Over the last 5 year, multicap PMS strategies have outperformed their large cap and mid & small cap counterparts, shows PMS AIF World data, a research backed wealth management firm.
The firm has collated performance data as on June 2019 of portfolio managers across various strategies such as multicap, large cap and mid & small cap.
Among multicap PMS strategies, Purnartha Research and Advisory delivered highest CAGR of 25% over the last five years. Satco Growth & Momentum with 5 year CAGR of 23% and Motilal Oswal Next Trillion Dollar Opportunities (NTDOP) with 5 year CAGR of 20% followed Purnartha for second and third position, respectively.
Tata Capital Consumption Strategy, Accuracap Alpha 10 and Invesco India Large Cap Core delivered CAGR of 17%, 14% and 13% over the past five years in large cap PMS strategy.
Similarly, in small cap strategy, Nine Rivers Capital Aurum Small Cap Opportunities (16%), Invesco India Caterpillar (16%) and Tata Capital Emerging Opportunities Strategy (14%) were the top three performers in the past five year.
Here are the top five products picked from the PMS AIF World report, which shows performances of the PMSs in the past five years ending June 2019.
|
Multi Cap Oriented |
5 year |
|
Purnartha Research and Advisory |
25.06% |
|
Satco Growth & Momentum |
23.20% |
|
Motilal Oswal Next Trillion Dollar Opportunities (NTDOP) |
19.59% |
|
Alchemy Select Stock |
18.60% |
|
Narnolia India 3T |
17.20% |
|
Large Cap oriented |
5 year |
|
TATA Capital Consumption Strategy |
16.89% |
|
Accuracap Alpha 10 |
13.52% |
|
Invesco India Large Cap Core |
12.77% |
|
ICICI Prudential Largecap Portfolio |
12.27% |
|
Reliance High Conviction |
11.73% |
|
Mid and Small Cap oriented |
5 year |
|
Nine Rivers Capital Aurum Small Cap Opportunities |
16.20% |
|
Invesco India Caterpillar |
15.80% |
|
TATA Capital Emerging Opportunities Strategy |
14.14% |
|
Centrum Multibagger |
13.50% |
|
Accuracap Pico Power |
12.98% |
