Multi-cap PMS category outperformed its counterparts - large-cap, mid and small-cap PMS in the last 3 years as it gave the highest returns during the period, shows data shared by PMS AIF WORLD, analytics-backed wealth management firm.
Of the top 30 PMSs, 18 are multi-cap, 10 large-cap and 2 mid and small-cap. Nearly half of the top 30 products delivered CAGR of more than 14% returns in 3 years.
Buoyant Capital Opportunities Multi-cap delivered the highest CAGR of 19.20% returns in the last 3 years.
2Point2 Capital Long Term Value Fund, Invesco India Large Cap Core, IIFL Multicap, and Prabhudas Liladher Multi Strategy delivered CAGR of 17.7%, 16.43%, 16.35%, and 15.33% respectively in the last 3 years.
TATA Capital Consumption Strategy, ASK Indian Entrepreneur Portfolio (IEP), Tamohara TIOS, ASK Growth Strategy and AccuraCap Alpha10 are the others among the top 10 with 14.3-15.1% returns.
Here are the top 30 strategies that delivered the highest returns in the last 3 years:
|
Strategy Name |
Category Name |
3Y Return |
|
Buoyant Capital Opportunities Multi-cap |
Multi Cap Oriented |
19.20% |
|
2Point2 Capital Long Term Value Fund |
Multi Cap Oriented |
17.70% |
|
Invesco India Large Cap Core |
Large Cap Oriented |
16.43% |
|
IIFL Multicap |
Multi Cap Oriented |
16.35% |
|
Prabhudas Liladher Multi Strategy |
Multi Cap Oriented |
15.33% |
|
TATA Capital Consumption Strategy |
Large Cap Oriented |
15.10% |
|
ASK Indian Entrepreneur Portfolio (IEP) |
Multi Cap Oriented |
14.80% |
|
Tamohara TIOS |
Multi Cap Oriented |
14.64% |
|
ASK Growth Strategy |
Multi Cap Oriented |
14.60% |
|
AccuraCap Alpha10 |
Large Cap Oriented |
14.30% |
|
Aditya Birla Top 200 Core Equity Portfolio |
Large Cap Oriented |
14.21% |
|
Alchemy Select Stock |
Multi Cap Oriented |
14.19% |
|
Ambit Good and Clean |
Mid & Small Cap Oriented |
14.10% |
|
TATA Capital Blue Chip Strategy |
Large Cap Oriented |
14.10% |
|
Sameeksha Capital Equity Fund |
Multi Cap Oriented |
14.00% |
|
Nippon India High Conviction |
Multi Cap Oriented |
13.50% |
|
Nippon India Absolute Freedom |
Large Cap Oriented |
13.40% |
|
ICICI Prudential Largecap |
Large Cap Oriented |
13.28% |
|
Sundaram SISOP |
Multi Cap Oriented |
13.10% |
|
TATA Capital Emerging Opportunities Strategy |
Mid & Small Cap Oriented |
12.80% |
|
Motilal Oswal Value |
Large Cap Oriented |
12.73% |
|
SBI Growth with Values |
Multi Cap Oriented |
12.64% |
|
ASK India Select Portfolio (ISP) |
Multi Cap Oriented |
12.50% |
|
Phillip Capital Signature India Portfolio |
Multi Cap Oriented |
12.47% |
|
TATA Capital Blue Chip Plus Strategy |
Large Cap Oriented |
12.40% |
|
Trivantage Capital Resurgent Financials Equity Strategy |
Large Cap Oriented |
12.40% |
|
Sundaram Pace |
Multi Cap Oriented |
12.20% |
|
Invesco India R.I.S.E |
Multi Cap Oriented |
12.01% |
|
Satco Growth & Momentum |
Multi Cap Oriented |
11.70% |
|
ICICI Prudential Flexicap |
Multi Cap Oriented |
11.63% |