Investing can be complex, but Portfolio Management Services (PMS) offer a personalised approach to growing your wealth. In this blog, we unveil the top 10 PMS across different market caps that are currently making waves, providing tailored strategies to enhance your portfolio.
Whether you aim for aggressive growth or steady income, these PMS providers combine expertise and innovation to help you achieve your financial goals. 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 combines the stability of large-cap companies with the growth potential of mid-cap firms. This balanced approach aims to deliver consistent returns by investing in established industry leaders and emerging businesses.
Top 10 Mid and Small Cap PMS in June 2024
PMS | 1- Month Returns | 1- Year Returns |
Alchemy Capital Management - Smart Alpha 250 | 6% | N/A |
Care Portfolio Managers Pvt Ltd - Large and Midcap Strategy | 6% | 77% |
Dynamic Equities Pvt Ltd - Bluechip | 5% | N/A |
Ayan Analytics Pvt Ltd - Price Bridge Upswing | 4% | 38% |
Torus Oro Portfolio Management Pvt Ltd - All Weather Portfolio | 3% | 66% |
Samvitti Capital Pvt Ltd- PMS Long Term Growth | 2% | 35% |
Green Lantern Capital LLP - Alpha Fund | 2% | 82% |
Scient Capital Pvt Ltd - Smart Beta PMS | 1% | 33% |
Bonanza Portfolio Ltd - Growth | 1% | 30% |
Valcreate Investment Managers LLP- IME Concentrated Microtrends | 1% | 38% |
Mid and Small Cap PMS
The Mid and Small Cap PMS strategy focuses on investing in high-growth potential companies within the mid-cap and small-cap segments. This approach seeks to capitalize on the growth opportunities of emerging and developing companies, offering significant upside potential for investors.
Top 10 Mid and Small Cap PMS in June 2024
PMS | 1- Month Returns | 1- Year Returns |
QED Capital Advisors LLP- Alphabets | 6% | 63% |
AlfAccurate Advisors- AAA Budding Beasts | 3% | 44% |
ICICI Prudential AMC Ltd- PIPE Strategy | 3% | 60% |
Badjate Stock Shares Pvt Ltd- Aggressive | 3% | 77% |
Aditya Birla Sun Life AMC - Select Sector Portfolio | 3% | 49% |
ASK Investment Managers Ltd- ASK Emerging Opportunities Portfolio | 3% | 29% |
Tata Asset Management Ltd- Emerging Opportunities | 3% | 39% |
Green Lantern Capital LLP- Growth Fund | 2% | 121% |
Invesco Asset Management (I) Pvt Ltd - Caterpillar | 1% | 38% |
Kotak Mahindra Asset Management Company Ltd- Small & Mid Cap | 1% | 38% |
Flexi Cap PMS
The Flexi Cap PMS strategy offers the flexibility to invest across various market capitalisations, including large-cap, mid-cap, and small-cap stocks. This approach allows the portfolio manager to dynamically adjust allocations based on market conditions and opportunities, aiming to maximize returns while managing risk effectively.
Top 10 Flexi Cap PMS in June 2024
PMS | 1-Month Returns | 1-Year Returns |
Prabhudas Liladher - Aqua Strategy | 7% | N/A |
JM Financial Services- Apex | 5% | 43% |
Unique Asset Management LLP- Strategic Fund | 4% | 54% |
Wright Research and Capital Pvt Ltd- Alpha Fund | 4% | N/A |
Asit C Mehta Investment Intermediates Ltd- ACE | 4% | 98% |
Turtle Wealth Management Pvt Ltd- 212 Growth Mantra | 3% | 54% |
Turtle Wealth Management Pvt Ltd- 212 Wealth Mantra | 3% | 60% |
Valcreate Investment Managers LLP- Growing India | 3% | 39% |
Valtrust Partners LLP- Valtrust Momentum | 3% | 81% |
Marathon Trends Advisory Pvt Ltd- Trend Following | 2% | 54% |
Selecting the right Portfolio Management Service (PMS) can significantly enhance your investment strategy, providing personalised and expert management tailored to your financial goals.
The top 10 PMS options highlighted in this blog offer a diverse range of strategies, each designed to maximise returns while effectively managing risk. By carefully choosing a PMS that aligns with your objectives, you can benefit from professional insights and a structured approach to wealth growth.
Take the next step towards achieving your financial aspirations with a well-chosen PMS, and watch your investments flourish.
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