In the ever-changing landscape of Indian financial markets, investors continually seek opportunities for optimal returns and risk mitigation.
Portfolio Management Services (PMS) offer a compelling solution, with customized investment plans managed by seasoned professionals.
This article dives into the realm of PMS funds in India, spotlighting top performers based on three crucial metrics: 1-Year Returns, Assets Under Management (AUM), and Active Clients.
Understanding these metrics empowers investors to make well-informed decisions tailored to their risk tolerance and financial goals.
Assets Under Management
Assets Under Management (AUM): The total market value of securities and other assets that a PMS provider manages for its clients. A high AUM signals investor trust and a successful track record.
Brand | AUM |
ASK | Rs. 25,862 crore |
360 One | Rs. 24,560 crore |
White Oak | Rs. 13,048 crore |
Motilal Oswal | Rs. 12,739 crore |
Invesco | Rs. 12,210 crore |
1-Year Returns (as of March'24)
The percentage gain (or loss) of a PMS fund over the past year. This metric offers a snapshot of recent performance.
Brand | Returns |
Motilal Oswal | 55% Average Returns |
ICICI Prudential | 54% Average Returns |
Value Quest | 51% Average Returns |
Invesco | 43% Average Returns |
360 One | 37% Average Returns |
Active Clients
The number of clients actively invested in a PMS. This indicator reflects a company's reputation, client satisfaction, and overall success in serving the needs of investors.
Brand | Active Clients |
ASK | 16,674 |
ICICI Prudential | 11,718 |
Motilal | 10,908 |
360 One | 7,021 |
White Oak | 5,058 |
Navigating the world of Portfolio Management Services (PMS) in India requires a keen understanding of market dynamics and performance metrics.
By staying informed and leveraging the expertise of established PMS providers, investors can confidently chart a course towards their long-term financial aspirations.
If you’re looking for a swanky new PMS with a legacy that pre-dates Independent India, head over to our website and let’s talk!
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