PMS AIF World, a research backed wealth management firm has come up with its monthly report that shows best performing PMS strategies across all the three categories – large cap, mid & small cap and multi cap. The data is as of 31st October 2019.
Based on one-year return, Ambit Coffee CAN, Nippon India High Conviction and Motilal Oswal Value are the top three PMSs in large cap category.
|
Strategy Name |
AUM (Rs cr) |
1M |
3M |
6M |
1Y |
2Y |
3Y |
5Y |
SI |
|
Ambit Coffee CAN |
390 |
4.90% |
22.30% |
19.10% |
27.80% |
23.10% |
- |
- |
24.30% |
|
Nippon India High Conviction |
- |
3.82% |
9.94% |
7.57% |
25.11% |
4.38% |
9.68% |
11.30% |
17.67% |
|
Motilal Oswal Value |
2265 |
3.07% |
12.84% |
10.50% |
24.82% |
5.57% |
9.35% |
9.39% |
22.43% |
|
Nippon India Absolute Freedom |
- |
3.09% |
8.99% |
6.60% |
20.21% |
5.91% |
10.29% |
10.37% |
15.04% |
|
Accuracap Alpha 10 |
608 |
3.54% |
12.68% |
6.19% |
20.14% |
8.46% |
11.13% |
12.43% |
15.09% |
|
Tata AMC Bluechip Strategy |
- |
3.00% |
8.20% |
6.20% |
19.00% |
8.00% |
11.50% |
9.10% |
9.93% |
|
Tata AMC Bluechip Plus |
- |
3.10% |
9.20% |
7.00% |
18.70% |
7.90% |
10.10% |
7.30% |
10.30% |
|
Invesco India Large Cap Core |
- |
3.25% |
9.49% |
4.11% |
15.66% |
9.53% |
14.20% |
11.50% |
17.19% |
|
ICICI Prudential Large Cap Portfolio |
- |
4.67% |
4.19% |
0.98% |
11.87% |
5.99% |
10.34% |
8.67% |
|
|
Marcellus Consistent Compounders |
553 |
5.40% |
24.30% |
22.50% |
- |
- |
- |
- |
28.90% |
|
Nifty50 |
- |
3.51% |
6.83% |
1.10% |
14.35% |
7.20% |
11.25% |
7.37% |
- |
Similarly, in the mid & small cap category, Accuracap Dynamo, Accuracap Pico Power and Ambit Emerging Giants lead in terms of one year absolute performance.
|
Strategy Name |
AUM (cr.) |
1M |
3M |
6M |
1Y |
2Y |
3Y |
5Y |
SI |
|
Ambit Good and Clean |
140 |
1.00% |
11.10% |
4.60% |
22.00% |
- |
12.50% |
- |
12.40% |
|
Sundaram Emerging Leaders Fund |
- |
2.10% |
13.00% |
2.10% |
13.90% |
0.50% |
7.00% |
11.70% |
15.80% |
|
Tata AMC Emerging Opp |
- |
4.10% |
12.30% |
6.20% |
12.90% |
5.80% |
10.70% |
13.10% |
9.90% |
|
Nippon Emerging India |
- |
3.15% |
9.72% |
1.69% |
9.06% |
-1.56% |
- |
- |
6.45% |
|
Renaissance Midcap |
- |
1.00% |
- |
-2.90% |
6.70% |
- |
- |
- |
-7.80% |
|
Ambit Emerging Giants |
58 |
0.80% |
12.00% |
-1.10% |
-0.30% |
- |
- |
- |
-3.20% |
|
Motilal Oswal IOP Sr 1 |
2994 |
0.54% |
5.28% |
-7.59% |
-0.67% |
-13.31% |
-2.87% |
8.68% |
10.87% |
|
Invesco India Caterpillar |
47 |
2.94% |
7.74% |
-7.42% |
-1.92% |
-3.66% |
4.80% |
11.57% |
16.48% |
|
Prabhudas Liladhar Fortune |
22 |
- |
7.40% |
- |
-2.10% |
- |
- |
- |
-6.70% |
|
Nifty Midcap 100 |
- |
4.95% |
5.64% |
-4.26% |
-2.15% |
-7.32% |
1.87% |
7.27% |
- |
|
Accuracap Pico Power |
323.39 |
1.43% |
10.52% |
-3.15% |
-4.26% |
-13.01% |
1.01% |
7.93% |
19.54% |
|
Motilal Oswal IOP Sr 2 |
523 |
4.26% |
9.54% |
-7.70% |
-5.99% |
- |
- |
- |
-10.08% |
|
Edelweiss Focused Small Cap |
204 |
4.00% |
5.30% |
-8.40% |
-8.10% |
-19.90% |
-4.20% |
- |
3.40% |
|
Care PMS Growth Plus Value |
239 |
-3.60% |
5.60% |
-9.90% |
-22.10% |
-22.90% |
-11.93% |
4.73% |
17.50% |
|
Accuracap Dynamo |
4.66 |
-3.74% |
5.29% |
-14.09% |
-31.36% |
-21.92% |
- |
- |
7.99% |
In case of the multi cap category, 2Point2 Capital Long Term Value, Accura cap Alphagen and Aditya Birla SSP top the chart, respectively.
