Digital onboarding, centralised data key to next leg of PMS growth: Biharilal DeoraBiharilal Deora emphasizes that India's Portfolio Management Services (PMS) industry is poised for significant expansion, contingent on acc...
11 Aug, 2025, 12.07 PM IST
PMS Tracker: Top 10 funds delivered over 48% returns in CY24PMS Funds: Top PMS funds delivered stellar returns in CY2024, with Stallion Asset's Core Fund leading at 69.7%. Thematic strategies in IT, ...
24 Jan, 2025, 06.42 PM 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: 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
PMS Tracker: Multi-cap, smallcap funds outshine in October with up to 9% returnEquitree Capital Advisor's smallcap Emerging Opportunities fund came second on the list with 6% return last month.
12 Nov, 2023, 10.46 AM IST
PMS Tracker: Smallcap, multicap funds beat largecaps yet again in AugustElectrum Portfolio Managers’ midcap and smallcap portfolio, Electrum Laureate, gave the highest monthly returns of nearly 12% in August. In...
12 Sep, 2023, 02.00 PM IST
PMS Tracker: Saurabh Mukherjea’s Little Champs among top 10 smallcap performers in JuneAmbit Investment Advisors’ Emerging Giants fund has been a consistent performer, rising 5% in June. It has given a whopping 40% return in a...
12 Jul, 2023, 02.18 PM IST
PMS Tracker: These 15 funds reward HNI investors with double-digit returns in AprilAt least 15 PMS funds delivered returns of at least 10% in April. Among them, Green Portfolio's Super 30 Dynamic Fund was the top performer...
15 May, 2023, 03.14 PM IST
PMS Tracker: The best and worst performers for HNI investors in JanuaryHem Securities' India Rising SME Stars fund, which is just 11 months old, managed a monthly return of over 3%. The PMS fund focused on smal...
13 Feb, 2023, 02.47 PM IST
Best and worst performing PMS funds of 2022Mukherjea-run Marcellus Investment Managers' two other funds - smallcap Little Champs and multi-cap Consistent Compounder funds - lost 10.5...
11 Jan, 2023, 12.13 PM IST
PMS Tracker: Rich investors made up to 13.5% returns in NovemberAmong star fund managers, Basant Maheshwari's multi-cap fund outperformed with a return of around 6%. Sunil Singhania's small and midcap-fo...
12 Dec, 2022, 01.50 PM IST
HNI investors made up to 9% return last month using PMS fundsBeating not just benchmark indices but also star fund managers, an 8-month-old PMS scheme betting on smallcaps turned out to be the star pe...
12 Nov, 2022, 02.21 PM IST
PMS funds that helped HNIs survive September shockAt least 50 PMS funds managed to eke out positive returns during the month, showed data pulled from PMSBazaar
12 Oct, 2022, 02.51 PM IST
6 PMS funds that helped HNI investors bag double-digit returns in AugustGreen Portfolio's thematic ESG fund was the second top monthly gainer with a return of 13.65 per cent. Other top gainers include Invasset L...
10 Sep, 2022, 02.47 PM IST
Smallcaps helping rich investors survive a harsh market, shows PMS dataDalal Street veteran Basant Maheshwari's multi-cap equity fund was the top loser in the PMS pack, down 13.6 per cent. Funds from Turtle Wea...
12 Jul, 2022, 02.36 PM IST
Stocks that top performing PMSes held in their portfolios in SeptBarring select sectoral and thematic funds, most schemes managed to deliver positive returns. However, only 56 per cent of the schemes deli...
13 Oct, 2021, 07.28 PM IST
Shankar Sharma, Samir Arora’s PMSes lagged in May after stellar YTD run; smallcap funds excelledThe best-performing PMS strategy of May was Care Portfolio Managers’ Growth Plus Value fund, which gave 17 per cent returns.
17 Jun, 2021, 02.40 PM IST