Debt PMS strategies
All 179 debt PMS strategies, largest first, with their returns against their benchmarks. Reported to SEBI for .
179strategies
| Strategy | Manager | AUM | 1 year | Benchmark 1Y | 3 years |
|---|---|---|---|---|---|
| Provident Funds Treasuries and Special Mandates | HDFC Asset Management Company | ₹6,78,672 Cr | — | — | — |
| PMS for PFs and Special Mandates | Aditya Birla Sun Life AMC | ₹6,60,515 Cr | +12.78% | +3.81% | — |
| Goi Mandate | HSBC Asset Management (India) | ₹19,952 Cr | +7.05% | — | — |
| Neo Asset Management Yield Enhancer | Neo Alternative Asset Managers | ₹2,293 Cr | +10.38% | +0.08% | — |
| Debt oriented Portfolios of Pension / Provident Funds | IDBI Capital Market Services | ₹2,256 Cr | — | — | — |
| Dezerv. Dynamic Debt Plus Strategy | Dezerv Investments | ₹1,831 Cr | +10.46% | +3.81% | +11.58% |
| Vedartha Trust Investment Solutions Strategy | Bandhan AMC | ₹1,121 Cr | — | — | — |
| Ambit IRIS Portfolio | Ambit Wealth | ₹970 Cr | +21.18% | +3.81% | — |
| Darashaw Debt PMS | Darashaw and Company | ₹696 Cr | — | — | — |
| Axis Fixed Income Portfolio | Axis Asset Management Company | ₹502 Cr | +7.36% | +3.81% | — |
| Vedartha Core-Alpha Accrual Strategy | Bandhan AMC | ₹491 Cr | — | — | — |
| PMS Services to PF and Institutional Treasuries (Debt) | SBI Funds Management | ₹452 Cr | +7.45% | +3.81% | +7.49% |
| High Yield Portfolio | Nippon Life India Asset Management | ₹428 Cr | +10.21% | +9.25% | — |
| ICICI Prudential PMS Liquid Strategy | ICICI Prudential Asset Management Company | ₹399 Cr | +4.34% | +3.81% | +5.06% |
| High Yield Strategy | Unifi Capital | ₹376 Cr | +8.74% | +9.25% | +9.19% |
| First Bespoke | Sundaram Alternate Assets | ₹374 Cr | +9.57% | +3.81% | — |
| Dezerv Corporate Surplus Management Strategy | Dezerv Investments | ₹360 Cr | +7.79% | +3.81% | — |
| Dezerv. Dynamic Debt Strategy | Dezerv Investments | ₹292 Cr | +9.90% | +3.81% | +10.36% |
| Customised Debt Portfolio | Aditya Birla Sun Life AMC | ₹283 Cr | +11.58% | +3.81% | — |
| Phillip Income Builder Portfolio Growth | Phillipcapital (India) | ₹265 Cr | +10.34% | +3.81% | +13.56% |
| Carnelian Liquid Strategy | Carnelian Asset Management and Advisors | ₹205 Cr | +4.35% | +3.81% | +5.15% |
| Dezerv. Liquid Strategy | Dezerv Investments | ₹194 Cr | +5.02% | +3.81% | +5.69% |
| Phillip Income Builder Portfolio Regular Income | Phillipcapital (India) | ₹187 Cr | +10.06% | +3.81% | — |
| Buoyant Liquid PMS | Buoyant Capital | ₹185 Cr | +3.92% | +0.08% | +4.92% |
| Dezerv. Fixed Income Strategy | Dezerv Investments | ₹169 Cr | +5.57% | +3.81% | +7.62% |
| PRIMA - Short Term Debt DPMS | LGT Wealth India | ₹167 Cr | +7.11% | +0.08% | — |
| PRIMA - Flexi Debt DPMS | LGT Wealth India | ₹162 Cr | +9.22% | +0.08% | — |
