IIFL’s Multicap PMS was the top PMS performer by delivering returns of 17.79% over the last five years as on January 2020, shows data by PMS Bazaar, a PMS analysis and information website.
The report has compiled returns based on the returns on the model portfolio.
Other PMS players that gave double-digit returns were Multi Strategy and Equigrow Strategy of Prabhudas Lilladher with 5 year CAGR of 12.8% and 11.6% respectively.
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 five years:
AMC |
Strategy |
5 year return |
IIFL |
Multicap PMS |
17.79 |
Prabhudas Lilladher |
Multi Strategy |
12.8 |
Prabhudas Lilladher |
Equigrow Strategy |
11.6 |
Aditya Birla Capital |
SSP |
7.45 |
Aditya Birla Capital |
Core Equity Portfolio |
7.42 |
Right Horizons |
India Underserve |
6.7 |