APMI DATA · AS ON SEP-2026 · 26 STRATEGIES
Abundance Preferred PMS
Strategies here are Top Quartile against their 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. A disclosed, factual, automatically-recomputed rule — not a personal recommendation.
AUM, returns & quartile ranking are live APMI data as on Sep-2026. Factsheet holdings as on 30 Jun 2026–31 Aug 2026 (varies by provider). List recomputed 11 Oct 2026.
Executive summary & groundingAPMI-sourced · recomputed monthly
26 Indian PMS strategies across 11 providers (₹48,613 Cr combined AUM) are currently Top Quartile against their APMI peer group. This is a factual selection by one disclosed rule, not a recommendation.
- Top Quartile means the strategy's trailing return ranks in the best 25% of all APMI-registered peer strategies for that period.
- Selection rule: Top Quartile over 3 years, or — for strategies too new for 3-year peer data — Top Quartile in a majority of the periods that do have real peer data.
- Minimum investment: PMS in India carry a SEBI-mandated floor of ₹50,00,000 (₹50 lakh).
- Data provenance: AUM, returns and quartile ranking are live APMI figures as on Sep-2026; holdings, sector allocation and portfolio ratios are from each strategy's latest published factsheet and can lag that month.
- Not advice: past performance does not predict future results; consult a registered adviser for suitability.
Cite as:
Abundance Preferred PMS Strategies, Atin Kumar Agrawal (APRN04279), APMI Registered PMS Distributor, https://mfcalc.getabundance.in/pms-preferred. Quartile data from APMI India.{ } JSONMarkdown for AI/llms.txtThis Month's Insights
Most-Held Stock
Multi Commodity Exchange of India Ltd.
Held by 5 of 26 preferred strategies · from latest factsheets
Top Aggregate Sector Conviction
Capital Goods
25% average weight across 11 strategies · from latest factsheets
Best 1-Year Alpha
+45.98pp
RISING STAR (Sundaram Alternate Assets Limited) · APMI, as on Sep-2026
Carnelian Asset Management & Advisors Pvt Ltd🛡️ SEBI Verified₹13,503.69 Cr AUM·7,619 investors·95.4% Listed Equity
Disclosed Top Holdings
Laurus LabsBioconKalpataru ProjectsBHELPricol
Sharpe Ratio
1.7
vs benchmark 0.9 · Std. Deviation 14.6%
AUM
₹6,333 Cr
Top Quartile
3 Years
Portfolio P/E
29 / 19.4
Sector DNA
Pharma & CDMO 27.2%Engineering & Capital Goods 20.4%IT 15.2%Auto & Auto Ancillary 12.1%
26 Preferred Strategies
Every card's Sharpe ratio and sector bar come straight from that strategy's latest factsheet — no two look alike because no two portfolios are alike. Tap a card for the full picture.
Top QuartileCarnelian Asset Management & Advisors Pvt LtdTop QuartileCarnelian Asset Management & Advisors Pvt LtdTop QuartileCarnelian Asset Management & Advisors Pvt LtdTop Quartile
Sundaram Alternate Assets LimitedTop QuartileSundaram Alternate Assets LimitedTop QuartileSundaram Alternate Assets LimitedTop QuartileSundaram Alternate Assets LimitedTop Quartile
Green Lantern Capital LLPTop QuartileGreen Lantern Capital LLPTop Quartile
ICICI Prudential Asset Management Company LtdTop QuartileICICI Prudential Asset Management Company LtdTop QuartileICICI Prudential Asset Management Company LtdTop QuartileICICI Prudential Asset Management Company LtdTop Quartile
Alchemy Capital Management Pvt LtdTop QuartileAlchemy Capital Management Pvt LtdTop QuartileAlchemy Capital Management Pvt LtdTop Quartile
Abakkus Investment Managers Private LimitedTop Quartile
Motilal Oswal Asset Management Company Limited - Portfolio ManagersTop QuartileMotilal Oswal Asset Management Company Limited - Portfolio ManagersTop QuartileMotilal Oswal Asset Management Company Limited - Portfolio ManagersTop QuartileMotilal Oswal Asset Management Company Limited - Portfolio ManagersTop Quartile
Invesco Asset Management (India) Private LimitedTop QuartileInvesco Asset Management (India) Private LimitedTop Quartile
Equitree Capital Advisors Private LimitedTop Quartile
Stallion Asset Private LimitedTop Quartile
Incred Asset Management Private Limited
Carnelian Asset Management & Advisors Pvt LtdShift Strategy
🛡️ Verified SEBI AUM₹13,503.69 Cr· 7,619 clients
Sharpe1.7
AUM₹6,333 Cr
Laurus LabsBiocon+8 more
Top SectorPharma & CDMO 27.2%
Carnelian Asset Management & Advisors Pvt LtdContra Portfolio Strategy
🛡️ Verified SEBI AUM₹13,503.69 Cr· 7,619 clients
Sharpe1.3
AUM₹136 Cr
Reliance IndustriesKotak Mahindra Bank+8 more
Top SectorOil & Gas 13.7%
Carnelian Asset Management & Advisors Pvt LtdCompounder Strategy
🛡️ Verified SEBI AUM₹13,503.69 Cr· 7,619 clients
Sharpe0.9
AUM₹2,532 Cr
Aditya Birla CapitalLaurus Labs+8 more
Top SectorPharma & CDMO 29.3%
Sundaram Alternate Assets LimitedSISOP
🛡️ Verified SEBI AUM₹5,459.73 Cr· 3,083 clients
“To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.”
