PMS (Portfolio Management Service) Funds are investment services in which professional managers manage your investments based on your goals and risk tolerance. They mainly focus on creating personalized portfolios, often requiring a significant initial investment.
Advantages of Investing in PMS Funds:
- Personalized Management: Your portfolio is customized to your specific financial objectives and risk appetite.
- Direct Equity Exposure: You directly invest in stocks and other assets, potentially leading to higher returns compared to more diversified mutual funds.
- Active Management: Experts actively monitor and adjust your investments to capitalize on opportunities and manage risks.
- Transparency: You receive regular updates on your portfolio’s performance, ensuring clarity about where your money is invested.
- Potential for Higher Returns: With focused strategies and direct market exposure, PMS funds can offer higher returns during favorable market conditions.
Let’s analyze top-performing PMS Funds (Portfolio Management Services) in Various Categories:
Identifying top-performing PMS funds involves evaluating their consistent performance, adherence to investment strategies, and overall returns relative to their peers. Here are notable PMS funds across different categories based on their exceptional performance over the past three years:
Top 3 Best Performing Large Cap PMS in May 2024
(Based on the performance over the last three years)
1. Tulsian PMS Pvt Ltd (Inc. Apr 20) – This PMS has achieved a remarkable 36.40% return, demonstrating strong performance in the large-cap segment over the past three years.
2. ACE 15 (Inc. Dec 17)—Notably delivering a return of 24.23%, this one showcases strong growth and consistency in its investment strategy within the large-cap market.
3. ICICI Prudential PMS Large Cap Strategy (Inc. Mar 09) – Recorded a solid 23.90% return, affirming its position as a reliable & strong performer in the large-cap PMS category over the last three years.
The 3 Best Performing Mid-Cap PMS in May 2024
(Based on the performance over the last three years)
1. ACE Midcap (Inc. Dec 17) – Demonstrated a robust 39.14% return, making it a standout performer in mid-cap PMS over the past three years.
2. Wallfort PMS and Advisory Services LLP (Inc. Nov 18) – This PMS has achieved a solid 33.22% return, reflecting strong growth and effective advisory in the mid-cap segment.
3. AAA Budding Beasts (Inc. Jan 21) – This one has delivered a notable 29.70% return, establishing itself as a competitive mid-cap PMS option.
Best Performing Small Cap PMS in May 2024
(Based on the performance over the last three years)
Green Lantern Capital Growth Fund (Inc. Dec 17) – Achieved an impressive 55.49% return over the past three years, showcasing strong growth and effective management in the small-cap segment.
ICICI Prudential PMS PIPE Strategy (Inc. Sep 19) – Noted for its good 35.10% return over the past 3 years, as it focuses on small-cap investments through PIPE transactions with successful execution and growth.
Equitree Emerging Opportunities (Inc. Oct 17) – Recorded a solid 31.91% return since October 2017, highlighting its strategy in identifying promising opportunities within the small-cap market.
Best Performing Multi Cap PMS in May 2024
(Based on the performance over the last three years)
1. Samvitti Capital Pvt Ltd (Inc. Apr 21) – This specific PMS has achieved an impressive return of 41.84%, showcasing strong performance in multi-cap PMS incepted in April 2021.
2. ACE Multicap (Inc. Aug 18) – This one has delivered a competitive 41.31% return, demonstrating effective diversification across multiple market caps.
3. Bonanza Edge (Inc. Aug 15) – Recorded a solid 38.83% return, this PMS reflects consistent growth and strategic management in multi-cap investments
The 3 Best Performing Multi Asset PMS
in May 2024 (Based on the performance over the last three years)
1. ACE Regular Income (Inc. Oct 18) – This PMS takes the lead with an impressive 30.74% return over the past three years, showcasing its consistent strength across multiple asset classes.
2. RH All Seasons (Inc. Nov 19) – Achieved a 14.59% return, focusing on balanced performance and diversification across various asset classes since last 3 years
3. First Global – IMAAP (Inc. Feb 20)- This PMS has given a 14.50% return in the past 3 years, contributing to steady growth and stability.
The 3 Best Performing Thematic PMS in May 2024
(Based on the performance over the last three years)
1. Green Portfolio – Super 30 Dynamic Fund (Inc. Sep 19) – This fund has delivered the highest return of 45.14% over the past three years.
2. Green Portfolio – Dividend Yield Fund (Inc. Sep 19) – Achieved a notable 34.33% return, emphasizing dividend-oriented thematic investment success since September 2019.
3. Green Portfolio – MNC Advantage Fund (Inc. Sep 19) – This fund has recorded a good return of 27.70% in the past 3 years. It invests in multinational corporations (large companies that operate in many countries) that are expected to benefit from specific trends.
Are you ready to take the next step in your investment journey?
At AIF & PMS Experts India, we understand the complexities of navigating the PMS landscape. Our team of specialists is dedicated to guiding you in selecting the optimal Portfolio Management Service that aligns with your individual risk profile and financial goals.
Don’t leave your investment decisions to chance. Schedule a consultation with our experts today and unlock the potential for lower risk and higher returns.
Contact : 1800 210 1995 or [emailprotected]to kick-start your investment journey with confidence.
