5-Year Indian PMS Leaders (Sep 2021 – Aug 2026)
The 5-year view is the horizon that actually matters for PMS selection. Across the 174 strategies with a continuous Sep 2021 – Aug 2026 record, the median compounded +69.7% in total — roughly +11.2% a year. Ranks here reward strategies that kept compounding through more than one market regime, not a single hot streak.
Read alongside our methodology, the live leaderboard, and PMS profiles.
Strategies (full window)
174
Median CAGR
+11.2%
Median total return
+70%
Share positive
97.1%
How the years stacked up
Within this window the strongest year was FY 2023-24 (median +36.0%) and the weakest FY 2025-26 (median -1.4%). Compounders that survived the weak year are what the boards below surface.
| Financial year | n | Median | P10 / P90 | % positive |
|---|---|---|---|---|
| FY 2021-22(7m partial) | 387 | +1.13% | -5.27% / +10.04% | 59.2% |
| FY 2022-23 | 448 | +1.49% | -10.53% / +10.01% | 56.5% |
| FY 2023-24 | 588 | +35.97% | +7.21% / +65.10% | 96.8% |
| FY 2024-25 | 912 | +6.36% | -2.23% / +15.52% | 81.7% |
| FY 2025-26 | 1,142 | -1.45% | -11.95% / +10.28% | 41.5% |
Top compounders
Highest annualized return across the full window among 174 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 |
|---|---|---|---|---|---|---|
| 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 | +29.9% | +270% | +27.0% | -16.7% | 36/60 | |
| 5 | +29.1% | +258% | +23.4% | -11.9% | 37/60 | |
| 6 | +28.6% | +252% | +20.3% | -15.8% | 38/60 | |
| 7 | +28.1% | +245% | +25.3% | -13.8% | 40/60 | |
| 8 | +25.3% | +209% | +13.8% | -10.0% | 38/60 | |
| 9 | +23.6% | +189% | +17.7% | -12.2% | 43/60 | |
| 10 | +23.4% | +187% | +16.4% | -8.8% | 36/60 | |
| 11 | +22.7% | +178% | +21.9% | -12.6% | 33/60 | |
| 12 | +22.1% | +171% | +15.3% | -13.7% | 38/60 | |
| 13 | +21.9% | +170% | +22.5% | -16.6% | 36/60 | |
| 14 | +21.4% | +163% | +56.5% | -6.5% | 39/60 | |
| 15 | +21.0% | +160% | +16.7% | -14.5% | 36/60 | |
| 16 | +20.8% | +157% | +13.8% | -12.8% | 41/60 | |
| 17 | +20.2% | +151% | +18.0% | -12.4% | 41/60 | |
| 18 | +19.6% | +145% | +19.3% | -16.8% | 35/60 | |
| 19 | +19.5% | +143% | +11.7% | -13.5% | 40/60 | |
| 20 | +18.9% | +137% | +19.8% | -17.1% | 35/60 | |
| 21 | +18.5% | +134% | +217.0% | -25.1% | 27/60 | |
| 22 | +18.5% | +133% | +18.6% | -10.5% | 35/60 | |
| 23 | +18.4% | +133% | +19.8% | -16.9% | 35/60 | |
| 24 | +18.3% | +132% | +10.9% | -10.2% | 39/60 | |
| 25 | +18.3% | +131% | +10.4% | -13.2% | 40/60 |
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 |
|---|---|---|---|---|---|---|
| 1 | +33.5% | +324% | +16.0% | -9.5% | 44/60 | |
| 2 | +29.9% | +270% | +27.0% | -16.7% | 36/60 | |
| 3 | +29.1% | +258% | +23.4% | -11.9% | 37/60 | |
| 4 | +28.6% | +252% | +20.3% | -15.8% | 38/60 | |
| 5 | +28.1% | +245% | +25.3% | -13.8% | 40/60 | |
| 6 | +25.3% | +209% | +13.8% | -10.0% | 38/60 | |
| 7 | +23.6% | +189% | +17.7% | -12.2% | 43/60 | |
| 8 | +23.4% | +187% | +16.4% | -8.8% | 36/60 | |
| 9 | +22.7% | +178% | +21.9% | -12.6% | 33/60 | |
| 10 | +22.1% | +171% | +15.3% | -13.7% | 38/60 | |
| 11 | +21.9% | +170% | +22.5% | -16.6% | 36/60 | |
| 12 | +21.0% | +160% | +16.7% | -14.5% | 36/60 | |
| 13 | +20.8% | +157% | +13.8% | -12.8% | 41/60 | |
| 14 | +20.2% | +151% | +18.0% | -12.4% | 41/60 | |
| 15 | +19.6% | +145% | +19.3% | -16.8% | 35/60 | |
| 16 | +19.5% | +143% | +11.7% | -13.5% | 40/60 | |
| 17 | +18.9% | +137% | +19.8% | -17.1% | 35/60 | |
| 18 | +18.5% | +133% | +18.6% | -10.5% | 35/60 | |
| 19 | +18.4% | +133% | +19.8% | -16.9% | 35/60 | |
| 20 | +18.3% | +132% | +10.9% | -10.2% | 39/60 |
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 |
|---|---|---|---|---|---|---|
| 1 | +6.2% | +35% | +0.7% | +0.3% | 60/60 | |
| 2 | +5.9% | +33% | +1.8% | +0.1% | 60/60 | |
| 3 | +4.6% | +25% | +0.7% | +0.0% | 60/60 |
Resilient compounders
At or above the universe median (+70%) with a controlled worst month. A middle path between raw speed and all-green consistency.
| # | Strategy / Manager | CAGR | Total | Best 1M | Worst 1M | +Mo |
|---|---|---|---|---|---|---|
| 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 | +29.9% | +270% | +27.0% | -16.7% | 36/60 | |
| 5 | +29.1% | +258% | +23.4% | -11.9% | 37/60 | |
| 6 | +28.6% | +252% | +20.3% | -15.8% | 38/60 | |
| 7 | +28.1% | +245% | +25.3% | -13.8% | 40/60 | |
| 8 | +25.3% | +209% | +13.8% | -10.0% | 38/60 | |
| 9 | +23.6% | +189% | +17.7% | -12.2% | 43/60 | |
| 10 | +23.4% | +187% | +16.4% | -8.8% | 36/60 | |
| 11 | +22.7% | +178% | +21.9% | -12.6% | 33/60 | |
| 12 | +22.1% | +171% | +15.3% | -13.7% | 38/60 | |
| 13 | +21.9% | +170% | +22.5% | -16.6% | 36/60 | |
| 14 | +21.4% | +163% | +56.5% | -6.5% | 39/60 | |
| 15 | +21.0% | +160% | +16.7% | -14.5% | 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 +70%; mean +81%; P90 +145%.
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 174 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.