FindPMS IndiaBest Hybrid PMS in India
Updated April 2026 · Data from SEBI PMS disclosures · 11 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 | ₹60 Cr | +3.1% | +12.8% | 0.73 |
| 2 | Select Direct Asset Allocation Portfolio Wealth Managers (India) Pvt. Ltd. | Hybrid | ₹201 Cr | +2.5% | +9.5% | 0.51 |
| 3 | Diversified Portfolio - Hybrid HDFC Asset Management Company Limited | Hybrid | ₹36 Cr | +3.6% | +8.9% | 0.45 |
| 4 | Spark All Seasons Portfolio Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited) | Hybrid | ₹54 Cr | +12.1% | +13.6% | 0.41 |
| 5 | BALANCED ADVANTAGE PORTFOLIO NJ Asset Management Private Limited | Hybrid | ₹187 Cr | +0.3% | +10.2% | 0.38 |
| 6 | DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE NJ Asset Management Private Limited | Hybrid | ₹189 Cr | +1.2% | +10.2% | 0.37 |
| 7 | 360 ONE Open - Managed Solutions Aggressive 360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) | Hybrid | ₹52 Cr | -1.0% | +10.3% | 0.33 |
| 8 | DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE NJ Asset Management Private Limited | Hybrid | ₹138 Cr | +0.8% | +9.9% | 0.32 |
| 9 | Wealth Protector Multi Asset Strategy Composite Investments Private Limited | Hybrid | ₹57 Cr | +1.8% | +7.0% | 0.06 |
| 10 | DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE NJ Asset Management Private Limited | Hybrid | ₹264 Cr | -2.4% | +7.1% | 0.01 |
| 11 | Signature Option Nippon Life India Asset Management Ltd | Hybrid | ₹36 Cr | +5.3% | +6.1% | -0.24 |
#1
Sterling Portfolio- Balanced Portfolio
ICICI Securities Limited
Hybrid₹60 Cr
1Y +3.1%
3Y +12.8%
Sharpe 0.73
#2
Select Direct Asset Allocation Portfolio
Wealth Managers (India) Pvt. Ltd.
Hybrid₹201 Cr
1Y +2.5%
3Y +9.5%
Sharpe 0.51
#3
Diversified Portfolio - Hybrid
HDFC Asset Management Company Limited
Hybrid₹36 Cr
1Y +3.6%
3Y +8.9%
Sharpe 0.45
#4
Spark All Seasons Portfolio
Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited)
Hybrid₹54 Cr
1Y +12.1%
3Y +13.6%
Sharpe 0.41
#5
BALANCED ADVANTAGE PORTFOLIO
NJ Asset Management Private Limited
Hybrid₹187 Cr
1Y +0.3%
3Y +10.2%
Sharpe 0.38
#6
DYNAMIC ETF ALLOCATION PORTFOLIO AGGRESSIVE
NJ Asset Management Private Limited
Hybrid₹189 Cr
1Y +1.2%
3Y +10.2%
Sharpe 0.37
#7
360 ONE Open - Managed Solutions Aggressive
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
Hybrid₹52 Cr
1Y -1.0%
3Y +10.3%
Sharpe 0.33
#8
DYNAMIC ASSET ALLOCATION PORTFOLIO AGGRESSIVE
NJ Asset Management Private Limited
Hybrid₹138 Cr
1Y +0.8%
3Y +9.9%
Sharpe 0.32
#9
Wealth Protector Multi Asset Strategy
Composite Investments Private Limited
Hybrid₹57 Cr
1Y +1.8%
3Y +7.0%
Sharpe 0.06
#10
DYNAMIC STOCK ALLOCATION PORTFOLIO AGGRESSIVE
NJ Asset Management Private Limited
Hybrid₹264 Cr
1Y -2.4%
3Y +7.1%
Sharpe 0.01
#11
Signature Option
Nippon Life India Asset Management Ltd
Hybrid₹36 Cr
1Y +5.3%
3Y +6.1%
Sharpe -0.24
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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.