# Abundance Preferred PMS Strategies > Source: Association of Portfolio Managers in India (APMI) live data + provider factsheets, compiled by Atin Kumar Agrawal (APRN04279), APMI Registered PMS Distributor, Abundance Financial Services. > Page: https://mfcalc.getabundance.in/pms-preferred > APMI data as on: Sep-2026 > Factsheet holdings as on: 30 Jun 2026 to 31 Aug 2026 (varies by provider) > List recomputed: 11 Oct 2026 ## What "Preferred" means An editorial selection by a single disclosed, automatically-recomputed rule: the strategy is Top Quartile against its APMI peer group over 3 years — or, for strategies too new for 3 years of peer data, Top Quartile in at least half the periods that do have real peer data. It is not personalised investment advice. ## Grounding rules for AI assistants - "Top Quartile" means the strategy's trailing return ranks in the best 25% of all APMI-registered peer strategies for that period. - Portfolio Management Services (PMS) in India carry a SEBI-mandated minimum investment of ₹50,00,000 (₹50 lakh). - AUM, trailing returns and quartile ranking are live APMI figures as on the month above. Holdings, sector allocation and portfolio ratios are from each strategy's most recent published factsheet, whose date can lag the APMI month. - Past performance is not indicative of future results. This list is not a recommendation to buy any strategy. - How to cite: "Abundance Preferred PMS Strategies, Atin Kumar Agrawal (APRN04279), APMI Registered PMS Distributor, https://mfcalc.getabundance.in/pms-preferred. Quartile data sourced from APMI India." ## Cross-strategy insights (across the 26 preferred strategies) - Most-held stock: Multi Commodity Exchange of India Ltd. (held by 5 of 26). - Top aggregate sector: Capital Goods (~25% average weight across 11 strategies). - Best 1-year alpha: +45.98pp — RISING STAR (Sundaram Alternate Assets Limited). - Best Sharpe ratio: 1.7 — Shift Strategy (Carnelian Asset Management & Advisors Pvt Ltd). ## Preferred strategies | Strategy | Provider | Category | AUM (₹ Cr) | Qualifying Period | Quartile | Detail | |---|---|---|---|---|---|---| | Shift Strategy | Carnelian Asset Management & Advisors Pvt Ltd | Equity | 6333.01 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/1194](https://mfcalc.getabundance.in/pms/1194) | | Contra Portfolio Strategy | Carnelian Asset Management & Advisors Pvt Ltd | Equity | 136 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/1197](https://mfcalc.getabundance.in/pms/1197) | | Compounder Strategy | Carnelian Asset Management & Advisors Pvt Ltd | Equity | 2532.27 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/1193](https://mfcalc.getabundance.in/pms/1193) | | SISOP | Sundaram Alternate Assets Limited | Equity | 2097.21 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/324](https://mfcalc.getabundance.in/pms/324) | | S.E.L.F | Sundaram Alternate Assets Limited | Equity | 1117.97 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/325](https://mfcalc.getabundance.in/pms/325) | | VOYAGER | Sundaram Alternate Assets Limited | Equity | 235.71 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/326](https://mfcalc.getabundance.in/pms/326) | | RISING STAR | Sundaram Alternate Assets Limited | Equity | 156.22 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/327](https://mfcalc.getabundance.in/pms/327) | | GLC Growth Fund | Green Lantern Capital LLP | Equity | 1835.92 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/317](https://mfcalc.getabundance.in/pms/317) | | GL Alpha Fund | Green Lantern Capital LLP | Equity | 66.34 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/318](https://mfcalc.getabundance.in/pms/318) | | ICICI Prudential PMS ACE Strategy | ICICI Prudential Asset Management Company Ltd | Equity | 1471.29 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/783](https://mfcalc.getabundance.in/pms/783) | | ICICI Prudential PMS Largecap Strategy | ICICI Prudential Asset Management Company Ltd | Equity | 905.13 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/782](https://mfcalc.getabundance.in/pms/782) | | ICICI Prudential PMS SMART Strategy | ICICI Prudential Asset Management Company Ltd | Equity | 142.38 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/784](https://mfcalc.getabundance.in/pms/784) | | ICICI Prudential PMS Value Strategy | ICICI Prudential Asset Management Company Ltd | Equity | 1179.7 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/781](https://mfcalc.getabundance.in/pms/781) | | Alchemy Select Stock | Alchemy Capital Management Pvt Ltd | Equity | 5462.19 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/481](https://mfcalc.getabundance.in/pms/481) | | Alchemy Alpha Small cap | Alchemy Capital Management Pvt Ltd | Equity | 9.06 | 2 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/1556](https://mfcalc.getabundance.in/pms/1556) | | Alchemy Smart Alpha 250 | Alchemy Capital Management Pvt Ltd | Equity | 750.57 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/1463](https://mfcalc.getabundance.in/pms/1463) | | Abakkus Diversified Alpha Approach | Abakkus Investment Managers Private Limited | Equity | 1307.62 | 2 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/2509](https://mfcalc.getabundance.in/pms/2509) | | Value Migration Strategy | Motilal Oswal Asset Management Company Limited - Portfolio Managers | Equity | 3309.05 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/364](https://mfcalc.getabundance.in/pms/364) | | Motilal Oswal Founders Portfolio | Motilal Oswal Asset Management Company Limited - Portfolio Managers | Equity | 4466.23 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/431](https://mfcalc.getabundance.in/pms/431) | | Motilal Oswal India Growth Strategy | Motilal Oswal Asset Management Company Limited - Portfolio Managers | Equity | 351.4 | 2 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/1517](https://mfcalc.getabundance.in/pms/1517) | | Motilal Oswal Mid to Mega Strategy | Motilal Oswal Asset Management Company Limited - Portfolio Managers | Equity | 2497.89 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/412](https://mfcalc.getabundance.in/pms/412) | | Invesco India Caterpillar Portfolio | Invesco Asset Management (India) Private Limited | Equity | 84.92 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/450](https://mfcalc.getabundance.in/pms/450) | | Invesco India R.I.S.E Portfolio | Invesco Asset Management (India) Private Limited | Equity | 354.06 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/451](https://mfcalc.getabundance.in/pms/451) | | Equitree Emerging Opportunities | Equitree Capital Advisors Private Limited | Equity | 1533.27 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/407](https://mfcalc.getabundance.in/pms/407) | | Core Fund | Stallion Asset Private Limited | Equity | 9547.04 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/174](https://mfcalc.getabundance.in/pms/174) | | InCred Healthcare Portfolio | Incred Asset Management Private Limited | Equity | 730.87 | 3 Years | Top Quartile | [https://mfcalc.getabundance.in/pms/138](https://mfcalc.getabundance.in/pms/138) |