| Alpha Alternatives Fund Advisors LLP Fixed Income Edge | Alpha Alternatives Fund Advisors | ₹162 Cr | +9.66% | +3.81% | — |
| Ionic Yield Enhancer Strategy | Angel One Investment Managers and Advisors | ₹148 Cr | +10.89% | +3.81% | — |
| Barclays Discretionary Dynamic Fixed Income | Barclays Securities (India) | ₹143 Cr | +9.05% | +3.81% | +8.53% |
| Pace 360 Multi Asset PMS Tresor Secure | Pace Financial Investment Adviser | ₹141 Cr | +8.17% | +9.25% | +11.39% |
| Ambit Anchor Portfolio | Ambit Wealth | ₹140 Cr | +10.73% | +3.81% | — |
| Bespoke Cash | True Beacon Investment Advisors | ₹118 Cr | +6.35% | +0.08% | +4.61% |
| First Moderate | Sundaram Alternate Assets | ₹115 Cr | +8.35% | +3.81% | — |
| Phillip Conservative Credit Portfolio PCCP Regular | Phillipcapital (India) | ₹114 Cr | — | — | — |
| Bespoke Debt | True Beacon Investment Advisors | ₹109 Cr | +14.89% | +0.08% | +15.94% |
| Vedartha Money Market Edge Strategy | Bandhan AMC | ₹103 Cr | — | — | — |
| ABSL Customised Real Estate Portfolio | Aditya Birla Sun Life AMC | ₹96.19 Cr | +15.94% | +3.81% | — |
| Dynamic Opportunity | Blue Ashva India | ₹91.19 Cr | — | — | — |
| Phillip Conservative Credit Portfolio PCCP Growth | Phillipcapital (India) | ₹87.77 Cr | — | — | — |
| First Aggressive | Sundaram Alternate Assets | ₹78.19 Cr | +9.10% | +3.81% | — |
| Stallion Liquid Fund STP | Stallion Asset | ₹77.52 Cr | +4.28% | +3.81% | +4.68% |
| Actively Managed Total Return Portfolio | Paterson Securities Private | ₹72.71 Cr | +12.20% | +3.81% | — |
| Wealth Protector Debt Investment Approach | Composite Investments | ₹70.03 Cr | +7.27% | +0.08% | +7.82% |
| Northern Arc Income Builder Series C | Northern Arc Investment Managers | ₹63.14 Cr | — | — | — |
| Liquidfund | Sundaram Alternate Assets | ₹61.80 Cr | +4.30% | +3.81% | +5.56% |
| Demeter | Karvy Capital | ₹60.59 Cr | +3.51% | +9.25% | +6.53% |
| Credit Opportunities Portfolio | Ladderup Asset Managers | ₹60.43 Cr | +11.39% | +0.08% | — |
| Neo Navigator Conservative | Neo Alternative Asset Managers | ₹60.41 Cr | — | — | — |
| Neo Core All Weather Strategy | Neo Alternative Asset Managers | ₹60.40 Cr | — | — | — |
| AAA Liquid PMS | Alfaccurate Advisors | ₹59.86 Cr | +4.17% | +3.74% | +4.51% |
| Excel | Karvy Capital | ₹57.67 Cr | +8.81% | +9.25% | +10.32% |
| Nucleus Yield Enhancer | Waterfield Financial and Investment Advisors | ₹57.54 Cr | — | — | — |
| Nucleus Yield Optimizer | Waterfield Financial and Investment Advisors | ₹53.82 Cr | — | — | — |
| Maximal Income Fund | Maximal Capital | ₹52.29 Cr | +10.90% | +0.08% | +18.50% |
| Abakkus Liquid Approach - 2 | Abakkus Investment Managers | ₹51.94 Cr | — | — | — |
| Harmony Treasury Advantage PMS | ASK Wealth Advisors | ₹51.76 Cr | +1.52% | +3.81% | — |
| Alchemy Liquid | Alchemy Capital Management Private | ₹51.34 Cr | +4.60% | +3.81% | +5.30% |
