The Importance of Investment Analysis of The Top Portfolio Management Service Funds

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Welcome to AIF & PMS Experts India Pvt. Ltd.

Portfolio Management Service (PMS) is a specialized service provided by financial institutions to help investors manage their portfolios effectively. The service includes investment analysis, risk assessment, and customized investment strategies to achieve long-term financial goals.

In this blog post, we’ll explore the requirement of investment analysis in Portfolio Management Services. We also look into the performance of the top PMSs.

Why is investment analysis important in PMS?

Investment analysis is a crucial part of PMS, as it helps investors make informed investment decisions. It involves analysing financial statements, market trends, and economic conditions to identify potential investment opportunities and risks.

  • Investment analysis helps investors to understand the performance of their investments, track their progress, and make necessary changes to their portfolio.
  • Investment analysis also helps in identifying the right investment strategy for investors based on their financial goals, risk appetite, and investment horizon. A comprehensive investment analysis helps investors in identifying the sectors or stocks that have the potential to generate higher returns. At the same time, it reduces the risk of losses.
  • Investment analysis also helps in identifying the suitable asset allocation for investors. Asset allocation refers to the distribution of investments across various asset classes like equity, debt, and gold. The right asset allocation can help investors in achieving their financial goals by maximizing returns while minimizing risk.

Let’s see the PMS performance in India of several AMCs.

Top PMS performers by three-year performance analysis:

Top 5 Large Cap PMS (Three years basis)

Here, you can see ICICI Prudential PMS Large cap Strategy in the first place with a wonderful 18.90% return performance. It is followed by Aditya Birla and Right Horizons.

AMC and Fund Names Strategy Performance
ICICI Prudential PMS Large cap Strategy 18.90%
Aditya Birla-Top 200 Core Equity Portfolio 15.87%
Right Horizons-India Business Leader 15.85%
ACE 15 15.69%
Marcellus Consistent Compounders 13.73%

 

Top 5 Mid-Cap PMS (Three years basis)

UNIFI Blended—Rangoli is in the first position and its performance is 36.35% strategy performance.

AMC and Fund Names Strategy Performance
UNIFI Blended—Rangoli 36.35%
Right Horizons -Super-Value Fund 28.51%
NAFA—Emerging Bluechip Portfolio 27.79%
Invesco India Caterpillar Portfolio 23.25%
Emkay Pearls 22.90%

 

Top 5 Small-Cap PMS (Three years basis)

Green Lantern Capital Growth Fund is in the first position of this table with a 39.39% performance. The other Portfolio Management Service funds are also very competing position with this fund.

AMC and Fund Names Strategy Performance
Green Lantern Capital Growth Fund 39.39%
Right Horizons-Minerva India Under-served 38.80%
Sage One—Small & Micro cap Portfolio 38.30%
Aequitas Investment—India Opportunities Product 35.85%
Nine Rivers—Aurum Small-Cap Opportunities 35.15%

 

Top 5 Multi-Cap PMS (Three years basis)

In this three-year basis analysis of multi-cap PMSs, Negen Capital—Special Situations & Technology Fund in the highest position. You may observe Bonanza Edge is very close to above-mentioned PMS fund.

AMC and Fund Names Strategy Performance
Negen Capital—Special Situations & Technology Fund 35.97%
Bonanza Edge 34.11%
Value Quest—Platinum 34.00%
Value Quest—Growth 29.13%
Capgrow Special Situation Investment Approach 28.04%

 

Best Multi Asset PMS (Three years basis)

According to our analysis, ACE Regular Income with 15.74% strategy performance is the best multi asset PMS.

AMC and Fund Names Strategy Performance
ACE Regular Income 15.74%

 

Top 3 Thematic PMS (Three years basis)

Here are the top-performing PMS performance India funds in the category of thematic PMS. Two of them are from Kotak. Have a look at the below table.

AMC and Fund Names Strategy Performance
Kotak Pharma And Healthcare 20.60%
Kotak Fintech 14.60%
Right Horizons -AlphaBots India Prime Portfolio 13.33%

End note:

In conclusion, investment analysis is an essential part of PMS. It helps investors in making informed investment decisions, identifying the right investment strategy, and asset allocation. Therefore, before investing in Portfolio Management Service, investors should thoroughly understand the performance on year basis. It will help investors in achieving their financial goals while minimizing risks.

If you as a PMS investor need financial guidance, you can always seek the best help. You may contact AIF & PMS Experts India Pvt. Ltd. in this regard. If you want to speak with our experts, it’ also possible. You just have to call at 8368586435. You may also like to reach us through [email protected].

If you intend to know the insights and their investment strategies, you can watch and participate in our webinars.

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