Company’s Overview
What does an investor want, good returns, a transparent environment, or proper management? We got it all! Its been almost a year since our inception; and right from day 1, we are maintaining the legacy of creating wealth by managing transparency.
AIF & PMS Experts Pvt. Ltd. founder, I Mr. Vikas Agrarwal am a man of my words; under my leadership, we have come up with best-in-class technology and top-notch tools and calculators. My team at AIF & PMS Experts Pvt. Ltd. is a bunch of hardworking, intelligent, and experienced professionals are always in the front to serve our valued clients like you.
Choose AIF & PMS Experts Pvt. Ltd. for consistent results, unbiased advice, an expert team, and a transparent environment. Make your investment decisions hassle-free without regret.
Top PMS Performance
We bring you the list of the top five PMS Performers of 20 in the category- Large Cap, Mid Cap, Small Cap, and Multi-Cap:
Large-cap
The first position is backed by none other than SageOne, with a 59.9% return. Right Horizons are also stuck to the second position with 48.11%. The third position remains the same with ICICI Prudential, with a 38.5% return.
| AMC & Scheme Name | 1M | 3M | 6M | 1Y |
| SageOne – Large-cap Portfolio | -2.3% | -0.7% | 14.2% | 59.9% |
| Right Horizons- India Business | -2.87% | 3.35% | 16.22% | 48.11% |
| ICICI Prudential – Largecap Strategy | -5.5% | -4.7% | 6.8% | 38.5% |
| Aditya Birla – Top 200 Core Equity Portfolio | -1.79% | 1.08% | 13.24% | 37.32% |
| Alchemy – Leaders | -4.7% | -2.9% | 17.9% | 34.8% |
Mid-cap
The first position remains the same, with Nafa having a 104% return. At the same time, the second and third positions are interchanged between Right Horizon on second and Invesco at third.
| AMC & Scheme Name | 1M | 3M | 6M | 1Y |
| NAFA – EMERGING BLUECHIP PORTFOLIO | 3% | 15% | 34% | 104% |
| Right Horizons -Super-Value Fund | 4.58% | 13.90% | 27.10% | 82.98% |
| Invesco India – Caterpillar Potfolio | -2.4 | 13.31 | 28.74 | 75.9% |
| SageOne – Core Portfolio | -0.9% | -1.3% | 16.3% | 64.3% |
| SageOne – Diversified Portfolio | 0.0% | 0.9% | 17.3% | 59.6% |
Small-cap
Beating Roha, Aequitas has secured the first position with 103.71%. Roha stepped down to the second position with 90.54%. Third position is with Right Horironz with 85.1%.
| AMC & Scheme Name | 1M | 3M | 6M | 1Y |
| Aequitas Equity Fund – Equity Scheme | -8.12 | -1.26 | 29.09 | 103.71% |
| Roha – Emerging Champions Portfolio | -2.89% | 0.55% | 21.89% | 90.54% |
| Right Horizons -Minerva India Under-served | -8.3% | -6.9% | 46.6% | 85.1% |
| NAFA – SMALL CAP PORTFOLIO | 2% | 12% | 29% | 84% |
| Abakkus Emerging Opportunities Approach | -2.9 | 1.8 | 16.3 | 83.7 |
Multi-cap
Negen performance with 96.14%. Negen has not moved from its first position from the previous month. Carnelian is in the second position with 89.5%. The third position is backed by Abakkus with 71.1%.
| AMC & Scheme Name | 1M | 3M | 6M | 1Y |
| NEGEN CAPITAL – SPECIAL SITUATIONS & TECHNOLOGY FUND | -3.36% | 5.94% | 20.87% | 96.14% |
| CARNELIAN SHIFT STRATEGY | 2.2% | 4.3% | 19.2% | 89.5% |
| Abakkus All Cap Approach | -2.7 | 1.6 | 13.8 | 71.1% |
| Alchemy- Ascent | -0.1% | -0.8% | 11.0% | 67.6% |
| Karma – Wealth Builder | 0.6% | 10.5% | 21.6% | 67.2% |
Parting Note
Amid the confusion, where people are looking for genuine advice, we at AIF & PMS Experts Pvt. Ltd. are working hard to give brilliant advice to our clients. We aim to serve investors with an unbiased approach. You can also subscribe to our youtube channel for interesting investment-based videos from experts. Contact us at https://aifpms.com/contact/ for investment-related knowledge or write us in case of any query. We will get back to you as soon as possible.