Top Performing PMS by 5-Year Return

Five-year returns are the gold standard for long-term PMS evaluation. Any scheme that tops this list has survived multiple market phases, probably seen a fund-manager transition or two, and still delivered. Fewer schemes qualify because many PMS schemes are less than 5 years old.

This ranking is especially useful for conservative HNIs who plan to hold for a decade or more. Short-term fireworks matter less than consistency.

We filter for schemes with ≥ ₹100 Cr AUM and 60+ months of disclosure history.