FindPMS IndiaBest Hybrid PMS in India
Updated August 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 | ₹64 Cr | +5.3% | +11.7% | 0.87 |
| 2 | Select Direct Asset Allocation Portfolio Wealth Managers (India) Pvt. Ltd. | Hybrid | ₹209 Cr | +5.4% | +9.4% | 0.74 |
| 3 | Diversified Portfolio - Hybrid HDFC Asset Management Company Limited | Hybrid | ₹38 Cr | +4.0% | +8.8% | 0.63 |
| 4 | Spark All Seasons Portfolio Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited) | Hybrid | ₹64 Cr | +17.6% | +13.3% | 0.63 |
| 5 | BALANCED ADVANTAGE PORTFOLIO NJ Asset Management Private Limited | Hybrid | ₹204 Cr | +4.9% | +10.1% | 0.62 |
| 6 | DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE NJ Asset Management Private Limited | Hybrid | ₹124 Cr | +5.1% | +10.7% | 0.60 |
| 7 | DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE NJ Asset Management Private Limited | Hybrid | ₹186 Cr | +3.8% | +9.2% | 0.57 |
| 8 | 360 ONE Open - Managed Solutions Aggressive 360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) | Hybrid | ₹54 Cr | +4.5% | +9.8% | 0.56 |
| 9 | DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE NJ Asset Management Private Limited | Hybrid | ₹266 Cr | +1.3% | +8.3% | 0.32 |
| 10 | Wealth Protector Multi Asset Strategy Composite Investments Private Limited | Hybrid | ₹61 Cr | +6.2% | +8.3% | 0.25 |
| 11 | PMS Services to PF and Institutional Treasuries (Hybrid) SBI Funds Management Limited | Hybrid | ₹719 Cr | +5.7% | +7.1% | 0.06 |
| 12 | Signature Option Nippon Life India Asset Management Ltd | Hybrid | ₹37 Cr | +3.8% | +5.6% | -0.19 |
#1
Sterling Portfolio- Balanced Portfolio
ICICI Securities Limited
Hybrid₹64 Cr
1Y +5.3%
3Y +11.7%
Sharpe 0.87
#2
Select Direct Asset Allocation Portfolio
Wealth Managers (India) Pvt. Ltd.
Hybrid₹209 Cr
1Y +5.4%
3Y +9.4%
Sharpe 0.74
#3
Diversified Portfolio - Hybrid
HDFC Asset Management Company Limited
Hybrid₹38 Cr
1Y +4.0%
3Y +8.8%
Sharpe 0.63
#4
Spark All Seasons Portfolio
Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited)
Hybrid₹64 Cr
1Y +17.6%
3Y +13.3%
Sharpe 0.63
#5
BALANCED ADVANTAGE PORTFOLIO
NJ Asset Management Private Limited
Hybrid₹204 Cr
1Y +4.9%
3Y +10.1%
Sharpe 0.62
#6
DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE
NJ Asset Management Private Limited
Hybrid₹124 Cr
1Y +5.1%
3Y +10.7%
Sharpe 0.60
#7
DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE
NJ Asset Management Private Limited
Hybrid₹186 Cr
1Y +3.8%
3Y +9.2%
Sharpe 0.57
#8
360 ONE Open - Managed Solutions Aggressive
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
Hybrid₹54 Cr
1Y +4.5%
3Y +9.8%
Sharpe 0.56
#9
DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE
NJ Asset Management Private Limited
Hybrid₹266 Cr
1Y +1.3%
3Y +8.3%
Sharpe 0.32
#10
Wealth Protector Multi Asset Strategy
Composite Investments Private Limited
Hybrid₹61 Cr
1Y +6.2%
3Y +8.3%
Sharpe 0.25
#11
PMS Services to PF and Institutional Treasuries (Hybrid)
SBI Funds Management Limited
Hybrid₹719 Cr
1Y +5.7%
3Y +7.1%
Sharpe 0.06
#12
Signature Option
Nippon Life India Asset Management Ltd
Hybrid₹37 Cr
1Y +3.8%
3Y +5.6%
Sharpe -0.19
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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.