| Strategic Debt | Capitalmind Financial Services | ₹46.10 Cr | +6.46% | +3.81% | +7.16% |
| Sasdc | Sundaram Alternate Assets | ₹30.06 Cr | — | — | — |
| DIIPL- Discretionary India Flexi Bond Mandate | Deutsche Investments India | ₹28.84 Cr | +7.75% | +0.08% | +8.59% |
| Neo Core Income Accrual Strategy | Neo Alternative Asset Managers | ₹26.24 Cr | — | — | — |
| DPMS - Income Portfolio | Klay Securities | ₹23.80 Cr | +7.68% | +3.81% | +8.33% |
| Customised Discretionary Portfolio - Debt | 360 ONE Asset Management | ₹23.49 Cr | +6.39% | +9.25% | +4.65% |
| First Conservative | Sundaram Alternate Assets | ₹23.47 Cr | +7.63% | +3.81% | — |
| Harmony Income Opportunities Discretionary Debt PM | ASK Wealth Advisors | ₹23.42 Cr | +9.62% | +3.81% | +9.69% |
| ASK Liquid Strategy | ASK Investment Managers | ₹18.50 Cr | +4.78% | +3.81% | +5.56% |
| Guardian Asset Management Pvt Ltd Guardian BondPMS | Guardian Asset Management | ₹17.97 Cr | +8.47% | +3.81% | — |
| Liquid Portfolio - Debt Strategy | NJ Asset Management | ₹17.27 Cr | +5.92% | +0.08% | +6.56% |
| Ionic Liquid Approach STP | Angel One Investment Managers and Advisors | ₹16.05 Cr | +6.31% | +3.81% | — |
| Indiabulls High Yield Strategy - I | Sammaan Asset Management | ₹15.74 Cr | +0.02% | +0.09% | −0.29% |
| Phillip Income Builder Portfolio Premier | Phillipcapital (India) | ₹15.58 Cr | +9.86% | +3.81% | — |
| Phillip Treasury Plus Portfolio (PTPP) | Phillipcapital (India) | ₹14.14 Cr | — | — | — |
| Credit Opportunities Portfolio - PAYOUT | Ladderup Asset Managers | ₹14.04 Cr | +12.08% | +0.08% | — |
| Sterling Portfolio- Risk Averse Portfolio | ICICI Securities | ₹13.84 Cr | +5.86% | +3.81% | +7.21% |
| Liquid Portfolio | Aditya Birla Sun Life AMC | ₹13.58 Cr | +6.48% | +3.81% | +4.96% |
| Q India Sovereign Focus Bond Strategy | Quantum Advisors | ₹13.18 Cr | +1.64% | +3.81% | +5.44% |
| Sterling Portfolio- Conservative Portfolio | ICICI Securities | ₹12.20 Cr | +3.70% | +3.81% | +8.55% |
| DVIA Bespoke Dynamic Debt Portfolio | DV Investment Advisors | ₹11.83 Cr | +5.97% | +9.25% | — |
| Fci LLP Wealth Optimizer | Fractal Capital Investments | ₹11.47 Cr | +8.93% | +3.81% | +9.23% |
| Taurus 360 Balanced Credit Fund (T360-BCF) | Taurus Treasury Management Services | ₹10.34 Cr | — | — | — |
| High Grade Portfolio - Part ll | Nippon Life India Asset Management | ₹10.33 Cr | — | — | — |
| Kotak Evolv Liquid Investment Approach | Kotak Mahindra Asset Management Company | ₹8.92 Cr | +5.82% | +0.08% | +6.52% |
| Equinova Liquid PMS | Equinova Investment Managers | ₹8.81 Cr | — | — | — |
| Structured Opportunities Portfolio | Ladderup Asset Managers | ₹8.57 Cr | — | — | — |
| PRIMA - All Seasons Debt DPMS | LGT Wealth India | ₹8.42 Cr | — | — | — |
| Helios India Liquid Portfolio | Helios Capital Asset Management (India) | ₹8.05 Cr | +4.48% | +3.81% | +5.55% |