|
Strategy Name |
AUM (Rs cr) |
1M |
3M |
6M |
1Y |
2Y |
3Y |
5Y |
SI |
|
Purnartha Research & Advisory |
6000 |
-1.18% |
16.48% |
14.97% |
33.92% |
11.05% |
18.23% |
21.05% |
40.54% |
|
Sameeksha Capital Equity PMS |
253 |
-0.10% |
12.30% |
8.70% |
29.90% |
4.30% |
10.20% |
- |
13.80% |
|
Motilal Oswal BOP |
416 |
4.91% |
18.92% |
14.71% |
28.07% |
- |
- |
- |
7.66% |
|
IIFL Multicap |
1400 |
3.27% |
10.47% |
9.58% |
27.27% |
12.73% |
13.84% |
- |
18.87% |
|
Sundaram SISOP |
- |
4.80% |
19.70% |
12.70% |
27.10% |
11.10% |
10.70% |
14.30% |
23.10% |
|
ASK India Select Portfolio |
3268 |
4.40% |
18.60% |
12.60% |
25.50% |
5.50% |
10.10% |
15.10% |
17.30% |
|
ASK Growth Strategy |
2868 |
5.60% |
18.30% |
12.20% |
24.70% |
5.80% |
12.60% |
15.30% |
20.30% |
|
Marathon Trends Mega Trends |
159.15 |
3.37% |
15.54% |
11.96% |
24.27% |
6.60% |
- |
- |
6.61% |
|
Axis Brand Equity |
- |
3.16% |
13.83% |
11.46% |
22.69% |
9.76% |
- |
- |
13.41% |
|
IIFL Multicap Advantage |
400 |
3.07% |
9.16% |
8.65% |
21.89% |
- |
- |
- |
10.82% |
|
Sundaram PACE |
- |
3.70% |
13.10% |
6.90% |
20.90% |
3.00% |
9.10% |
11.50% |
18.80% |
|
Prabhudas Liladhar Equigrow |
16 |
- |
18.10% |
- |
20.80% |
- |
8.90% |
13.10% |
20.60% |
|
SBI Growth with Values |
- |
2.30% |
10.10% |
8.19% |
20.10% |
4.93% |
9.43% |
- |
9.91% |
|
ASK India Entrepreneur Portfolio |
10262 |
1.80% |
13.80% |
7.60% |
19.40% |
9.30% |
11.20% |
14.40% |
18.70% |
|
2Point2 Capital Long Term Value |
338.9 |
-0.10% |
6.50% |
2.20% |
19.10% |
8.40% |
15.30% |
- |
17.60% |
|
Phillip Capital Signature India |
- |
2.17% |
13.36% |
4.98% |
18.92% |
4.39% |
9.12% |
- |
13.09% |
|
Prabhudas Liladhar Multi |
105 |
- |
18.10% |
- |
18.00% |
- |
10.40% |
14.80% |
22.60% |
|
Aditya Birla Core Equity Portfolio |
838 |
3.88% |
13.26% |
5.60% |
17.93% |
-3.20% |
1.60% |
10.84% |
16.60% |
|
ICICI Prudential Contra PMS |
- |
2.40% |
4.35% |
2.04% |
16.78% |
- |
- |
- |
13.13% |
|
Credent Growth Portfolio |
- |
3.10% |
6.93% |
4.19% |
13.72% |
- |
- |
- |
0.99% |
|
ICICI Prudential Flexicap Portfolio |
- |
5.08% |
7.60% |
5.83% |
12.58% |
3.98% |
8.63% |
10.01% |
19.03% |
|
Alchemy Select Stock |
3411 |
2.90% |
10.60% |
1.60% |
11.60% |
6.00% |
10.80% |
14.90% |
21.70% |
|
Renaissance India Opp PMS |
- |
6.50% |
- |
0.80% |
11.30% |
- |
- |
- |
6.00% |
|
Invesco India DAWN |
514 |
2.72% |
5.89% |
1.41% |
9.92% |
3.00% |
- |
- |
5.20% |
|
Buoyant Capital Opp Multi-Cap |
- |
6.60% |
8.00% |
2.20% |
8.70% |
0.50% |
17.50% |
- |
21.10% |
|
Alchemy High Growth |
2698 |
3.30% |
8.60% |
0.80% |
8.50% |
1.40% |
7.70% |
10.80% |
23.00% |
|
Motilal Oswal NTDOP |
9310 |
2.99% |
11.53% |
3.95% |
8.22% |
1.39% |
0.0692 |
0.1616 |
16.10% |
|
ICICI Prudential Value Portfolio |
- |
2.86% |
5.09% |
-0.12% |
7.91% |
0.19% |
6.55% |
8.08% |
15.77% |
|
Accuracap Alphagen |
145.03 |
2.25% |
10.41% |
1.35% |
6.29% |
-4.20% |
6.06% |
- |
9.37% |
|
ALFAccurate Advisors AAA PMS |
601 |
- |
- |
- |
5.30% |
-2.80% |
6.60% |
12.30% |
18.20% |
|
Aditya Birla SSP |
544 |
2.17% |
12.32% |
0.02% |
5.09% |
-8.60% |
1.11% |
9.95% |
14.85% |
|
Invesco India R.I.S.E |
673 |
3.08% |
4.89% |
-5.01% |
-3.20% |
-5.11% |
9.04% |
- |
12.87% |
|
Kotak SSV Sr 2 |
1003.8 |
4.20% |
9.70% |
-5.80% |
-3.60% |
-12.50% |
- |
- |
-8.50% |
|
Edelweiss Rubik |
- |
0.20% |
-0.90% |
-10.60% |
-6.60% |
- |
- |
- |
-10.60% |
|
Kotak SSV Sr 1 |
2124.8 |
3.50% |
1.90% |
-10.40% |
-8.00% |
-16.90% |