Mid & smallcap-focused minnows beat their larger peers in JuneBonanza Portfolio’s Value strategy, which invests nearly two-thirds of its money in midcap and smallcap stocks, topped the charts with 14 p...
Stocks that helped top-performing PMSes leave others behind in FebMidcap and smallcap-focused strategies were among the best performers, with nine out of the top 10 schemes on the performance chart coming ...
Long & Short of Markets: 'Apna time aayega' moment for midcap hunters & other top readsMidcaps and smallcaps have gathered momentum after about 2 years of bearish run.
Industry veteran claims mutual funds getting straight-jacketed; PMS betterWhile PMSes and mutual funds are both professionally managed, in the case of the former, the investor owns the underlying asset, unlike in ...
Long and short of markets: Is 'mutual funds sahi hai' slogan losing shine & other top readsDespite a nerve-racking rally in headline indices since their March lows, most equity mutual funds, including the top performing largecap f...
Sebi tightens disclosure rules for PMS, seeks distributor commission detailsR Pallava Rajan, Founder, PMS Bazaar said, “Disclosure of distribution commission was not mandated in the PMS industry so far. As per new r...
Return-hungry investors shift money from real estate, mutual funds to PMSDomestic equities have had a stupendous rally since April, luring traditional investors to stocks. BSE Sensex is up over 50 per cent from M...
First Global plans, Kotak among top PMSes that beat market meltdownNone of the top PMSes managed to generate positive returns for the month.
Only 50% of rich men’s wealth managers made money on D-Street in Nov rallyAs many as 14 schemes in the multicap space delivered over 1.50 per cent return to investors.
Mid, smallcap-focused PMSes played catch up with largecap peers in Oct amid tax cut-fuelled rallyJust one out of every 10 PMSes could deliver over 5 per cent return for the month.
Stellar show! India’s top PMSes stop bleeding in Aug, log up to 6% gains in depressed marketPMSes cater to wealthy investors with portfolio sizes exceeding Rs 25 lakh.
Double whammy for HNIs: After tax hit, PMSes let them down in JulyOne-fifth of PMS schemes eroded investor wealth by over 10%, with the worst drop being 14.6%.
HNI investors jittery as PMSes ask clients to take illiquid shares upon exitHNIs say such a practice leaves shareholders in a fix as they cannot sell such illiquid shares.
80% of PMSes delivered solid returns in May: Look who all missed the jackpotThe minimum investment threshold for PMS schemes is Rs 25 lakh.
Money managers of the wealthy sweat it out; 90% PMS failed to deliver even 1% return in AprilPMSes cater to wealthy investors with portfolio sizes exceeding Rs 25 lakh.
Nifty rallied 7.70% in March, but PMSes beat it with large marginsHopes of PM Modi coming back to power and sustained FIIs inflows supported the stock market.
Minnows win big; PMSes run by Porinju, Maheshwari beat marketThe performance of PMSes run by big players was not that impressive.