FindPMS IndiaBest Multi-Asset PMS in India
Updated October 2026 · Data from SEBI PMS disclosures · 20 schemes
Multi-asset PMS schemes allocate across equity, debt, gold, and sometimes international equity. Their appeal is downside protection: the asset mix cushions equity drawdowns in bad years while still participating in upside.
We rank these by Sharpe ratio, which rewards schemes that deliver steady returns without sharp drawdowns. Minimum ₹50 Cr AUM and 3 years of history filter out experimental or new strategies.
Multi-asset PMS can be a good core holding for HNIs who want a one-stop diversified solution, but always compare against a simple equity + debt mix before paying for active allocation.
| # | Scheme | Category | AUM | 1Y | 3Y | Sharpe ↓ |
|---|---|---|---|---|---|---|
| 1 | Dezerv. Infra yield assets Dezerv Investments Private Limited | Multi Asset | ₹159 Cr | +13.9% | +17.5% | 1.61 |
| 2 | 360 ONE Mandate - Balanced 360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) | Multi Asset | ₹4.9K Cr | +4.2% | +14.8% | 1.07 |
| 3 | Sanctum Multi Asset Portfolios -Generation Sanctum Wealth Private Limited | Multi Asset | ₹88 Cr | +4.5% | +14.7% | 1.04 |
| 4 | Sphere Ithought Financial Consulting Llp | Multi Asset | ₹870 Cr | -2.9% | +17.5% | 0.99 |
| 5 | Kotak Pioneer Model Strategy Investment Approach Aggressive Kotak Mahindra Asset Management Company Ltd | Multi Asset | ₹97 Cr | +8.3% | +13.5% | 0.85 |
| 6 | DGS Consolidated Strategy DGS Capital Management Private Limited | Multi Asset | ₹192 Cr | -0.2% | +18.4% | 0.84 |
| 7 | UpperCrust Growth Fund Moat Financial Services Private Limited | Multi Asset | ₹76 Cr | +5.8% | +16.2% | 0.79 |
| 8 | Asset Allocation with Dynamic Rebalancing AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED | Multi Asset | ₹197 Cr | +1.4% | +13.5% | 0.77 |
| 9 | NIO Ithought Financial Consulting Llp | Multi Asset | ₹143 Cr | -7.1% | +13.5% | 0.74 |
| 10 | 360 ONE Mandate - Aggressive 360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) | Multi Asset | ₹2.2K Cr | +3.7% | +11.5% | 0.65 |
| 11 | Infinity Core Approach Nuvama Asset Management Limited | Multi Asset | ₹1.0K Cr | +5.8% | +11.3% | 0.64 |
| 12 | INTELLECT MULTI ASSET THROUGH ETF Harmoney Finserv India Private Limited | Multi Asset | ₹108 Cr | +5.8% | +12.6% | 0.64 |
| 13 | ASK Wealth Harmony Aggressive Ask Wealth Advisors Private Limited | Multi Asset | ₹68 Cr | +2.6% | +12.2% | 0.59 |
| 14 | 360 ONE Mandate - Conservative 360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) | Multi Asset | ₹1.1K Cr | +5.7% | +10.9% | 0.58 |
| 15 | Agreya Multi-Asset Agreya Capital Advisors Llp | Multi Asset | ₹426 Cr | +3.9% | +8.9% | 0.57 |
| 16 | Kotak Evolv Aggressive Asset Allocation Investment Approach Kotak Mahindra Asset Management Company Ltd | Multi Asset | ₹84 Cr | +0.5% | +9.1% | 0.54 |
| 17 | RHPMPL - ALLIANCE PORTFOLIO Right Horizons Portfolio Management Pvt Ltd | Multi Asset | ₹133 Cr | +1.4% | +9.8% | 0.51 |
