The Best Performing Portfolio Management Services Portfolios of November 2023

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Analysing the performance of PMS portfolios is a paramount exercise for savvy investors seeking to navigate the complex seas of financial markets. Unlike generic investment vehicles, a meticulously crafted Portfolio Management Services offers a tailored approach. It’s aligning with an investor’s risk appetite and financial goals.

The Significance of PMS Performance Analysis

  • By delving into the intricacies of PMS performance, investors gain invaluable insights into the efficacy of the chosen strategies. It also throws light on the adeptness of the fund manager, and the alignment with market trends.
  • This targeted analysis enables investors to make informed decisions, optimizing their portfolios for maximum returns. In the dynamic world of finance, where market conditions evolve rapidly, PMS portfolio performance analysis stands as a compass.
  • It effectively guides our investors towards the most lucrative opportunities while mitigating potential risks.

In essence, it’s the key to unlocking the full potential of one’s investment journey.

The Best Performing Portfolio Management Services in November 2023

Let’s navigate the seas of success as we unveil the stellar performances of various PMS portfolios.

Here, you will find the top three performing PMSs in each category. Note that all the data is based on the last one year of performance.

The 3 Best Performing Large Cap PMS in November’23

(based on the last 1 year of performance)

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
Care PMS Large & Midcap Strategy Jul-20 -1.8% 5.5% 23.2% 25.0% 12.0% 21.5% NA NA 21.0%
Carnelian Capital Compounder Strategy May-19 -3.61% 2.04% 21.00% 18.26% 6.45% 21.92% NA NA 16.83%
ICICI Prudential PMS Large Cap Strategy Mar-09 -4.0% -0.7% 11.0% 14.3% 9.2%  24.4% 15.9% NA 15.3%

Care PMS Large & Midcap Strategy (Inception: Jul ’20)

Impressive 25.0% Strategy Performance over the last year showcases strategic brilliance.

The bull’s eye focus on large and midcaps delivers noteworthy gains.

Carnelian Capital Compounder Strategy (Inception: May ’19)

A compounder’s delight! 18.26% Strategy Performance establishes Carnelian as a growth powerhouse.

Proven track record with a strategy tailored for sustained wealth creation.

ICICI Prudential PMS Large Cap Strategy (Inception: Mar ’09)

A seasoned veteran! 14.3% Strategy Performance reflects stability and long-term wealth management.

The strategy’s resilience stands as a testament to ICICI Prudential’s expertise.

The 3 Best Performing Mid-Cap PMS in November’23

(based on the last 1 year of performance)

AMC & Fund Names Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
ACE Midcap Dec-17 -6.76% 2.23% 27.72% 34.79% 18.84% 30.26% 19.47% NA 15.46%
AAA Budding Beasts Jan-21 -2.10% 3.31% 23.96% 30.03% 20.47% NA NA NA 29.18%
NAFA Emerging Bluechip Portfolio Mar-16 -0.96% 11.74% 34.84% 28.40% 18.23% 39.26% 23.41% NA 16.84%

ACE Midcap (Inception: Dec ’17)

Skyrocketing with a phenomenal 34.79% Strategy Performance – ACE Midcap commands the mid-cap domain.

Their Portfolio Management Services strategy agility captures emerging opportunities that contribute to its outstanding performance.

AAA Budding Beasts (Inception: Jan ’21)

A force to reckon with! 30.03% Strategy Performance signifies the prowess of Budding Beasts.

Unleashing the potential of budding mid-cap gems, this strategy sparks growth.

NAFA Emerging Bluechip Portfolio (Inception: Mar ’16)

Blue-chip excellence! 28.40% Strategy Performance showcases NAFA’s adeptness in navigating mid-cap waters.

Years of experience converge into a portfolio designed for sustained blue-chip growth.

The 3 Best Performing Small Cap PMS in November’23

(based on the last 1 year of performance)

AMC & 

Fund Names

Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
Green Lantern Capital Growth Fund Dec-17 1.37% 17.84% 45.05% 58.70% 36.81% 63.17% 32.14%  NA 20.92%
Carnelian Shift Strategy Nov-20 0.3% 6.4%  36.6% 46.1% 24.0% NA NA NA 44.0%
Nine Rivers-Aurum Small Cap Opportunities Dec-12 1.61% 9.61% 41.54% 44.62% 23.76% 42.83% 25.09% 30.22% 29.41%

Green Lantern Capital Growth Fund (Inception: Dec ’17)

Small cap dynamo! A staggering 58.70% Strategy Performance cements Green Lantern’s growth-oriented approach.

Navigating the volatility, this strategy illuminates the path to small-cap success.

