Top 10 Best-Performing PMS - January 2025
Portfolio Management Services (PMS) offer a personalised approach to wealth creation, catering to investors seeking professionally managed equity portfolios. Unlike mutual funds, PMS provides direct ownership of stocks, customisation, and a more concentrated investment strategy.
January 2025 was a dynamic month for Indian equities, with select PMS strategies significantly outperforming the broader market.
This month’s top-performing PMS strategies demonstrated strong returns across Flexi Cap, Large and Mid Cap, and Mid and Small Cap categories, driven by a mix of sectoral tailwinds, strategic stock selection, and market momentum. In this blog, we highlight the top 10 best-performing PMS strategies of January 2025, offering insights into their performance drivers and investment approach.
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 offer a blend of stability and growth by investing in established large-cap companies alongside high-potential mid-cap stocks. This approach provides the best of both worlds—large caps offer resilience during market volatility, while mid caps contribute to higher growth potential.
PMS | 1-Month Return | 1-Year Return |
Dynamic Equities Pvt Ltd - Bluechip | 6% | N/A |
Alchemy Capital Management - Smart Alpha 250 | 3% | 32% |
Bonanza Portfolio Ltd - Growth | 1% | 11% |
Torus Oro Portfolio Management Pvt Ltd - All Weather Portfolio | 1% | 32% |
Value Prolific Investments and Consulting Pvt Ltd - Balanced B | 1% | 15% |
Ladderup Wealth Management Pvt Ltd - Proud PMS | 1% | 17% |
Jama Wealth Asset Management Pvt Ltd - Maxiom PMS | -1% | 6% |
SageOne iNvestment Advisors LLP - Large and Midcap Portfolio | -1% | 29% |
Samvitti Capital Pvt Ltd - PMS Long Term Growth | -1% | 9% |
Ayan Analytics Pvt Ltd - PriceBridge Direct MF | -1% | 15% |
Mid and Small-Cap PMS
Mid and Small Cap PMS strategies focus on companies with high growth potential, often benefiting from early-stage expansion, sectoral tailwinds, and valuation re-ratings. These portfolios are typically more volatile than large-cap-focused strategies but offer the potential for superior long-term returns.
PMS | 1-Month Return | 1-Year Return |
Wallfort PMS and Advisory Services LLP - Diversified Fund | 5% | 72% |
Wallfort PMS and Advisory Services LLP - Ameya Fund | 5% | 43% |
Badjate Stock Share Pvt Ltd - Aggressive | 4% | 53% |
Magadh Capital Advisors LLP - Future Stars | 4% | 44% |
Trivantage Capital Management India Pvt Ltd - Small & Midcap Financials | 4% | 13% |
Accuracap-Picopower | 3% | 32% |
Narnolia Financial Services Ltd - Mid and Small Cap | 3% | 31% |
QED Capital Advisors LLP - Alphabets | 3% | 23% |
Motilal Oswal Asset Management Company - Mid to Mega Strategy | 2% | 40% |
Wallfort PMS and Advisory Services LLP - India Contra Equity Fund | 2% | N/A |
Flexi-Cap PMS
Flexi Cap PMS strategies provide fund managers with the flexibility to invest across market capitalisations, allowing them to allocate capital dynamically based on market conditions and emerging opportunities. This approach ensures a well-diversified portfolio that can adapt to changing economic trends.
PMS | 1-Month Return | 1-Year Return |
Unique Asset Management LLP - Focused Fund | 3% | 24% |
Wryght Research and Capital Pvt Ltd - Factor Fund - Hedged | 3% | 34% |
Wryght Research and Capital Pvt Ltd - Factor Fund | 2% | 37% |
Ckredence Wealth Management Pvt Ltd - ICE Growth | 2% | N/A |
East Green Advisors LLP - Quant Strategy | 2% | N/A |
Fident Asset Management - FIBER | 2% | N/A |
Elever Investment Adviser Pvt Ltd - Factoralpha PMS | 1% | N/A |
Tradeswift Broking Private Limited - MULTI ASSET | 1% | N/A |
Marathon Trends Advisory Pvt Ltd - Trend Following | 1% | 23% |
JM Financial Services - Apex | 1% | 27% |
Make the Most of This PMS Blog
Staying informed about the best-performing PMS strategies can help investors make well-informed decisions in an ever-evolving market. This blog provides a snapshot of the top PMS performers in January 2025, offering insights into the trends, sectors, and strategies driving returns.
Whether you’re considering PMS for the first time or looking to refine your existing portfolio, understanding how different strategies perform can be valuable. Keep an eye on fund manager allocations, sectoral shifts, and emerging investment themes to stay ahead in the market.
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