| 18 | Aggressive Barclays Securities (India) Private Limited | Multi Asset | ₹137 Cr | +1.9% | +11.0% | 0.48 |
| 19 | Barclays Discretionary Multi Asset Class Moderately Aggressive Barclays Securities (India) Private Limited | Multi Asset | ₹63 Cr | +3.3% | +11.1% | 0.46 |
| 20 | MONEYGROW BESPOKE Moneygrow Asset Private Limited | Multi Asset | ₹133 Cr | +8.1% | +12.8% | 0.45 |
#1
Dezerv. Infra yield assets
Dezerv Investments Private Limited
Multi Asset₹159 Cr
1Y +13.9%
3Y +17.5%
Sharpe 1.61
#2
360 ONE Mandate - Balanced
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
Multi Asset₹4.9K Cr
1Y +4.2%
3Y +14.8%
Sharpe 1.07
#3
Sanctum Multi Asset Portfolios -Generation
Sanctum Wealth Private Limited
Multi Asset₹88 Cr
1Y +4.5%
3Y +14.7%
Sharpe 1.04
#4
Sphere
Ithought Financial Consulting Llp
Multi Asset₹870 Cr
1Y -2.9%
3Y +17.5%
Sharpe 0.99
#5
Kotak Pioneer Model Strategy Investment Approach Aggressive
Kotak Mahindra Asset Management Company Ltd
Multi Asset₹97 Cr
1Y +8.3%
3Y +13.5%
Sharpe 0.85
#6
DGS Consolidated Strategy
DGS Capital Management Private Limited
Multi Asset₹192 Cr
1Y -0.2%
3Y +18.4%
Sharpe 0.84
#7
UpperCrust Growth Fund
Moat Financial Services Private Limited
Multi Asset₹76 Cr
1Y +5.8%
3Y +16.2%
Sharpe 0.79
#8
Asset Allocation with Dynamic Rebalancing
AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED
Multi Asset₹197 Cr
1Y +1.4%
3Y +13.5%
Sharpe 0.77
#9
NIO
Ithought Financial Consulting Llp
Multi Asset₹143 Cr
1Y -7.1%
3Y +13.5%
Sharpe 0.74
#10
360 ONE Mandate - Aggressive
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
Multi Asset₹2.2K Cr
1Y +3.7%
3Y +11.5%
Sharpe 0.65
#11
Infinity Core Approach
Nuvama Asset Management Limited
Multi Asset₹1.0K Cr
1Y +5.8%
3Y +11.3%
Sharpe 0.64
#12
INTELLECT MULTI ASSET THROUGH ETF
Harmoney Finserv India Private Limited
Multi Asset₹108 Cr
1Y +5.8%
3Y +12.6%
Sharpe 0.64
#13
ASK Wealth Harmony Aggressive
Ask Wealth Advisors Private Limited
Multi Asset₹68 Cr
1Y +2.6%
3Y +12.2%
Sharpe 0.59
#14
360 ONE Mandate - Conservative
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
Multi Asset₹1.1K Cr
1Y +5.7%
3Y +10.9%
Sharpe 0.58
#15
Agreya Multi-Asset
Agreya Capital Advisors Llp
Multi Asset₹426 Cr
1Y +3.9%
3Y +8.9%
Sharpe 0.57
#16
Kotak Evolv Aggressive Asset Allocation Investment Approach
Kotak Mahindra Asset Management Company Ltd
Multi Asset₹84 Cr
1Y +0.5%
3Y +9.1%
Sharpe 0.54
#17
RHPMPL - ALLIANCE PORTFOLIO
Right Horizons Portfolio Management Pvt Ltd
Multi Asset₹133 Cr
1Y +1.4%
3Y +9.8%
Sharpe 0.51
#18
Aggressive
Barclays Securities (India) Private Limited
Multi Asset₹137 Cr
1Y +1.9%
3Y +11.0%
Sharpe 0.48
#19
Barclays Discretionary Multi Asset Class Moderately Aggressive
Barclays Securities (India) Private Limited
Multi Asset₹63 Cr
1Y +3.3%
3Y +11.1%
Sharpe 0.46
#20
MONEYGROW BESPOKE
Moneygrow Asset Private Limited
Multi Asset₹133 Cr
1Y +8.1%
3Y +12.8%
Sharpe 0.45
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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.