FindPMS IndiaBest Equity PMS in India
Updated April 2026 · Data from SEBI PMS disclosures · 20 schemes
Equity PMS schemes hold portfolios of Indian stocks and aim to outperform benchmarks like NIFTY 500 or NIFTY Midcap 150. Unlike mutual funds, the stocks sit directly in your demat account.
This list ranks equity PMS schemes by Sharpe ratio - return earned per unit of volatility. A higher Sharpe signals better risk-adjusted performance. We filter for schemes with at least ₹100 Cr AUM and 3 years of SEBI disclosure data so the numbers are meaningful.
Past returns are not a guarantee of future performance, but risk-adjusted metrics survive market cycles better than raw returns.
| # | Scheme | Category | AUM | 1Y | 3Y | Sharpe ↓ |
|---|---|---|---|---|---|---|
| 1 | Aequitas India Opportunities Product Aequitas Investment Consultancy Private Limited | Equity | ₹3.8K Cr | +43.5% | +45.5% | 2.20 |
| 2 | GLC Growth Fund Green Lantern Capital LLP | Equity | ₹1.2K Cr | -1.4% | +37.3% | 1.68 |
| 3 | STALLION ASSET CORE FUND Stallion Asset Private Limited | Equity | ₹5.8K Cr | -2.6% | +31.5% | 1.37 |
| 4 | Wallfort Avenue Fund Wallfort Pms And Advisory Services Llp | Equity | ₹133 Cr | +20.2% | +33.4% | 1.32 |
| 5 | ValueQuest Vision Valuequest Investment Advisors Pvt. Ltd. | Equity | ₹770 Cr | +0.8% | +30.0% | 1.27 |
| 6 | DIVIDEND YIELD APPROACH Entrust Family Office Investment Advisors Pvt Ltd | Equity | ₹667 Cr | -0.7% | +28.9% | 1.17 |
| 7 | InCred Healthcare Portfolio Incred Asset Management Private Limited | Equity | ₹498 Cr | -0.7% | +26.9% | 1.08 |
| 8 | ICICI Prudential PMS Value Strategy ICICI Prudential Asset Management Company Ltd | Equity | ₹971 Cr | +8.5% | +24.2% | 1.05 |
| 9 | SAHASRAR CONCENTRATED GROWTH PORTFOLIO Sahasrar Capital Pvt Ltd | Equity | ₹1.1K Cr | +13.9% | +32.6% | 1.02 |
| 10 | SELECT SECTOR PORTFOLIO Aditya Birla Sun Life Amc Limited | Equity | ₹455 Cr | +6.0% | +23.2% | 1.02 |
| 11 | White Pine India Emerging Stars Approach White Pine Investment Management Private Limited | Equity | ₹337 Cr | +2.3% | +30.2% | 0.98 |
| 12 | ICICI Prudential PMS SMART Strategy ICICI Prudential Asset Management Company Ltd | Equity | ₹104 Cr | +3.4% | +22.5% | 0.97 |
| 13 | Wealth Mantra Fund Turtle Wealth Management Pvt. Ltd. | Equity | ₹212 Cr | +14.4% | +22.1% | 0.97 |
| 14 | CARNELIAN CONTRA PORTFOLIO STRATEGY Carnelian Asset Management & Advisors Pvt Ltd | Equity | ₹114 Cr | -1.4% | +26.4% | 0.94 |
| 15 | Buoyant Opportunities PMS Buoyant Capital Private Limited | Equity | ₹8.7K Cr | +6.0% | +21.0% | 0.90 |
| 16 | Diversified Wallfort Pms And Advisory Services Llp | Equity | ₹334 Cr | -5.3% | +34.3% | 0.90 |
| 17 | INVASSET GROWTH FUND INVASSET LLP | Equity | ₹315 Cr | -10.0% | +29.7% | 0.90 |
| 18 | Optimiser Portfolio Wealth Managers (India) Pvt. Ltd. | Equity | ₹197 Cr | +0.9% | +28.3% | 0.89 |
| 19 | UpperCrust Wealth Fund Moat Financial Services Private Limited | Equity | ₹113 Cr | +12.0% | +26.9% | 0.89 |
| 20 | Diversified Portfolio - Equity HDFC Asset Management Company Limited | Equity | ₹517 Cr | -2.2% | +19.0% | 0.88 |
#1
Aequitas India Opportunities Product
Aequitas Investment Consultancy Private Limited
Equity₹3.8K Cr
1Y +43.5%
3Y +45.5%
Sharpe 2.20
#2
GLC Growth Fund
Green Lantern Capital LLP
Equity₹1.2K Cr
1Y -1.4%
3Y +37.3%
Sharpe 1.68
#3
STALLION ASSET CORE FUND
Stallion Asset Private Limited
Equity₹5.8K Cr
1Y -2.6%
3Y +31.5%
Sharpe 1.37
#4
Wallfort Avenue Fund
Wallfort Pms And Advisory Services Llp
Equity₹133 Cr
1Y +20.2%
3Y +33.4%
Sharpe 1.32
#5
ValueQuest Vision
Valuequest Investment Advisors Pvt. Ltd.
