TOP AIF PERFORMERS – SEPTEMBER 2021
Company’s Overview
AIF & PMS Experts Pvt. Ltd. was created to provide investors with the best-in-class managers to understand their investment requirements. And hence since our inception, we have been fortunate enough to receive the best of investors. As our investors’ family is multiplying, so is their trust.
We follow a LEAP methodology that shows the importance of learning from top managers ensuring the unique manager-centric approach that leaves no stone unturned for the best investment strategy.
We are always indebted to our investors for their constant support and trust. We will continue to work even harder than before and lead to your expectations. Our primary focus will be to generate long-term wealth for you.
We Hope our relationship with you grows stronger!
Gems of the Month
Sharing the list of best performers is one such task we are excited about. Great performers from Long Short cap are Avendus Capital with strategy Enhanced Return Fund-I giving a return of 47.27%. Second, to top the list is Edelweiss Asset Management, with a 44.12% return and the third is again Avendus Capital, with a return of 42.12%.
| AMC Name | Strategy | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | SI |
| Avendus Capital | Enhanced Return Fund-I | 11.63% | 11.53% | 14.93% | 47.27% | 22.83% | 11.53% | – | 14.25% |
| Edelweiss Asset Management | Alternative Equity Scheme |
5.31% | 13.23% | 24.66% | 44.12% | 24.43% | 16.87% | 14.87% | 19.20% |
| Avendus Capital | Enhanced Return Fund-II |
11.34% | 11.51% | 14.65% | 42.10% | 20.66% | – | – | 16.27% |
| Tata AMC | Equity Plus Absolute Returns Fund | 4.20% | 7.80% | 15.80% | 35.90% | – | – | – | 36.20% |
| The Investment Trust Of India Ltd. | Long Short Equity Fund | 8.70% | 11.42% | 14.08% | 32.32% | 53.24% | 51.95% | – | 70.98% |
Long Only
Fund – 1. In the long-only cap, Abbakus is topping up the list with 124.30% having strategy Emerging Opport. Aequitas is second in the list with 120.79% with strategy Aequitas Equity Scheme I. Third position is again occupied by SageOne with 100.44%.
| AMC Name | Strategy | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | SI |
| Abbakus | Emerging Opport. Fund – 1 | -2.50% | 17.50% | 51.10% | 124.30% | 66.80% | – | – | 58.30% |
| Aequitas | Aequitas Equity Scheme I | -4.18% | 30.18% | 69.06% | 120.79% | 49.60% | – | – | 21.84% |
| SageOne | Flagship Growth 1 Fund | 3.24% | 19.64% | 41.73% | 100.44% | – | – | – | 56.70% |
| Abbakus | Growth Fund – 1 | -2.20% | 13.40% | 34.70% | 99.30% | 47.60% | 27.00% | – | 29.00% |
| Emkay. | Emkay Emerging Stars- Fund 1 | -0.29% | 11.93% | 29.22% | 82.41% | 38.29% | 19.35% | – | 15.04% |
Invest with us for long-term wealth gain.
Happy Investing!