Top PMS Performance: October 2021
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Top PMS Performers:
We at AIF & PMS Experts Pvt. Ltd bring you the list of top performers of October month in category Large-cap, Mid-cap, Small-cap and multi-cap.
Large Cap
The first position is backed by SageOne Large Cap Portfolio, with the strategy large-cap portfolio having a return of 89.63%. Right horizons stood second with 68.88%.
Below are the top 5 PMS performers from large-cap:
| AMC & SCHEME NAME | Inc Date | 1M | 3M | 6M | 1Y |
| SageOne Large Cap Portfolio | Apr-2021 | 2.40% | 11.17% | 23.58% | 89.63% |
| Right Horizons- Business Leaders | Apr-2019 | 3.44% | 13.08% | 26.60% | 68.88% |
| ICICI PrudentialPMS Large Cap Strategy | Mar-2009 | 0.55% | 10.97% | 26.98% | 67.50% |
| Marcellus- Consistent Compounders | Dec-2018 | 1.20% | 11.40% | 23.20% | 57.40% |
| Alchemy Leaders | Dec-2006 | 1.43% | 20.55% | 29.18% | 53.80% |
Mid Cap
NAFA is topping the list of Mid-Cap with a strategy performance of 101.60%. Right Horizons and Sageone are after NAFA with a strategy performance of 96.07% and 95.31%, respectively.
Below are the top PMS performers from Mid-Cap:
| AMC & SCHEME NAME | Inc Date | 1M | 3M | 6M | 1Y |
| NAFA Emerging Bluechip Portfolio | Mar-2016 | 7.46% | 16.55% | 40.89% | 101.60% |
| Right Horizons Super-Value Fund | Apr-2019 | 8.51% | 15.80% | 27.96% | 96.07% |
| SageOne Core Portfolio | Apr-2009 | 4.27% | 12.92% | 39.95% | 95.31% |
| Invesco India Caterpillar Potfolio | Jun – 2006 | 9.97% | 16.38% | 36.90% | 89.94% |
| SageOne Diversified Portfolio | Jan- 2017 | 4.50% | 12.38% | 39.40% | 84.62% |
Small-Cap
The top small-cap performer is Negen Capital, with 133.91%. Right horizons are also not too far, with 115.20%. The third position is held by Roha Emerging Champions Portfolio with 114.31%. Below are the top PMS performers from small-cap:
| AMC & SCHEME NAME | Inc Date | 1M | 3M | 6M | 1Y |
| Negen Capital Special Situation & Technology Fund | Oct-2017 | 6.57% | 14.02% | 47.42% | 133.91% |
| Right Horizons- Minerva India Under-served | Apr-2011 | 1.80% | 41.50% | 78.80% | 115.20% |
| Roha Emerging Champions Portfolio | Sep-2020 | 5.24% | 12.77% | 48.88% | 114.31% |
| Abacus- Emerging Opportunities Approach | Aug-2020 | 2.90% | 10.70% | 46.50% | 109.90% |
| Care PMS Growth Plus Value Strategy | Jul-2011 | 4.40% | 16.10% | 60.90% | 108.50% |
Multi-Cap
The top PMS performers in Multi Cap are ValueQuest Platinum with the 89.46%, CapGrow is second with 89.37%. Alchemy Ascent is in the third position with 88.15% strategy performance.
Below are the top PMS performers from Multi-cap:
| AMC & SCHEME NAME | Inc Date | 1M | 3M | 6M | 1Y |
| ValueQuest Platinum | Jul-2014 | 4.56% | 6.71% | 33.10% | 89.46% |
| CapGrow -Data_Special Situations | Oct-2018 | 5.90% | 12.07% | 37.12% | 89.37% |
| Alchemy Ascent | Dec-2006 | 0.74% | 12.16% | 30.33% | 88.15% |
| ValueQuest Growth | Oct-2010 | 4.34% | 6.11% | 45.86% | 81.64% |
| SBI Growth With Values PMS | Jul-2016 | 4.49% | 12.98% | 30.88% | 81.58% |
Multi-Asset Portfolios
The Top PMS performer under Multi-Asset Portfolios are as below
| AMC & SCHEME NAME | Inc Date | 1M | 3M | 6M | 1Y |
| Morningstar Active Aggressive Plus Portfolio | Apr-2019 | 2.76% | 9.88% | 19.75% | 50.98% |
| Morningstar Active Aggressive Portfolio | Apr-2019 | 1.72% | 7.41% | 16.49% | 46.17% |
| First Global – (IMAAP) | Feb-2020 | 2.91% | 9.38% | 26.00% | 40.95% |
| Morningstar Active Aggressive Plus Portfolio | Apr-2019 | 1.51% | 6.35% | 13.68% | 37.00% |
| Morningstar Active Balanced Portfolio | Apr-2019 | 1.13% | 5.15% | 10.72% | 26.79% |