Latest news with #IMEDigitalDisruption
Economic Times
2 days ago
- Business
- Economic Times
PMS Tracker: Top 15 funds advance up to 14% in July; Maxiom, Kotak among biggest losers
Bottom performers: Maxiom, Kotak, Trivantage lead declines Live Events (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel At least 15 PMS funds across thematic, smallcap, and multicap strategies delivered gains in July 2025, with InCred Asset Management's Focused Healthcare Portfolio emerging as the top performer, posting a 14.29% monthly return, according to data from PMS Healthcare Portfolio followed with an 11.96% gain, while Valcreate Investment Managers' Lifesciences and Specialty Opportunities strategy rose 8.48% during the month. Green Portfolio's MNC Advantage added 6.89%, and Valcreate's IME Digital Disruption gained 6.34% in notable performers included Wallfort PMS and Advisory Services' Diversified Fund, which gained 4.88% in July 2025, Maximal Capital's Income Fund, up 4.55%, and Ambit Investment Advisors' Micro Marvels Portfolio, which rose 4.27%. Emkay Investment Managers' Pearls strategy climbed 4.20%, and Qode Advisors' Future Horizon added 2.91% during the multicap and flexicap strategies, ithought Financial's VRDDHI and Shade Capital's Value Fund each gained 2.87%, Valcreate's Growing India strategy rose 2.84%, Wryght Research's Factor Fund advanced 2.69%, White Whale Partners' North Star Portfolio was up 2.64%, and Brightseeds Advisors' Xylem Maverick Strategy closed the month 2.55% the losing side, Maxiom Asset Management's PMS – EMERALD strategy fell 9.54% in July, the steepest decline among tracked portfolios. Kotak Mahindra AMC's Fintech strategy dropped 9.19% during the month, while Trivantage Capital's Small and Midcap Financials slid 7.41%.Moat Financial Services' UpperCrust Wealth Fund declined 7.09%, ASK Investment Managers' Financial Opportunities Portfolio lost 7.06%, and Shree Rama Managers' Vriddhi Plan fell 6.75%. ASK's Emerging Opportunities Portfolio was down 6.73%, and Capitalmind's Adaptive Momentum dropped 6.31%.Other laggards included Tulsian PMS, which fell 6.19%, Right Horizons' Alphabots Midcap 29, down 6.09%, Bonanza Portfolio's Growth, which dropped 5.98%, Aditya Birla Sun Life AMC 's India Special Opportunities Portfolio, lower by 5.95%, Wallfort PMS's Focus Fund, which slipped 5.85%, Atlas Integrated Finance's Debt Equity Hybrid PMS Fund, down 5.82%, Bonanza Portfolio's Edge and Value strategies, which lost 5.78% and 5.76% respectively, Alchemy Capital's Smart Alpha 250, lower by 5.67%, Marcellus Investment Managers' Consistent Compounders, which declined 5.61%, Trivantage Capital's Edge Portfolio, down 5.46%, and 2Point2 Capital's Long Term Value Fund, which ended the month 5.40% July saw strong gains in healthcare-focused and select thematic strategies, while several multicap, sectoral, and small-and-midcap portfolios faced steep losses, underscoring continued divergence in PMS performance.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Time of India
2 days ago
- Business
- Time of India
PMS Tracker: Top 15 funds advance up to 14% in July; Maxiom, Kotak among biggest losers
At least 15 PMS funds across thematic, smallcap, and multicap strategies delivered gains in July 2025, with InCred Asset Management's Focused Healthcare Portfolio emerging as the top performer, posting a 14.29% monthly return, according to data from PMS Bazaar. InCred's Healthcare Portfolio followed with an 11.96% gain, while Valcreate Investment Managers' Lifesciences and Specialty Opportunities strategy rose 8.48% during the month. Green Portfolio's MNC Advantage added 6.89%, and Valcreate's IME Digital Disruption gained 6.34% in July. Finance Value and Valuation Masterclass - Batch 4 By CA Himanshu Jain View Program Artificial Intelligence AI For Business Professionals Batch 2 By Ansh Mehra View Program Finance Value and Valuation Masterclass - Batch 3 By CA Himanshu Jain View Program Artificial Intelligence AI For Business Professionals By Vaibhav Sisinity View Program Finance Value and Valuation Masterclass - Batch 2 By CA Himanshu Jain View Program Finance Value and Valuation Masterclass Batch-1 By CA Himanshu Jain View Program Other notable performers included Wallfort PMS and Advisory Services' Diversified Fund, which gained 4.88% in July 2025, Maximal Capital's Income Fund, up 4.55%, and Ambit Investment Advisors' Micro Marvels Portfolio, which rose 4.27%. Emkay Investment Managers' Pearls strategy climbed 4.20%, and Qode Advisors' Future Horizon added 2.91% during the month. Among multicap and flexicap strategies, ithought Financial's VRDDHI and Shade Capital's Value Fund each gained 2.87%, Valcreate's Growing India strategy rose 2.84%, Wryght Research's Factor Fund advanced 2.69%, White Whale Partners' North Star Portfolio was up 2.64%, and Brightseeds Advisors' Xylem Maverick Strategy closed the month 2.55% higher. Bottom performers: Maxiom, Kotak, Trivantage lead declines On the losing side, Maxiom Asset Management's PMS – EMERALD strategy fell 9.54% in July, the steepest decline among tracked portfolios. Kotak Mahindra AMC's Fintech strategy dropped 9.19% during the month, while Trivantage Capital's Small and Midcap Financials slid 7.41%. Live