Top 10 Best-Performing PMS in April 2025
- Paterson PMS
- May 1
- 3 min read
Top 10 Best-Performing PMS - April 2025
Portfolio Management Services (PMS) are bespoke investment solutions tailored for high-net-worth individuals (HNIs) seeking active management of their equity or debt portfolios. Unlike mutual funds, PMS offers greater flexibility in stock selection, risk management, and asset allocation—typically managed by experienced fund managers with a focused approach.
Investors can choose from various strategies such as Large Cap, Mid & Small Cap, or Flexi Cap, depending on their risk appetite and return expectations. With a minimum investment requirement of Rs. 50 lakh, PMS is ideal for those looking for personalised wealth creation strategies beyond traditional avenues.
April saw varied performance across PMS strategies, influenced by sectoral rotation, 4Q earnings season, and macroeconomic cues such as interest rate expectations and election-related market sentiment.
In this blog, we analyse the top 10 best-performing PMS for April 2025 across these categories, helping investors navigate the ever-evolving equity landscape with data-driven insights.
Large and Mid-Cap PMS
Large and Mid Cap PMS strategies aim to strike a balance between stability and growth by investing in a blend of well-established large-cap companies and high-potential mid-cap names. These portfolios typically benefit from the resilience of large caps during volatile phases, while mid caps add a layer of growth and upside potential.
PMS | 1-Month Return | 1-Year Return |
Care Portfolio Managers Pvt Ltd - Large and Midcap Strategy | 10% | 11% |
Samvitti Capital Pvt Ltd - PMS Long Term Growth | 10% | -1% |
Concept Investwell Pvt Ltd - Marvel | 8% | 14% |
SageOne Investment Managers LLP - Large and Midcap Portfolio | 8% | 15% |
Torus Oro Portfolio Management Pvt Ltd - All Weather Portfolio | 7% | 10% |
Ayan Analytics Pvt Ltd - Price Bridge Upswing | 7% | 1% |
Alchemy Capital Management - Smart Alpha 250 | 7% | 3% |
Maxiom Asset Management Pvt Ltd - Maxiom PMS - JEWEL | 7% | 5% |
Ayan Analytics Pvt Ltd - PriceBridge Direct MF | 7% | 5% |
Ladderup Wealth Management Pvt Ltd - Proud PMS | 7% | 4% |
Mid and Small-Cap PMS
Mid and Small Cap PMS strategies focus on uncovering high-growth opportunities in emerging businesses that are often under-researched and less discovered by institutional investors. While these portfolios can be more volatile, they offer significant alpha potential over the long term.
PMS | 1-Month Return | 1-Year Return |
ASK Investment Managers Ltd - ASK Emerging Opportunities Portfolio | 13% | 5% |
Accuracap - Picopower | 10% | 6% |
Ayan Analytics Pvt Ltd - PriceBridge Eternal - Long Life | 10% | 10% |
Roha Asset Managers LLP - Emerging Champions Portfolio | 10% | 7% |
Badjate Wealth Private Limited - Aggressive | 9% | 20% |
Narnolia Financial Services Ltd - Mid and Small Cap | 9% | 13% |
Care Portfolio Managers Pvt Ltd - Growth Plus Value | 9% | 14% |
Carnelian Asset Management and Advisors Pvt Ltd - Shift Strategy | 9% | 18% |
Abakkus Asset Manager Private Limited - Emerging Opportunities | 8% | 18% |
Waya Financial Technologies Pvt Ltd - Bin73 Sunrise Alpha | 8% | N/A |
Flexi-Cap PMS
Flexi-Cap PMS strategies offer fund managers the freedom to invest across market capitalisations—large, mid, and small—allowing them to dynamically allocate capital based on evolving market trends and opportunities. This flexibility helps in managing risk while capturing growth across segments.
PMS | 1-Month Return | 1-Year Return |
ASK Investment Managers Ltd - ASK Lighthouse Portfolio | 15% | 8% |
Moat Financial Services Ltd - UpperCrust Wealth Fund | 15% | 15% |
SilverArch Investment Advisers Pvt Ltd - India Equity Portfolio | 11% | 8% |
Carnelian Asset Management and Advisors Pvt Ltd - Capital Compounder | 11% | 8% |
Motilal Oswal Asset Management Company - Founders | 11% | 13% |
Ambit Global Private Client - Alpha Growth | 11% | 11% |
Anand Rathi Advisors - Impress PMS | 11% | 21% |
Fortune Wealth Management Company India Pvt Ltd - Multicap Value Fund | 10% | N/A |
Alpha Alternatives Fund Advisors LLP - Systematic Equity | 10% | 15% |
NJ Asset Management Pvt Ltd - Multicap | 10% | -2% |
Make the Most of This PMS Blog
To conclude, Portfolio Management Services (PMS) continue to stand out as a compelling investment avenue for those seeking personalised, actively managed equity strategies. With the flexibility to customise portfolios, the expertise of seasoned fund managers, and a focused approach to stock selection, PMS offers a differentiated edge over traditional mutual funds—especially for high-net-worth investors aiming for long-term wealth creation.
The performance seen across Flexi Cap, Large & Mid Cap, and Mid & Small Cap PMS strategies in April 2025 highlights the depth and diversity of opportunities available in this space. Whether it’s capturing mid-cap momentum, navigating volatility with large caps, or leveraging tactical shifts through Flexi Cap allocations, PMS can serve as a valuable tool in a well-rounded investment portfolio.
For investors looking to go beyond the conventional and access high-conviction, research-backed strategies, PMS deserves serious consideration.