IIFL Multicap PMS was the top performer PMS across AMCs that offer PMS products. The fund delivered CAGR of 19.90% returns over the last 5 years as of December 2019, shows data compiled by PMSbazaar.
Among other top performing PMSs that gave double-digit return were Motilal Oswal Next Trillion Dollar Opportunity Fund and Sundaram India Secular Opportunities Portfolio with CAGR of 13.15% and 10.50% respectively over the last five years.
Meanwhile, PMS products of Aditya Birla Capital, LIC, Invesco, Kotak, and ICICI Prudential Mutual Fund have delivered CARG in the range of 6.4-9.4% returns in the past 5 years.
As of June 2019, PMS assets excluding EPFO/PF investments stood at Rs.4.40 lakh crore.
Here is the list of PMS products offered by AMCs that gave the highest returns in the last 5 years:
|
Strategy Names |
5-year return |
|
IIFL- Multicap PMS |
19.90% |
|
Motilal Oswal- NTDOP |
13.15% |
|
Sundaram- SISOP |
10.50% |
|
Sundaram- PACE |
9.40% |
|
Sundaram- SELF Portfolio |
9.30% |
|
Invesco- Caterpillar |
9.30% |
|
ICICI- Flexi Cap |
9.17% |
|
Motilal Oswal- Value |
8.80% |
|
Aditya Birla Capital- CEP |
8.32% |
|
ICICI- Large Cap |
8.00% |
|
Aditya Birla Capital- SSP |
7.76% |
|
Kotak Special Situation(series 1) |
7.40% |
|
Motilal Oswal- IOP |
7.32% |
|
LIC MF- Value Equity |
7.28% |
|
Kotak- Small & Midcap |
6.40% |
|
ICICI- Value Portfolio |
6.26% |