Events Moat Financial Services' UpperCrust Wealth Fund declined 7.09%, ASK Investment Managers' Financial Opportunities Portfolio lost 7.06%, and Shree Rama Managers' Vriddhi Plan fell 6.75%. ASK's Emerging Opportunities Portfolio was down 6.73%, and Capitalmind's Adaptive Momentum dropped 6.31%. Other laggards included Tulsian PMS, which fell 6.19%, Right Horizons' Alphabots Midcap 29, down 6.09%, Bonanza Portfolio's Growth, which dropped 5.98%, Aditya Birla Sun Life AMC 's India Special Opportunities Portfolio, lower by 5.95%, Wallfort PMS's Focus Fund, which slipped 5.85%, Atlas Integrated Finance's Debt Equity Hybrid PMS Fund, down 5.82%, Bonanza Portfolio's Edge and Value strategies, which lost 5.78% and 5.76% respectively, Alchemy Capital's Smart Alpha 250, lower by 5.67%, Marcellus Investment Managers' Consistent Compounders, which declined 5.61%, Trivantage Capital's Edge Portfolio, down 5.46%, and 2Point2 Capital's Long Term Value Fund, which ended the month 5.40% lower. Overall, July saw strong gains in healthcare-focused and select thematic strategies, while several multicap, sectoral, and small-and-midcap portfolios faced steep losses, underscoring continued divergence in PMS performance. Also read | Sebi looks to further ease regulations for foreign investors
Economic Times
20-05-2025
- Business
- Economic Times
Hunting for stocks to buy? 36 top bets from 8 portfolios that ruled April
Despite market euphoria, top-performing PMS funds are strategically loading up on 36 unique stocks. These portfolios, delivering strong returns in April, reveal focused bets on midcap financials, digital disruption, and select plays in real estate and defence. While some experts caution against trend-driven segments, these holdings offer insights into where seasoned investors are placing their capital. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Top of the pack: Trivantage Capital Digital disruption and real estate bets Thematic and sectoral diversity Tired of too many ads? Remove Ads BSE, Eternal, Sobha, and BEL: The common denominators With Nifty50 racing toward its third straight monthly win and smallcaps throwing a 20% party (versus Nifty's 13% jog), India's equity market is high on momentum and higher on mood. But in this euphoria-soaked backdrop, it's easy to get swept up by half-baked narratives and miss the quiet power plays being made by the best money managers in the scoured the portfolios of India's top-performing equity PMS funds, those that have disclosed holdings as of April 2025, and unearthed a power-packed list of 36 unique stocks that the pros are loading up these strategies delivered returns between 5.4% and 9.9% in April. Their top picks range from niche midcaps to well-known digital and defence the table is Trivantage Capital Management's Small and Midcap Financials strategy, which returned nearly 10% in April. The portfolio is focused squarely on financial services with names like 360 ONE WAM, PNB Housing Finance, Federal Bank, BSE, and KFin Technologies, shows data pulled from Johri, Founder and CIO at Trivantage, believes this is just the beginning of a broader recovery in the financial sector: 'We believe this recovery is still in its early stages and will gather further strength as macro stability returns and domestic demand remains resilient. Our portfolio is well-positioned to benefit from this mean reversion.'Valcreate Investment's IME Digital Disruption fund, up 6.97% in April, offers a sharply different mix. The portfolio is heavily weighted towards internet and fintech plays: PB Fintech, Eternal, One97 Communications, FSN E-Commerce Ventures, and Info Edge India make up the top five holdings. The bet here is on India's ongoing shift to digital services, financial inclusion, and online real estate and defence themes also feature prominently in the portfolios of Alchemy Capital and BugleRock Capital. Both PMSes hold Sobha Ltd, while Bharat Electronics appears in both portfolios as well. Alchemy's High Growth strategy returned 7.14% in April, while BugleRock clocked 5.49%.In a recent note, Sanjeev Prasad from Kotak Institutional Equities had a cautionary note on these trend-driven segments. 'The market is again in the grips of irrational exuberance with the market quick to discount any half-baked narrative (defence being the latest one). The market's recurring tendency to buy into narratives is astonishing given the history of narratives. Many had emerged and collapsed in the past 2-3 years,' he portfolios show notable divergence in approach. Tulsian PMS, for example, has evenly allocated 10% to each of its top five holdings—HAL, Mazagon Dock, Polycab, Suzlon, and GMR Airports—focusing on large-cap industrial and infrastructure Capital's Opportunities portfolio, up 5.85%, leans into healthcare and small finance banking with AU Small Finance Bank, Krishna Institute of Medical Sciences, and Windlas Emerging Giants PMS—returning 5.47%—is a small-cap focused portfolio with niche plays like Mold-Tek Packaging, Mastek, Rajratan Global Wire, and TeamLease Services. Fident's FIBER strategy, also in the 5.4% range, features stocks like Zomato, Kaynes Technology, and Home First the stocks held across these top 8 portfolios, only four names appear more than once. BSE is held by both Trivantage and Alchemy, Sobha (Alchemy and BugleRock), Bharat Electronics (Alchemy and BugleRock) and Eternal (Fident and Valcreate).While narratives may dominate headlines, these top-performing PMS strategies reveal where seasoned investors are placing real capital. Whether it's a focused play on midcap financials, a digital disruption theme, or high-conviction bets in defence and real estate, the 36 stocks that appear in these portfolios offer a starting point for investors looking to track smart money with a track record of outperforming.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
