About FindPMS India
A free, open tool to explore Portfolio Management Service (PMS) performance data in India.
What is this?
FindPMS India lets you browse, filter, and compare the performance of 1,700+ SEBI-registered PMS Investment Approaches (IAs) across Equity, Debt, Hybrid, and Multi-Asset categories. All data comes from mandatory SEBI disclosures that PMS providers are required to publish.
Data Source
Performance data is sourced from SEBI-mandated PMS disclosures published on APMI India. This includes monthly returns, AUM (Assets Under Management), and trailing period returns (1M, 6M, 1Y, 3Y, 5Y, Since Inception). Benchmark data covers 16 NIFTY indices including NIFTY 50, NIFTY 500, and various sector/cap indices. Data is updated monthly as new disclosures become available.
Features
Search & Filter: Find schemes by name or provider. Filter by category, minimum AUM, fund age, minimum investment amount, and benchmark outperformance.
Benchmark Comparison: See which IAs beat NIFTY 500 (or 15 other indices) over 1-month and 1-year periods. Overlay benchmark lines on any chart.
Detailed Analytics: View monthly return charts, AUM trends, rolling returns, and risk metrics (Sharpe, Sortino, Alpha, Beta, Max Drawdown, and more) for each scheme.
Compare Side-by-Side: Select up to 5 IAs and compare them with overlaid charts and a metric comparison table. Shareable via URL.
Fund Manager Contact: Where available, email and WhatsApp contact details for fund managers are shown on scheme detail pages.
Shareable Filters: All filter selections are synced to the URL, so you can share a specific filtered view with others.
Need Help Choosing a PMS?
If you're not sure which PMS is right for you, we can help. Fill out a quick form with your requirements and budget, and we'll suggest suitable schemes from our database.
Risk Metrics
All risk and performance metrics are computed from monthly return data using standard financial formulas. Benchmark-relative metrics (Alpha, Beta, Information Ratio, Tracking Error, Up/Down Capture) are calculated against the NIFTY 500 index. The risk-free rate used is 7% (approximate India 10-year government bond yield). Ratio-based metrics require at least 12 months of history and 1% annualized volatility to be statistically meaningful.
Outlier IAs
Some IAs are flagged as outliers and hidden by default. These include wound-down schemes with extreme reported returns (e.g., -100%), structured products, and defunct IAs reporting 0% with no AUM. You can toggle "Show outliers" to include them.
Disclaimer
This tool is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an endorsement of any PMS provider or scheme. Past performance does not guarantee future results. Data may contain errors or lag behind actual disclosures. Always conduct your own due diligence and consult a SEBI-registered investment advisor before making investment decisions.