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Maximize Your Wealth with these Top-Performing PMS for December 2024

Portfolio Management Services (PMS) offer high-net-worth individuals (HNIs) a smart investment approach by managing
portfolios across equity, fixed income, and other securities. PMS provides personalized financial management compared to
mutual funds, making it an attractive option for investors seeking focused, hands-on strategies.

Top PMS Funds Based on 3-Year Returns

Here’s a curated list of top-performing PMS strategies across various categories, highlighting their returns and
inception dates:

Large Cap PMS

1. ACE15 (Dec 2017): A top performer with 23.31% returns, showcasing consistent
   growth and reliability.
2. ICICI Prudential PMS Large Cap Strategy (Mar 2009): A seasoned portfolio delivering
   23.20% returns, built on a solid foundation of large-cap investments.
3. Renaissance Opportunities Portfolio (Jan 2018): An impressive player in the large-cap space
   with 20.96% returns, reflecting strategic expertise.
4. Carnelian Capital Compounder Strategy (May 2019): A reliable strategy yielding
   19.60% returns through focused compounding.
5. Right Horizons India Business Leader (Nov 2012): A steady performer with
   14.94% returns, emphasizing long-term consistency.

 

Mid-Cap PMS

1. Green Lantern C Growth Fund (Dec 2017): A standout portfolio achieving 48.27%
   returns, a true leader in the mid-cap segment.
2. ACE Midcap (Dec 2017): A strong contender with 33.10% returns, blending
   research with growth potential.
3. NAFA Assets Manager Pvt Ltd Clean Tech Portfolio (Sep 2021): A sustainable portfolio delivering
   an impressive 31.90% return.
4. AAA Budding Beasts (Jan 2021): A growth-focused portfolio with 28.90% returns,
   targeting emerging mid-cap opportunities.
5. Abans Smart Beta Portfolio (Apr 2019): A systematic strategy yielding 23.32%
   returns, ensuring stability in the mid-cap space.

 

Small Cap PMS

1. Equitree Emerging Opportunities (Mar 2017): A top performer with 41.14%
   returns, leveraging high-growth small-cap stocks.
2. Aequitas India Opportunities Product (Mar 2013): A proven strategy delivering
   39.19% returns, capitalizing on niche small-cap opportunities.
3. Accura Cap Dynamo (Dec 2016): A consistent achiever with 33.00% returns,
   demonstrating resilience in the small-cap category.
4. ICICI Prudential PMS PIPE Strategy (Sep 2019): A strategic portfolio yielding
   31.90% returns, focusing on high-potential small-cap stocks.
5. Roha Emerging Champions Portfolio (Sep 2020): A promising portfolio with
   29.34% returns, designed for small-cap enthusiasts.

 

Large Cap & Mid Cap PMS

1. Green Lantern Alpha Fund (Feb 2020): A balanced performer with 36.10% returns,
   combining the best of large and mid-cap strategies.
2. Abakkus All Cap Approach (Oct 2020): A diversified approach offering 18.10%
   returns across market caps.

 

Multi Cap PMS

1. ACE Multicap (Aug 2018): A high-achieving portfolio with 36.90% returns,
   showcasing strong diversification across market caps.
2. Magadh Capital Advisors LLP Future Starts (Aug 2021): A forward-looking strategy delivering
   32.79% returns.
3. Bonanza Edge (Aug 2015): A steady performer with 32.30% returns, built on
   strategic multi-cap investments.
4. ICICI Prudential PMS Value Strategy (Jan 2004): A time-tested strategy yielding
   31.70% returns, ideal for value-focused investors.
5. INVASSET LLP (Jan 2020): A promising multi-cap portfolio with 30.06% returns.

 

Thematic PMS

1. GREEN PORTFOLIO Dividend Yield Fund (Sep 2019): A consistent leader in the thematic space with
   33.43% returns.
2. GREEN PORTFOLIO Super30 Dynamic Fund (Sep 2019): A dynamic fund achieving
   33.36% returns, tailored for growth-focused investors.
3. GREEN PORTFOLIO MNC Advantage Fund (Sep 2019): A reliable portfolio with
   27.77% returns, centered around multinational corporations.
4. InCred Healthcare Portfolio (Feb 2021): A niche healthcare portfolio delivering
   26.10% returns.
5. Anand Rathi MNC PMS (Mar 2018): A stable performer with 13.87% returns,
   focusing on MNCs across industries.

 

Benchmark Comparison

• S&P BSE 500 TRI: 16.85%
• BSE 500 TRI: 16.83%
• S&P BSE 500 TRI (Alternate): 15.70%
• Nifty 50 TRI: 13.76%

The impressive performance of these PMS portfolios highlights their ability to deliver significant returns across
diverse categories. From stable large-cap portfolios to high-growth small-cap strategies and thematic innovations,
there’s a PMS strategy for every investor’s goals. However, careful research and alignment with individual risk profiles
remain essential for maximizing returns.

FAQ

What is the key difference between PMS and mutual funds?
PMS offers personalized portfolio management tailored to individual investment goals and risk tolerance, whereas mutual
funds pool investments from multiple investors and are managed as a collective portfolio.

What are the categories of PMS?
PMS is broadly categorized into Discretionary (managed solely by the fund manager), Non-Discretionary (where the
investor makes final decisions), and Advisory (investment recommendations without direct management).

How do I choose the right PMS for my financial goals?
Consider factors such as your risk appetite, investment horizon, financial goals, and the historical performance of the
PMS strategy to align with your objectives. Consulting with a financial advisor is also recommended.