Abundance Preferred PMS Strategies
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. This is a disclosed, factual, automatically-recomputed rule — not a personal recommendation.
APMI data as on Aug-2026. Factsheet holdings as on 30 Jun 2026–31 Aug 2026 (varies by provider). List recomputed 10 Sept 2026.
This Month's Insights
Most-Held Stock
State Bank of India
Held by 6 of 19 preferred strategies · from latest factsheets
Top Aggregate Sector Conviction
Capital Goods
28% average weight across 7 strategies · from latest factsheets
Best 1-Year Alpha
+47.75pp
RISING STAR (Sundaram Alternate Assets Limited) · APMI, as on Aug-2026
Best Sharpe Ratio
1.7
Shift Strategy (Carnelian Asset Management & Advisors Pvt Ltd) · from latest factsheet
19 Preferred Strategies
EquityShift Strategy
Carnelian Asset Management & Advisors Pvt Ltd
AUM ₹5864.1 Cr3 Years Top Quartile
EquityContra Portfolio Strategy
Carnelian Asset Management & Advisors Pvt Ltd
AUM ₹136 Cr3 Years Top Quartile
EquityCompounder Strategy
Carnelian Asset Management & Advisors Pvt Ltd
AUM ₹2271.9 Cr3 Years Top Quartile
EquityCore Fund
Stallion Asset Private Limited
AUM ₹8686.39 Cr3 Years Top Quartile
EquitySISOP
Sundaram Alternate Assets Limited
AUM ₹1885.18 Cr3 Years Top Quartile
EquityS.E.L.F
Sundaram Alternate Assets Limited
AUM ₹1022.92 Cr3 Years Top Quartile
EquityVOYAGER
Sundaram Alternate Assets Limited
AUM ₹214.08 Cr3 Years Top Quartile
EquityRISING STAR
Sundaram Alternate Assets Limited
AUM ₹132.42 Cr3 Years Top Quartile
EquityGLC Growth Fund
Green Lantern Capital LLP
AUM ₹1835.92 Cr3 Years Top Quartile
EquityGL Alpha Fund
Green Lantern Capital LLP
AUM ₹66.34 Cr3 Years Top Quartile
EquityICICI Prudential PMS ACE Strategy
ICICI Prudential Asset Management Company Ltd
AUM ₹1471.29 Cr3 Years Top Quartile
EquityICICI Prudential PMS Growth Leaders Strategy
ICICI Prudential Asset Management Company Ltd
AUM ₹1659.64 Cr3 Years Top Quartile
EquityICICI Prudential PMS Largecap Strategy
ICICI Prudential Asset Management Company Ltd
AUM ₹905.13 Cr3 Years Top Quartile
EquityICICI Prudential PMS SMART Strategy
ICICI Prudential Asset Management Company Ltd
AUM ₹142.38 Cr3 Years Top Quartile
EquityICICI Prudential PMS Value Strategy
ICICI Prudential Asset Management Company Ltd
AUM ₹1179.7 Cr3 Years Top Quartile
EquityAlchemy Select Stock
Alchemy Capital Management Pvt Ltd
AUM ₹5014.26 Cr3 Years Top Quartile
EquityAlchemy Alpha Small cap
Alchemy Capital Management Pvt Ltd
AUM ₹8.13 Cr2 Years Top Quartile
EquityAlchemy Smart Alpha 250
Alchemy Capital Management Pvt Ltd
AUM ₹750.57 Cr3 Years Top Quartile
Equity
Abakkus Diversified Alpha Approach
Abakkus Investment Managers Private Limited
AUM ₹1307.62 Cr2 Years Top Quartile
Sortable & Filterable Table
| Core Fund | Stallion Asset Private Limited | Equity | ₹8686.39 Cr | 3 Years · Top Quartile |
| Shift Strategy | Carnelian Asset Management & Advisors Pvt Ltd | Equity | ₹5864.1 Cr | 3 Years · Top Quartile |
| Alchemy Select Stock | Alchemy Capital Management Pvt Ltd | Equity | ₹5014.26 Cr | 3 Years · Top Quartile |
| Compounder Strategy | Carnelian Asset Management & Advisors Pvt Ltd | Equity | ₹2271.9 Cr | 3 Years · Top Quartile |
| SISOP | Sundaram Alternate Assets Limited | Equity | ₹1885.18 Cr | 3 Years · Top Quartile |
| GLC Growth Fund | Green Lantern Capital LLP | Equity | ₹1835.92 Cr | 3 Years · Top Quartile |
| ICICI Prudential PMS Growth Leaders Strategy | ICICI Prudential Asset Management Company Ltd | Equity | ₹1659.64 Cr | 3 Years · Top Quartile |
| ICICI Prudential PMS ACE Strategy | ICICI Prudential Asset Management Company Ltd | Equity | ₹1471.29 Cr | 3 Years · Top Quartile |
| Abakkus Diversified Alpha Approach | Abakkus Investment Managers Private Limited | Equity | ₹1307.62 Cr | 2 Years · Top Quartile |
| ICICI Prudential PMS Value Strategy | ICICI Prudential Asset Management Company Ltd | Equity | ₹1179.7 Cr | 3 Years · Top Quartile |
| S.E.L.F | Sundaram Alternate Assets Limited | Equity | ₹1022.92 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 |
| VOYAGER | Sundaram Alternate Assets Limited | Equity | ₹214.08 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 |
| RISING STAR | Sundaram Alternate Assets Limited | Equity | ₹132.42 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 | ₹8.13 Cr | 2 Years · Top Quartile |
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. Abundance Financial Services — Atin Kumar Agrawal · ARN-251838 · APRN04279 · APMI Registered PMS Distributor.