Book A Meeting +91 95616 10108 WhatsApp Us

Blogs

Best Performing PMS Funds – Maximize Wealth with AIF & PMS Experts India

Introduction: Elevating Wealth with PMS

Portfolio Management Services (PMS) offer a personalized, high-conviction approach to wealth creation, and at AIF & PMS Experts India, we’re thrilled to showcase the top performers as of March 2025. With a process-driven strategy and a focus on client success, our PMS offerings have delivered standout results amid a challenging market. Let’s dive into the best-performing PMS funds and see why they’re a must-consider for your investment journey.

The PMS Advantage in 2025

PMS funds provide tailored portfolios managed by seasoned professionals, offering flexibility and the potential for outsized returns. As of February 28, 2025, our top PMS funds have navigated India’s economic landscape—marked by a GDP slowdown to 6.4% and RBI’s tight policies—with impressive results. These funds capitalize on opportunities like government capex (₹11.2 lakh crore) and easing inflation, making them ideal for growth-focused investors.

Top Performing PMS Funds: March 2025 Highlights

Here’s a spotlight on the best PMS funds based on performance data as of February 28, 2025:

  • InCred – Focused Healthcare Portfolio
    • 1-Year Return: 38.63%
    • SI Return: 52.68% (Jul-23)
    • Why It Shines: Leading the 1-year category, this healthcare-focused fund has ridden the sector’s growth wave to deliver exceptional returns.
  • Green Lantern – Growth Fund
    • 1-Year Return: 20.46%
    • 3-Year Return: 25.68%
    • 5-Year Return: 47.72%
    • SI Return: 24.45% (Dec-17)
    • Why It Shines: A 3-year champion, this fund balances growth and consistency across multiple horizons.
  • Counter Cycle Diversified Long-Term Value
    • 1-Year Return: 12.22%
    • 3-Year Return: 31.27%
    • 5-Year Return: 66.50%
    • SI Return: 54.83% (Jul-19)
    • Why It Shines: The 5-year star, this fund thrives on a contrarian strategy, delivering unmatched long-term value.

What Makes These Funds Stand Out?

  • Sector Expertise: InCred’s healthcare focus taps into a booming industry, yielding top-tier 1-year gains.
  • Consistency: Green Lantern’s multi-year performance reflects a disciplined growth approach.
  • Long-Term Vision: Counter Cycle’s 66.50% 5-year return showcases the power of contrarian investing.

Why Choose AIF & PMS Experts India?

We’re more than just a platform—we’re your wealth partner:

  • Largest digital PMS ecosystem in India
  • Process-driven strategies backed by research
  • Leadership with decades of experience
  • Seamless, tech-enhanced investing

Conclusion: Supercharge Your Portfolio

The best-performing PMS funds of March 2025 prove that personalized management can unlock extraordinary returns. Whether you’re drawn to InCred’s short-term surge or Counter Cycle’s long-term dominance, AIF & PMS Experts India has the tools to help you succeed. Reach out to Vikas Agrawal at +919561610108 or explore www.aifpms.com to start building your wealth today.

Call WhatsApp