Investing wisely is crucial for achieving financial security and growth. As the investment landscape evolves, various options are available to cater to the diverse needs and risk appetites of investors. We will explore the advantages of three popular Portfolio Management Services: Multi-Cap, Multi-Asset, and Thematic PMS Funds.
Understanding the nuances of these funds can help you make informed decisions and maximize your investment potential.
The key to long-term growth:
Diversification is a critical strategy in investment, and it applies equally to Multi-Cap, Multi-Asset, and Thematic PMS Funds. Let’s delve into the significance of diversification in each of these funds.
Multi-cap PMS funds:
These PMS funds invest across different market capitalizations, including large-cap, mid-cap, and small-cap stocks. This diversification helps spread risk and captures growth opportunities across the market spectrum.
During different market cycles, various segments tend to outperform others. With multi-cap PMS funds, your investment is well-positioned to take advantage of these fluctuations. Therefore, it significantly reduces overall portfolio volatility.
Multi-asset PMS funds:
Multi-Asset PMS Funds go a step further by diversifying across various asset classes. The funds incorporate equities, fixed income, commodities, and more.
This diversification provides a hedge against specific asset class risks and economic uncertainties. When one asset class underperforms, another may outperform, mitigating losses and enhancing overall returns.
Thematic PMS funds:
In this type of PMS, funds focus on specific themes or sectors that are expected to experience significant growth. Although these funds might seem less diversified at first, they cater to investors seeking to capitalize on particular trends or disruptive technologies.
A well-chosen thematic fund through PMS performance can provide exposure to high-growth areas and boost portfolio performance.
Invest in various Portfolio Management Services for optimal outcomes:
One of the key advantages of investing in PMS Funds is the professional management offered by experienced fund managers. Let’s explore this aspect further.
Expertise & research:
PMS Fund managers possess in-depth market knowledge and conduct thorough research before making investment decisions. They analyse financial statements, industry trends, and economic indicators to identify lucrative opportunities. This expertise is particularly beneficial in the case of thematic funds, where selecting the right theme is crucial for success.
Active portfolio rebalancing:
PMS Fund managers actively monitor and adjust the portfolio as market conditions change. This dynamic approach ensures that the fund stays aligned with the investment objectives and maximizes returns. For investors, this means staying ahead of market trends without actively managing their own portfolio.
Customization:
PMS Funds offer a certain level of customization, especially for high-net-worth individuals. Investors can communicate their risk tolerance, financial goals, and preferences to the fund manager, who then tailors the portfolio accordingly.
Such personalized attention allows Portfolio Management Services investors to achieve their specific investment objectives more effectively.
Flexibility with risk management:
Flexibility and risk management are crucial factors that set PMS Funds apart from traditional investment avenues:
- Agility to market conditions: In rapidly changing market scenarios, PMS funds can adapt swiftly to seize opportunities or protect against potential risks. Unlike mutual funds, which often have strict investment mandates, PMS Funds can capitalize on short-term opportunities, especially in volatile markets.
- Risk mitigation: The diversification offered by Multi-Cap and Multi-Asset PMS Funds inherently reduces risk. Additionally, PMS Fund managers use risk management techniques like stop-loss orders and hedging strategies to safeguard investor capital. Thematic funds, though focused on specific sectors, are managed to mitigate the associated risks.
- Transparent reporting: PMS Funds provide regular and transparent reporting on portfolio holdings, performance, and expenses. This transparency empowers investors to track their investments and make informed decisions based on real-time data.
Now, if you want to invest in such PMS funds, you have to identify the best PMS fund. For your convenience, below we’re going to present performance tables for the best PMS performing PMS funds in July 2023.
The best performing PMS funds in July 2023:
At first, we are going to showcase the top-performing PMS funds in large-cap and mid-cap. Here the tables are:
The 3 Best Performing Large Cap PMS in July 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| LIC MF Value Equity + PMS | May-13 | 32.29% |
| Care PMS Large & Midcap Strategy | Jul-20 | 31.60% |
| ICICI Prudential PMS Largecap Strategy | Mar-09 | 31.60% |
The 3 Best Performing Mid Cap PMS in July 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| AAA Budding Beasts | Jan-21 | 42.44% |
| ACE Midcap | Dec-17 | 36.61% |
| Right Horizons -Super-Value Fund | Nov-12 | 32.25% |
Now, you’ll get PMS performance tables for multi-cap, multi-asset and thematic PMS funds based on their one-year performance.
The 3 Best Performing Multi Cap PMS in July 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| ICICI Prudential PMS Value Strategy | Jan-04 | 56.00% |
| ACE Multicap | Aug-18 | 51.00% |
| Fractal Capital Investments LLP-FCI LLP WEALTH BUILDER | Mar-21 | 49.51% |
The 3 Best Performing Multi Asset PMS in July 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| ACE Regular Income | Oct-18 | 36.94% |
| First Global – IMAAP | Feb-20 | 20.35% |
| RH All Seasons | Nov-19 | 19.34% |
The 3 Best Performing Thematic PMS in July 2023
| AMC & Fund Names | Inception
Date |
Strategy Performance |
| Green Portfolio- Super 30 Dynamic Fund | Sep-19 | 50.09% |
| Green Portfolio-Dividend Yield Fund | Sep-19 | 41.86% |
| Green Portfolio- The Impact ESG Fund | Mar-22 | 41.71% |
End note:
The above-mentioned Portfolio Management Services offer unique advantages to investors seeking to grow their wealth. Various aspects, make these three types of PMS funds appealing options for both high-net-worth individuals and sophisticated investors.
Before investing in PMS Funds, it’s essential to assess your risk tolerance, financial goals, and time horizon to ensure they align with the fund’s objectives. By investing wisely and leveraging the expertise of professional fund managers, you can optimize your investment outcomes. In this regard, you can consult AIF & PMS Experts and build a robust portfolio for long-term financial success. You can email us at [email protected] or reach our experts through calling at 8368586435.