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Compare PMS strategies on what they beat

Put up to three side by side — returns across every published window, and the alpha each one earned over the S&P BSE 500 TRI. Pick from the cards below.

0 of 3 selected · showing 3Y return
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Three of the larger strategies that have beaten the index in at least two of the last three years — a starting point, not a recommendation.
PERIOD

1,759 of 1,841 strategies · 82 institutional mandates hidden

as on 31 Jul 2026

2.2%
1M
4.0%
6M
4.6%
1Y
11.6%
3Y
12.6%
5Y
17.3%
SI
₹22,193 Cr
AUM · min ₹50L
3.5%
1M
-2.0%
6M
1.8%
1Y
12.8%
3Y
12.3%
5Y
16.3%
SI
₹16,207 Cr
AUM · min ₹50L
2.0%
1M
2.6%
6M
6.3%
1Y
15.1%
3Y
16.6%
5Y
18.1%
SI
₹14,208 Cr
AUM · min ₹50L

Buoyant Opportunities PMS

16.2%
3Y return · annualised
+5.9 α1/3 beat
1.7%
1M
2.9%
6M
8.1%
1Y
16.2%
3Y
18.4%
5Y
20.8%
SI
₹12,257 Cr
AUM · min ₹50L

ValueQuest Alpha

15.1%
3Y return · annualised
+4.8 α1/3 beat
-0.7%
1M
14.9%
6M
9.0%
1Y
15.1%
3Y
5Y
21.1%
SI
₹11,892 Cr
AUM · min ₹50L

Multi Asset NEXT

9.7%
3Y return · annualised
-0.7 α0/3 beat
1.1%
1M
1.6%
6M
10.4%
1Y
9.7%
3Y
8.9%
5Y
5.6%
SI
₹11,651 Cr
AUM · min ₹50L

BLENDED- RANGOLI

9.6%
3Y return · annualised
-0.7 α0/3 beat
3.4%
1M
7.4%
6M
2.2%
1Y
9.6%
3Y
10.3%
5Y
17.9%
SI
₹11,465 Cr
AUM · min ₹50L
1.2%
1M
2.0%
6M
7.2%
1Y
12.2%
3Y
10.7%
5Y
8.8%
SI
₹11,250 Cr
AUM · min ₹50L

Axis Hybrid Portfolio

N/A
3Y return · annualised
no data0/3 beat
0.6%
1M
3.7%
6M
1Y
3Y
5Y
6.9%
SI
₹9,930 Cr
AUM · min ₹50L
0.7%
1M
12.6%
6M
10.8%
1Y
11.8%
3Y
12.0%
5Y
19.1%
SI
₹9,125 Cr
AUM · min ₹50L

STALLION ASSET CORE FUND

33.8%
3Y return · annualised
+23.5 α3/3 beat
2.1%
1M
18.3%
6M
15.3%
1Y
33.8%
3Y
24.0%
5Y
28.1%
SI
₹8,686 Cr
AUM · min ₹50L
0.1%
1M
9.6%
6M
9.6%
1Y
17.0%
3Y
19.2%
5Y
24.7%
SI
₹7,994 Cr
AUM · min ₹50L

Showing 12 of 1759

Strategy details shown are for information and education only and do not constitute a recommendation or an offer to invest. Past performance is not indicative of future returns. Investments in securities markets are subject to market risks; read all scheme-related documents carefully before investing.

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PlanMyCashflows is an information and distribution platform. The content on this site is for educational purposes only and does not constitute investment, legal, or tax advice.

Investments in mutual funds, PMS, AIF, equities, cryptocurrencies, and other instruments are subject to market risks. Past performance is not indicative of future returns. Please read all scheme-related documents carefully and consult a SEBI-registered investment adviser, chartered accountant, and tax professional in your jurisdiction before making investment decisions.

PlanMyCashflows, its directors, employees, and contractors do not guarantee any returns and are not liable for any losses arising from decisions based on the content of this site.