Investing can sometimes feel overwhelming, especially with so many options out there. That's where Portfolio Management Services (PMS) come in. PMS are special investment services where experts manage your money, creating a customised portfolio to meet your financial goals.
In July 2024, several PMS have shown notable performance, particularly in Flexi Cap, Large and Mid Cap, and Mid and Small Cap strategies. Whether you're an experienced investor or just starting, knowing about these top performers can help you make better investment choices. Read on to find out which PMS can take your investments to the next level.
Large and Mid Cap PMS
The Large and Mid Cap PMS strategy focuses on investing in companies with large and mid-sized companies based on market cap. This approach aims to balance the stability and growth potential of larger companies with the dynamic growth opportunities of mid-sized firms.
Top 10 Large and Mid Cap PMS in July 2024
PMS | 1-Month Returns | 1-Year Returns |
Mansi Share and Stock Advisors Pvt Ltd- Seven Islands PMS | 10% | 61% |
True Beacon Investment Advisors LLP- EqFactorQuant | 8% | 61% |
Geojit Financial Services Ltd- Freedom Portfolio | 8% | 20% |
Green Lantern Capital LLP- Alpha Fund | 7% | 82% |
Valcreate Investment Managers LLP- IME Concentrated Microtrends | 7% | 42% |
Bandhan Asset Management Company- Neo Equity Portfolio | 7% | 33% |
Ladderup Wealth Management Pvt Ltd- Proud PMS | 7% | 20% |
Care Portfolio Managers Pvt Ltd- Large and Midcap Strategy | 7% | 74% |
Dynamic Equities Pvt Ltd- Bluechip | 6% | N/A |
Alchemy Capital Management- Smart Alpha 250 | 6% | N/A |
Mid and Small Cap PMS
The Mid and Small Cap PMS strategy targets investments in mid-sized and smaller companies with high growth potential. This approach leverages the agility and innovation of these firms, aiming for significant capital appreciation.
Top 10 Mid and Small Cap PMS in July 2024
PMS | 1-Month Returns | 1-Year Returns |
Money Grow Asset Private Ltd- Small Midcap | 19% | N/A |
Badjate Stock Shares Pvt Ltd- Aggressive | 13% | 83% |
Care Portfolio Managers Pvt Ltd- Growth Plus Value | 13% | 66% |
InCred Asset Management- Small and Midcap | 13% | 37% |
Edelweiss Asset Management Ltd- Focused Mid Smallcap | 12% | 27% |
Motilal Oswal Asset Management Company Ltd- Mid to Mega Strategy | 11% | 59% |
Composite Investments Pvt Ltd- Emerging Star Fund | 11% | 39% |
Electrum Portfolio Managers Pvt Ltd- Laureate Portfolio | 11% | 50% |
Atlas Integrated Finance Ltd- Midcap PMS Fund | 11% | 44% |
PGIM India- Phoenix Portfolio | 11% | 33% |
Flexi Cap PMS
The Flexi Cap PMS strategy offers a versatile approach by investing in a mix of large, mid, and small-cap stocks. This flexibility allows the portfolio to adapt to changing market conditions and capitalise on opportunities across different segments of the market.
Top 10 Flexi Cap PMS in July 2024
PMS | 1-Month Returns | 1-Year Returns |
Unique Asset Management LLP- Strategic Fund | 14% | 63% |
JM Financial Services - India Resurgent Portfolio Series-III | 11% | 57% |
Envision Capital Services Pvt Ltd- India Opportunities | 11% | 42% |
Investsavvy Portfolio Managers LLP- Alpha Fund | 11% | 94% |
Clockvine Capital Advisors Pvt Ltd- Growth Fund | 10% | N/A |
Money Grow Asset Private Ltd- Bespoke | 10% | 31% |
Valcreate Investment Managers LLP- Growing India | 10% | 45% |
Piper Serica Advisors Pvt Ltd- Leader Portfolio Strategy | 10% | 44% |
Unique Asset Management LLP- Focused Fund | 10% | 20% |
Tamara Investment Managers Pvt Ltd- TRUFFLE | 9% | 33% |
In conclusion, understanding the top Portfolio Management Services (PMS) strategies for July 2024, whether it's Flexi Cap, Large and Mid Cap, or Mid and Small Cap , can provide valuable insights for your investment decisions.
Each strategy offers a unique approach to managing and growing your investments, catering to different risk appetites and financial goals. By exploring these standout PMS options, you can make more informed choices and align your investment strategy with your long-term objectives. Stay informed, and let these top performers guide you toward achieving your financial aspirations.
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