The Best Funds on Portfolio Management Services As of January 2024

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Dive into the world of Portfolio Management Services (PMS) with a sneak peek into the top-performing funds across various categories. Whether you’re a seasoned investor or just starting, these insights can guide you towards informed decisions.

 

Now, we are going to discuss our top PMS performing funds as of January 2024. Note that, all the data-driven rankings of the funds are based on the one-year performance.

Large Cap Marvels – Ace Your Investments

In the realm of large-cap investments, these funds have consistently delivered impressive returns:

The 3 Best Performing Large Cap PMS in January 2024

 

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
ACE 15 Dec-17 10.42% 17.55% 29.29% 38.83% 22.42% 24.17% 16.11% NA 13.44%
Carnelian Capital Compounder Strategy May-19 6.39% 9.80% 21.89% 34.77% 12.67% 20.52% NA NA 19.49%
ICICI Prudential PMS Mar-09 10.5% 14.8% 25.3% 31.8% 21.1% 25.1% 19.2% 16.5% 16.5%
Large Cap Strategy                    

ACE 15: With a track record dating back to December ’17, ACE 15 boasts stellar performance across the board, delivering a remarkable 38.83% return over the last year.

Carnelian Capital Compounder Strategy: Despite its inception in May ’19, Carnelian Capital Compounder Strategy has swiftly secured its position as a top performer, with a notable 34.77% return in the last year.

ICICI Prudential PMS Large Cap Strategy: Established in March ’09, this stalwart in the large-cap arena has maintained a steady ascent, offering investors a solid 31.8% return over the last year.

Mid-Cap Marvels – Scaling New Heights

Mid-cap investments present exciting growth opportunities, and these funds have proven their mettle.

The 3 Best Performing Mid-Cap PMS in January 2024

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
ACE Midcap Dec-17 9.36% 17.38% 44.80% 61.26% 32.77% 33.46% 24.81% NA 19.49%
Motilal Oswal-Mid to Mega Strategy Dec-19 2.5% 15.5% 30.1% 55.8% 10.7% 22.6% NA NA 27.7%
NAFA Clean Tech Portfolio Sep-21 7.21% 13.06% 26.48% 54.32% 27.38% NA NA NA 31.76%
ACE Midcap: Since December ’17, ACE Midcap has been a frontrunner, showcasing an impressive 61.26% return over the last year, making it one of the most lucrative PMS products for investors.Motilal Oswal-Mid to Mega Strategy: Introduced in December ’19, this fund has quickly gained momentum, delivering a substantial 55.8% return over the last year.NAFA Clean Tech Portfolio: Although relatively new, NAFA Clean Tech Portfolio has made waves since September ’21, offering investors a remarkable 54.32% return over the last year.

Small Cap Gems – Unveiling Hidden Potential

Exploring the world of small-cap investments reveals these shining stars:

The 3 Best Performing Small Cap PMS in January 2024

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
Green Lantern Capital Growth Fund Dec-17 5.59% 20.63% 51.74% 84.74% 46.04% 59.06% 35.04% NA 23.79%
Carnelian Shift Strategy Nov-20 3.3% 14.1% 29.8% 65.6% 26.0% 41.7% NA NA 47.0%
Nine Rivers-Aurum Small Cap Opportunities Dec-12 1.49% 10.22% 29.04% 60.08% 26.14% 38.49% 27.56% 28.24% 29.86%

Green Lantern Capital Growth Fund: Established in December ’17, this fund has consistently outperformed, showcasing an impressive 84.74% return over the last year.

Carnelian Shift Strategy: Despite its recent inception in November ’20, Carnelian Shift Strategy has swiftly carved a niche for itself, delivering a remarkable 65.6% return over the last year.

Nine Rivers-Aurum Small Cap Opportunities: With a track record dating back to December ’12, this Portfolio Management Services fund has stood the test of time, offering investors a solid 60.08% return over the last year.

Multi-Cap Wonders – Diversify with Confidence

For those seeking diversification, these multi-cap funds offer the best of both worlds:

The 3 Best Performing Multi Cap PMS in January 2024

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
Carnelian YNG Strategy Jan-22 12.9% 28.7% 40.8% 76.6% NA NA NA NA 44%
ACE Multicap Aug-18 12.50% 21.86% 49.75% 73.69% 38.20% 37.31% 25.96% NA 22.07%
Green Lantern Capital Alpha Fund Feb-20 7.25% 20.09% 41.76% 64.63% 37.02% 38.84% NA NA 39.95%

Carnelian YNG Strategy: Introduced in January ’22, this fund has quickly garnered attention, delivering an impressive 76.6% return over the last year.

ACE Multicap: Since August ’18, ACE Multicap has been a reliable choice, providing investors with a substantial 73.69% return over the last year.

Green Lantern Capital Alpha Fund: Established in February ’20, this fund has consistently delivered, offering investors a solid 64.63% return over the last year.

Multi-Asset Portfolio Management Services – Balancing Act

Balancing risk and reward, these multi-asset funds have caught the eye of savvy investors:

The 3 Best Performing Multi Asset PMS in January 2024

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
ACE Regular Income Oct-18 8.60% 15.65% 39.84% 61.24% 29.29% 27.40% 19.13% NA 18.01%
First Global -IMAAP Feb-20 4.8% 10.4% 17.7% 29.4% 11.9% 19.3% NA NA 19.2%
Prabhudas Lilladher Pvt Ltd-Multi Asset Dynamic Portfolio Jun-21 6.0% 9.4% 15.1% 23.6% 11.0% NA NA NA 9.6%

ACE Regular Income: Introduced in October ’18, ACE Regular Income has maintained a balanced approach, delivering a commendable 61.24% return over the last year.

First Global – IMAAP: Established in February ’20, this PMS product or fund offers stability and growth potential. Hence, it provides investors with a reliable 29.4% return over the last year.

Prabhudas Lilladher Pvt Ltd-Multi Asset Dynamic Portfolio: Since June ’21, this dynamic portfolio has showcased resilience, offering investors a steady 23.6% return over the last year.

Thematic Triumphs – Investing with Purpose

Investing with a purpose pays off with these thematic funds:

The 3 Best Performing Thematic PMS in January 2024

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
GREEN Portfolio – Dividend Yield Fund Sep-19 4.83% 21.89% 42.90% 69.84% 34.61% NA 19.13% NA 38.07%
GREEN Portfolio – The Impact ESG Fund Mar-22 7.07% 14.06% 29.56% 57.11% NA NA NA NA 39.48%
GREEN Portfolio – Super 30 Dynamic Fund Sep-19 4.86% 6.20% 21.22% 45.53% 24.47% 52.13% NA NA 34.22%

GREEN Portfolio – Dividend Yield Fund: Since September ’19, this fund has aligned profit with sustainability, delivering a remarkable 69.84% return over the last year.

GREEN Portfolio – The Impact ESG Fund: Established in March ’22, this fund promotes environmental and social responsibility, offering investors a solid 57.11% return over the last year.

GREEN Portfolio – Super 30 Dynamic Fund: With a track record dating back to September ’19, this fund combines growth with sustainability, providing investors with a substantial 45.53% return over the last year.

End Note

With a plethora of options available, choosing the right Portfolio Management Services fund can seem daunting. However, armed with these insights, investors can navigate the landscape with confidence, ensuring their portfolios align with their financial goals and risk appetite.

Therefore, if you want to invest in the above-discussed PMS funds, call AIF & PMS Experts India at +91 95616 19571. You can send your queries to [email protected] for a better perspective.