Equity₹770 Cr
1Y +0.8%
3Y +30.0%
Sharpe 1.27
#6
DIVIDEND YIELD APPROACH
Entrust Family Office Investment Advisors Pvt Ltd
Equity₹667 Cr
1Y -0.7%
3Y +28.9%
Sharpe 1.17
#7
InCred Healthcare Portfolio
Incred Asset Management Private Limited
Equity₹498 Cr
1Y -0.7%
3Y +26.9%
Sharpe 1.08
#8
ICICI Prudential PMS Value Strategy
ICICI Prudential Asset Management Company Ltd
Equity₹971 Cr
1Y +8.5%
3Y +24.2%
Sharpe 1.05
#9
SAHASRAR CONCENTRATED GROWTH PORTFOLIO
Sahasrar Capital Pvt Ltd
Equity₹1.1K Cr
1Y +13.9%
3Y +32.6%
Sharpe 1.02
#10
SELECT SECTOR PORTFOLIO
Aditya Birla Sun Life Amc Limited
Equity₹455 Cr
1Y +6.0%
3Y +23.2%
Sharpe 1.02
#11
White Pine India Emerging Stars Approach
White Pine Investment Management Private Limited
Equity₹337 Cr
1Y +2.3%
3Y +30.2%
Sharpe 0.98
#12
ICICI Prudential PMS SMART Strategy
ICICI Prudential Asset Management Company Ltd
Equity₹104 Cr
1Y +3.4%
3Y +22.5%
Sharpe 0.97
#13
Wealth Mantra Fund
Turtle Wealth Management Pvt. Ltd.
Equity₹212 Cr
1Y +14.4%
3Y +22.1%
Sharpe 0.97
#14
CARNELIAN CONTRA PORTFOLIO STRATEGY
Carnelian Asset Management & Advisors Pvt Ltd
Equity₹114 Cr
1Y -1.4%
3Y +26.4%
Sharpe 0.94
#15
Buoyant Opportunities PMS
Buoyant Capital Private Limited
Equity₹8.7K Cr
1Y +6.0%
3Y +21.0%
Sharpe 0.90
#16
Diversified
Wallfort Pms And Advisory Services Llp
Equity₹334 Cr
1Y -5.3%
3Y +34.3%
Sharpe 0.90
#17
INVASSET GROWTH FUND
INVASSET LLP
Equity₹315 Cr
1Y -10.0%
3Y +29.7%
Sharpe 0.90
#18
Optimiser Portfolio
Wealth Managers (India) Pvt. Ltd.
Equity₹197 Cr
1Y +0.9%
3Y +28.3%
Sharpe 0.89
#19
UpperCrust Wealth Fund
Moat Financial Services Private Limited
Equity₹113 Cr
1Y +12.0%
3Y +26.9%
Sharpe 0.89
#20
Diversified Portfolio - Equity
HDFC Asset Management Company Limited
Equity₹517 Cr
1Y -2.2%
3Y +19.0%
Sharpe 0.88
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Past performance is not indicative of future results. This ranking reflects public SEBI disclosures and is not an endorsement of any scheme. Consult a SEBI-registered investment adviser before investing.