Top 10 Best-Performing PMS in December 2024

Top 10 Best-Performing PMS - December 2024

Portfolio Management Services (PMS) offer a tailored approach to investing, designed for individuals seeking personalised wealth management solutions. With PMS, expert fund managers curate and manage a portfolio of stocks, bonds, or other securities, aligning with your financial goals, risk appetite, and investment horizon.

This hands-on approach ensures a higher degree of customisation and active management, setting it apart from traditional mutual funds or passive investment options.

In December 2024, several PMS strategies delivered remarkable performance, standing out in categories like Flexi Cap, Large & Mid Cap, and Mid & Small Cap. Read on to find out which PMS can take your investments to the next level.

Large and Mid-Cap PMS

Large and Mid Cap PMS strategies focus on blending stability from established large-cap stocks with the growth potential of mid-cap companies, creating a balanced portfolio for long-term wealth creation

PMS	1-Month Return	1-Year Return
Dynamic Equities Pvt Ltd - Bluechip	3%	-
Alchemy Capital Management - Smart Alpha 250	1%	38%
Valcreate Investment Managers LLP - IME Concentrated Microtrends	1%	32%
Ladderup Wealth Management Pvt Ltd - Proud PMS	1%	21%
Samvitti Capital Ltd - PMS Long Term Growth	1%	21%
Bandhan Asset Management Company - Neo Equity Portfolio	0.3%	25%
Care Portfolio Managers Pvt Ltd - Large and Midcap Strategy	0.3%	37%
Ayan Analytics Pvt Ltd - Price Bridge Upswing	0.3%	22%
Bonanza Portfolio Ltd - Growth	0.2%	17%
SageOne Investment Advisors LLP - Large and Midcap Portfolio	-0.1%	40%

Mid and Small-Cap PMS

Mid and Small Cap PMS strategies target high-growth potential by investing in emerging and agile companies, ideal for investors seeking higher returns with a tolerance for increased risk.

PMS	1-Month Return	1-Year Return
Carnelian Asset Managers and Advisors Pvt Ltd - Shift Strategy	5%	45%
Wallfort PMS and Advisory Services LLP - India Contra Equity Fund	5%	-
Electrum Portfolio Managers Pvt Ltd - Laureate Portfolio	5%	46%
Wallfort PMS and Advisory Services LLP - Avenue Fund	4%	35%
Waya Financial Technologies Pvt Ltd - Bin73 Sunrise Alpha	4%	-
InCred Asset Management - Small and Midcap	4%	44%
Magadh Capital Advisors LLP - Future Stars	3%	46%
SVAN Investment Managers LLP - Velocity	3%	52%
Roha Asset Managers LLP - Emerging Champions Portfolio	3%	35%
Invesco Asset Management (I) Pvt Ltd - Caterpillar	3%	42%

Flexi-Cap PMS

Flexi Cap PMS strategies offer dynamic investing by allocating funds across large, mid, and small-cap stocks, ensuring flexibility to capitalise on opportunities across market segments.

PMS	1-Month Return	1-Year Return
Thinqwise Wealth Managers Pvt Ltd - India Long Term Fund	7%	28%
Tamohara Investment Managers Pvt Ltd - TRUFFLE	3%	36%
Ckredence Wealth Management Pvt Ltd - Business Cycle Fund	3%	34%
Ckredence Wealth Management Pvt Ltd - ICE Growth	3%	-
Emkay Investment Managers Ltd - ENVI	2%	31%
Fident Asset Management - FAIR	2%	-
East Green Advisors LLP - Agile Strategy	2%	25%
White Oak Capital Management Consultants LLP - Research Select Equity	2%	-
White Oak Capital Management Consultants LLP - Business Leaders PMS	2%	26%
Capital 8 LLP - Capital 8 Infinity Fund	2%	-

Make the Most of This PMS Blog

PMS strategies continue to be a preferred choice for investors seeking personalized, actively managed portfolios tailored to their financial goals. The top-performing PMS of December 2024 demonstrate the power of expert management and strategic asset allocation across categories like Flexi Cap, Large & Mid Cap, and Mid & Small Cap. By aligning your investment approach with these strategies, you can leverage their potential to build wealth effectively. Stay informed, diversify wisely, and let expert management guide your journey toward financial success.