| Customised Portfolio Approach 2 | Trivantage Capital Managment India | ₹7.78 Cr | +10.09% | +3.81% | +11.36% |
| DEBTFOF Long Term Capital Appreciation through DEBT MF | Allegro Securities | ₹7.55 Cr | +5.10% | +3.81% | +7.04% |
| Emkay Liquid Strategy | Emkay Investment Managers | ₹7.08 Cr | +0.28% | +3.81% | +4.20% |
| Axis Liquid Portfolio | Axis Asset Management Company | ₹7.03 Cr | +6.36% | +3.81% | +6.76% |
| Select Debt Strategy | True Beacon Investment Advisors | ₹6.32 Cr | +5.31% | +3.81% | — |
| Valentis Debt Staggered Investment Fund | Valentis Advisors | ₹6.08 Cr | +5.33% | +3.81% | +4.90% |
| Abakkus Liquid Approach | Abakkus Investment Managers | ₹5.36 Cr | +3.76% | +4.11% | +4.03% |
| Fortuna Inflation Protect Approach | Fortuna Asset Managers | ₹5.34 Cr | +8.06% | +3.81% | — |
| InCred Liquid Portfolio | Incred Asset Management | ₹5.26 Cr | +6.32% | +3.81% | +6.72% |
| IIFL Liquid Portfolio | IIFL Capital Asset Management | ₹5.23 Cr | +4.62% | +3.81% | — |
| PRIMA - Credit Opportunities DPMS | LGT Wealth India | ₹5.16 Cr | +11.33% | +0.08% | — |
| HSBC Cash Management Portfolio | HSBC Asset Management (India) | ₹3.66 Cr | +4.90% | +3.81% | +5.75% |
| Enam India Liquid STP | Enam Asset Management CO. | ₹3.48 Cr | +5.61% | +3.81% | +6.29% |
| SageOne Liquid Approach | Sageone Investment Managers | ₹3.47 Cr | +4.26% | +3.81% | — |
| Aegis Debt | Karvy Capital | ₹3.43 Cr | +9.35% | +9.25% | +9.97% |
| Short Term Debt | Capitalmind Financial Services | ₹3.39 Cr | +5.15% | +3.81% | +6.51% |
| TCG Liquid Portfolio | TCG Advisory Services | ₹3.37 Cr | +3.62% | +3.81% | — |
| Wright Debt Fund | Wryght Research and Capital | ₹3.22 Cr | +3.87% | +3.81% | +5.02% |
| Oaklane Be-spoke-Debt | Oaklane Capital Management | ₹3.19 Cr | +5.07% | +2.22% | — |
| High Yield Strategy (Alternate Debt /EAF) | Unifi Capital | ₹3.16 Cr | +8.76% | +9.25% | +9.51% |
| Grey Sky Smart Liquid Strategy | Grey Sky Capital | ₹3.04 Cr | — | — | — |
| Debt Portfolio Plan | Trust Investment Advisors | ₹2.80 Cr | +16.84% | +3.81% | +36.04% |
| Invesco India Cash Management Portfolio | Invesco Asset Management (India) | ₹2.75 Cr | +6.34% | +3.81% | +6.76% |
| Greysky Smart Treasury | Grey Sky Capital | ₹2.75 Cr | — | — | — |
| Sanctum Liquid Management | Sanctum Wealth | ₹2.55 Cr | +31.76% | +3.81% | +14.69% |
| 360 ONE Open - Enhancer Series - Income Plus Enhancer | 360 ONE Portfolio Managers | ₹2.49 Cr | — | — | — |
| Ifip | First Global Finance | ₹2.47 Cr | — | — | — |
| Kotak Liquid Investment Approach | Kotak Mahindra Asset Management Company | ₹2.37 Cr | +5.97% | +0.08% | +6.48% |
| ASK Wealth Liquid and Overnight Fund | ASK Wealth Advisors | ₹2.16 Cr | — | — | — |
| White Oak India Liquid Portfolio | Whiteoak Capital Asset Management | ₹2.12 Cr | +5.02% | +3.81% | +5.63% |
