5-Year Indian PMS Leaders (Sep 2021 – Aug 2026)
The 5-year view is the horizon that actually matters for PMS selection. Across the 237 strategies with a continuous Sep 2021 – Aug 2026 record, the median compounded +75.3% in total — roughly +11.9% a year. Ranks here reward strategies that kept compounding through more than one market regime, not a single hot streak.
Strategies (full window)
237
Median CAGR
+11.9%
Median total return
+75%
Share positive
97%
Top compounders
Highest annualized return across the full window among 237 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 | +42.1% | +480% | +161.4% | -0.8% | 18/60 | ||
| 2 | +34.5% | +341% | +65.6% | -16.1% | 39/60 | ||
| 3 | +33.5% | +324% | +16.0% | -9.5% | 44/60 | ||
| 4 | +33.2% | +320% | +16.8% | -11.8% | 42/60 | ||
| 5 | +29.9% | +270% | +27.0% | -16.7% | 36/60 | ||
| 6 | +29.1% | +258% | +23.4% | -11.9% | 37/60 | ||
| 7 | +28.6% | +252% | +20.3% | -15.8% | 38/60 | ||
| 8 | +28.1% | +245% | +25.3% | -13.8% | 40/60 | ||
| 9 | +27.6% | +238% | +29.6% | -11.3% | 34/60 | ||
| 10 | +25.3% | +209% | +14.6% | -10.9% | 40/60 | ||
| 11 | +25.3% | +209% | +13.8% | -10.0% | 38/60 | ||
| 12 | +24.1% | +194% | +19.1% | -11.2% | 36/60 | ||
| 13 | +23.7% | +189% | +15.7% | -13.6% | 36/60 | ||
| 14 | +23.6% | +189% | +17.7% | -12.2% | 43/60 | ||
| 15 | +23.5% | +187% | +16.1% | -10.2% | 36/60 | ||
| 16 | +23.4% | +187% | +16.4% | -8.8% | 36/60 | ||
| 17 | +22.7% | +178% | +21.9% | -12.6% | 33/60 | ||
| 18 | +22.1% | +171% | +21.8% | -13.5% | 33/60 | ||
| 19 | +22.1% | +171% | +15.3% | -13.7% | 38/60 | ||
| 20 | +21.9% | +170% | +22.5% | -16.6% | 36/60 | ||
| 21 | +21.5% | +165% | +13.0% | -12.5% | 41/60 | ||
| 22 | +21.4% | +163% | +56.5% | -6.5% | 39/60 | ||
| 23 | +21.0% | +160% | +16.7% | -14.5% | 36/60 | ||
| 24 | +20.9% | +158% | +21.3% | -12.2% | 34/60 | ||
| 25 | +20.8% | +157% | +13.8% | -12.8% | 41/60 |
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 | +33.5% | +324% | +16.0% | -9.5% | 44/60 | ||
| 2 | +33.2% | +320% | +16.8% | -11.8% | 42/60 | ||
| 3 | +29.9% | +270% | +27.0% | -16.7% | 36/60 | ||
| 4 | +29.1% | +258% | +23.4% | -11.9% | 37/60 | ||
| 5 | +28.6% | +252% | +20.3% | -15.8% | 38/60 | ||
| 6 | +28.1% | +245% | +25.3% | -13.8% | 40/60 | ||
| 7 | +27.6% | +238% | +29.6% | -11.3% | 34/60 | ||
| 8 | +25.3% | +209% | +14.6% | -10.9% | 40/60 | ||
| 9 | +25.3% | +209% | +13.8% | -10.0% | 38/60 | ||
| 10 | +24.1% | +194% | +19.1% | -11.2% | 36/60 | ||
| 11 | +23.7% | +189% | +15.7% | -13.6% | 36/60 | ||
| 12 | +23.6% | +189% | +17.7% | -12.2% | 43/60 | ||
| 13 | +23.5% | +187% | +16.1% | -10.2% | 36/60 | ||
| 14 | +23.4% | +187% | +16.4% | -8.8% | 36/60 | ||
| 15 | +22.7% | +178% | +21.9% | -12.6% | 33/60 | ||
| 16 | +22.1% | +171% | +21.8% | -13.5% | 33/60 | ||
| 17 | +22.1% | +171% | +15.3% | -13.7% | 38/60 | ||
| 18 | +21.9% | +170% | +22.5% | -16.6% | 36/60 | ||
| 19 | +21.5% | +165% | +13.0% | -12.5% | 41/60 | ||
| 20 | +21.0% | +160% | +16.7% | -14.5% | 36/60 |
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 | +6.2% | +35% | +0.7% | +0.3% | 60/60 | ||
| 2 | +6.1% | +34% | +0.7% | +0.2% | 60/60 | ||
| 3 | +5.9% | +33% | +1.8% | +0.1% | 60/60 | ||
| 4 | +5.3% | +30% | +1.1% | +0.2% | 60/60 | ||
| 5 | +4.6% | +25% | +0.7% | +0.0% | 60/60 |
Resilient compounders
At or above the universe median (+75%) 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 | +42.1% | +480% | +161.4% | -0.8% | 18/60 | ||
| 2 | +34.5% | +341% | +65.6% | -16.1% | 39/60 | ||
| 3 | +33.5% | +324% | +16.0% | -9.5% | 44/60 | ||
| 4 | +33.2% | +320% | +16.8% | -11.8% | 42/60 | ||
| 5 | +29.9% | +270% | +27.0% | -16.7% | 36/60 | ||
| 6 | +29.1% | +258% | +23.4% | -11.9% | 37/60 | ||
| 7 | +28.6% | +252% | +20.3% | -15.8% | 38/60 | ||
| 8 | +28.1% | +245% | +25.3% | -13.8% | 40/60 | ||
| 9 | +27.6% | +238% | +29.6% | -11.3% | 34/60 | ||
| 10 | +25.3% | +209% | +14.6% | -10.9% | 40/60 | ||
| 11 | +25.3% | +209% | +13.8% | -10.0% | 38/60 | ||
| 12 | +24.1% | +194% | +19.1% | -11.2% | 36/60 | ||
| 13 | +23.7% | +189% | +15.7% | -13.6% | 36/60 | ||
| 14 | +23.6% | +189% | +17.7% | -12.2% | 43/60 | ||
| 15 | +23.5% | +187% | +16.1% | -10.2% | 36/60 |
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 2021-09…2026-08.
- Metric: Compounded monthly SEBI TWRR (1M) over the window, annualized to CAGR.
- Inclusion: Strategy must have a reported 1M return for all 60 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 +75%; mean +84%; P90 +157%.
Full pipeline notes live on /methodology. We do not invent zeros for managers who did not file a given month.
FAQ
- How is the 5-year return calculated?
- We compound every monthly SEBI 1M TWRR across the 60-month window, then annualize to a CAGR. Only strategies with a complete record for the full window are included.
- Why are there only 237 strategies here?
- Requiring a continuous 5-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.