Top 10 Best-Performing PMS in May 2025

Top 10 Best-Performing PMS - May 2025

Navigating the ever-evolving world of wealth creation demands more than just picking stocks - it requires a strategy, expertise, and a keen eye for opportunities. That’s where Portfolio Management Services (PMS) step in, offering tailored investment solutions that go beyond the conventional.

As markets shift and new leaders emerge, savvy investors are turning to PMS to tap into the expertise of seasoned fund managers and unlock the true potential of their portfolios.

In this month’s edition, we spotlight the top 10 best-performing PMS strategies across Large & Mid Cap, Small & Mid Cap, and Flexi Cap categories for May 2025. Whether you’re a market veteran or just starting your investment journey, this curated list will help you discover which PMS styles are setting the pace - and why they might deserve a spot in your financial roadmap.

Dive in to see who’s outperforming the rest and what’s driving their stellar returns this month!

Large and Mid-Cap PMS

Large & Midcap PMS invests in a mix of large-cap and mid-cap stocks, typically allocating at least 35% of assets to each segment. This approach combines the stability of established blue-chip companies with the growth potential of emerging mid-sized firms, offering a balanced investment strategy.

By blending these two categories, Large & Midcap PMS aims to deliver steady returns while managing risk. Professional fund managers actively select and adjust holdings, helping investors benefit from both market leaders and fast-growing companies within a single, diversified portfolio.

PMS	1-Month Return	1-Year Return
ArthAlpha LLP - ArthAlpha Machine Learning Equity Quant	5%	N/A
Alchemy Capital Management - Smart Alpha 250	4%	-1%
Dynamic Equities Pvt Ltd - Bluechip	4%	8%
Geojit Financial Services Ltd - Freedom Portfolio	3%	-2%
Torus Oro Portfolio Management Pvt Ltd - All Weather Portfolio	3%	9%
Valcreate Investment Managers LLP - IME Concentrated Microtrends	3%	2%
Wave Asset Private Limited - Bloom	3%	N/A
SageOne Investment Managers LLP - Large and Midcap Portfolio	3%	14%
Sykes and Ray Equities India Ltd - SRE Shield	3%	-2%
Shriram Asset Management Company Ltd - Shriram LEAPS	3%	N/A

Mid and Small-Cap PMS

Mid & Small Cap PMS focuses on investing in mid-cap and small-cap companies, targeting businesses beyond the largest players in the market. These portfolios typically allocate a significant portion of assets to both segments, aiming to capture the higher growth potential that these emerging companies often offer.

This strategy is designed for investors seeking aggressive capital appreciation, as mid and small-cap stocks can deliver strong returns during market upswings. Experienced fund managers actively manage these portfolios, identifying promising opportunities and navigating volatility to maximise gains while managing the inherent risks of this dynamic segment.

PMS	1-Month Return	1-Year Return
Trivantage Capital Management India Pvt Ltd - Small and Midcap Financials	10%	3%
Wallfort PMS and Advisory Services LLP - Diversified Fund	5%	20%
Shriram Asset Management Company - Shriram Future GEMS	5%	N/A
Money Grow Asset Pvt Ltd - Small Midcap	5%	6%
Wallfort PMS and Advisory Services LLP - India Contra Equity Fund	4%	18%
Vallum Capital Advisor Pvt Ltd - Value India Discovery	4%	-8%
Edelweiss Asset Management Ltd - Edelweiss Focused Mid & Small Cap Portfolio Series II	4%	-8%
Edelweiss Asset Management Ltd - Focused Mid Smallcap	4%	-4%
Wallfort PMS and Advisory Services LLP - Ameya Fund	4%	21%
Ayan Analytics Pvt Ltd - PriceBridge Eternal-Long Life	3%	5%

Flexi-Cap PMS

Flexi Cap PMS offers maximum flexibility by investing across large-cap, mid-cap, and small-cap stocks without any fixed allocation limits. This allows fund managers to dynamically adjust the portfolio mix based on market conditions and emerging opportunities.

The Flexi Cap strategy is ideal for investors seeking diversified growth, as it enables the portfolio to capture potential from all segments of the market. With active management, Flexi Cap PMS aims to optimise returns while effectively managing risk, adapting swiftly to changing market trends.

PMS	1-Month Return	1-Year Return
Qode Advisors LLP - Qode Tactical Fund	10%	N/A
Qode Advisors LLP - Qode All Weather	9%	N/A
2Point2 Capital - Long Term Value Fund	8%	12%
Alchemy Capital Management - High Growth	7%	-13%
Money Grow Asset Pvt Ltd - Blend	7%	N/A
Globe Capital Market Ltd - Value	6%	-6%
Systematix Shares and Stock (I) Ltd - Dynamic Investment Portfolio	6%	8%
Fractal Capital Investments LLP - Opportunities	6%	13%
Money Grow Asset Pvt Ltd - Bespoke	6%	10%
Fident Asset Management - Rodent India Blunder Equity portfolio (FIBER)	5%	N/A

Make the Most of This PMS Blog

As we wrap up our look at the top-performing PMS strategies for May 2025, it’s clear that the right portfolio management approach can make a significant difference in your investment journey. Whether you’re drawn to the stability of Large & Midcap, the growth potential of Mid & Small Cap, or the dynamic flexibility of Flexi Cap PMS, these professionally managed solutions offer more than just returns - they provide expertise, discipline, and a tailored approach to wealth creation.

One of the standout advantages of PMS is the personalised attention and active management that investors receive. With seasoned fund managers constantly monitoring market trends and fine-tuning portfolios, PMS investors benefit from strategies that are responsive to changing conditions and aligned with their financial goals.

As markets continue to evolve, choosing the right PMS can help you navigate volatility, seize new opportunities, and build long-term wealth with confidence. If you’re ready to elevate your investment strategy, exploring these top-performing PMS options could be your next smart move.