| Rimpl Liquid | Renaissance Investment Managers | ₹2.06 Cr | +4.65% | +3.81% | +5.55% |
| 360 ONE Real Estate PMS | 360 ONE Asset Management | ₹1.88 Cr | +30.88% | +9.25% | +73.86% |
| STP | Marcellus Investment Managers | ₹1.74 Cr | +4.06% | +3.81% | +3.78% |
| Nucleus Fixed Income Accrual Portfolio | Waterfield Financial and Investment Advisors | ₹1.67 Cr | +3.70% | +9.25% | — |
| Liquid Funds | Allegro Securities | ₹1.65 Cr | +5.89% | +3.81% | +6.33% |
| MOWPL - Delphi Conservative Approach | Motilal Oswal Wealth | ₹1.65 Cr | +4.58% | +3.81% | +6.09% |
| Nucleus Dynamic Debt | Waterfield Financial and Investment Advisors | ₹1.55 Cr | — | — | — |
| Funds India Enhanced Income Strategy | Wealth India Financial Services | ₹1.24 Cr | — | — | — |
| Yield Maximiser Option | Nippon Life India Asset Management | ₹1.16 Cr | +2.03% | +9.25% | +20.88% |
| Electrum Liquid Approach | Electrum Portfolio Managers | ₹1.05 Cr | +4.12% | +3.81% | — |
| Taurus 360 - Bond Fund (T360-BF) | Taurus Treasury Management Services | ₹0.67 Cr | — | — | — |
| 360 ONE Premium Fixed Income-Short term | 360 ONE Portfolio Managers | ₹0.66 Cr | +7.19% | +0.08% | −2.31% |
| HDFC AMC Liquid Portfolio | HDFC Asset Management Company | ₹0.63 Cr | +5.40% | +3.81% | — |
| Bonanza Prima Fund Conservative | Bonanza Portfolio | ₹0.59 Cr | +1.51% | −7.09% | — |
| Ambit Bespoke FI Portfolio | Ambit Wealth | ₹0.58 Cr | +4.43% | +3.81% | +2.19% |
| Financial Freedom - Debt | Hedge Equities | ₹0.55 Cr | +10.75% | +0.08% | — |
| Liquid STP | Buglerock Capital | ₹0.51 Cr | +4.82% | +3.81% | +3.76% |
| 360 ONE Liquid Strategy PMS | 360 ONE Asset Management | ₹0.50 Cr | +3.82% | +3.81% | — |
| Qode Liquid Fund | Qode Advisors | ₹0.50 Cr | — | — | — |
| Sohum India Short Term Debt Fund Investment Approach | Sohum Asset Managers | ₹0.50 Cr | −99.76% | +3.81% | — |
| ISEC STP Portfolio | ICICI Securities | ₹0.43 Cr | +6.51% | +3.81% | +6.95% |
| Omni Super Cash | Omniscience Capital Advisors | ₹0.41 Cr | — | — | — |
| Flex | Fident Asset Management | ₹0.35 Cr | +1.34% | +3.81% | — |
| ADAPT Moderate Portfolio | Aditya Birla Sun Life AMC | ₹0.32 Cr | +3.27% | +3.81% | +8.34% |
| Vansh Dynamic Bond Approach | Vansh Capital | ₹0.27 Cr | — | — | — |
| Karma Capital Liquid | Karma Capital Advisors | ₹0.25 Cr | +2.52% | +0.08% | — |
| ADAPT Very Conservative Portfolio | Aditya Birla Sun Life AMC | ₹0.24 Cr | +3.62% | +3.81% | +6.49% |
| ShagunCap Liquid Approach | Shaguncap Investment Managers | ₹0.19 Cr | — | — | — |
| EquiPoise Income Strategy | Equipoise Capital Management | ₹0.18 Cr | +1.42% | +3.81% | — |
| Ambit Liquid Portfolio | Ambit Wealth | ₹0.14 Cr | +4.50% | +3.81% | +5.28% |
| Customised Portfolio Approach 3 | Trivantage Capital Managment India | ₹0.14 Cr | +5.30% | +3.81% | +5.09% |
| Strategy 1 | Profusion Investment Advisors | ₹0.14 Cr | −44.92% | +0.61% | −14.37% |
