About FindPMS India

A free, open tool to explore Portfolio Management Service (PMS) performance data in India.

What is FindPMS India?

With 1,700+ SEBI-registered PMS schemes across Equity, Debt, Hybrid, and Multi-Asset categories, choosing the right one is overwhelming. FindPMS India makes it easy - filter by returns, risk metrics, and benchmarks to find schemes that match your goals. All data comes from mandatory SEBI disclosures (not self-reported), so you can trust the numbers.

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: Narrow down 1,700+ schemes by category, returns, AUM, fund age, minimum investment, and benchmark outperformance - so you only see what's relevant to you.

Benchmark Comparison: See which schemes actually beat the market. Compare against NIFTY 500 or 15 other indices over 1-month and 1-year periods.

Detailed Analytics: Dig into monthly returns, AUM trends, rolling returns, and risk metrics (Sharpe, Sortino, Alpha, Beta, Max Drawdown) for any scheme - so you know exactly what you're getting into.

Compare Side-by-Side: Shortlist up to 5 schemes and compare them on one chart. Share the comparison with your advisor or family via a simple link.

Contact Fund Managers: Found a scheme you like? Email or WhatsApp the fund manager directly from the scheme detail page.

Still Not Sure Which PMS to Pick?

Tell us your budget and preferences, and we'll send you a shortlist of 3–5 matching schemes - free, no strings attached. Request your free shortlist →

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.