Top 10 Best-Performing PMS in August 2024
- Paterson PMS
- Sep 3, 2024
- 3 min read
Investing can often be intimidating, especially when unsure where to start and what decisions to make. That’s where PMS, or Portfolio Management Services comes in.
It’s like getting a professional who knows the market and can manage your investments for you, simplifying the process and leading to better outcomes.
PMS offers a way to invest without having to figure everything out on your own. A professional takes care of the details and chooses the best option to grow your money.
In August 2024, several PMS showed notable performance, particularly in Flexi Cap, Large and Mid Cap, and Mid and Small Cap strategies. Here’s the list!
Large and Mid-Cap PMS
Focusing on large and mid-sized companies based on market cap gives you the stability associated with large companies and the growth potential associated with mid-sized companies.
PMS | 1-Month Returns | 1-Year Returns |
Dynamic Equities Pvt Ltd - Bluechip | 9% | N/A |
True Beacon Investment Advisors LLP - EqFactorQuant | 8% | 67% |
Torus Oro Portfolio Management Pvt Ltd - All Weather Portfolio | 8% | 67% |
Ayan Analytics Pvt Ltd - Price Bridge Upswing | 7% | 44% |
Green Lantern Capital LLP - Alpha Fund | 7% | 85% |
Sykes and Ray Equities India Ltd - SRE Shield | 6% | 34% |
Ladderup Wealth Management Pvt Ltd - Proud PMS | 6% | 25% |
Alchemy Capital Management - Smart Alpha 250 | 6% | N/A |
Valcreate Investment Managers LLP - IME Concentrated Microtrends | 4% | 42% |
Samvitti Capital Pvt Ltd - PMS Long-Term Growth | 4% | 30% |
Mid and Small-Cap PMS
Have a higher risk appetite? Mid and small-cap PMS that focus on mid and small-sized companies by market cap may be perfect for you. The growth potential is much higher here.
PMS | 1-Month Returns | 1-Year Returns |
Money Grow Asset Private Ltd - Small Midcap | 24% | N/A |
Composite Investments Pvt Ltd - Emerging Star Fund | 10% | 42% |
Badjate Stock Shares Pvt Ltd - Aggressive | 9% | 72% |
PGIM India - Phoenix Portfolio | 9% | 38% |
Electrum Portfolio Managers Pvt Ltd - Laureate Portfolio | 7% | 51% |
Narnolia Financial Services Ltd - Mid and Small Cap | 7% | 40% |
Green Lantern Capital LLP - Growth Fund | 7% | 116% |
Sowilo Investment Managers - Target Return Investment Fund | 7% | 54% |
Ayan Analytics Pvt Ltd - PriceBridge Eternal-Long Life | 6% | N/A |
Ambit Investment Advisors Pvt Ltd - TenX Portfolio | 6% | 29% |
Flexi-Cap PMS
As the name suggests, Flexi-Cap strategies target large, mid, and small-sized companies by market cap. It offers you the perfect balance between stability and growth.
PMS | 1-Month Returns | 1-Year Returns |
Turtle Wealth Management Pvt Ltd - Growth Mantra | 9% | 64% |
Turtle Wealth Management Pvt Ltd - Profit Mantra | 9% | 79% |
Emkay Investment Managers Ltd - Golden Decade of Growth | 8% | N/A |
Ckredence Wealth Management Pvt Ltd - Business Cycle Fund | 8% | N/A |
East Green Advisors LLP - Agile Strategy | 7% | 34% |
Renaissance Investment Managers Pvt Ltd - Indianext Portfolio | 7% | 47% |
East Green Advisors LLP - Quant Strategy | 7% | N/A |
Karma Capital Pvt Ltd - Wealth Builder | 7% | 37% |
Prescientcap Investment Advisors LLP - High-Quality Consistent Compounders | 6% | 48% |
Asit C Mehta Investment Intermediates Ltd - ACE - Multicap | 6% | 93% |
Make the Most of This PMS Blog
Understanding the top Portfolio Management Services for August 2024 can provide you with valuable knowledge and insights to make the right investing decisions.
Each strategy has its unique approach to investing, with its unique benefits, based on different risk appetites and financial goals. Stay informed, and let this help guide you to your financial goals!
Opmerkingen