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Economic Times
6 days ago
- Business
- Economic Times
PMS Tracker: Top 15 funds gain up to 16.5% in May; Elever, Axis strategies lag
Bottom performers: Elever, Aequitas, Axis strategies underperform Live Events (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel At least 15 PMS funds across smallcap, midcap, and multi-cap strategies delivered solid gains in May 2025, with Money Grow Asset's Small Midcap strategy emerging as the top performer with a 16.5% monthly return, according to data from PMS Asset Managers' Clean Tech Portfolio followed closely with a 16% return. Negen Capital's Special Situations and Technology Fund gained 15.35%, while Nine Rivers Capital's Aurum Small Cap Opportunities returned 14.4%. Samvitti Capital's PMS Aggressive Growth strategy also featured prominently with a 14.39% return in Investment Advisors' Emerging Giants strategy posted a 14.29% gain, and Waya Financial Technologies' Bin73 Sunrise Alpha, a new entrant in the small and midcap segment, rose 14.14%. Anand Rathi's Decennium Opportunity strategy returned 13.91%, while Bonanza Portfolio's Multicap fund and Accelt's Long Term Equity Fund gained 13.87% and 13.80%, funds in the top 15 include portfolios managed by Samvitti Capital, ithought Financial, Master Portfolio Services, and Tulsian PMS, each delivering monthly gains of over 13%.While many strategies posted double-digit gains, a few funds underperformed during the month. Elever Investment Adviser's Factorshields PMS was the biggest laggard, slipping 0.91%, followed by its Factoralpha PMS, which declined 0.58%.Aequitas Investment Consultancy's India Opportunities Product lost 0.33%, while Axis Securities' AlphaSense AI strategy declined 0.30%. Invasset's Growth Pro Max fell 0.26%, and Kotak Mahindra AMC's Pharma and Healthcare strategy was down 0.23%.Other funds with relatively muted performance include Profusion Investment's Income Enhancer (up 0.11%), PRPEdge Wealth's Alphaa Better Risk Reward (up 0.13%), and Agreya Capital's Multi-Asset Enhancer (up 0.21%).In May, the performance gap among PMS strategies was wide, with high-beta smallcap and thematic strategies staging a sharp rebound, while select sectoral, quant-based, and hybrid portfolios struggled to keep pace.(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
6 days ago
- Business
- Time of India
PMS Tracker: Top 15 funds gain up to 16.5% in May; Elever, Axis strategies lag
At least 15 PMS funds across smallcap, midcap, and multi-cap strategies delivered solid gains in May 2025, with Money Grow Asset's Small Midcap strategy emerging as the top performer with a 16.5% monthly return, according to data from PMS Bazaar. NAFA Asset Managers' Clean Tech Portfolio followed closely with a 16% return. Negen Capital's Special Situations and Technology Fund gained 15.35%, while Nine Rivers Capital's Aurum Small Cap Opportunities returned 14.4%. Samvitti Capital's PMS Aggressive Growth strategy also featured prominently with a 14.39% return in May. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Undo Ambit Investment Advisors' Emerging Giants strategy posted a 14.29% gain, and Waya Financial Technologies' Bin73 Sunrise Alpha, a new entrant in the small and midcap segment, rose 14.14%. Anand Rathi's Decennium Opportunity strategy returned 13.91%, while Bonanza Portfolio's Multicap fund and Accelt's Long Term Equity Fund gained 13.87% and 13.80%, respectively. Other funds in the top 15 include portfolios managed by Samvitti Capital, ithought Financial, Master Portfolio Services, and Tulsian PMS, each delivering monthly gains of over 13%. Bottom performers: Elever, Aequitas, Axis strategies underperform While many strategies posted double-digit gains, a few funds underperformed during the month. Elever Investment Adviser's Factorshields PMS was the biggest laggard, slipping 0.91%, followed by its Factoralpha PMS, which declined 0.58%. Live Events Aequitas Investment Consultancy's India Opportunities Product lost 0.33%, while Axis Securities' AlphaSense AI strategy declined 0.30%. Invasset's Growth Pro Max fell 0.26%, and Kotak Mahindra AMC's Pharma and Healthcare strategy was down 0.23%. Other funds with relatively muted performance include Profusion Investment's Income Enhancer (up 0.11%), PRPEdge Wealth's Alphaa Better Risk Reward (up 0.13%), and Agreya Capital's Multi-Asset Enhancer (up 0.21%). In May, the performance gap among PMS strategies was wide, with high-beta smallcap and thematic strategies staging a sharp rebound, while select sectoral, quant-based, and hybrid portfolios struggled to keep pace. Also read | PMS Tracker: Top 15 funds gain up to 10% in April, while quant, smallcap strategies falter
Time of India
13-05-2025
- Business
- Time of India
PMS Tracker: Top 15 funds gain up to 10% in April, while quant, smallcap strategies falter
At least 15 PMS funds across multi-cap, smallcap, and thematic strategies delivered positive returns in April 2025, with Trivantage Capital Management's Small and Midcap Financials fund leading the charts with a 9.86% gain, according to data from PMS Bazaar. Qode Advisors LLP secured the next two spots with its Tactical Fund and All Weather strategies gaining 9.56% and 8.72%, respectively. 2Point2 Capital's Long Term Value Fund rose 8.10%, while Alchemy Capital Management's High Growth strategy returned 7.14%. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Google Brain Co-Founder Andrew Ng, Recommends: Read These 5 Books And Turn Your Life Around Blinkist: Andrew Ng's Reading List Undo Thematic and multi-cap strategies also featured prominently among the top performers. Valcreate Investment Managers' IME Digital Disruption Fund delivered a 6.97% return, and Money Grow Asset's Blend Fund added 6.66%. Hem Securities' India Rising SME Stars, a smallcap fund, returned 6.51%. Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 1x Playback Rate Chapters Chapters Descriptions descriptions off , selected Captions captions settings , opens captions settings dialog captions off , selected Audio Track Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Text Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Transparent Caption Area Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Drop shadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Other funds in the top 15 include portfolios managed by Systematix Shares, Fractal Capital, Tulsian PMS, and Ambit Investment Advisors, each delivering monthly gains between 5.4% and 6%. Bottom performers: Quant and smallcap funds under pressure While several PMS strategies posted strong gains in April, others saw notable declines. East Green Advisors' Quant Strategy was the biggest laggard, falling 10.37% for the month. Live Events Dynamic Equities' Emerging and Smallcap strategies fell 7.2% and 5.3%, respectively, both underperforming in the smallcap segment. Shree Rama Managers' Lakshmi Plan declined 6.4%, while Samvitti Capital's PMS Active Alpha Multicap slipped 4.7%. Other significant losers included JM Financial 's India Resurgent Portfolio Series – III and Samvitti Capital's Aggressive Growth, both of which slipped 4% in April, and Anand Rathi's Impress PMS, which dropped 3.4%. The list of underperformers also featured strategies from Bonanza Portfolio, Equitree Capital, Carnelian Asset Management, and Alchemy Capital Management, with monthly losses ranging from 2.17% to 3.3%. In April, PMS fund performance varied widely across categories. While several multi-cap, smallcap, and thematic strategies registered solid gains, others — particularly quant-driven and high-beta smallcap portfolios — saw pressure amid market volatility. Also read | Largecap mutual funds gain investor interest, inflows surge by 8% in April
