7 days ago
PMS Tracker: Top 15 funds jump up to 19% in June; Right Horizons, Qode among a handful strategies lagging
Bottom performers: Right Horizons, Qode, Aequitas underwhelm
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At least 15 PMS funds across multicap, midcap , and smallcap strategies posted robust gains in June 2025, with Square 64 Capital Advisors Multicap strategy emerging as the top performer with a stellar 19.4% monthly return, according to data from PMS Bazaar.2Point2 Capital's Long Term Value Fund was the second-best performer, delivering a 12.1% return, followed by Capitalmind's NRI Surge India strategy, which gained 11.6%. Trivantage Capital's Small and Midcap Financials continued its strong run with a 9.5% monthly rise. Alchemy Capital's High Growth strategy and Maxiom PMS-GEM also featured among the top performers, gaining 7.95% and 7.94%, Asset Management's Multicap strategy returned 7.85%, while Carnelian Asset's Bespoke Strategy added 7.57%. ASK Investment Managers' Financial Opportunities Portfolio, classified under sectoral funds, rose 7.45% in Investment's Midcap Portfolio and Unifi Capital's BCAD strategy delivered identical 7.14% returns. Abans Investment Managers' Smart Beta Portfolio was up 7.06%, and Agreya Capital's Total Return Enhancer rose 6.94%. Money Grow Asset's Bespoke strategy gained 6.93%, while Purnartha Investment Advisers' Dynamic Midcap Strategy added 6.9%.While several strategies clocked solid returns, a handful of portfolios underperformed during the month. Right Horizons' Perennial strategy was the worst hit, slipping 2.76% in Advisors' Future Horizon strategy declined 0.26%, while ASK Investment Managers' Lighthouse Portfolio edged lower by 0.08%. Acepro Advisors' Galaxy Strategy dipped 0.05%.Among others with subdued returns were Northern Arc's Credit Opportunities Strategy, which was up 0.08%, Magadh Capital's Future Stars, which rose 0.11%, and Aequitas Investment's India Opportunities Product which edged higher by 0.15%.Overall, June saw a strong divergence in PMS strategy performance, with multicap and midcap strategies clearly outperforming, while certain smallcap, quant-based, and hybrid approaches remained under pressure.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