Sharpe0.7
AUM₹2,097 Cr
Polycab India LimitedTitan Industries Limited+7 more
Top SectorCapital Goods 39.1%
Sundaram Alternate Assets LimitedS.E.L.F
🛡️ Verified SEBI AUM₹5,459.73 Cr· 3,083 clients
“To seek long-term capital appreciation with investments predominantly in mid and small cap companies.”
Sharpe0.7
AUM₹1,118 Cr
Bharat Heavy Electricals LtdHitachi Energy India Limited+7 more
Top SectorCapital Goods 35.2%
Sundaram Alternate Assets LimitedVOYAGER
🛡️ Verified SEBI AUM₹5,459.73 Cr· 3,083 clients
“To seek long-term capital appreciation by investing in stocks across the cap curve.”
Sharpe0.6
AUM₹236 Cr
Cholamandalam Invest. & Fin. Co. Ltd.Bharat Heavy Electricals Ltd+7 more
Top SectorCapital Goods 33.6%
Sundaram Alternate Assets LimitedRISING STAR
🛡️ Verified SEBI AUM₹5,459.73 Cr· 3,083 clients
“To seek long term capital appreciation by investing in companies that can be termed as smallcaps.”
Sharpe0.6
AUM₹156 Cr
Aster DM Healthcare LtdKEI Industries Limited+3 more
Top SectorCapital Goods 25.8%
Green Lantern Capital LLPGLC Growth Fund
🛡️ Verified SEBI AUM₹2,120.42 Cr· 1,670 clients
Sharpe1.61
AUM₹1,836 Cr
Holdings not disclosed this month
Top SectorCapital Goods 24.22%
Green Lantern Capital LLPGL Alpha Fund
🛡️ Verified SEBI AUM₹2,120.42 Cr· 1,670 clients
Sharpe1.41
AUM₹66 Cr
Holdings not disclosed this month
Top SectorFinancial Services 15.1%
ICICI Prudential Asset Management Company LtdICICI Prudential PMS ACE Strategy
🛡️ Verified SEBI AUM₹30,144.66 Cr· 30,807 clients
Sharpe0.91
AUM₹1,471 Cr
FSN E-Commerce Ventures LtdICICI Bank Ltd+13 more
Top SectorRetailing 17.85%
ICICI Prudential Asset Management Company LtdICICI Prudential PMS Largecap Strategy
🛡️ Verified SEBI AUM₹30,144.66 Cr· 30,807 clients
Sharpe0.75
AUM₹905 Cr
Samvardhana Motherson International LtdLarsen & Toubro Ltd+13 more
Top SectorOther 23.39%
ICICI Prudential Asset Management Company LtdICICI Prudential PMS SMART Strategy
🛡️ Verified SEBI AUM₹30,144.66 Cr· 30,807 clients
Sharpe0.74
AUM₹142 Cr
ICICI Bank LtdLarsen & Toubro Ltd+13 more
Top SectorOther 27.53%
ICICI Prudential Asset Management Company LtdICICI Prudential PMS Value Strategy
🛡️ Verified SEBI AUM₹30,144.66 Cr· 30,807 clients
Sharpe0.72
AUM₹1,180 Cr
Samvardhana Motherson International LtdICICI Bank Ltd+13 more
Top SectorOther 21.33%
Alchemy Capital Management Pvt LtdAlchemy Select Stock
🛡️ Verified SEBI AUM₹8,018.49 Cr· 2,259 clients
Sharpe0.7
AUM₹5,462 Cr
Multi Commodity Exchange of India LtdOne 97 Communications Ltd+8 more
Top SectorFinancials 31.7%
Alchemy Capital Management Pvt LtdAlchemy Alpha Small cap
🛡️ Verified SEBI AUM₹8,018.49 Cr· 2,259 clients
AUM₹9 Cr
Welspun Corp LtdSyrma SGS Technology Ltd+8 more
Top SectorHealth Care 20.8%
Alchemy Capital Management Pvt LtdAlchemy Smart Alpha 250
🛡️ Verified SEBI AUM₹8,018.49 Cr· 2,259 clients
AUM₹751 Cr
Multi Commodity Exchange of India LtdBSE Ltd+8 more
Top SectorFinancials 37.8%
