Top 30 PMSs as per QRC Ranking
| Strategy | AUM | Relative Aplha (1Y) | % of +ve months (Fund Data) | Alpha (1Y) | Beta (1Y) | SD (1Y) | Sharpe Ratio (1Y) | Alpha (SI) | Info Ratio (SI) | Consistency Ratio |
|---|---|---|---|---|---|---|---|---|---|---|
| Equitree Capital Advisors Pvt Ltd Emerging Opportunities | 1062.94 | 0.5% | 48.98 | 1.71% | 0.82 | 21.18% | -0.37 | -2.92% | 1.05 | 50.00 |
| SageOne Investment Managers LLP Large and Midcap Portfolio | 200 | 6.51% | 52.00 | 7.14% | 1.10 | 36.69% | 0.91 | 1.10% | 0.25 | 52.00 |
| Sameeksha Capital Pvt Ltd Equity Fund | 1285.47 | -7.1% | 58.12 | 1.48% | 0.83 | 11.92% | 0.18 | 7.53% | 0.00 | 62.39 |
| Stallion Asset Pvt Ltd Core Fund | 6635.54 | -9% | 63.95 | -0.42% | 1.01 | 17.37% | 0.01 | 14.45% | 0.00 | 61.63 |
| Ampersand Capital Growth Opportunities | 915 | -21.04% | 55.00 | -12.46% | 1.34 | 20.77% | -0.57 | 7.40% | 0.00 | 58.00 |
| Carnelian Asset Management and Advisors Pvt Ltd Shift Strategy | 4950 | -5.84% | 63.49 | -9.65% | 1.00 | 20.99% | -0.34 | 7.48% | 0.00 | 55.56 |
| SageOne Investment Managers LLP Core Portfolio | 4698 | 2.76% | 64.12 | -2.61% | 0.96 | 18.58% | -0.01 | 10.11% | 0.00 | 54.12 |
| Valuequest Investment Advisors Pvt Ltd Platinum | 3337 | -21.98% | 55.07 | -13.40% | 1.21 | 19.84% | -0.64 | 6.42% | 0.00 | 53.62 |
| Wallfort PMS and Advisory Services LLP Diversified Fund | 398.64 | 8.59% | 53.75 | 4.78% | 1.09 | 24.68% | 0.29 | 5.30% | 0.00 | 52.50 |
| SBI Funds Management Pvt Ltd Aeon Alpha Pms | 687 | -14.13% | 55.56 | -5.55% | 0.78 | 14.75% | -0.91 | 1.10% | -0.02 | 51.11 |
| Samvitti Capital Pvt Ltd PMS Active Alpha Multicap | 432.43 | -20.41% | 57.41 | -11.83% | 1.21 | 28.05% | -0.72 | 13.83% | -1.32 | 57.41 |
| Invasset LLP Growth Pro Max | 343.8 | -16.97% | 53.62 | -8.39% | 0.73 | 17.27% | -0.95 | 14.09% | -1.58 | 53.62 |
| InCred Asset Management Healthcare Portfolio | 275 | 22.44% | 54.55 | 31.34% | 0.78 | 19.07% | 1.42 | 5.08% | -1.80 | 52.73 |
| InCred Asset Management Multicap Portfolio | 440 | -15.54% | 50.91 | -6.96% | 1.01 | 19.66% | -0.76 | -0.50% | -2.04 | 40.00 |
| Piper Serica Advisors Pvt Ltd Leader Portfolio Strategy | 901 | -18% | 56.32 | -9.42% | 1.19 | 19.56% | -0.70 | -4.94% | -2.06 | 57.47 |
| Green Portfolio Pvt Ltd Super 30 Dynamic | 213.3139416 | -13.04% | 50.00 | -4.14% | 1.00 | 23.14% | -0.51 | 12.02% | -2.25 | 55.56 |
| Electrum Portfolio Managers Pvt Ltd Laureate Portfolio | 517.8425458 | -2.28% | 52.54 | -6.09% | 0.88 | 24.09% | -0.57 | 2.76% | -2.27 | 49.15 |
| Negen Capital Services Pvt Ltd Special Situations and Technology Strategy | 1278.55 | -1.61% | 56.12 | 6.97% | 0.97 | 21.73% | 0.01 | 5.98% | -2.32 | 55.10 |
| Green Portfolio Pvt Ltd Special | 311.5508652 | -13.14% | 54.65 | -4.56% | 1.04 | 20.27% | -0.61 | 10.13% | -2.62 | 48.84 |
| Samvitti Capital Pvt Ltd PMS Aggressive Growth | 373.9 | -18.6% | 55.00 | -10.02% | 1.14 | 25.73% | -0.71 | -0.02% | -2.88 | 52.50 |
| Valuequest Investment Advisors Pvt Ltd Growth | 1772 | -14.92% | 57.22 | -6.34% | 0.94 | 16.52% | -0.86 | 6.88% | -3.18 | 53.33 |
| Dalal and Broacha Stock Brocking Pvt Ltd Long Term Growth | 1127.39 | -21.32% | 55.88 | -12.74% | 1.04 | 15.25% | 2.93 | 3.08% | -3.43 | 53.53 |
| SMC Global Securities Ltd Growth Strategy | 151.9 | -10.11% | 54.17 | -1.53% | 0.90 | 12.69% | 4.41 | -2.60% | -3.66 | 41.67 |
| Samvitti Capital Pvt Ltd PMS Long Term Growth | 195.19 | -1.2% | 59.32 | -0.57% | 1.07 | 17.87% | -0.35 | 4.49% | -3.76 | 59.32 |
| SBI Funds Management Pvt Ltd ESG | 650 | -0.76% | 60.00 | 7.82% | 0.58 | 14.20% | 0.08 | 3.04% | -3.83 | 56.36 |
| Girik Wealth Advisors Pvt Ltd Multicap Growth Equity Strategy | 1672.46 | -11.62% | 56.08 | -3.04% | 0.72 | 12.17% | -0.88 | 9.04% | -4.04 | 60.32 |
| Valentis Advisors Pvt Ltd Rising Star Opportunity | 938 | -10.8% | 51.40 | -9.59% | 0.70 | 19.78% | -1.09 | 4.20% | -4.13 | 53.27 |
| Valentis Advisors Pvt Ltd MultiCap Fund | 456 | -19.35% | 55.95 | -10.77% | 0.18 | 16.80% | -1.13 | 4.16% | -4.19 | 55.95 |
| AlfAccurate Advisors AAA Budding Beasts | 703.08 | 3.59% | 70.18 | -0.22% | 0.91 | 19.74% | -0.37 | 2.68% | -4.30 | 56.14 |
| Renaissance Investment Managers Pvt Ltd Indianext Portfolio | 1120 | -12.1% | 52.22 | -3.52% | 0.86 | 15.31% | -0.73 | 2.14% | -4.46 | 53.33 |
Note: QRC Report Card data is updated quarterly. Current data is as of Nov '25
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