Top 10 Best-Performing PMS in March 2025

Top 10 Best-Performing PMS - March 2025

Looking to invest beyond traditional mutual funds? Portfolio Management Services (PMS) provide a tailored investment approach, offering professionally managed portfolios designed for high-net-worth individuals (HNIs) seeking higher returns with personalised strategies.

Unlike mutual funds, PMS allows for greater flexibility in stock selection, asset allocation, and risk management, making them an attractive choice for investors looking to capitalise on market trends.

With the Indian stock market experiencing dynamic shifts, PMS strategies can significantly impact returns, depending on the fund manager’s expertise and market conditions. PMS typically follows different investment styles, such as Flexi Cap (adaptive across market caps), Large & Mid Cap (balancing stability and growth), and Mid & Small Cap (higher risk-reward potential).

In this blog, we analyse the top 10 best-performing PMS for March 2025 across these categories, helping investors navigate the ever-evolving equity landscape with data-driven insights.

Large and Mid-Cap PMS

Large and Mid Cap PMS strategies aim to strike a balance between stability and growth by investing in established large-cap companies and high-potential mid-cap stocks. Large-cap stocks provide consistency and resilience during market volatility, while mid-cap stocks offer higher growth potential, making this category an attractive choice for investors seeking a mix of risk and reward. Fund managers in this segment focus on identifying companies with strong fundamentals, scalable business models, and sectoral tailwinds to optimise returns.

PMS	1-Month Return	1-Year Return
Wave Asset Private Limited - Bloom	5%	N/A
Torus Oro Portfolio Management Pvt Ltd - All Weather Portfolio	-3%	5%
True Beacon Investment Advisors LLP - EqFactorQuant	-4%	-5%
Value Prolific Investments and Consulting Pvt Ltd - Balanced B	-4%	4%
Bonanza Portfolio Ltd - Growth	-5%	-7%
Green Lantern Capital LLP - Alpha Fund	-6%	6%
Geojit Financial Services Ltd - Freedom Portfolio	-7%	-5%
SageOne Investment Managers LLP - Large and Midcap Portfolio	-7%	8%
Maxiom Asset Management Pvt Ltd - Maxiom PMS - JEWEL	-7%	-1%
Bandhan Asset Management Company - Neo Equity Portfolio	-7%	-4%

Mid and Small-Cap PMS

Mid and Small Cap PMS strategies focus on investing in companies with higher growth potential, typically in the mid and small-cap segments of the market. These stocks often carry higher risk but also offer the possibility of substantial returns, making them ideal for investors with a higher risk tolerance and a long-term investment horizon. Fund managers in this category carefully select companies with strong growth prospects, innovation, and scalability, aiming to capture the significant upside potential that mid and small-cap stocks can offer.

PMS	1-Month Return	1-Year Return
Atlas Integrated Finance Ltd - Midcap PMS Fund	-2%	9%
Green Lantern Capital LLP - Growth Fund	-5%	20%
QED Capital Advisors LLP - Alphabets	-5%	-4%
Magadh Capital Advisors LLP - Future Stars	-7%	10%
Fyers Asset Management Pvt Ltd - Fyers Genesis Fund	-7%	N/A
Wallfort PMS and Advisory Services LLP - Avenue Fund	-7%	-1%
Karma Capital Advisors LLP - Lotus	-8%	3%
Wallfort PMS and Advisory Services LLP - Ameya Fund	-8%	8%
Wallfort PMS and Advisory Services LLP - India Contra Equity Fund	-8%	N/A
Trivantage Capital Management India Pvt Ltd - Small and Midcap Financials	-8%	-12%

Flexi-Cap PMS

Flexi Cap PMS strategies offer a flexible investment approach by diversifying across companies of all market capitalisations—large, mid, and small-cap stocks—based on prevailing market conditions and opportunities. This dynamic strategy allows fund managers to adjust portfolio composition to optimise returns, making it well-suited for investors who seek growth potential while managing risk. Flexi Cap PMS offers the advantage of capitalising on both stable blue-chip stocks and high-growth emerging companies, providing a balanced risk-return profile.

PMS	1-Month Return	1-Year Return
Qode Advisors LLP - Qode All Weather	-2%	N/A
Value Prolific Investments and Consulting Pvt Ltd - Alpha A	-2%	0%
East Green Advisors LLP - Quant Strategy	-2%	N/A
Eklavya Capital Advisors LLP - Equity	-3%	N/A
Maxiom Asset Management Pvt Ltd - Maxiom PMS - EMERALD	-3%	5%
Qode Advisors LLP - Qode Tactical Fund	-3%	N/A
Guardian Asset Management Pvt Ltd - Guardian	-3%	3%
Clearview Capital Advisors Private Ltd - Clearview Long Term Partners Fund	-3%	N/A
Atlas Integrated Finance Ltd	-4%	-2%
Chanakya Capital Services Pvt Ltd - Growth Plan	-4%	3%

Make the Most of This PMS Blog

In conclusion, Portfolio Management Services (PMS) provide an advanced, personalised investment solution for high-net-worth individuals seeking to maximise their wealth through professionally managed portfolios. Unlike traditional mutual funds, PMS offer a bespoke approach, allowing fund managers to tailor strategies based on individual financial goals, risk tolerance, and market conditions.

The flexibility inherent in PMS allows managers to dynamically allocate investments across various asset classes and market capitalisations, providing a more targeted and adaptable investment strategy. This level of personalised attention, along with the ability to make informed, timely decisions, positions PMS as an attractive option for those seeking long-term growth, stability, or higher returns.

As the market continues to evolve, PMS offer investors the advantage of capitalising on emerging trends, sectoral opportunities, and global shifts, making them an essential component in the portfolio of investors looking to optimise returns and achieve sustained financial success.