Abakkus Investment Managers Private LimitedAbakkus Diversified Alpha Approach
🛡️ Verified SEBI AUM₹22,333.11 Cr· 12,173 clients
AUM₹1,308 Cr
HDFC Bank LimitedICICI Bank Limited+8 more
Top SectorBanking & Finance 21.47%
Motilal Oswal Asset Management Company Limited - Portfolio ManagersValue Migration Strategy
🛡️ Verified SEBI AUM₹14,769.81 Cr· 13,533 clients
“The Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for wealth creation.”
Sharpe0.7
AUM₹3,309 Cr
Eternal Ltd.One 97 Communications Ltd.+25 more
Top SectorFinancial Services 23.4%
Motilal Oswal Asset Management Company Limited - Portfolio ManagersMotilal Oswal Founders Portfolio
🛡️ Verified SEBI AUM₹14,769.81 Cr· 13,533 clients
“The objective of the fund is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across market capitalisation, focusing on founder-led companies with significant promoter stake.”
Sharpe0.7
AUM₹4,466 Cr
PTC Industries Ltd.Ather Energy Ltd.+26 more
Top SectorCapital Goods 32.7%
Motilal Oswal Asset Management Company Limited - Portfolio ManagersMotilal Oswal India Growth Strategy
🛡️ Verified SEBI AUM₹14,769.81 Cr· 13,533 clients
“The objective of the fund is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across market capitalization, focused on themes positioned to be leaders of the current market cycle.”
Sharpe0.7
AUM₹351 Cr
Piramal Finance Ltd.Syrma SGS Technology Ltd.+27 more
Top SectorFinancial Services 31.1%
Motilal Oswal Asset Management Company Limited - Portfolio ManagersMotilal Oswal Mid to Mega Strategy
🛡️ Verified SEBI AUM₹14,769.81 Cr· 13,533 clients
“The Strategy aims to deliver returns by investing in stocks of India's emerging businesses. It aims to predominantly invest in midcap stocks that can benefit from growth in earnings and re-rating of businesses, identified bottom up as high quality companies with sustainable competitive advantage.”
Sharpe0.9
AUM₹2,498 Cr
Five-Star Business Finance Ltd.Coforge Ltd.+31 more
Top SectorFinancial Services 27.6%
Invesco Asset Management (India) Private LimitedInvesco India Caterpillar Portfolio
🛡️ Verified SEBI AUM₹10,160.59 Cr· 636 clients
“The investment objective of the portfolio is to achieve capital appreciation over a long term by investing in a diversified portfolio of mid and small cap stocks that can get re-rated due to growth in earnings, change in business environment, or being overlooked/out of favour.”
Sharpe0.15
AUM₹85 Cr
Eternal Ltd.Karur Vysya Bank Ltd.+8 more
Top SectorFinancials 24.5%
Invesco Asset Management (India) Private LimitedInvesco India R.I.S.E Portfolio
🛡️ Verified SEBI AUM₹10,160.59 Cr· 636 clients
“To generate capital appreciation by investing in equity and equity related securities of companies that will benefit from revival in economic growth and rise in consumer discretionary spending. R.I.S.E: Recovery in Demand, Idle Capacity-potential for operating leverage, Superior Business Model, Earnings Recovery.”
