FindPMS IndiaTop Performing PMS by 3-Year Return
Updated October 2026 · Data from SEBI PMS disclosures · 20 schemes
Three-year returns are where strategy shows through. A 3-year window usually captures at least one market drawdown, so schemes that rank well here have proven they can both participate in upside and recover from bad stretches.
This is arguably the most useful single ranking for PMS selection. Short enough to reflect the current manager and strategy, long enough to average out noise.
We filter for ₹100 Cr+ AUM and 3+ years of disclosure history. Combine this with the Sharpe ratio list for a picture of returns and risk together.
| # | Scheme | Category | AUM | 1Y | 3Y | 3Y return ↓ |
|---|---|---|---|---|---|---|
| 1 | SAHASRAR CONCENTRATED GROWTH PORTFOLIO Sahasrar Capital Pvt Ltd | Equity | ₹2.1K Cr | +57.4% | +47.0% | +47.0% |
| 2 | STALLION ASSET CORE FUND Stallion Asset Private Limited | Equity | ₹10.3K Cr | +18.4% | +33.4% | +33.4% |
| 3 | KRIIS MULTICAP FUND STRATEGY KRIIS PORTFOLIO PRIVATE LIMITED | Equity | ₹478 Cr | +45.8% | +32.3% | +32.3% |
| 4 | Aggressive Long Term Capital Appreciation Dalal & Broacha Stock Broking Pvt. Ltd. | Equity | ₹246 Cr | +62.9% | +27.2% | +27.2% |
| 5 | InCred Focused Healthcare Equity Incred Asset Management Private Limited | Equity | ₹195 Cr | +4.2% | +26.6% | +26.6% |
| 6 | White Pine India Emerging Stars Approach White Pine Investment Management Private Limited | Equity | ₹566 Cr | +28.4% | +26.4% | +26.4% |
| 7 | ValueQuest Vision Valuequest Investment Advisors Pvt. Ltd. | Equity | ₹1.1K Cr | +10.3% | +26.2% | +26.2% |
| 8 | DIVIDEND YIELD APPROACH Entrust Family Office Investment Advisors Pvt Ltd | Equity | ₹751 Cr | +3.6% | +24.9% | +24.9% |
| 9 | GLC Growth Fund Green Lantern Capital LLP | Equity | ₹2.0K Cr | +11.4% | +24.7% | +24.7% |
| 10 | SISOP Sundaram Alternate Assets Limited | Equity | ₹2.0K Cr | +25.6% | +23.8% | +23.8% |
| 11 | Aequitas India Opportunities Product Aequitas Investment Consultancy Private Limited | Equity | ₹2.2K Cr | +16.7% | +23.8% | +23.8% |
| 12 | InCred Healthcare Portfolio Incred Asset Management Private Limited | Equity | ₹786 Cr | +8.5% | +22.6% | +22.6% |
| 13 | S.E.L.F Sundaram Alternate Assets Limited | Equity | ₹1.1K Cr | +33.7% | +22.5% | +22.5% |
| 14 | CARNELIAN BESPOKE PORTFOLIO Carnelian Asset Management & Advisors Pvt Ltd | Equity | ₹4.2K Cr | +20.0% | +22.4% | +22.4% |
| 15 | DYNAMIC INVESTMENT APPROACH Systematix Shares & Stocks (India) Limited | Equity | ₹181 Cr | +28.6% | +22.4% | +22.4% |
| 16 | VOYAGER Sundaram Alternate Assets Limited | Equity | ₹222 Cr | +24.3% | +22.3% | +22.3% |
| 17 | GROWTH Molecule Ventures Limited Liability Partnership | Equity | ₹1.0K Cr | +21.1% | +21.6% | +21.6% |
| 18 | SVAN INVESTMENT MANAGERS LLP - VELOCITY Svan Investment Managers LLP | Equity | ₹431 Cr | +8.3% | +21.6% | +21.6% |
| 19 | UpperCrust Wealth Fund Moat Financial Services Private Limited | Equity | ₹131 Cr | +6.9% | +21.1% | +21.1% |
| 20 | SEERS ENDURING PORTFOLIO Seers Fund Management Pvt. Ltd. | Equity | ₹428 Cr | +12.9% | +21.0% | +21.0% |
#1
SAHASRAR CONCENTRATED GROWTH PORTFOLIO
Sahasrar Capital Pvt Ltd
Equity₹2.1K Cr
1Y +57.4%
3Y +47.0%
3Y return +47.0%
#2
STALLION ASSET CORE FUND
Stallion Asset Private Limited
Equity₹10.3K Cr
1Y +18.4%
3Y +33.4%
3Y return +33.4%
#3
KRIIS MULTICAP FUND STRATEGY
KRIIS PORTFOLIO PRIVATE LIMITED
Equity₹478 Cr
1Y +45.8%
3Y +32.3%
3Y return +32.3%
#4
Aggressive Long Term Capital Appreciation
Dalal & Broacha Stock Broking Pvt. Ltd.
