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 Provider | Porfolio Name | AUM (In INR Cr) | 3 Months(%) | 1 Year (%) | 3 Years (%) | 5 Years (%) |
| COUNTER CYCLICAL INVESTMENTS PRIVATE LIMITED | DIVERSIFIED LONG TERM VALUE | 770 | 17.5 | 15.25 | 39.73 | 74.53 |
| Wallfort Pms And Advisory Services Llp | Diversified | 179 | 22.68 | 17.48 | 46.24 | 46.67 |
| Green Lantern Capital Llp | GLC Growth Fund | 1075 | 7.38 | 3.67 | 49.1 | 55.01 |
| Aequitas Investment Consultancy Private Limited | Aequitas India Opportunities Product | 3356 | 4.59 | 15.37 | 44.08 | 47.19 |
| Stallion Asset Private Limited | STALLION ASSET CORE FUND | 5568 | 12.45 | 21.96 | 44.52 | 37.22 |
| Equitree Capital Advisors Private Limited | EQUITREE EMERGING OPPORTUNITIES | 792 | 10.81 | 13.55 | 41.65 | 47.98 |
| Bhana Equity Advisors Llp | BEA India Growth Fund | 545 | 20.06 | 19.2 | 39.84 | 44.45 |
| Bhana Equity Advisors Llp | BEA SPECIALIZED PORTFOLIO | 618 | 19.35 | 19.55 | 37.84 | 44.32 |
| Negen Capital Services Private Lmited | Negen Capital Services Private Limited | 1202 | 23.88 | 22.1 | 33.48 | 46.99 |
| Banyan Capital Advisors Llp | Banyan India Portfolio | 441 | 18.37 | 16.12 | 34.71 | 44.66 |