Sharpe0.2
AUM₹354 Cr
Eternal Ltd.Bharti Airtel Ltd.+8 more
Top SectorFinancials 24.6%
Equitree Capital Advisors Private LimitedEquitree Emerging Opportunities
🛡️ Verified SEBI AUM₹1,674.84 Cr· 803 clients
“Equitree Capital Advisors is a boutique asset management firm based in Mumbai, founded in 2012 by Pawan Bharaddia (CIO) and Ssuneet Kabra (CEO). We follow a private equity approach to public markets — blending the liquidity of listed equities with the long-term, high-conviction discipline of private equity. We run a concentrated portfolio of just 12–15 high-conviction stocks. Our low-churn strategy is designed to capture multi-year compounding, bridging the gap between traditional small-cap investing and late-stage private equity.”
Sharpe1.3
AUM₹1,533 Cr
Holdings not disclosed this month
Top SectorInfrastructure 21.48%
Stallion Asset Private LimitedCore Fund
🛡️ Verified SEBI AUM₹10,417.84 Cr· 7,883 clients
Sharpe1.14
AUM₹9,547 Cr
Holdings not disclosed this month
Top SectorConsumer Discretionary 31.11%
Incred Asset Management Private LimitedInCred Healthcare Portfolio
🛡️ Verified SEBI AUM₹1,515.78 Cr· 863 clients
“To be India's most disciplined bottom-up investment house, using a rigid 30-point scoring audit to isolate a company's fundamental worth from market sentiment. Strategically positioned to capitalise on long-term trends in Pharma & Healthcare across five pillars: Branded Generics, Hospitals, Diagnostics, Contract Research Development & Manufacturing, and API.”
Sharpe1.04
AUM₹731 Cr
Healthcare Global Enterprises Ltd.Thyrocare Technologies Ltd.+8 more
Top SectorHospitals 30.2%
| Core Fund | Stallion Asset Private Limited | Equity | ₹9,547.04 Cr | 3 Years · Top Quartile |
| Shift Strategy | Carnelian Asset Management & Advisors Pvt Ltd | Equity | ₹6,333.01 Cr | 3 Years · Top Quartile |
| Alchemy Select Stock | Alchemy Capital Management Pvt Ltd | Equity | ₹5,462.19 Cr | 3 Years · Top Quartile |
| Motilal Oswal Founders Portfolio | Motilal Oswal Asset Management Company Limited - Portfolio Managers | Equity | ₹4,466.23 Cr | 3 Years · Top Quartile |
| Value Migration Strategy | Motilal Oswal Asset Management Company Limited - Portfolio Managers | Equity | ₹3,309.05 Cr | 3 Years · Top Quartile |
| Compounder Strategy | Carnelian Asset Management & Advisors Pvt Ltd | Equity | ₹2,532.27 Cr | 3 Years · Top Quartile |
| Motilal Oswal Mid to Mega Strategy | Motilal Oswal Asset Management Company Limited - Portfolio Managers | Equity | ₹2,497.89 Cr | 3 Years · Top Quartile |
| SISOP | Sundaram Alternate Assets Limited | Equity | ₹2,097.21 Cr | 3 Years · Top Quartile |
| GLC Growth Fund | Green Lantern Capital LLP | Equity | ₹1,835.92 Cr | 3 Years · Top Quartile |
| Equitree Emerging Opportunities | Equitree Capital Advisors Private Limited | Equity | ₹1,533.27 Cr | 3 Years · Top Quartile |
| ICICI Prudential PMS ACE Strategy | ICICI Prudential Asset Management Company Ltd | Equity | ₹1,471.29 Cr | 3 Years · Top Quartile |
| Abakkus Diversified Alpha Approach | Abakkus Investment Managers Private Limited | Equity | ₹1,307.62 Cr | 2 Years · Top Quartile |
| ICICI Prudential PMS Value Strategy | ICICI Prudential Asset Management Company Ltd | Equity | ₹1,179.7 Cr | 3 Years · Top Quartile |
| S.E.L.F | Sundaram Alternate Assets Limited | Equity | ₹1,117.97 Cr | 3 Years · Top Quartile |
| ICICI Prudential PMS Largecap Strategy | ICICI Prudential Asset Management Company Ltd | Equity | ₹905.13 Cr | 3 Years · Top Quartile |
| Alchemy Smart Alpha 250 | Alchemy Capital Management Pvt Ltd | Equity | ₹750.57 Cr | 3 Years · Top Quartile |
| InCred Healthcare Portfolio | Incred Asset Management Private Limited | Equity | ₹730.87 Cr | 3 Years · Top Quartile |
| Invesco India R.I.S.E Portfolio | Invesco Asset Management (India) Private Limited | Equity | ₹354.06 Cr | 3 Years · Top Quartile |
