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WALLFORT PMS
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 FY25: 18 funds gain up to 54%, worst performers shed over 27%PMS strategies: In FY25, 18 PMS strategies posted over 20% gains, with InCred’s Focused Healthcare Portfolio topping at 53.6%. Healthcare a...
11 Apr, 2025, 03.32 PM IST
PMS Tracker: 14 funds gain up to 5% in February, worst performers drop over 22%Fourteen PMS funds across various strategies posted gains in February 2025, with Wave Asset’s Bloom Fund leading at 4.99%. Debt funds perfo...
15 Mar, 2025, 04.07 PM IST
ETMarkets PMS Talk: Wallfort PMS focuses on Small & Midcaps with 'Four P' investment strategy, explains Bhavya ShahOur disciplined stock selection—prioritizing management strength, strong balance sheets and sustainable earnings—helped generate substantia...
04 Mar, 2025, 09.00 AM IST
ETMarkets PMS Talk | Budget 2025 Wishlist: Reduce STT or LTCG taxes to boost retail investor participationThe months of October and November posed significant challenges for Indian stock markets and our fund due to increased volatility and selli...
27 Dec, 2024, 09.12 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
PMS Tracker: HNI investors make up to 24% return in JulyIn July, only a small group of 8 PMS schemes reported negative returns, notably including Capitalmind's Adaptive Momentum fund led by Deepa...
13 Aug, 2024, 02.34 PM IST
PMS Tracker: Crorepati investors make 24% return in a month with SME fundHem Securities’ India Rising SME Stars led June returns with 23.81%. Funds by Saurabh Mukherjea, Sunil Singhania, and others excelled, with...
12 Jul, 2024, 09.23 AM IST
PMS Tracker: HNI investors earn up to 20% returns in April. Check top fundsSaurabh Mukherjea-run Marcellus' smallcap fund Little Champs bounced back and earned a return of more than 10%, while Sunil Singhania's Aba...
14 May, 2024, 03.53 PM IST