ETMarkets PMS Talk | Outperforming in a Crash: How Qode Growth Fund beat its benchmark by 14%, explains Rishabh NaharDespite a brutal Q4FY26 sell-off, the Qode Growth Fund outperformed its benchmark by over 14 percentage points. Fund Manager Rishabh Nahar ...
29 Apr, 2026, 09.00 AM IST
ETMarkets PMS Talk| No emotional bias, quant model drove 20% FY26 performance: Rohan MehtaThe Growth Mantra PMS Fund delivered strong returns of around 20% in FY26. Its success stems from a disciplined, data-driven investment str...
17 Apr, 2026, 12.15 PM IST
PMS Tracker: Funds slump up to 10% in AugustAugust proved volatile for PMS funds, with several small and midcap strategies logging steep losses. Yet, a few portfolios like Wallfort’s ...
22 Dec, 2025, 05.31 PM IST
PMS Tracker: Top 15 funds advance up to 14% in July; Maxiom, Kotak among biggest losersIn July 2025, 15 PMS strategies posted gains, led by InCred Asset Management’s Focused Healthcare Portfolio with 14.29%. Smallcap, thematic...
13 Aug, 2025, 06.15 PM IST
PMS Tracker: Top 15 funds jump up to 19% in June; Right Horizons, Qode among a handful strategies laggingAt least 15 PMS funds across multicap, midcap, and smallcap strategies posted robust gains in June 2025, with Square 64 Capital Advisors’ M...
11 Jul, 2025, 04.55 PM IST
ETMarkets Smart Talk: Diversify across equities, debt, and alternatives to preserve wealth, Anil Rego advises HNWIsIn today's volatile market, wealth preservation is key for HNWIs. Anil Rego advises diversification across equities, fixed income, and alte...
27 May, 2025, 09.00 AM IST
ETMarkets PMS Talk | Multibagger Strategy pays off: Anil Rego on Right Horizons’ winning approachIn volatile months, you will find that we perform better and are able to gain returns, which has brought us joy. Over the last few years, u...
20 Dec, 2024, 09.00 AM IST
PMS Tracker: Top 10 schemes that helped HNI investors beat the Street in NovemberHigh-net-worth individuals (HNIs) saw impressive returns of up to 8.5% in November through PMS schemes, outperforming the flattish market. ...
13 Dec, 2024, 09.30 AM IST
22 multicap PMS funds give double-digit returns of up to 24% in a month; outperform smallcapsCredent Asset Management’s Growth Portfolio multicap strategy topped the list, giving 24.3% returns in a month, according to data shared by...
12 Dec, 2023, 10.28 AM IST
ETMarkets PMS Talk: Anil Rego explains framework for stocks that could turn multibaggers in 3-5 years"We have a multibagger framework which we use to identify equities which might turn multi-baggers in a 3-5 year timeline. We use the GARV (...
20 Nov, 2023, 10.04 AM IST
Price correction removes froth off smallcaps, should investors go on shopping spree?When IT, speciality chemicals and new-generation technology stocks faced the heavy selling, Gangil’s PMS stayed invested in auto ancillarie...
12 Apr, 2023, 12.07 PM IST
PMS asset base rises 17 pc to Rs 25.4 lakh crore in JulyAssets Under Management (AUM) of the portfolio management industry rose to Rs 25.4 lakh crore at the end of July 2022 from Rs 21.77 lakh cr...
08 Sep, 2022, 06.37 PM IST
ETMarkets Smart Talk: By investing just Rs 1,000 in SIP, investors can make over Rs 8 lakh in 20 years: Anil Rego"During intervals of depreciating rupee sectors that are driven by exports tend to benefit like pharma, textile, engineering, sugar, chemic...
26 Jul, 2022, 09.01 AM IST
Fund managers for the richie rich deliver up to 4 times their benchmark returns in JulyAmong the PMS strategies, minnows from the smallcap segment trounced their better known peers for another month, outlining that all that ma...
13 Aug, 2021, 08.21 PM IST
Machines beat men in PMS mart to deliver solid returns to rich investors in JulyWhile solid momentum in the domestic stocks gave a wow moment to the money managers for the wealthy across the board, the best performance ...
10 Aug, 2020, 02.52 PM IST
PMSes thrilled rich investors in April with up to 26% returnsAlmost all the 147 PMSes delivered positive returns to investors during the month.
08 May, 2020, 05.24 PM IST
ESOP holders go for equities, avoid realty & IT stocksAssets under management (AUM) of boutique portfolio management services (PMS) firms have surged by 30-40% in the past two years.
02 Mar, 2017, 08.23 AM IST