Supercharge Your Portfolio: Explore Elite Performers in Portfolio Management Services Till April 2024

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Welcome to AIF & PMS Experts India Pvt. Ltd.

Portfolio Management Services (PMS) offer tailored investment approaches for individuals aiming to maximise returns. Leveraging the expertise of seasoned professionals, investors access diverse investment strategies, potentially outperforming the broader market. This analysis delves into top-performing PMS across various categories in India, based on performance over the last three years till April 2024.

top performing PMS till april 2024

Overview

This comprehensive overview provides insights into:

Large-Cap PMS: Identifying leading PMS within the large-cap segment, known for stability and consistent returns.

Mid-Cap PMS: Highlighting PMS excelling in the dynamic mid-cap space, offering significant growth potential.

Small-Cap PMS: Exploring PMS demonstrating exceptional performance in the small-cap market, known for its high-risk, high-reward nature.

Multi-Cap PMS: Showcasing PMS navigating diverse market segments, providing a balanced portfolio approach.

Thematic PMS: Examining PMS focused on specific themes or sectors, catering to investors with targeted interests.

Multi-Asset PMS: Identifying PMS investing across various asset classes, offering diversification and risk mitigation.

Benchmark PMS: Highlighting PMS outperforming chosen benchmark indices, demonstrating superior return generation.

Understanding the strengths and specialisations of each category empowers investors to make informed decisions aligned with their risk tolerance and financial goals.

Top-Performing PMS

Here are three top-performing Portfolio Management Services across different categories for the last three years till April 2024:

1. Top 3 Best Performing Large Cap PMS in April 2024
(Based on the performance of three years)

ACE 15 (Inc.Dec’17): This PMS has topped the charts with an impressive 26.46% growth rate over the past three years, demonstrating its ability to navigate the large-cap market and deliver consistent returns to investors.

ICICI Prudential PMS Large Cap Strategy (Inc.Mar’09): With a notable 25.60% growth rate in the last three years, this strategy highlights a robust investment approach focused on high-quality large-cap stocks, aiming to provide long-term value for investors.

Renaissance Opportunities Portfolio (Inc.Jan’18): Delivering a solid 25.17% growth rate over the past three years, this portfolio showcases its strong ability to identify and capitalise on opportunities within the large-cap segment, making it an attractive choice for investors seeking both growth and stability.

2. The 3 Best Performing Mid-Cap PMS in April 2024
(Based on the performance of three years)

ACE Midcap (Inc.Dec’17): This PMS has taken the lead with an impressive 41.06% growth rate over the last three years, demonstrating its strong ability to identify and capitalise on opportunities in the mid-cap segment.

AAA Budding Beasts (Inc.Jan’21): Following closely behind is AAA Budding Beasts, delivering a solid 31.40% growth rate in the past three years, highlighting its focus on promising mid-sized companies with high growth potential.

Right Horizons -Super-Value Fund (Inc. Nov’21): Rounding out the top 3 is Right Horizons -Super-Value Fund, achieving a commendable 30.54% growth rate over the last three years, showcasing its success in navigating the mid-cap market and capitalizing on valuable opportunities.

3. Best Performing Small Cap PMS in April 2024
(Based on the performance of three years)

Green Lantern Capital Growth Fund (Inc.Dec’17): This PMS shines with an exceptional 60.71% growth rate, demonstrating its mastery in identifying and capitalizing on opportunities in the small-cap segment.

EQUITREE EMERGING OPPORTUNITIES (Inc.Oct-17): This PMS delivers a solid 39.44% return, showcasing its ability to navigate the small-cap market effectively.

ICICI Prudential PMS PIPE Strategy (Inc.Sep-19): This PMS generates a commendable 38.20% growth, highlighting its success in the small-cap space. 

4. Best Performing Multi Cap PMS in April 2024
(Based on the performance of three years)

Bonanza Edge-(Inc. Aug’15): Leading with a stellar 45.01% growth rate, this PMS demonstrates its ability to navigate different market segments and deliver exceptional returns.

ACE Multicap (Inc.Aug’18): With a solid 43.88% growth rate, this PMS showcases its expertise in managing a diversified portfolio across various market capitalisations.

ICICI Prudential PMS Value Strategy (Inc.Jan’04): Generating a commendable 36.00% growth, this strategy highlights its focus on undervalued stocks across different market segments.

5. The 3 Best Performing Thematic PMS in April 2024 (Based on the performance of three years)

GREEN PORTFOLIO – Super 30 Dynamic Fund- (Inc.Sep’19): This thematic PMS shines with an impressive 55.75% growth rate, demonstrating its success in capitalising on dynamic market trends.

GREEN PORTFOLIO- Dividend Yield Fund-(Inc. Sep’19): Focusing on income generation, this PMS delivers a solid 37.89% return, making it an attractive choice for investors seeking regular payouts.

GREEN PORTFOLIO- MNC Advantage Fund-(Inc. Sep’19): This thematic PMS generates a commendable 30.81% growth, highlighting its ability to identify and capitalise on opportunities within the multinational corporation (MNC) space.

6. The 3 Best Performing Multi Asset PMS in April 2024
(Based on the performance of three years)

ACE Regular Income-(Inc. Oct’18): This PMS takes the lead with a solid 32.71% growth rate, demonstrating its ability to generate consistent returns across various asset classes.

First Global -IMAAP-(Inc. Feb’20): Following closely behind with a 15.8% growth rate, this PMS showcases a balanced approach to investment across different asset classes.

7. The 3 Best Performing Benchmark PMS in April 2024 (Based on the performance of three years)

Green Lantern Capital Alpha Fund (Inc.Feb-20): This PMS outperforms the benchmark with a commendable 40.14% growth rate, highlighting its strong investment strategy.

Abakkus All Cap Approach (Inc.Oct-20): This PMS delivers a solid 25.10% growth rate, showcasing its effectiveness in tracking the benchmark index

Conclusion

This exploration of top-performing PMS in India provides valuable insights for investors navigating the dynamic world of finance. Thorough research, due diligence, and a clear understanding of investment objectives are essential before selecting a PMS. By leveraging expertise and tailoring investment strategies, investors can potentially maximize returns and achieve long-term financial aspirations.

Ready to take the next step in your investment journey?
Contact AIF & PMS Experts India: 1800 210 1995 or [email protected] to kick-start your investment journey with confidence.

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