| ValueQuest Liquid | Valuequest Investment Advisors | ₹0.10 Cr | +4.24% | +3.81% | — |
| GoldStandard Wealth FoF Portfolio | Goldstandard Wealth | ₹0.07 Cr | +5.91% | +0.08% | — |
| Quest PMS Liquid Fund | Quest Investment Managers | ₹0.05 Cr | +4.90% | +0.08% | +5.80% |
| Omni Super Debt | Omniscience Capital Advisors | ₹0.03 Cr | — | — | — |
| Ambit STP Portfolio | Ambit Investment Advisors | ₹0.02 Cr | +3.35% | +3.81% | +2.31% |
| Asteya Liquid STP - DPMS | Asteya Investment Managers | ₹0.02 Cr | — | — | — |
| Liquidpms | Ladderup Asset Managers | ₹0.01 Cr | +0.30% | +0.08% | −14.39% |
| 360 ONE Large Value Strategy Debt PMS | 360 ONE Asset Management | ₹0 | — | +9.25% | — |
| 360 ONE Mandate - Debt | 360 ONE Portfolio Managers | ₹0 | +3.06% | +0.08% | +7.66% |
| 360 ONE Premium Fixed Income - Medium Term | 360 ONE Portfolio Managers | ₹0 | — | +0.08% | +738.69% |
| 360 ONE Treasury Solutions | 360 ONE Portfolio Managers | ₹0 | — | +0.08% | +2.24% |
| Aegis MLD | Karvy Capital | ₹0 | — | +9.32% | — |
| Alphagrep Liquid Portfolio | Alphagrep Investment Management | ₹0 | +5.12% | +3.81% | — |
| Alphaliquids | Reliance Wealth Management | ₹0 | −99.66% | — | −84.34% |
| Alphamultiplr | Reliance Wealth Management | ₹0 | — | — | −16.35% |
| Alphayieldmul | Reliance Wealth Management | ₹0 | — | — | — |
| Asset Linked Portfolio | Aditya Birla Sun Life AMC | ₹0 | — | +3.81% | +0.23% |
| Avendus Olivo Liquid Portfolio | Avendus Investment Managers | ₹0 | — | +0.08% | +4.36% |
| Blended Debt Plus Hybrid Option | Nippon Life India Asset Management | ₹0 | — | +3.81% | +33.36% |
| Ca MFM Liquid | Pioneer Client Associates | ₹0 | — | +3.81% | +3.87% |
| Enhanced Equity Portfolio | Nippon Life India Asset Management | ₹0 | — | +3.81% | +40.61% |
| Income Generation | Deutsche Investments India | ₹0 | +4.10% | +0.08% | +6.84% |
| Ionic High Grade Debt Strategy | Angel One Investment Managers and Advisors | ₹0 | — | — | — |
| Julius Baer India Liquid Portfolio | Julius Baer Wealth Advisors India | ₹0 | −5.10% | +3.81% | — |
| Mgliquid | Moneygrow Asset | ₹0 | +0.99% | +3.81% | — |
| Northern Arc Credit Opportunities | Northern Arc Investment Managers | ₹0 | +8.09% | +9.25% | — |
| Northern Arc Income Builder Series A | Northern Arc Investment Managers | ₹0 | — | +9.25% | +2.18% |
| Northern Arc Income Builder Series B | Northern Arc Investment Managers | ₹0 | +0.03% | +9.25% | +7.04% |
| Prime Liquid | Primeinvestor Financial Research | ₹0 | — | — | — |
| Wright Yieldx Bond Portfolio | Wryght Research and Capital | ₹0 | — | −2.65% | — |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. “—” means it wasn’t reported, usually because the strategy is younger than the period.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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