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The data released by the Associations of Portfolio Managers in India (APMI) shows that the discretionary equity PMS of Seers Fund Management has delivered the highest 5-year returns of 43.68% across all PMS categories.
Green Lantern Capital and Savvy Capital Advisors have delivered the next highest 5-year returns of 42.84% and 42.59% respectively.
Discretionary PMS is similar to mutual funds where portfolio managers do not seek investors’ approval to invest money. Here, the portfolio managers have complete freedom and flexibility to deploy funds.
Let us look at the 5 year returns of the top 10 discretionary equity PMS:
|
Discretionary- Equity |
||
|
PMS Name |
5year- Returns |
|
|
Seers Fund Management |
43.68 |
|
|
Green Lantern Capital |
42.84 |
|
|
Savvy Capital Advisors |
42.59 |
|
|
ICICI Prudential Asset Management Company |
38.86 |
|
|
Bonanza Portfolio |
35.78 |
|
|
Ghalla Bhansali Stock Brokers |
34.41 |
|
|
Consortium Securities |
33.44 |
|
|
Valuequest Investment Advisors |
32.93 |
|
|
Globe Capital Market |
32.63 |
|
|
Banyan Capital Advisors |
32.59 |
|
In discretionary debt category, the top three PMS with highest 5-year returns are Unifi Capital, Edelweiss Asset Management and A K Wealth Management with 5-year returns of 14.13%, 11.89% and 9.26% respectively.
Top 10 debt discretionary PMS with highest 5-year returns are:
|
Discretionary- Debt |
||
|
S.no |
PMS Scheme |
5year- Returns |
|
1 |
Unifi Capital (Investment approach (IA) – others) |
14.13 |
|
2 |
Edelweiss Asset Management |
11.89 |
|
3 |
A K Wealth Management |
9.26 |
|
4 |
Unifi Capital (IA- Event Arbitrage) |
8.72 |
|
5 |
Aditya Birla Sun Life Amc |
8.48 |
|
6 |
Credit Suisse Securities |
7.53 |
|
7 |
Barclays Securities (India) |
7.52 |
|
8 |
SBI Funds Management |
7.45 |
|
9 |
Trivantage Capital Management India |
7.44 |
|
10 |
Aditya Birla Sun Life Amc |
7.12 |
In hybrid discretionary category, the top 3 players with highest 5-year returns are Allegro Capital Advisors (14.18%), Trustline Holdings (13.59%) and NJ Asset Management (Dynamic asset allocation portfolio aggressive) with 5 year returns of 11.89%.
Top 10 hybrid discretionary PMS schemes:
|
Discretionary - Hybrid |
||
|
PMS Scheme |
5year- Returns |
|
|
Allegro Capital Advisors |
14.18 |
|
|
Trustline Holdings |
13.59 |
|
|
NJ Asset Management (Dynamic asset allocation portfolio aggressive) |
11.89 |
|
|
NJ Asset Management (Dynamic ETF allocation portfolio aggressive) |
11.65 |
|
|
Wealth Managers |
11.44 |
|
|
360 One Portfolio Managers (360 ONE Managed Solutions Aggressive) |
11.08 |
|
|
NJ Asset Management (Dynamic Stock Allocation Portfolio Aggressive) |
9.72 |
|
|
360 One Portfolio Managers (360 One Managed Solutions Balanced) |
9.70 |
|
|
360 One Portfolio Managers (360 One Managed Solutions Conservative) |
9.02 |
|
|
HDFC Asset Management Company |
8.42 |
|
In discretionary multi asset category, SBI Funds Management (SBI Sunrise Silver) has delivered highest returns followed by SBI Funds Management (SBI Sunrise Gold) and Asit C. Mehta Investment Interrmediates (Ace Regular Income).
Let us look at top multiasset discretionary PMS:
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