Are you looking for investment opportunities that offer both diversification and impressive returns? Let’s delve into the top-performing multi asset and thematic PMS houses based on their performance over the past year.
These PMS options have consistently outshone the market. Therefore, it makes them attractive choices for investors seeking robust strategies.
The September’s best performing multi asset & thematic PMS houses:
The 3 Best Performing Multi Asset PMS in September 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| ACE Regular Income | Oct-18 | 44.00% |
| First Global – IMAAP | Feb-20 | 18.00% |
| LIC MF All Weather Asset Allocator | Mar-22 | 12.8% |
ACE Regular Income – A beacon of consistency:
One of the standout performers in the Multi Asset category is the ACE Regular Income fund, which was initiated in October 2018.
Over the past year, it has delivered a remarkable return of 44.00%. This fund’s consistent performance reflects its commitment to providing investors with a steady stream of income while managing risk effectively.
First Global – IMAAP – Harnessing global opportunities:
First Global – IMAAP, launched in February 2020, has demonstrated its prowess in navigating international markets. With a one-year performance of 18.00%, this fund offers investors exposure to a diverse range of global assets.
It’s an excellent choice for those looking to diversify their portfolios beyond domestic markets.
LIC MF All Weather Asset Allocator – Weathering the storm:
In March 2022, LIC MF All Weather Asset Allocator came into existence, and it has quickly become a force to be reckoned with in the Multi Asset PMS space.
With a one-year performance of 12.8%, it aims to provide investors with stability across various market conditions. This makes it an attractive option based on PMS comparison for those looking to balance their portfolios effectively.
The 3 Best Performing Thematic PMS in September 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| Green Portfolio-Super 30 Dynamic Fund | Sep-19 | 45.37% |
| Green Portfolio-Dividend Yield Fund | Sep-19 | 42.83% |
| Green Portfolio-The Impact ESG Fund | Mar-22 | 31.32% |
Green Portfolio-Super 30 Dynamic Fund – Sustainability at its core:
The Green Portfolio-Super 30 Dynamic Fund, established in September 2019, has been a standout performer in the Thematic PMS category.
With a remarkable one-year return of 45.37%, this fund emphasizes sustainability and invests in companies making a positive environmental impact. It’s a splendid choice for socially conscious investors.
Green Portfolio-Dividend Yield Fund – Generating income sustainably:
Another offering from the Green Portfolio PMS houses, the Green Portfolio-Dividend Yield Fund. It is also launched in September 2019, boasts an impressive one-year return of 42.83%.
This fund combines the benefits of dividend income with a focus on sustainability. Thus, this PMS fund makes an attractive option for income-oriented investors with a conscience.
Green Portfolio-The Impact ESG Fund – Ethical investing with strong returns:
The Green Portfolio-The Impact ESG Fund, introduced in March 2022, is making waves in the world of thematic investing. With a one-year return of 31.32%, it places a strong emphasis on companies that adhere to Environmental, Social, and Governance (ESG) principles.
This fund not only generates returns on our PMS comparison and contributes to positive social and environmental change.
For your convenience, below we are adding the tables of September’s best performing funds in large-cap, mid-cap, small and multi-cap PMSs.
The 3 Best Performing Large Cap PMS in September 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| LIC MF Value Equity + PMS | May-13 | 18.48% |
| ICICI Prudential PMS Large Cap Strategy | Mar-09 | 18.20% |
| ACE 15 | Dec-17 | 17.48% |
The 3 Best Performing Mid-Cap PMS in September 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| ACE Midcap | Dec-17 | 45.02% |
| AAA Budding Beasts | Jan-21 | 29.43% |
| Right Horizons -Super-Value Fund | Nov-12 | 28.82% |
The 3 Best Performing Small Cap PMS in September 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| Green Lantern Capital Growth Fund | Dec-17 | 46.85% |
| Abakkus Emerging | Aug-20 | 44.5% |
| InCred Small & Midcap Portfolio | May-21 | 43.60% |
The 3 Best Performing Multi Cap PMS in September 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| ACE Multicap | Aug-18 | 51.58% |
| Bonanza Portfolio Limited – Bonanza Edge | Aug-15 | 44.57% |
| Fractal Capital Investments LLP-FCI LLP WEALTH BUILDER | Mar-21 | 41.10% |
Making sound investing decisions:
In September 2023, these multi asset and thematic Portfolio Management Services have emerged as top contenders, offering investors diverse strategies to achieve their financial goals. Whether you prioritize income, sustainability, or global exposure, there’s a PMS option tailored to your needs.
End note:
You should always remember that past performance is not indicative of future results. Therefore, it’s essential to conduct thorough research and consult financial experts before making investment decisions. Hence, for making a wise investment-related decision, reach AIF & PMS Experts India, we’ll help you to pick the right PMS houses for you.
By staying informed about these top-performing PMS options, you can make more confident and informed investment choices. You may be searching for a way to align your investments with your values. In that scenario, the world of Portfolio Management Services has something to offer for every enthusiast investor.
So, call us at 8368586435 and email at [email protected] for your query.