PMS Leaderboard

Client-facing discretionary PMS, from APMI's mandated monthly disclosures — net of all fees. Risk-adjusted and regime-split: the columns Indian portals don't show. History begins Apr-2023 (disclosure floor). Also see the mutual fund leaderboard.
Category summaries, rank persistence and benchmark comparisons live on the India Funds Research homepage.
Cells read return % (percentile within its APMI Strategy); a * marks partial window coverage.
Sharpe: rf 6%, monthly arithmetic convention, annualized. Bull/flat split at Oct-2024 — Indian markets have been roughly flat since, so the flat column reduces the influence of the broad bull-market tailwind; FY27 is year-to-date. IR (Equity tab): full-period active return over tracking error vs the comparison benchmark EdgePnL infers from each fund's returns (returns tracking the large-cap index → Nifty 50 TRI; all other equity, incl. sector-constrained → BSE 500 TRI). The inferred benchmark is estimated solely from each fund's return series — EdgePnL analysis, not an official category; every fund's declared benchmark, its returns, and active/IR on BOTH bases are on the fund's page. Percentiles and Score rank within the full APMI Strategy. Default sort: Score. Flow 12m: trailing-12m net inflow estimate AUM_t − AUM_(t−1)·(1+r_t), ₹cr. Click any column header to sort; click a fund for its full page.
Source: APMI monthly IA-level disclosures (mandated by SEBI's Dec-2022 benchmarking circular); returns are TWRR net of all fees and expenses per SEBI circular of Feb-13-2020, as reported by each portfolio manager. Benchmark series are the cross-reporter modal consensus of manager-reported benchmark figures. Reporting artifacts (impossible values on dormant months) are nulled, never silently dropped; dead funds remain in every month they existed. History begins Apr-2023 (the APMI disclosure floor). Sharpe uses rf 6%, arithmetic monthly convention. Coverage: this site lists the client-facing discretionary PMS universe open to the general public (~₹4.6 lakh crore). SEBI's headline portfolio-manager AUM (₹43.2L cr, Jun-2026) additionally includes ~₹30L+ cr of EPFO/provident-fund special mandates plus non-discretionary (₹3.4L cr) and advisory (₹3.1L cr) assets — none of which publish IA-level returns or are investable products; PF/institutional mandates and private-markets series are excluded from these listings. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. EdgePnL groupings, inferred comparison benchmarks and percentiles are analytical overlays, not official categories; each fund's declared benchmark is always shown. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Jul 2026 · leaderboard
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