In terms of model portfolio returns, Sanctum Wealth’s Indian Olympians PMS was the top PMS performer by delivering CAGR of 15.70% over the last three years as on February 2020, shows data by PMS Bazaar, a PMS analysis and information website.
Returns on model portfolio is time weighted rate of returns (TWRR) calculated on model portfolio created by fund managers. When returns are calculated based on ‘model portfolio’, it comprises data of underlying investment wrapped into single portfolio.
Other PMS players that gave double-digit returns in terms of model portfolio were SISOP strategy of Sundaram AMC, Multicap PMS strategy of IIFL, Super Six strategy of Trivantage Capital and Growth strategy of Bonanza with 3 year CAGR of 14.40%, 14.25%, 14% and 11.95% respectively.
In terms of pooled portfolio performance, Basant Maheshwari’s Equity Fund strategy was the top performer by delivering CAGR of 19.35% over the last three years as on February 2020.
Pooled portfolio is aggregate returns of all investors put together. It takes into account time weighted rate of returns made by all investors before calculating the average return of the portfolio.
Other PMS players that gave double-digit returns were 2 point 2 Capital, Equirus Securities and ASK with 3 year CAGR of 16.9%, 15.65% and 13.40% respectively.
As on June 2019, PMS assets excluding EPFO/PF investments stood at Rs.4.40 lakh crore.
Top PMS performers in the last three years based on model portfolio method
|
Model Portfolio |
||
|
AMC |
Strategy |
3 year return |
|
Sanctum Wealth |
Indian Olympians |
15.70% |
|
Sundaram AMC |
SISOP |
14.40% |
|
IIFL |
Multicap PMS |
14.25% |
|
Trivantage Capital |
Super Six |
14% |
|
Bonanza |
Growth |
11.95% |
|
Aditya Birla Capital |
Top 200 Core Equity Portfolio |
11.63% |
|
Sanctum Wealth |
Indian Titans |
11.60% |
|
Sundaram AMC |
PACE |
11.10% |
|
Phillip Capital |
Signature India Portfolio |
11.05% |
|
Sundaram AMC |
SELF Portfolio |
11.00% |
|
Tamohara Investment MGRS |
TIOS |
7.57% |
|
Aditya Birla Money |
Core & Satellite |
7.10% |
|
Tamohara Investment MGRS |
TLES |
6.49% |
|
Trivantage Capital |
Resurgent Financials Equ |
4.10% |
|
Crest Wealth Management |
Emerging Bluechip |
2.60% |
|
Aditya Birla Capital |
SSP |
1.82% |
|
Aditya Birla Capital |
Core Equity Portfolio |
1.64% |
|
AnandRathi Advisors |
Portfolio plus |
1.40% |
|
Sundaram AMC |
Microcap Portfolio |
0.10% |
|
Edelweiss |
Focused Smallcap |
-1.50% |
|
Right Horizons |
India Underserved |
-2.26% |
Top PMS performers in the last three years based on pooled portfolio
|
Pooled Portfolio |
||
|
AMC |
Strategy |
3 year return |
|
Basant Maheshwari |
Equity Fund |
19.35% |
|
2 point 2 Capital |
Long Term Value Fund |
16.90% |
|
Equirus Securities |
Long Horizon Fund |
15.65% |
|
ASK |
IEP |
13.40% |
|
Buoyant Capital |
Opportunities |
13.40% |
|
Axis |
Brand Equity |
12.90% |
|
Ambit Capital |
Good & Clean India Fund |
12.70% |
|
AccuraCap |
Alpha 10 |
11.90% |
|
Sameeksha Capital |
Equity Fund |
11.20% |
|
SBI MF |
Growth with values |
10.97% |
|
Alchemy |
Alchemy Leaders |
10.90% |
|
Alchemy |
Select Stock |
10.10% |
|
Centrum PMS |
Deep Value IV |
10% |
|
Alfaccurate Advisors |
AAA Focus Plan |
9.96% |
|
ASK |
India Select |
9.90% |
|
Dalal&Broacha |
Long Term Growth |
9.56% |
|
Nippon India |
High Conviction |
9.50% |
|
Centrum PMS |
Multibagger (Deep Value I) |
8.90% |
|
Alfaccurate Advisors |
AAA India OPP |
8.32% |
|
Nippon India |
Absolute Freedom |
8.30% |
|
Concept Investwell |
Legend |
7.54% |
|
AccuraCap |
AlphaGen |
7% |
|
Centrum PMS |
Micro |
6.80% |
|
Narnolia |
India 3T |
6.70% |
|
Asian Makets Securities |
AMSEC Life |
5.40% |
|
Alchemy |
High Growth |
5.10% |
|
Centrum PMS |
Wealth Creator |
4.30% |
|
AccuraCap |
PicoPower |
2.60% |
|
JHP Securities |
Incredible India |
0.54% |
|
PGIM India |
Phoenix |
-1.67% |
|
Indianivesh |
Sprout |
-2.80% |
|
Concept Investwell |
Marvel |
-2.97% |
|
PGIM India |
Core Equity Portfolio |
-3.73% |
|
Moat Financial Services |
Equity Growth |
-4.76% |