% | 22/36 |
Quality board
Same compounding, but we drop strategies whose best single month exceeded +45% — surfacing durable multi-year runs over one explosive month.
| # | Strategy / Manager | CAGR | Total | Best 1M | Worst 1M | +Mo | Shortlist |
|---|---|---|---|---|---|---|---|
| 1 | +43.6% | +196% | +26.6% | -13.8% | 24/36 | ||
| 2 | +38.6% | +167% | +23.4% | -11.9% | 23/36 | ||
| 3 | +32.7% | +134% | +17.7% | -12.2% | 28/36 | ||
| 4 | +31.8% | +129% | +29.6% | -11.3% | 19/36 | ||
| 5 | +29.2% | +115% | +15.6% | -7.6% | 26/36 | ||
| 6 | +27.7% | +108% | +14.3% | -10.9% | 23/36 | ||
| 7 | +27.0% | +105% | +25.4% | -13.4% | 23/36 | ||
| 8 | +26.3% | +102% | +16.9% | -10.2% | 25/36 | ||
| 9 | +26.3% | +101% | +15.7% | -13.6% | 22/36 | ||
| 10 | +26.1% | +100% | +16.8% | -11.8% | 21/36 | ||
| 11 | +26.0% | +100% | +21.9% | -11.1% | 25/36 | ||
| 12 | +25.1% | +96% | +18.7% | -14.2% | 25/36 | ||
| 13 | +24.7% | +94% | +16.4% | -8.8% | 20/36 | ||
| 14 | +24.7% | +94% | +12.0% | -8.3% | 23/36 | ||
| 15 | +24.7% | +94% | +19.1% | -11.2% | 22/36 | ||
| 16 | +24.5% | +93% | +15.4% | -11.9% | 25/36 | ||
| 17 | +24.4% | +93% | +26.9% | -12.6% | 20/36 | ||
| 18 | +24.3% | +92% | +14.9% | -15.0% | 22/36 | ||
| 19 | +24.2% | +92% | +14.8% | -10.5% | 24/36 | ||
| 20 | +24.2% | +91% | +14.5% | -10.9% | 23/36 |
Consistency board
Positive in every month of the window, ranked by CAGR. Useful when avoiding down months matters — still not a substitute for multi-year rolling returns or drawdown rankings.
| # | Strategy / Manager | CAGR | Total | Best 1M | Worst 1M | +Mo | Shortlist |
|---|---|---|---|---|---|---|---|
| 1 | +14.7% | +51% | +27.6% | +0.1% | 36/36 | ||
| 2 | +11.8% | +40% | +1.6% | +0.2% | 36/36 | ||
| 3 | +10.4% | +35% | +1.2% | +0.5% | 36/36 | ||
| 4 | +9.2% | +30% | +1.1% | +0.3% | 36/36 | ||
| 5 | +7.3% | +23% | +3.6% | +0.2% | 36/36 | ||
| 6 | +7.2% | +23% | +1.0% | +0.1% | 36/36 | ||
| 7 | +7.0% | +22% | +0.7% | +0.5% | 36/36 | ||
| 8 | +6.8% | +22% | +0.7% | +0.3% | 36/36 | ||
| 9 | +6.8% | +22% | +0.7% | +0.5% | 36/36 | ||
| 10 | +6.8% | +22% | +0.7% | +0.5% | 36/36 | ||
| 11 | +6.6% | +21% | +0.8% | +0.3% | 36/36 | ||
| 12 | +6.5% | +21% | +0.7% | +0.4% | 36/36 | ||
| 13 | +6.5% | +21% | +0.7% | +0.3% | 36/36 | ||
| 14 | +6.3% | +20% | +0.7% | +0.3% | 36/36 | ||
| 15 | +5.8% | +18% | +0.6% | +0.3% | 36/36 | ||
| 16 | +5.6% | +18% | +0.9% | +0.3% | 36/36 | ||
| 17 | +5.6% | +18% | +0.8% | +0.1% | 36/36 | ||
| 18 | +5.6% | +18% | +0.5% | +0.3% | 36/36 | ||
| 19 | +5.3% | +17% | +0.6% | +0.1% | 36/36 | ||
| 20 | +5.3% | +17% | +0.6% | +0.0% | 36/36 |
Resilient compounders
At or above the universe median (+40%) with a controlled worst month. A middle path between raw speed and all-green consistency.
| # | Strategy / Manager | CAGR | Total | Best 1M | Worst 1M | +Mo | Shortlist |
|---|---|---|---|---|---|---|---|
| 1 | +43.6% | +196% | +26.6% | -13.8% | 24/36 | ||
| 2 | +40.6% | +178% | +161.4% | -0.0% | 4/36 | ||
| 3 | +38.6% | +167% | +23.4% | -11.9% | 23/36 | ||
| 4 | +33.3% | +137% | +141.1% | -1.4% | 1/36 | ||
| 5 | +32.7% | +134% | +17.7% | -12.2% | 28/36 | ||
| 6 | +31.8% | +129% | +29.6% | -11.3% | 19/36 | ||
| 7 | +29.2% | +115% | +15.6% | -7.6% | 26/36 | ||
| 8 | +27.7% | +108% | +14.3% | -10.9% | 23/36 | ||
| 9 | +27.0% | +105% | +25.4% | -13.4% | 23/36 | ||
| 10 | +26.3% | +102% | +16.9% | -10.2% | 25/36 | ||
| 11 | +26.3% | +101% | +15.7% | -13.6% | 22/36 | ||
| 12 | +26.1% | +100% | +16.8% | -11.8% | 21/36 | ||
| 13 | +26.0% | +100% | +21.9% | -11.1% | 25/36 | ||
| 14 | +25.1% | +96% | +18.7% | -14.2% | 25/36 | ||
| 15 | +24.7% | +94% | +16.4% | -8.8% | 20/36 |
How to Read This (and What to Open Next)
- Pair any leader with longer CAGR rankings and the risk-adjusted leaderboard.
- Understand the metric definitions in calendar returns and how to compare schemes.
- Browse the full strategy table or company directory — linked names above resolve to live profiles when the backend feed matches.
- Compare periods: browse every window from the reports hub.
Methodology
- Source: SEBI monthly PMS disclosures ingested into KnowYourPMS; 1M TWRR cells for 2023-09…2026-08.
- Metric: Compounded monthly SEBI TWRR (1M) over the window, annualized to CAGR.
- Inclusion: Strategy must have a reported 1M return for all 36 months in the window.
- Exclusions: Benchmark / index / CRISIL / T-bill and placeholder rows removed from rankings; no zeros invented for unfiled months.
- As-of: Aug 2026. Universe median +40%; mean +42%; P90 +70%.
Full pipeline notes live on /methodology. We do not invent zeros for managers who did not file a given month.
FAQ
- How is the 3-year return calculated?
- We compound every monthly SEBI 1M TWRR across the 36-month window, then annualize to a CAGR. Only strategies with a complete record for the full window are included.
- Why are there only 572 strategies here?
- Requiring a continuous 3-year record excludes newer strategies and any with reporting gaps. That is deliberate — it keeps the comparison apples-to-apples over the same period.
- Is point-to-point CAGR the whole story?
- No. Start and end dates matter, and CAGR hides the path. Pair these ranks with drawdown and rolling-return context before judging a strategy.
- Is this a recommendation?
- No. This is independent research from SEBI disclosures, not investment advice.
Dig Into a Manager Next
Rankings are a starting map. Open a company page for fees, AUM, monthly history, and peer context — or compare another period from the reports hub.