Equity₹246 Cr
1Y +62.9%
3Y +27.2%
3Y return +27.2%
#5
InCred Focused Healthcare Equity
Incred Asset Management Private Limited
Equity₹195 Cr
1Y +4.2%
3Y +26.6%
3Y return +26.6%
#6
White Pine India Emerging Stars Approach
White Pine Investment Management Private Limited
Equity₹566 Cr
1Y +28.4%
3Y +26.4%
3Y return +26.4%
#7
ValueQuest Vision
Valuequest Investment Advisors Pvt. Ltd.
Equity₹1.1K Cr
1Y +10.3%
3Y +26.2%
3Y return +26.2%
#8
DIVIDEND YIELD APPROACH
Entrust Family Office Investment Advisors Pvt Ltd
Equity₹751 Cr
1Y +3.6%
3Y +24.9%
3Y return +24.9%
#9
GLC Growth Fund
Green Lantern Capital LLP
Equity₹2.0K Cr
1Y +11.4%
3Y +24.7%
3Y return +24.7%
#10
SISOP
Sundaram Alternate Assets Limited
Equity₹2.0K Cr
1Y +25.6%
3Y +23.8%
3Y return +23.8%
#11
Aequitas India Opportunities Product
Aequitas Investment Consultancy Private Limited
Equity₹2.2K Cr
1Y +16.7%
3Y +23.8%
3Y return +23.8%
#12
InCred Healthcare Portfolio
Incred Asset Management Private Limited
Equity₹786 Cr
1Y +8.5%
3Y +22.6%
3Y return +22.6%
#13
S.E.L.F
Sundaram Alternate Assets Limited
Equity₹1.1K Cr
1Y +33.7%
3Y +22.5%
3Y return +22.5%
#14
CARNELIAN BESPOKE PORTFOLIO
Carnelian Asset Management & Advisors Pvt Ltd
Equity₹4.2K Cr
1Y +20.0%
3Y +22.4%
3Y return +22.4%
#15
DYNAMIC INVESTMENT APPROACH
Systematix Shares & Stocks (India) Limited
Equity₹181 Cr
1Y +28.6%
3Y +22.4%
3Y return +22.4%
#16
VOYAGER
Sundaram Alternate Assets Limited
Equity₹222 Cr
1Y +24.3%
3Y +22.3%
3Y return +22.3%
#17
GROWTH
Molecule Ventures Limited Liability Partnership
Equity₹1.0K Cr
1Y +21.1%
3Y +21.6%
3Y return +21.6%
#18
SVAN INVESTMENT MANAGERS LLP - VELOCITY
Svan Investment Managers LLP
Equity₹431 Cr
1Y +8.3%
3Y +21.6%
3Y return +21.6%
#19
UpperCrust Wealth Fund
Moat Financial Services Private Limited
Equity₹131 Cr
1Y +6.9%
3Y +21.1%
3Y return +21.1%
#20
SEERS ENDURING PORTFOLIO
Seers Fund Management Pvt. Ltd.
Equity₹428 Cr
1Y +12.9%
3Y +21.0%
3Y return +21.0%
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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.