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Top 10 Best-Performing PMS in September 2024

Paterson PMS

Top 10 Best-Performing PMS - September 2024

Investing can feel overwhelming, especially when you need help figuring out where to start or what decisions to make. That’s where Portfolio Management Services (PMS) step in.


PMS is like having a seasoned expert on your side—someone who knows the market inside out and manages your investments to help you achieve better results with less stress.

With PMS, you get the benefit of professional guidance. They handle the complexities, selecting the best strategies to grow your wealth effectively.


In September 2024, several PMS strategies stood out, especially in the Flexi Cap, Large & Mid Cap, and Mid & Small Cap categories. Check out the top performers here!


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

5%

61%

Torus Oro Portfolio Management - All Weather

4%

71%

Bandhan Asset Management - Neo Equity

1%

39%

Ladderup Wealth Management - Proud PMS

1%

26%

Valcreate Investment Managers - IME Concentrated Microtrends

1%

45%

Bonanza Portfolio - Growth

1%

31%

Alchemy Capital Management - Smart Alpha 250

1%

66%

Care Portfolio Managers - Large and Midcap Strategy

0.3%

70%

Value Prolific Investments and Consulting - Balanced B

0%

42%

Samvitti Capital - PMS Long Term Growth

-0.2%

29%

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

Electrum Portfolio Managers - Laureate

10%

48%

Wallfort Portfolio and Advisory Services - Ameya Fund

9%

47%

InCred Asset Management - Small and Midcap

8%

41%

Wallfort PMS and Advisory Services - Diversified Fund

6%

99%

Ambit Investment Advisors - TenX Portfolio

5%

29%

Money Grow Asset - Small Midcap

5%

-

Abakkus Asset Manager - Emerging Opportunities

5%

38%

Composite Investments - Emerging Star Fund

4%

46%

Motilal Oswaal Asset Management - Mid to Mega Strategy

4%

54%

Karma Capital Advisors - Lotus

4%

43%

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

Wryght Research and Capital - Alpha Fund

9%

64%

Emkay Investment Managers - Golden Decade of Growth

6%

-

Clockvine Capital Advisors - Growth Fund

6%

-

Investsavvy Portfolio Management - Alpha Fund

4%

70%

Tamohara Investment Managers - TRUFFLE

4%

33%

Bay Capital Investment Advisors - India Opportunities Portfolio

4%

28%

Prescient Capital Investment Advisors - High Quality Consistent Compounders

4%

48%

East Green Advisors - Agile Strategy

4%

37%

Renaissance Investment Managers - Indianext Portfolio

4%

52%

Acepro Advisors - Galaxy Strategy

4%

20%

Make the Most of This PMS Blog

Understanding the top Portfolio Management Services for September 2024 can provide you with 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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Past performance is not indicative of future returns. Please consider your investment requirements, risk tolerance, goals, time horizon, risk and reward appetite, and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

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