FindPMS IndiaBest Hybrid PMS in India
Updated October 2026 · Data from SEBI PMS disclosures · 12 schemes
Hybrid PMS schemes combine equity and debt in a managed allocation, typically targeting a middle ground between pure equity and pure debt strategies. They are rarer than equity or multi-asset categories but can be useful for investors who want active balance management.
This list ranks hybrid PMS by Sharpe ratio to emphasise consistency. We filter for at least ₹25 Cr AUM and 3 years of history so newer or smaller schemes don't distort the rankings.
| # | Scheme | Category | AUM | 1Y | 3Y | Sharpe ↓ |
|---|---|---|---|---|---|---|
| 1 | Sterling Portfolio- Balanced Portfolio ICICI Securities Limited | Hybrid | ₹61 Cr | +1.4% | +10.2% | 0.65 |
| 2 | Select Direct Asset Allocation Portfolio Wealth Managers (India) Pvt. Ltd. | Hybrid | ₹205 Cr | +3.2% | +8.4% | 0.57 |
| 3 | Spark All Seasons Portfolio Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited) | Hybrid | ₹66 Cr | +13.2% | +12.1% | 0.50 |
| 4 | DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE NJ Asset Management Private Limited | Hybrid | ₹120 Cr | +3.9% | +9.3% | 0.47 |
| 5 | Diversified Portfolio - Hybrid HDFC Asset Management Company Limited | Hybrid | ₹38 Cr | +2.5% | +8.2% | 0.44 |
| 6 | BALANCED ADVANTAGE PORTFOLIO NJ Asset Management Private Limited | Hybrid | ₹197 Cr | +1.1% | +8.4% | 0.41 |
| 7 | 360 ONE Open - Managed Solutions Aggressive 360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) | Hybrid | ₹44 Cr | +2.0% | +8.1% | 0.40 |
| 8 | DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE NJ Asset Management Private Limited | Hybrid | ₹178 Cr | +0.3% | +7.1% | 0.36 |
| 9 | Wealth Protector Multi Asset Strategy Composite Investments Private Limited | Hybrid | ₹70 Cr | +7.3% | +7.8% | 0.23 |
| 10 | DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE NJ Asset Management Private Limited | Hybrid | ₹245 Cr | -2.5% | +5.7% | 0.09 |
| 11 | PMS Services to PF and Institutional Treasuries (Hybrid) SBI Funds Management Limited | Hybrid | ₹1.3K Cr | +4.0% | +6.4% | -0.07 |
| 12 | Signature Option Nippon Life India Asset Management Ltd | Hybrid | ₹37 Cr | +3.7% | +5.5% | -0.27 |
#1
Sterling Portfolio- Balanced Portfolio
ICICI Securities Limited
Hybrid₹61 Cr
1Y +1.4%
3Y +10.2%
Sharpe 0.65
#2
Select Direct Asset Allocation Portfolio
Wealth Managers (India) Pvt. Ltd.
Hybrid₹205 Cr
1Y +3.2%
3Y +8.4%
Sharpe 0.57
#3
Spark All Seasons Portfolio
Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited)
Hybrid₹66 Cr
1Y +13.2%
3Y +12.1%
Sharpe 0.50
#4
DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE
NJ Asset Management Private Limited
Hybrid₹120 Cr
1Y +3.9%
3Y +9.3%
Sharpe 0.47
#5
Diversified Portfolio - Hybrid
HDFC Asset Management Company Limited
Hybrid₹38 Cr
1Y +2.5%
3Y +8.2%
Sharpe 0.44
#6
BALANCED ADVANTAGE PORTFOLIO
NJ Asset Management Private Limited
Hybrid₹197 Cr
1Y +1.1%
3Y +8.4%
Sharpe 0.41
#7
360 ONE Open - Managed Solutions Aggressive
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
Hybrid₹44 Cr
1Y +2.0%
3Y +8.1%
Sharpe 0.40
#8
DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE
NJ Asset Management Private Limited
Hybrid₹178 Cr
1Y +0.3%
3Y +7.1%
Sharpe 0.36
#9
Wealth Protector Multi Asset Strategy
Composite Investments Private Limited
Hybrid₹70 Cr
1Y +7.3%
3Y +7.8%
Sharpe 0.23
#10
DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE
NJ Asset Management Private Limited
Hybrid₹245 Cr
1Y -2.5%
3Y +5.7%
Sharpe 0.09
#11
PMS Services to PF and Institutional Treasuries (Hybrid)
SBI Funds Management Limited
Hybrid₹1.3K Cr
1Y +4.0%
3Y +6.4%
Sharpe -0.07
#12
Signature Option
Nippon Life India Asset Management Ltd
Hybrid₹37 Cr
1Y +3.7%
3Y +5.5%
Sharpe -0.27
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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.