Basant Maheshwari was the top PMS performer by delivering CAGR of 23.28% over the last three years as on January 2020, shows data by PMS Bazaar, a PMS analysis and information website.
Other PMS players that gave double-digit returns were 2Point2Capital, Buoyant Capital, Equirus Securities, ASK and Bonanza with 3 year CAGR of 21.6%, 19.3%,17.39%, 15.3% and 15.3% respectively.
PMS products offered by AMCs - SBI MF, Tata PMS, Aditya Birla Capital, Sundaram, Nippon India and Motilal Oswal have delivered CAGR in the range of 9.8-13.99% returns in the past three 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 the last three years:
|
AMC |
Strategy |
3 year return |
|
Basant Maheshwari |
Equity Fund |
23.28 |
|
2Point2Capital |
Long Term Value Fund |
21.6 |
|
Buoyant Capital |
Opportunities |
19.3 |
|
Equirus Securities |
Long Horizon Fund |
17.39 |
|
ASK |
IEP |
15.3 |
|
Bonanza |
Growth |
15.3 |
|
Ambit Capital |
Good & Clean India Fund |
14.9 |
|
Axis |
Brand Equity |
14.2 |
|
SBI MF |
Growth with Values |
13.99 |
|
Accura Cap |
Alpha10 |
13.59 |