| Motilal Oswal India Growth Strategy | Motilal Oswal Asset Management Company Limited - Portfolio Managers | Equity | ₹351.4 Cr | 2 Years · Top Quartile |
| VOYAGER | Sundaram Alternate Assets Limited | Equity | ₹235.71 Cr | 3 Years · Top Quartile |
| RISING STAR | Sundaram Alternate Assets Limited | Equity | ₹156.22 Cr | 3 Years · Top Quartile |
| ICICI Prudential PMS SMART Strategy | ICICI Prudential Asset Management Company Ltd | Equity | ₹142.38 Cr | 3 Years · Top Quartile |
| Contra Portfolio Strategy | Carnelian Asset Management & Advisors Pvt Ltd | Equity | ₹136 Cr | 3 Years · Top Quartile |
| Invesco India Caterpillar Portfolio | Invesco Asset Management (India) Private Limited | Equity | ₹84.92 Cr | 3 Years · Top Quartile |
| GL Alpha Fund | Green Lantern Capital LLP | Equity | ₹66.34 Cr | 3 Years · Top Quartile |
| Alchemy Alpha Small cap | Alchemy Capital Management Pvt Ltd | Equity | ₹9.06 Cr | 2 Years · Top Quartile |
Frequently Asked Questions
What does "Abundance Preferred" mean for a PMS strategy?
It is an editorial selection made by one disclosed, automatically-recomputed rule — not personalised investment advice. A strategy appears here only if it is Top Quartile against its APMI peer group over 3 years (or, when it is too new for 3 years of peer data, Top Quartile in at least half the periods that do have real peer data). The list is regenerated every month from official APMI data and provider factsheets, with no manual picking.
What does "Top Quartile" mean for a PMS strategy?
Top Quartile means the strategy's trailing return for a given period ranks in the best 25% of all APMI-registered peer strategies for that same period. APMI (the Association of Portfolio Managers in India) publishes these peer rankings monthly; a strategy that is Top Quartile over 3 years has out-returned three-quarters of comparable Indian PMS strategies over that window.
How is a strategy chosen for this list?
The rule is applied in this order: (1) if the strategy has real 3-year peer data, it must be Top Quartile over 3 years; (2) if it is too young for 3-year data, it must be Top Quartile in a majority of the trailing periods for which real peer data exists. Strategies that fail, or that have no real peer data yet, are excluded — never guessed in. Eligibility is computed automatically after each monthly factsheet sync.
What is the minimum investment for a PMS in India?
SEBI mandates a minimum investment of ₹50,00,000 (₹50 lakh) for any Portfolio Management Service in India. This applies to every strategy on this page. Specialised Investment Funds (SIFs) sit lower at ₹10 lakh, and mutual funds lower still — see the SIF Screener and MF Screener for those.
How often is this list updated?
It is recomputed once a month, immediately after the automated factsheet sync that refreshes each provider's extracted holdings. AUM, returns and quartile ranking are pulled live from APMI for that run. The "list recomputed" date near the top of the page shows when the current version was generated.
Is this page investment advice?
No. It is a factual, criteria-driven showcase published by Atin Kumar Agrawal (APRN04279), an APMI Registered Portfolio Management Services Distributor, under Abundance Financial Services. It does not account for your goals, risk tolerance or tax position, and past performance does not predict future results. Speak to a registered adviser before investing in any PMS.
Explore More
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AUM, returns and quartile ranking are live APMI data as on the month shown. Holdings, sector & market-cap allocation and portfolio ratios are from each strategy's most recently published factsheet, whose date can lag the APMI month. Min PMS investment ₹50L per SEBI. Past performance is not indicative of future results. This is not investment advice. Atin Kumar Agrawal · APRN04279 · APMI Registered Portfolio Management Services Distributor · Abundance Financial Services.