Time of India
20-05-2025
- Business
- Time of India
Hunting for stocks to buy? 36 top bets from 8 portfolios that ruled April
Despite market euphoria, top-performing PMS funds are strategically loading up on 36 unique stocks. These portfolios, delivering strong returns in April, reveal focused bets on midcap financials, digital disruption, and select plays in real estate and defence. While some experts caution against trend-driven segments, these holdings offer insights into where seasoned investors are placing their capital. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Top of the pack: Trivantage Capital Digital disruption and real estate bets Thematic and sectoral diversity Tired of too many ads? Remove Ads BSE, Eternal, Sobha, and BEL: The common denominators With Nifty50 racing toward its third straight monthly win and smallcaps throwing a 20% party (versus Nifty's 13% jog), India's equity market is high on momentum and higher on mood. But in this euphoria-soaked backdrop, it's easy to get swept up by half-baked narratives and miss the quiet power plays being made by the best money managers in the scoured the portfolios of India's top-performing equity PMS funds, those that have disclosed holdings as of April 2025, and unearthed a power-packed list of 36 unique stocks that the pros are loading up these strategies delivered returns between 5.4% and 9.9% in April. Their top picks range from niche midcaps to well-known digital and defence the table is Trivantage Capital Management's Small and Midcap Financials strategy, which returned nearly 10% in April. The portfolio is focused squarely on financial services with names like 360 ONE WAM, PNB Housing Finance, Federal Bank, BSE, and KFin Technologies, shows data pulled from Johri, Founder and CIO at Trivantage, believes this is just the beginning of a broader recovery in the financial sector: 'We believe this recovery is still in its early stages and will gather further strength as macro stability returns and domestic demand remains resilient. Our portfolio is well-positioned to benefit from this mean reversion.'Valcreate Investment's IME Digital Disruption fund, up 6.97% in April, offers a sharply different mix. The portfolio is heavily weighted towards internet and fintech plays: PB Fintech, Eternal, One97 Communications, FSN E-Commerce Ventures, and Info Edge India make up the top five holdings. The bet here is on India's ongoing shift to digital services, financial inclusion, and online real estate and defence themes also feature prominently in the portfolios of Alchemy Capital and BugleRock Capital. Both PMSes hold Sobha Ltd, while Bharat Electronics appears in both portfolios as well. Alchemy's High Growth strategy returned 7.14% in April, while BugleRock clocked 5.49%.In a recent note, Sanjeev Prasad from Kotak Institutional Equities had a cautionary note on these trend-driven segments. 'The market is again in the grips of irrational exuberance with the market quick to discount any half-baked narrative (defence being the latest one). The market's recurring tendency to buy into narratives is astonishing given the history of narratives. Many had emerged and collapsed in the past 2-3 years,' he portfolios show notable divergence in approach. Tulsian PMS, for example, has evenly allocated 10% to each of its top five holdings—HAL, Mazagon Dock, Polycab, Suzlon, and GMR Airports—focusing on large-cap industrial and infrastructure Capital's Opportunities portfolio, up 5.85%, leans into healthcare and small finance banking with AU Small Finance Bank, Krishna Institute of Medical Sciences, and Windlas Emerging Giants PMS—returning 5.47%—is a small-cap focused portfolio with niche plays like Mold-Tek Packaging, Mastek, Rajratan Global Wire, and TeamLease Services. Fident's FIBER strategy, also in the 5.4% range, features stocks like Zomato, Kaynes Technology, and Home First the stocks held across these top 8 portfolios, only four names appear more than once. BSE is held by both Trivantage and Alchemy, Sobha (Alchemy and BugleRock), Bharat Electronics (Alchemy and BugleRock) and Eternal (Fident and Valcreate).While narratives may dominate headlines, these top-performing PMS strategies reveal where seasoned investors are placing real capital. Whether it's a focused play on midcap financials, a digital disruption theme, or high-conviction bets in defence and real estate, the 36 stocks that appear in these portfolios offer a starting point for investors looking to track smart money with a track record of outperforming.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
