In the dynamic world of finance, staying ahead of the curve is essential for investors. It becomes more special if they seek to maximize returns on their investments. Our Portfolio Management Services or PMS provide an organized approach to investment management. As its performance might substantially vary, therefore you require expert guidance.
In this blog, we’ll delve into the best-performing PMS strategies over the past year, highlighting the top three in each of the multi-cap, multi-asset, and thematic categories.
Here they are!
The best performing Portfolio Management Services in various categories:
The multi-cap marvels:
Multi-cap PMS strategies are known for their versatility, as they invest in a diversified portfolio comprising large-cap, mid-cap, and small-cap stocks.
The 3 Best Performing Multi Cap PMS in August 2023:
| AMC & Fund Names | Inception Date | Strategy Performance |
| ACE Multicap | Aug-18 | 51.58% |
| ICICI Prudential PMS Value Strategy | Jan-04 | 46.90% |
| Fractal Capital Investments LLP-FCI LLP WEALTH BUILDER | Mar-21 | 44.33% |
You can notice in the above table that ACE Multicap leads the pack with a remarkable 51.58% one-year performance. Its strategic approach to balancing investments across different market segments has certainly paid off for your wealth management.
ICICI Prudential PMS Value Strategy, with over 17 years in the market, showcases its experience with a 46.90% one-year return. Meanwhile, the relatively new entrant, Fractal Capital Investments LLP WEALTH BUILDER, has managed to carve a niche for itself with an impressive 44.33% return in just over two years.
The multi-asset aces:
Multi-asset Portfolio Management Services strategies are designed to diversify investments not only across various market segments but also across different asset classes. It includes equities, fixed income, and alternative investments.
The 3 Best Performing Multi Asset PMS in August 2023:
| AMC & Fund Names | Inception Date | Strategy Performance |
| ACE Regular Income | Oct-18 | 41.28% |
| First Global – IMAAP | Feb-20 | 19.62% |
| RH All Seasons | Nov-19 | 14.92% |
ACE Regular Income takes the lead in this category with a solid 41.28% one-year performance. It aims to provide investors with a steady income stream through a mix of assets.
First Global’s IMAAP strategy, despite being relatively new, has delivered a commendable 19.62% return in just over two years. RH All Seasons provides a stable investment option with a 14.92% return over one year.
The thematic triumphs:
Thematic PMS strategies focus on specific investment themes or sectors. Such PMS funds offer investors the opportunity to align their wealth management process with their values and convictions.
The 3 Best Performing Thematic PMS in August 2023:
| AMC & Fund Names | Inception Date | Strategy Performance |
| Green Portfolio-Super 30 Dynamic Fund | Sep-19 | 46.97% |
| Green Portfolio-Dividend Yield Fund | Sep-19 | 38.96% |
| Green Portfolio-The Impact ESG Fund | Mar-22 | 35.76% |
Green Portfolio’s Super 30 Dynamic Fund emerges as the top performer in the thematic category, boasting an impressive 46.97% one-year return. It’s evident that the market’s increasing emphasis on sustainability and ESG (Environmental, Social, and Governance) factors has played a role in its success.
Green Portfolio’s Dividend Yield Fund and The Impact ESG Fund also deliver strong performances, with returns of 38.96% and 35.76%, respectively, over the past year. These funds cater to investors who prioritize dividends and ethical investing.
The takeaway:
- Investing in PMS can be a lucrative option, provided you select the right strategy that aligns with your financial goals and risk tolerance. The data clearly shows that these top-performing PMS strategies have consistently outperformed the market over the past year.
- It is crucial to note, however, that previous success is not an assurance of future outcomes. Investors should conduct thorough due diligence, assess their risk tolerance, and consult financial advisors before making investment decisions.
End note:
The world of finance is ever-evolving, and strategies of Portfolio Management Services continue to adapt to changing market dynamics. The top performers in the multi-cap, multi-asset, and thematic categories offer investors a diverse range of options to explore.
Hence, whether you seek growth, income, or alignment with your values, there’s likely a PMS strategy that suits your needs. You can visit AIF & PMS Experts India for starting your investing journey these PMS funds.
Remember, the key to successful investing lies not only in selecting the best-performing funds, but also in building a well-diversified portfolio that aligns with your long-term financial objectives. Stay informed, stay diversified, and let your investments work for your financial future.
To invest wisely, you can us at 8368586435 or email us at [email protected]. Happy investing!