Top 10 Best-Performing PMS - October 2024
Investing can be daunting, especially when you’re unsure where to start or which moves to make. That’s where Portfolio Management Services (PMS) come in.
PMS offers the expertise of a seasoned professional—someone who understands the market inside and out and manages your investments to help achieve better results with less hassle. With PMS, you get tailored guidance as experts handle the strategy and details to grow your wealth effectively.
In October 2024, several PMS strategies made a mark, particularly in the Flexi Cap, Large & Mid Cap, and Mid & Small Cap categories. Here’s a look at the top performers!
Large and Mid-Cap PMS
Focusing on large and mid-sized companies based on market cap gives you the stability associated with large companies and the growth potential associated with mid-sized companies.
PMS | 1-Month Returns | 1-Year Returns |
SageOne Investment Advisors - Large and Midcap Portfolio | 3% | 63% |
Bonanza Portfolio - Growth | 3% | 32% |
Geojit Financial Services - Freedom Portfolio | 3% | 25% |
Samvitti Capital - PMS Long Term Growth | 2% | 25% |
Bandhan Asset Management Company - Neo Equity Portfolio | 2% | 38% |
Valcreate Investment Managers - IME Concentrated Microtrends | 2% | 45% |
Value Prolific Investments and Consulting - Balanced B | 2% | 42% |
Ladderup Wealth Management - Proud PMS | 1% | 26% |
Skyes and Ray Equities India - SRE Shield | 1% | 34% |
True Beacon Investment Advisors - EqFactorQuant | 1% | 60% |
Mid and Small-Cap PMS
Have a higher risk appetite? Mid and small-cap PMS that focus on mid and small-sized companies by market cap may be perfect for you. The growth potential is much higher here.
PMS | 1-Month Returns | 1-Year Returns |
Wallfort Portfolio and Advisory Services - India Contra Equity Fund | 5% | - |
Wallfort Portfolio and Advisory Services - Ameya Fund | 5% | 52% |
Vallum Capital Advisor - Vallum India Discovery | 4% | 45% |
Narnolia Financial Services - Mid and Small Cap | 4% | 40% |
Sowilo Investment Managers - Target Return Investment Fund | 4% | 56% |
Invesco Asset Management (I) - Caterpillar | 4% | 54% |
Karma Capital Advisors - Lotus | 4% | 46% |
Wallfort PMS and Advisory Services - Diversified Fund | 4% | 112% |
Motilal Oswaal Asset Management - Mid to Mega Strategy | 4% | 58% |
Aditya Birla Sun Life AMC - Select Sector Portfolio | 4% | 51% |
Flexi-Cap PMS
As the name suggests, Flexi-Cap strategies target large, mid, and small-sized companies by market cap. It offers you the perfect balance between stability and growth.
PMS | 1-Month Returns | 1-Year Returns |
Emkay Investment Managers - Golden Decade of Growth | 6% | - |
Wryght Research and Capital - Alpha Fund | 6% | 69% |
Wryght Research and Capital - Factor Fund - Hedged | 5% | 48% |
Fident Asset Management - Fident All-Season India Resurgent Portfolio | 4% | - |
Centrum PMS - Flexi Cap | 4% | 39% |
Tamohara Investment Managers - TRUFFLE | 4% | 37% |
PRPEdge Wealth - Alphaa MPT Plus Fund | 3% | 41% |
White Oak Capital Management Consultants - Business Leaders Portfolio | 3% | 35% |
White Oak Capital Management Consultants - India Pioneers Equity Portfolio | 3% | 35% |
JM Financial Services - India Resurgent Portfolio Series - III | 3% | 59% |
Make the Most of This PMS Blog
Understanding the top Portfolio Management Services for October 2024 can provide valuable knowledge and insights to make the right investing decisions.
Each strategy has its unique approach to investing, with its unique benefits, based on different risk appetites and financial goals. Stay informed, and let this help guide you to your financial goals!
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