Consortium Securities was the top PMS performer by delivering CAGR of 24.3% over the last 5 years as on December 2019, shows data by PMSKart, a PMS analysis and information website.
Other PMS players in the list that gave double-digit returns were Master Portfolio Services, Bellwether Capital and New Horizon Wealth Management with 5 year CAGR of 17.2%, 16.3%, and 10.10% respectively.
PMS offered by AMCs - ICICI Prudential PMS Flexicap Portfolio, MOSL Value Strategy and MOSL India Opportunity Portfolio Strategy have delivered CAGR of 8-9% in five years.
As on June 2019, PMS assets excluding EPFO/PF investments stood at Rs.4.40 lakh crore.
Here is the list of top PMS performers in last 5 years:
|
PMS Names |
5-year return |
|
Consortium Securities Pvt. Ltd. |
24.30% |
|
Master Portfolio Services Ltd. |
17.20% |
|
Bellwether Capital Pvt. Ltd. |
16.30% |
|
New Horizon Wealth Management Pvt. Ltd. |
10.10% |
|
ICICI Prudential PMS Flexicap Portfolio |
9.40% |
|
MOSL Value Strategy |
8.40% |
|
MOSL India Opportunity Portfolio Strategy (IOP) |
7.90% |
|
Astute Investment Management Pvt. Ltd. |
5.50% |
|
Care Portfolio Managers Pvt. Ltd. |
4.30% |
|
Systematix Shares And Stocks (India) Limited |
3.80% |
Source: PMSKart