IIFL Multicap PMS was the top performing PMS across AMCs that offer PMS products. The fund delivered CAGR of 16.33% returns over the last 3 years as of January 2020, shows data compiled by PMSbazaar.
Among other top performing PMSs that gave double-digit return were Axis Brand Equity, Sundaram India Secular Opportunities Portfolio with CAGR of 14.2% and 14.1% respectively over the last three years.
Meanwhile, PMS products of SBI MF, Tata PMS, Aditya Birla Capital, Sundaram, Nippon India and Motilal Oswal have delivered CARG in the range of 9.8-13.99% returns in the past 3 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 |
3 year returns |
|
IIFL- Multicap PMS |
16.33 |
|
Axis - Brand Equity |
14.2 |
|
Sundaram - SISOP |
14.1 |
|
SBI MF- Growth with values |
13.99 |
|
Tata PMS - Consumption |
13.79 |
|
Tata PMS - Blue Chip |
13.78 |
|
Aditya Birla Capital -Top 200 core equity portfolio |
13.76 |
|
Sundaram - PACE |
13.4 |
|
Sundaram - Self Portfolio |
13.4 |
|
Tata PMS- Emerging opportunities |
13.3 |
|
Nippon India - High Conviction |
12.4 |
|
Nippon India - Absolute Freedom |
12.3 |
|
Motilal Oswal - Value |
12.14 |
|
Tata PMS - Blup Chip Plus |
12 |
|
Aditya Birla Money - Core and Satellite |
10.6 |
|
LIC MF - Value Equity |
10.09 |
|
Motilal Oswal - NTDOP |
9.82 |
|
Aditya Birla Capital - SSP |
5.5 |
|
Aditya Birla Capital- Core equity portfolio |
5.16 |
|
PGIM - Core Equity Portfolio |
5.06 |
|
PGIM - Phoenix |
3.8 |
|
Motilal Oswal - IOP |
3.33 |
|
Sundaram - Microcap portolio |
2.5 |
|
Edelweiss - Focused smallcap |
1.6 |