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Top PMS Performers as of May 2025: 3-Year Returns That Stand Out

Top PMS Performers as of May 2025: 3-Year Returns That Stand Out

When it comes to wealth creation through PMS (Portfolio Management Services), consistency and long-term returns are key metrics investors consider. As of May, several PMS strategies have delivered impressive 3-year performances, helping investors navigate market volatility and optimise their portfolios. Here’s a look at the top performers over the past 3 years.

🥇 1. Green Lantern Capital Growth Fund

  • Launched: December 2017
  • 1-Month Return: 1.89%
  • 1-Year Return: 7.90%
  • 3-Year Return: 45.24%

 

The Green Lantern Capital Growth Fund takes the top spot with a stellar 3-year return of 45.24%. Despite being moderate in short-term returns, its long-term compounding strategy has clearly paid off. This fund reflects disciplined stock selection and growth-oriented investing.

🥈 2. Stallion Core Fund

  • Launched: October 2018
  • 1-Month Return: 2.07%
  • 1-Year Return: 23.62%
  • 3-Year Return: 33.92%

 

Stallion Core Fund secures second place with a strong 3-year return of 33.92%. Known for its high-conviction, concentrated bets on quality businesses, this fund has also delivered impressive 1-year performance, indicating strong momentum.

🥉 3. WALLFORT Diversified Fund

  • Launched: November 2018
  • 1-Month Return: 5.32%
  • 1-Year Return: 19.93%
  • 3-Year Return: 33.85%

 

With a diversified approach to equity investing, WALLFORT Diversified Fund ranks third. It has managed to deliver both robust short-term and long-term gains, reflecting balanced portfolio management.

📈 Honourable Mentions

  • Investsavvy Alpha Fund 
    • 3-Year Return: 33.13% 
    • Conservative short-term performance but strong long-term compounding. 
  • Asit C Mehta ACE Multicap 
    • 3-Year Return: 32.59% 
    • Underwhelming 1-year performance but steady long-term growth.

 

Conclusion

While short-term returns may fluctuate due to market dynamics, these PMS strategies have shown commendable performance over a 3-year horizon. Investors looking for consistent alpha generation and disciplined portfolio management may find these funds worth exploring.

As always, past performance is not indicative of future returns. It’s essential to align your investment decisions with your financial goals, risk appetite, and investment horizon.

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