These 15 high-risk PMS equity strategies gave investors upto 73% returns in 1 year

An analysis of the performance of some of the high-risk equity strategies of portfolio management services firms in the last one year revealed that several of them have managed to give high double-digit returns to investors, notwithstanding the market volatility.

At least 15 such high-risk PMS strategies have given returns in the range of 40-73% on a 1-year basis, showed data by investment analytics provider Finalyca.

The top ones include Samvitti Capital’s Active Alpha Multicap, Asit C Mehta’s Ace Multicap, Ambit Capital’s Alpha Growth, Carnelian Capital’s Shift strategy and InCred Capital’s Small & Midcap PMS.



Samvitti Active Alpha Multicap: This high-risk equity strategy of Samvitti Capital has given the best returns in a year. The strategy has given 73% returns on a 1-year basis, against the S&P BSE 500 index, which has given about 11% returns in the same period. This strategy has maximum exposure to the capital goods sector with a weight of 46.3%, followed by automobiles and auto components at 11.85%, and financial services at 10.7%.

InvestSavvy Alpha Fund: This high-risk equity strategy of InvestSavvy Portfolio Management has given around 62% returns in a year, against the 11% returns by BSE 500 index. This strategy has maximum exposure to the financial services sector with a weightage of 20.8%, followed by capital goods at around 15%, and automobile and auto components at 14.7%.

Asit C Mehta Ace Multicap: This equity strategy of Asit C Mehta Investment Intermediaries has given 55.3% returns on a 1-year basis, compared to the benchmark Nifty 50 index, which has given around 10% returns in the same period. This fund had maximum exposure to the financial services sector with a weight of 41.8% as of August, which is followed by information technology at 20.2%, and then construction at 10.6%.

Ambit Alpha Growth: This over 2-year old equity strategy of Ambit Capital has given 53% returns in 1 year, compared to the 10% returns by Nifty 50 index. This strategy has maximum exposure to the capital goods sector, with a weight of around 42%, followed by financial services at 23%.

Equitree Emerging Opportunities: This fund of Equitree Capital Advisors has given 48% returns on a 1-year basis compared to the 11% returns by BSE 500 index. This strategy has the maximum exposure to the capital goods sector with a weight of 23.4%, followed by automobiles at 18.8%, and textiles at 14.3%.

Green Portfolio Super 30 Dynamic: This equity strategy of Green Portfolio PMS has given 43% returns in 1 year, compared to the 11 returns by BSE 500 index. This strategy has maximum exposure to the healthcare sector with a weight of around 15%. Over the last two years, this strategy has significantly reduced exposure towards the chemicals sector. As of August its exposure was just 8% compared to 32% in September 2021.

Carnelian Capital Shift Strategy: This equity strategy has given nearly 45% returns in a 1-year period, compared to the 11% returns by BSE 500 index. As of August, this strategy had maximum exposure to the capital goods sector with a weight of 24.3%, followed by information technology at around 19%, and then healthcare at 14%.

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