Portfolio Management Services
Indian PMS Research Database
Discover, search and compare 61 Portfolio Management Service strategies across 26 SEBI-registered companies — by their portfolio manager, category, benchmark and performance. Explore each company, each manager, and every strategy's source-backed numbers.
Latest comprehensive performance data: 31 August 2026 (compiled from PMS Bazaar, APMI & official disclosures). Some strategies show a 31 July 2026 figure from the Business Today PMS tracker instead — each row shows its own date and source. This is research information, not a recommendation.
Top strategies by 3-Year CAGR
Objective ranking · ≥3 years historySundaram India Secular Opportunities Portfolio (S.I.S.O.P)
Sundaram Alternate Assets · Madanagopal Ramu
Sundaram Voyager
Sundaram Alternate Assets · Madanagopal Ramu
Sundaram SELF (Sundaram Emerging Leadership Fund)
Sundaram Alternate Assets · Madanagopal Ramu
Motilal Oswal Mid to Mega
Motilal Oswal Asset Management · Not publicly available
Alchemy High Growth Select Stock
Alchemy Capital Management · Hiren Ved
Motilal Oswal Founders
Motilal Oswal Asset Management · Not publicly available
Ranked by 3-Year CAGR among strategies with at least three years of history. Not an investment recommendation.
Click a column heading to sort. Returns above 1 year are annualised (CAGR).
Compare all PMS strategies
61 shown
| Category | Benchmark | Min. | As of |
|---|
No strategies match your search or filters.
Important disclosures
Past performance is not indicative of future results. PMS investments are subject to market risks. Performance data is provided for informational purposes and should not be construed as investment advice or a recommendation to invest. Investors should review the relevant PMS disclosure documents and consult an appropriately qualified professional before making investment decisions. Company, strategy and manager details are drawn from public disclosures and may change; verify current details on each firm's official website and on the SEBI list of registered Portfolio Managers.
Frequently asked questions
What is a Portfolio Management Service (PMS)?
A PMS is a SEBI-registered service in which a portfolio manager builds and manages a portfolio of securities on your behalf in an account held in your name. Unlike a mutual fund, you directly own the underlying securities.
What is the minimum investment for a PMS in India?
SEBI mandates a minimum investment of Rs 50 lakh. Individual strategies may set a higher minimum.
How is "top-performing" decided here?
Objectively — strategies are ranked by 3-Year CAGR among those with at least 3 years of history (tie-broken by 5Y CAGR, then since-inception). A high 1-year return alone does not make a strategy "best", and newly launched strategies are labelled "Limited track record".
Where does the data come from?
The comprehensive comparable dataset is as of 30 June 2026, compiled from PMS Bazaar, APMI and official PMS/AMC disclosures. Some strategies carry a 31 July 2026 figure from the Business Today PMS tracker instead. Every row shows its own date and source. Company, strategy and manager details are from public disclosures.
Get Your Free Consultation for Your Goals
Turn your financial plan into action with personalized one-to-one guidance.