A Deep Dive into Top-Performing Portfolio Management Services in October 2023

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This blog solely crafted for our valuable investors. So that, they can have an idea of past month’s top PMSs. In this blog, we are going to discuss several categories of Portfolio Management Services funds. These are: Large-Cap, Mid-Cap, Small-Cap, Multi-Cap, Multi-Asset and Thematic PMS funds.

So, let us begin our blog for top performers of October 2023. You should note that, all the performance data, are based on the last 1 year of performance.

Portfolio Management Services

The Best Performing Portfolio Management Services in October 2023

Below all the funds are listed based on their last 1 year of performance.

The 3 Best Performing Large Cap PMS in October 2023

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
Care PMS Large & Midcap Strategy Jul-20 6.4% 14.1% 29.6% 33.9%  13.9% 22.8% NA NA 22.3%
Carnelian Capital Compounder Strategy May-19 3.87% 11.02% 31.14% 26.57% 7.96% 23.89% NA NA 18.17%
ACE 15 Dec-17 3.57% 9.98% 24.05% 25.60% 12.87% 25.38% 11.94%  NA 10.91%

Care PMS Large & Midcap Strategy

Inception Date: Jul-20

Strategy Performance: 33.9%

Carnelian Capital Compounder Strategy

Inception Date: May-19

Strategy Performance: 26.57%

ACE 15

Inception Date: Dec-17

Strategy Performance: 25.60%

These portfolios showcase not just stability but an impressive growth trajectory, making them stalwarts in the large-cap domain.

The 3 Best Performing Mid-Cap PMS in October 2023

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
ACE Mid-cap Dec-17 2.48% 23.36% 51.15% 51.43% 20.78% 32.85% 20.28% NA 17.12%
AAA Budding Beasts Jan-21 1.30% 10.76% 32.57% 33.05% 22.39% NA NA NA 31.21%
SageOne – Core Portfolio Apr-12 2.90% 20.60% 39.20% 28.40% 5.30% 29.40% 21.20% 27.00% 27.00%

ACE Mid-cap

Inception Date: Dec-17

Strategy Performance: 51.43%

AAA Budding Beasts

Inception Date: Jan-21

Strategy Performance: 33.05%

SageOne – Core Portfolio

Inception Date: Apr-12

Strategy Performance: 28.40%

These portfolios exemplify mid-cap dominance and portray a strategic approach that outshines market volatility.

The 3 Best Performing Small Cap PMS in October 2023

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
Green Lantern Capital Growth Fund Dec-17 7.80% 25.79% 55.66% 58.70% 36.15% 63.49% 31.37% NA 20.97%
Abakkus Emerging Aug-20 0.9% 17.1% 42.6% 50.9% 18.1% 43.1% NA NA 40.3%
Carnelian Shift Strategy Nov-20  1.1% 13.8% 48.7% 48.3% 21.3% NA NA NA 45.3%

Green Lantern Capital Growth Fund

Inception Date: Dec-17

Strategy Performance: 58.70%

Abakkus Emerging

Inception Date: Aug-20

Strategy Performance: 50.9%

Carnelian Shift Strategy

Inception Date: Nov-20

Strategy Performance: 48.3%

These portfolios not only weathered the storm but emerged as beacons of success, showcasing the potential of strategic small-cap investments.

The 3 Best Performing Multi Cap PMS in October 2023

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
ACE Multicap Aug-18 6.25% 22.89% 53.03% 68.53% 26.87% 36.80% NA NA 18.59%
Bonanza Portfolio Limited – Bonanza Edge Aug-15 2.02% 21.04% 41.93% 47.37% 22.08% 47.66% 28.67% 0.00% 21.10%
Carnelian YNG Strategy Jan-22 4.7% 9.4% 35.3% 46.0% NA NA NA NA 30.9%

ACE Multicap

Inception Date: Aug-18

Strategy Performance: 68.53%

Bonanza Portfolio Limited – Bonanza Edge

Inception Date: Aug-15

Strategy Performance: 47.37%

Carnelian YNG Strategy

Inception Date: Jan-22

Strategy Performance: 46.0%

These portfolios epitomize the art of balanced diversification, delivering consistent returns across market cap segments.

The 3 Best Performing Multi Asset PMS in October 2023

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
ACE Regular Income Oct-18 6.14% 22.31% 46.80% 55.80% 21.81% 26.61% NA NA 15.85%
First Global – IMAAP Feb-20 0.60% 6.60% 18.00% 19.80% 7.40%  17.70% NA NA 17.40%
Prabhudas Lilladher Pvt Ltd-Multi Asset Dynamic Portfolio Jun-21 1.4% 5.2% 13.2% 16.3% 6.6% 0% 0% 0% 6.4%

ACE Regular Income

Inception Date: Oct-18

Strategy Performance: 55.80%

First Global – IMAAP

Inception Date: Feb-20

Strategy Performance: 19.80%

Prabhudas Lilladher Pvt Ltd-Multi Asset Dynamic Portfolio

Inception Date: Jun-21

Strategy Performance: 16.3%

These portfolios showcase the ability to navigate diverse asset classes, ensuring a resilient and high-performing investment journey.

The 3 Best Performing Thematic PMS in October 2023

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
Green Portfolio-Super 30 Dynamic Fund Sep-19 1.87% 14.15%  48.40% 52.92% 24.24% 58.69% NA NA 34.69%
Green Portfolio-Dividend Yield Fund Sep-19  2.73% 17.24% 50.40% 48.43% 24.69% 40.54% NA NA 34.13%
Green Portfolio-The Impact ESG Fund Mar-22 -0.54% 13.59% 44.59%  39.22% NA NA NA NA 35.18%

Green Portfolio-Super 30 Dynamic Fund

Inception Date: Sep-19

Strategy Performance: 52.92%

Green Portfolio-Dividend Yield Fund

Inception Date: Sep-19

Strategy Performance: 48.43%

Green Portfolio-The Impact ESG Fund

Inception Date: Mar-22

Strategy Performance: 39.22%

These thematic portfolios not only align with investor preferences but also deliver impressive returns, reflecting the success of a focused investment approach.

End Note

The Portfolio Management Services landscape in October’23 reflects a tapestry of triumphs across different investment strategies. Whether it’s the stalwart stability of Large Caps, the agility of Mid-Caps, the dynamism of Small Caps, the versatility of Multi Caps, the balance of Multi-Assets, or the focus of Thematic funds, each category has its heroes.

As investors navigate the complex financial terrain, these top performers stand as beacons of success. These data tables guide enthusiast investors on the way to prosperous and resilient portfolios.

Now, get in touch with us if you are eager to learn more about investing in such PMS houses to reduce risk. At AIF & PMS Experts India, we help investors choose the best AIF funds. Lower risk and higher return are guaranteed.

So, why do you hesitate? Schedule an appointment with our specialists by giving us a call at 1800 210 1995. Emails can be sent to [email protected]. Thus, get started with investing right now!

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