Top 10 Best-Performing PMS - February 2025
Portfolio Management Services (PMS) offer a tailored approach to wealth creation, giving investors direct stock ownership, customisation, and a more focused investment strategy. With active management and tactical asset allocation, PMS strategies have the flexibility to navigate market cycles and capitalise on emerging opportunities.
February 2025 was another eventful month for Indian equities, with select PMS strategies delivering strong returns across Flexi Cap, Large and Mid Cap, and Mid and Small Cap categories. Fund managers leveraged sectoral trends, earnings momentum, and strategic stock selection to outperform the broader market.
Read on to see which PMS strategies stood out and how they positioned themselves for future growth.
Large and Mid-Cap PMS
Large and Mid Cap PMS strategies offer a balanced approach by combining the stability of large caps with the high-growth potential of mid caps. These strategies aim to capture market opportunities across economic cycles, leveraging strong sectoral trends and selective stock picking. By maintaining a diversified yet focused portfolio, Large and Mid Cap PMS strive to deliver consistent returns while managing risk effectively, making them a preferred choice for investors seeking a mix of growth and stability.
PMS | 1-Month Return | 1-Year Return |
Jama Wealth Asset Management Pvt Ltd - Maxiom PMS - JEWEL | -2% | 7% |
Care Portfolio Managers Pvt Ltd - Large and Midcap Strategy | -2% | 18% |
Ayan Analytics Pvt Ltd - Price Bridge Upswing | -3% | 4% |
Sykes and Ray Equities India Ltd - SRE Shield | -3% | 3% |
Ayan Analytics Pvt Ltd - Price Bridge Direct MF | -3% | 8% |
Green Lantern Capital LLP - Alpha Fund | -4% | 16% |
Value Prolific Investments and Consulting Pvt Ltd - Balanced B | -4% | 9% |
SageOne Investment Managers LLP - Large and Midcap Portfolio | -5% | 21% |
True Beacon Investment Advisors LLP - EqFactorQuant | -5% | 3% |
Bandhan Asset Management Company - Neo Equity Portfolio | -5% | 6% |
Mid and Small-Cap PMS
Mid and Small Cap PMS strategies focus on high-growth opportunities by investing in emerging companies with strong potential. These strategies aim to capitalise on sectoral tailwinds, market inefficiencies, and entrepreneurial agility, often delivering higher returns over the long term. While mid and small caps can be more volatile, skilled fund management and a disciplined investment approach help navigate risks, making these strategies attractive for investors looking for aggressive growth and wealth creation.
PMS | 1-Month Return | 1-Year Return |
Fyers Asset Management Pvt Ltd - Fyers Genesis Fund | -1% | N/A |
Wallfort PMS and Advisory Services LLP - Diversified Fund | -3% | 50% |
Green Lantern Capital LLP - Growth Fund | -4% | 28% |
Wallfort PMS and Advisory Services LLP - Focus Fund | -5% | N/A |
Atlas Integrated Finance Ltd - Midcap PMS Fund | -5% | 13% |
Tata Asset Management Ltd - Emerging Opportunities | -6% | 13% |
SVAN Investment Managers LLP - Velocity | -6% | 29% |
PGIM India - Phoenix Portfolio | -6% | 11% |
Geojit Financial Services Ltd - Advantage Portfolio | -6% | 1% |
Aditya Birla Sun Life AMC - Select Sector Portfolio | -6% | 28% |
Flexi-Cap PMS
Flexi Cap PMS strategies offer the advantage of unrestricted investing across market capitalisations, allowing fund managers to adapt to changing market conditions. By dynamically allocating capital between large, mid, and small caps, these strategies seek to optimise returns while managing risk. This flexibility enables them to capture opportunities across sectors and market cycles, making Flexi Cap PMS a preferred choice for investors looking for a balanced yet growth-oriented approach.
PMS | 1-Month Return | 1-Year Return |
PRPEdge Wealth Pvt Ltd - Alphaa MPT Plus Fund | 0% | 21% |
Unique Asset Management LLP - Focused Fund | -1% | 25% |
Eklavya Capital Advisors LLP - Equity | -1% | N/A |
Elever Investment Adviser Pvt Ltd - Factorshields PMS | -1% | N/A |
Money Grow Asset Pvt Ltd - Bespoke | -1% | 11% |
Money Grow Asset Pvt Ltd - Flexicap | -2% | 14% |
ICICI Securities Ltd - Sterling Aggressive Portfolio | -3% | 15% |
Buoyant Capital Pvt Ltd - Opportunities | -3% | 15% |
Spark Asia Impact Managers Pvt Ltd - India at 75 FlexiCap | -3% | 5% |
Clearview Capital Advisors Private Limited - Clearview Long Term Partners Fund | -3% | N/A |
Make the Most of This PMS Blog
The performance of PMS strategies in February 2025 highlights the importance of active management and strategic stock selection in generating superior returns. Whether through the balanced approach of Large and Mid Cap PMS, the high-growth focus of Mid and Small Cap strategies, or the dynamic allocation of Flexi Cap PMS, fund managers demonstrated their ability to navigate market trends and capitalise on emerging opportunities.
As markets continue to evolve, choosing the right PMS strategy becomes crucial for long-term wealth creation. Investors should assess their risk appetite, investment goals, and market outlook before selecting a PMS that aligns with their financial objectives. With expert fund management and a disciplined approach, PMS strategies remain a compelling option for those looking to outperform the broader market.
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