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  • CafeAlt Top performing discretionary PMS across categories

    Top performing discretionary PMS across categories

    Seers Fund Management has delivered the highest 5 year returns followed by Green Lantern Capital and Savvy Capital Advisors among discretionary PMS.
    Team Cafemutual Jun 22, 2024

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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:

    To help you understand more about emerging trends in the PMS industry, Cafemutual is holding its next event titled ‘Cafemutual Alternates’ on August 23, 2024 at Taj Santacruz, Mumbai.

    The event aims to throw  insights on opportunities in distribution of alternative products. Click here to register now.

    Have a query or a doubt?
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    Cafemutual welcomes all mutual fund and insurance related questions. So write in to us at newsdesk@cafemutual.com

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