Carnelian Shift Strategy (Inception: Nov ’20)

Shifting gears towards success! 46.1% Strategy Performance showcases Carnelian’s strategic adaptability.

Niche focus on small-cap dynamics, a recipe for sustained growth.

Nine Rivers- Aurum Small Cap Opportunities (Inception: Dec ’12)

Aurum’s golden touch! 44.62% Strategy Performance reflects a decade of small-cap expertise.

A testament to Nine Rivers’ ability to spot small-cap gems.

The 3 Best Performing Multi Cap PMS in November’23

(based on the last 1 year of performance)

AMC & 

Fund Names

Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
ACE Multicap Aug-18 -3.27% 9.31% 33.14% 52.72% 25.08% 36.17% 20.53% NA 17.51%
Carnelian YNG Strategy Jan-22 0.0% 4.1% 27.0% 40.4% NA NA NA NA 29.2%
Green Lantern Capital Alpha Fund Feb-20 -1.26% 10.70% 32.91% 38.53% 23.91%  40.22% NA NA 34.78%

ACE Multicap (Inception: Aug ’18)

The ace up the sleeve! A commanding 52.72% Strategy Performance signifies Multicap excellence.

A diversified approach to wealth creation propels ACE Multicap to the forefront.

Carnelian YNG Strategy (Inception: Jan ’22)

Young and vibrant! 40.4% Strategy Performance demonstrates Carnelian’s agile approach.

A strategy designed for the dynamic shifts in the market, capturing opportunities swiftly.

Green Lantern Capital Alpha Fund (Inception: Feb ’20)

Alpha in action! 38.53% Strategy Performance positions Green Lantern as a multi-cap powerhouse.

A balanced portfolio that capitalizes on alpha-generating opportunities.

The 3 Best Performing Multi Asset PMS in November’23

(based on the last 1 year of performance)

AMC & 

Fund Names

Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
ACE Regular Income Oct-18 -2.49% 8.57% 31.60% 46.11% 20.85% 25.89% 15.65% NA 14.99%
LIC MF All Weather Asset Allocator  Mar-22 1.0% 6.1% 15.3% 16.5% NA NA NA NA 11.0%
First Global -IMAAP Feb-20 -1.0% 0.8% 13.3% 16.1% 7.3% 17.3% NA NA 16.7%

ACE Regular Income (Inception: Oct ’18)

Regular income, irregular gains! 46.11% Strategy Performance illustrates ACE’s mastery in multi-asset management.

A diversified income stream creating wealth consistently.

LIC MF All Weather Asset Allocator (Inception: Mar ’22)

Weathering the storm! 16.5% Strategy Performance highlights LIC MF’s all-weather approach to asset allocation.

Balancing risk and reward for stable returns.

First Global – IMAAP (Inception: Feb ’20)

Globally inspired! 16.1% Strategy Performance reflects First Global’s international asset allocation prowess.

A strategy tailored for global opportunities, enhancing portfolio resilience.

The 3 Best Performing Thematic PMS in November’23

(based on the last 1 year of performance)

AMC & 

Fund Names

Inception Performance(%)
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
InCred Healthcare Portfolio Feb-21 -1.1% 8.2% 30.5% 26.4% 9.1% NA NA NA 13.1%
Anand Rathi- MNC PMS Mar-18 -2.83% -1.8% 10.4% 8.02% 5.02% 17.60% 15.73% NA 11.80%
Marcellus – Kings Capital Jul-20 -2.48% 3.86% 8.20% 5.23% 3.73% 9.30% NA NA 9.03%

InCred Healthcare Portfolio (Inception: Feb ’21)

Healing portfolios! 26.4% Strategy Performance signifies InCred’s focus on the booming healthcare sector.

A thematic play that aligns with the pulse of the market and properly assists in your wealth management.

Anand Rathi- MNC PMS (Inception: Mar ’18)

Multinational magic! 8.02% Strategy Performance showcases Anand Rathi’s expertise in MNC-themed investments.

A strategic blend of global exposure and stability.

Marcellus – Kings Capital (Inception: Jul ’20)

Regal returns! 5.23% Strategy Performance positions Marcellus as the king of thematic investing.

A focus on quality stocks ensures sustained thematic success.

End Note

These PMSs stand as beacons of financial brilliance, guiding investors through the tumultuous waves of the market. As a portfolio manager, my commitment is to steer your investments toward the shores of prosperity. Stay invested, stay thriving!

Are you ready to delve into the world of PMS investing? At AIF & PMS Experts India, we guide our investors in selecting optimal Portfolio Management Services. Thus, it will ensure them lower risk and higher returns. So, don’t hesitate—schedule an appointment with our specialists today! Call us at 1800 210 1995 or drop an email at [email protected] to kick-start your investment journey!

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