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Top PMS Performers Based on 5-Year Returns as of December 2024

Investing is as much about consistency as it is about growth. For High-Net-Worth Individuals (HNIs), Portfolio
Management Services (PMS) offer tailored strategies that deliver personalized attention and superior returns

In this blog, we’ve curated the top-performing PMS strategies based on their 5-year returns across categories like
large-cap, mid-cap, small-cap, multi-cap, and thematic strategies. Each performer represents a proven approach to wealth
creation. Let’s dive in and find the one that resonates with your financial goals.

Large Cap PMS

1. ICICI Prudential PMS Large Cap Strategy (Inc. Mar 2009): Delivered 22.40% returns through a
   robust focus on market leaders.
2. Carnelian Capital Compounder Strategy (Inc. May 2019): Achieved 21.30% returns with a
   disciplined compounding approach.
3. Renaissance Opportunities Portfolio (Inc. Jan 2018): Consistently provided 21.15% returns,
   showcasing strategic large-cap expertise.
4. ACE15 (Inc. Dec 2017): Maintained 20.41% returns with consistent performance in the large-cap
   space.
5. Right Horizons India Business Leader (Inc. Nov 2012): Offered 18.98% returns by prioritizing
   large-cap stability and leadership.

 

Mid Cap PMS

1. Green Lantern C Growth Fund (Inc. Dec 2017): Excelled with 48.99% returns, dominating the
   mid-cap category.
2. ACE Midcap (Inc. Dec 2017): Balanced growth and research to achieve 31.74% returns.
3. Invesco India Caterpillar Portfolio (Inc. Jun 2006): Delivered 28.54% returns with a methodical
   mid-cap approach.
4. Abans Smart Beta Portfolio (Inc. Apr 2019): Generated 20.69% returns with a systematic and
   stable strategy.
5. Ambit Good & Clean Midcap Portfolio (Inc. Mar 2015): Ensured 19.50% returns through a focus
   on ethical mid-cap investments.

Small Cap PMS

1. Accura Cap Dynamo (Inc. Dec 2016): Achieved a remarkable 41.30% return with dynamic small-cap
   investments.
2. Equitree Emerging Opportunities (Inc. Mar 2017): Delivered 40.44% returns by leveraging
   high-growth small-cap stocks.
3. Aequitas India Opportunities Product (Inc. Feb 2013): Consistently performed with 39.42%
   returns from niche small-cap opportunities.
4. Nine Rivers Aurum Small Cap Opportunities (Inc. Dec 2012): Achieved 35.70% returns by targeting
   resilient small-cap growth.
5. AccuraCap PICOPOWER (Inc. Oct 2011): Provided 34.20% returns through systematic small-cap
   investments.

Multi Cap PMS

1. NEGEN Capital Special Situations & Technology Fund (Inc. Aug 2017): Delivered a strong
   38.02% return by tapping into special situations and tech opportunities.
2. Bonanza Edge (Inc. Aug 2015): Generated 36.78% returns through diversified market cap
   investments.
3. ValueQuest Platinum (Inc. Jul 2014): Provided 36.29% returns with a balanced multi-cap
   strategy.
4. Bonanza Multicap (Inc. Jul 2018): Achieved 34.46% returns with strategic diversification across
   caps.
5. ACE Multicap (Inc. Aug 2018): Delivered 33.83% returns with a high-performing, well-diversified
   portfolio.

Thematic PMS

1. GREEN Portfolio Super30 Dynamic Fund (Inc. Sep 2019): Achieved 37.58% returns through dynamic,
   growth-focused thematic investments.
2. GREEN Portfolio Dividend Yield Fund (Inc. Sep 2019): Delivered 37.49% returns by focusing on
   high-dividend yield opportunities.
3. GREEN Portfolio MNC Advantage Fund (Inc. Sep 2019): Offered 29.64% returns through
   multinational-focused investments.
4. Anand Rathi MNC PMS (Inc. Mar 2018): Ensured 17.79% returns with a focused approach to MNC
   investments.

 

Portfolio Management Services offer personalized strategies that outperform traditional investment approaches,
particularly when assessed over a 5-year horizon. Whether you’re drawn to large-cap stability, mid-cap growth, small-cap
dynamism, or thematic innovation, these top-performing PMS portfolios showcase the potential for long-term wealth
creation. Select the strategy that aligns with your risk appetite and financial goals for a rewarding investment
journey.

FAQ:

1. What is the minimum investment required for PMS, and who can invest in it?
   The minimum investment required for PMS in India is ₹50 lakhs, as mandated by SEBI. PMS is designed for
   High-Net-Worth Individuals (HNIs) or investors with substantial investable surplus who seek personalized
   portfolio management and greater control over their investments than mutual funds.
2. How transparent is PMS compared to traditional investment options?
   PMS provides a high degree of transparency as investors can see the individual securities held in their
   portfolios, track transactions in real-time, and receive regular performance updates directly from the portfolio
   manager.

 

Do you want expert guidance to maximize your portfolio’s potential?

Visit https://aifpms.com/ or call us at +91 95616
10108  to connect with seasoned professionals and discover the right PMS strategy
for your financial goals!