Hybrid PMS strategies
All 52 hybrid PMS strategies, largest first, with their returns against their benchmarks. Reported to SEBI for .
52strategies
| Strategy | Manager | AUM | 1 year | Benchmark 1Y | 3 years |
|---|---|---|---|---|---|
| Axis Hybrid Portfolio | Axis Asset Management Company | ₹10,032 Cr | — | — | — |
| PMS Services to PF and Institutional Treasuries (Hybrid) | SBI Funds Management | ₹1,272 Cr | +4.05% | +1.36% | +6.39% |
| 360 ONE Premium Mixed-Conservative | 360 ONE Portfolio Managers | ₹822 Cr | +6.37% | +3.81% | +7.52% |
| Neo Club Equity Advantage Product | Neo Alternative Asset Managers | ₹365 Cr | +10.11% | −2.65% | — |
| 360 ONE Premium Mixed-Ultra Conservative | 360 ONE Portfolio Managers | ₹330 Cr | +4.18% | +0.23% | +6.83% |
| Dynamic Stock Allocation Portfolio - Aggressive - Hybrid Strategy | NJ Asset Management | ₹245 Cr | −2.46% | −2.65% | +5.68% |
| i-Alpha | Estee Advisors | ₹242 Cr | +7.82% | +7.33% | +10.33% |
| Balanced Advantage Portfolio - Hybrid Strategy | NJ Asset Management | ₹197 Cr | +1.10% | −2.65% | +8.36% |
| Dynamic ETF Allocation Portfolio - Aggressive - Hybrid Strategy | NJ Asset Management | ₹178 Cr | +0.33% | −2.65% | +7.11% |
| Dynamic Asset Allocation Portfolio - Aggressive - Hybrid Strategy | NJ Asset Management | ₹120 Cr | +3.88% | −2.65% | +9.32% |
| Ionic Allocate Portfolio-Moderate | Angel One Investment Managers and Advisors | ₹101 Cr | +16.06% | −2.65% | — |
| Alt ReIT InvIT Portfolio Strategy | Altlnvest Capital Advisors | ₹75.84 Cr | — | — | — |
| Spark All Seasons Portfolio | Spark PWM | ₹65.69 Cr | +13.17% | −2.65% | +12.06% |
| Sterling Portfolio- Balanced Portfolio | ICICI Securities | ₹60.93 Cr | +1.45% | +0.23% | +10.19% |
| Master Trust iRage Absolute Return Investment approach | Master Portfolio Services | ₹60.32 Cr | +6.92% | +9.25% | +10.97% |
| 360 ONE Open - Managed Solutions Aggressive | 360 ONE Portfolio Managers | ₹43.54 Cr | +2.00% | −2.65% | +8.08% |
| Prime Synergy | Primeinvestor Financial Research | ₹42.26 Cr | — | — | — |
| Diversified Portfolio - Hybrid | HDFC Asset Management Company | ₹37.77 Cr | +2.53% | −2.65% | +8.22% |
| Signature Option | Nippon Life India Asset Management | ₹36.73 Cr | +3.73% | +0.23% | +5.47% |
| 360 ONE Open - Managed Solutions Balanced | 360 ONE Portfolio Managers | ₹24.23 Cr | +1.72% | −2.65% | +7.45% |
| I-Core | Composite Investments | ₹23.60 Cr | +3.64% | −2.65% | +10.11% |
| Nucleus Alternates Portfolio | Waterfield Financial and Investment Advisors | ₹23.10 Cr | — | — | — |
| Prime Vision Growth | Primeinvestor Financial Research | ₹22.82 Cr | — | — | — |
| Prime Vision Ultra | Primeinvestor Financial Research | ₹19.41 Cr | — | — | — |
| Floater | Trustline Holding | ₹18.91 Cr | +6.06% | −2.65% | +6.84% |
| 360 ONE Premium Mixed-Balanced | 360 ONE Portfolio Managers | ₹18.66 Cr | +7.31% | +0.23% | +8.83% |
| Anchor | Capitalmind Financial Services | ₹12.07 Cr | — | — | — |
| Financial Freedom - Hybrid | Hedge Equities | ₹9.78 Cr | +5.49% | −2.65% | — |
| Indexmaster Investment Approach | Composite Investments | ₹8.52 Cr | — | — | — |
| Index Alpha | Qed Capital Advisors | ₹7.39 Cr | +2.01% | −2.33% | +8.82% |
| Merisis Smart Blend ETF | Merisis Advisors | ₹6.85 Cr | +13.33% | −7.09% | — |
| Fincart Direct Mutual Fund Strategic Portfolio | Ampl Asset Management | ₹6.04 Cr | — | — | — |
| Bonanza Prudentia | Bonanza Portfolio | ₹5.79 Cr | +5.64% | −2.65% | — |
| 360 ONE Open - Managed Solutions Conservative | 360 ONE Portfolio Managers | ₹5.27 Cr | +2.57% | −2.65% | +7.14% |
| Prime Vision Balanced | Primeinvestor Financial Research | ₹2.84 Cr | — | — | — |
| Capital Appreciation Real Assets Portfolio | Wealth Managers India | ₹2.04 Cr | +18.47% | −2.65% | — |
| 360 ONE Open - Enhancer Series - Hybrid Enhancer | 360 ONE Portfolio Managers | ₹1.83 Cr | −0.15% | −2.65% | — |
| Valtrust Equity Hybrid Funds | Valtrust Partners | ₹1.73 Cr | +7.50% | +0.23% | +15.47% |
| Maxiom PMS - SAPPHIRE - Factor Based | Maxiom Asset Management | ₹1.72 Cr | — | — | — |
| BALANCED - Long Term Capital Appreciation through Equity MF | Allegro Securities | ₹1.55 Cr | −0.59% | +0.23% | +7.35% |
| Growthfiniti Stable | Growthfiniti Wealth | ₹1.35 Cr | +0.88% | +0.23% | — |
| Equicalm MFSIF Discretionary Portfolio | Goldstandard Wealth | ₹0.99 Cr | — | — | — |
| Valtrust STP | Valtrust Partners | ₹0.81 Cr | +6.14% | +0.23% | +6.47% |
| Citrus Mutual Fund Strategy(Moderate) | Citrus Advisors | ₹0.56 Cr | +4.52% | — | — |
| Omni Dynamic Allocator | Omniscience Capital Advisors | ₹0.51 Cr | — | — | — |
| Ionic Summit Portfolio-Moderate | Angel One Investment Managers and Advisors | ₹0.49 Cr | — | — | — |
| Growthfiniti Conservative | Growthfiniti Wealth | ₹0.40 Cr | — | — | — |
| Edelweiss Event Arbitrage Portfolio Approach | Edelweiss Asset Management | ₹0.31 Cr | +11.52% | −2.65% | +5.41% |
| Fundmaster Investment Approach | Composite Investments | ₹0.26 Cr | — | — | — |
| Large Cap Portfolio | Nippon Life India Asset Management | ₹0 | — | −8.09% | — |
| Neo Core Hybrid Balanced Strategy | Neo Alternative Asset Managers | ₹0 | — | — | — |
| Real Estate Special Opportunities Portfolio | ASK Investment Managers | ₹0 | — | — | — |
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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