Top performing Equity PMS in India

Based on combined 1, 3, and 5-year performance with more than 100 Crore AUM and with at least 5 years of track record. (Data Source: Official Data from APMI)

Latest Data: Based on end of June 2025 Data reported to APMI (Association of Portfolio Managers in India)

PMS ProviderPorfolio NameAUM (In INR Cr)3 Months(%)1 Year (%)3 Years (%)5 Years (%)
COUNTER CYCLICAL INVESTMENTS PRIVATE LIMITEDDIVERSIFIED LONG TERM VALUE77017.515.2539.7374.53
Wallfort Pms And Advisory Services LlpDiversified17922.6817.4846.2446.67
Green Lantern Capital LlpGLC Growth Fund10757.383.6749.155.01
Aequitas Investment Consultancy Private LimitedAequitas India Opportunities Product33564.5915.3744.0847.19
Stallion Asset Private LimitedSTALLION ASSET CORE FUND556812.4521.9644.5237.22
Equitree Capital Advisors Private LimitedEQUITREE EMERGING OPPORTUNITIES79210.8113.5541.6547.98
Bhana Equity Advisors LlpBEA India Growth Fund54520.0619.239.8444.45
Bhana Equity Advisors LlpBEA SPECIALIZED PORTFOLIO61819.3519.5537.8444.32
Negen Capital Services Private LmitedNegen Capital Services Private Limited120223.8822.133.4846.99
Banyan Capital Advisors LlpBanyan India Portfolio44118.3716.1234.7144.66