Top 10 Best-Performing PMS - 2024
Portfolio Management Services (PMS) have emerged as a favoured investment option for individuals seeking personalised and actively managed portfolios. With expert fund managers at the helm, PMS offers tailored strategies to meet diverse financial goals, ranging from capital preservation to aggressive growth.
Among these, Flexi Cap, Large & Mid Cap, and Mid & Small Cap strategies have consistently demonstrated their potential to deliver superior returns by leveraging market opportunities across various segments.
As 2024 comes to a close, it’s time to reflect on the year’s top-performing PMS strategies. This blog highlights the best performers in each category, showcasing their strategies, returns, and what set them apart in a dynamic market environment. Whether you’re an experienced investor or exploring PMS for the first time, these insights will help you understand the strategies that shaped the year’s success stories.
Large and Mid-Cap PMS
The Large and Mid Cap PMS strategy focuses on creating a balanced portfolio by investing in a mix of established, stable large-cap companies and high-growth potential mid-cap stocks. This approach aims to provide the stability and steady returns offered by large-cap stocks, while also capitalising on the growth opportunities presented by mid-cap stocks. By diversifying across these two segments, this strategy offers a well-rounded portfolio that seeks to achieve both long-term capital appreciation and moderate risk management.
PMS | 1-Year Returns |
Torus Oro Portfolio Management Pvt Ltd - All Weather Portfolio | 42% |
SageOne Investment Advisors LLP - Large and Midcap Portfolio | 40% |
Green Lantern Capital LLP - Alpha Fund | 40% |
Alchemy Capital Management - Smart Alpha 250 | 38% |
Care Portfolio Managers Pvt Ltd - Large and Midcap Strategy | 37% |
Valcreate Investment Managers LLP - IME Concentrated Microtrends | 32% |
True Beacon Investment Advisors LLP - EqFactorQuant | 28% |
Bandhan Asset Management Company - Neo Equity Portfolio | 25% |
Value Prolific Investments and Consulting Pvt Ltd - Balanced B | 23% |
Ayan Analytics Pvt Ltd - Price Bridge Upswing | 22% |
Mid and Small-Cap PMS
The Mid and Small Cap PMS strategy focuses on high-growth potential by investing in emerging and smaller companies with the ability to scale rapidly. These companies typically offer more significant upside compared to large-caps, though they come with a higher level of risk. This strategy targets dynamic, fast-growing sectors and aims to capitalise on market inefficiencies by selecting companies with strong growth prospects but lesser market coverage.
PMS | 1-Year Returns |
Wallfort PMS and Advisory Services LLP - Diversified Fund | 66% |
Green Lantern Capital LLP - Growth Fund | 55% |
SVAN Investment Managers LLP - Velocity | 52% |
Badjate Stock Shares Pvt Ltd - Aggressive | 49% |
Wallfort PMS and Advisory Services LLP - Ameya Fund | 48% |
Sowilo Investment Managers - Target Return Investment Fund | 46% |
Magadh Capital Advisors LLP - Future Stars | 46% |
Electrum Portfolio Managers Pvt Ltd - Laureate Portfolio | 46% |
Carnelian Asset Management and Advisors Pvt Ltd - Shift Strategy | 45% |
InCred Asset Management - Small and Midcap | 44% |
Flexi-Cap PMS
The Flexi Cap PMS strategy offers unparalleled flexibility by allowing fund managers to invest across large, mid, and small-cap stocks without constraints. This dynamic approach enables managers to adapt swiftly to changing market conditions, capturing opportunities across market segments.
By diversifying investments across companies of different sizes, the strategy balances stability, growth potential, and risk. It’s particularly suited for investors seeking a versatile portfolio that can leverage both steady performers and high-growth opportunities.
PMS | 1-Year Returns |
Investsavvy Portfolio Management LLP - Alpha Fund | 59% |
Turtle Wealth Management Pvt Ltd - Profit Mantra | 55% |
Wryght Research and Capital Pvt Ltd - Factor Fund | 48% |
JM Financial Services - India Resurgent Portfolio Series - III | 44% |
Asit C Mehta Investment Intermediates td - ACE - Multicap | 44% |
Valtrust Partners LLP - Valtrust Momentum | 43% |
Renaissance Investment Managers Pvt Ltd - Indianext Portfolio | 41% |
Emkay Investment Managers Ltd - Golden Decade of Growth | 40% |
Wryght Research and Capital Pvt Ltd - Factor Fund - Hedged | 38% |
Turtle Wealth Management Pvt Ltd - Growth Mantra | 37% |
Make the Most of This PMS Blog
The year 2024 showcased the resilience and adaptability of PMS strategies across Flexi Cap, Large & Mid Cap, and Mid & Small Cap categories. Each strategy brought its unique strengths to the table—Flexi Cap impressed with its dynamic allocation, Large & Mid Cap struck a fine balance between stability and growth, and Mid & Small Cap delivered exceptional returns by capitalising on high-growth opportunities.
The top-performing PMS of the year highlight the importance of expert management, strategic allocation, and a clear understanding of market dynamics. Whether you prioritise stability, growth, or a blend of both, these PMS strategies offer a compelling case for building a well-rounded portfolio.
As you plan your investments for the future, let the success stories of 2024 guide you toward informed and rewarding decisions.
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