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Top PMS Performance (Yearly): December 2021

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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 Name1M3M6M1Y
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 Name1M3M6M1Y
NAFA – EMERGING BLUECHIP PORTFOLIO3%  15%    34%  104%
Right Horizons -Super-Value Fund4.58%  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 Portfolio0.0%  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 Name1M3M6M1Y
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 PORTFOLIO2%    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 Name1M3M6M1Y
NEGEN CAPITAL – SPECIAL SITUATIONS & TECHNOLOGY FUND-3.36%  5.94%    20.87%  96.14%  
CARNELIAN SHIFT STRATEGY2.2%  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 Builder0.6%    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.

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