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PMS PERFORMANCE 2025
ETMarkets PMS Talk | We analyse over 300 data points to identify alpha: Wright PMS' Sonam SrivastavaWright PMS's Sonam Srivastava champions a data-driven approach to active investing, analyzing over 300 data points to identify alpha. Her f...- ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...
- Think property makes you rich? These 5 facts tell a different storyAs per a 2017 RBI report, a typical middle-class Indian family puts 70-80% of its net worth into realty. No asset class would be considered...
- Attractive valuations, improving earnings: Why fund managers are now raising their exposure to small-cap stocksMidcap stocks have dominated performance for a decade, but a shift towards small caps is emerging. Flexi-cap funds are increasing small-cap...
- Your monthly spend also decides how soon you can retire: Expense tracking apps, AI tools are changing how Indians investExpense-tracking apps, spreadsheets, Artificial Intelligence (AI) -generated analysis, and budgeting dashboards are not merely bookkeeping ...
- The true cost of PMS returns: Disclosing the hidden gap between headline numbers and real investor gainsFrom glossy returns to tax drag, what an equity PMS earns investors often trails what is advertised.
- The global markets are an AI story…or are they?The narrative that markets need an AI story is outdated. Leadership has shifted from Big Tech to broader markets and old-economy sectors, e...
- ETMarkets PMS Talk | 70% in debt & gold helped cut downside risk in FY26: Ametra PMS CIO explains strategyAmetra PMS's Co-founder and CIO, Karan Aggarwal, details how a tactical allocation strategy, heavily weighted towards debt and gold, cushio...
- Stock-picking on your own? Kotak Equities flags more pain in top 20 retail-heavy stocksAmong these stocks, Reliance Infrastructure, where retail investors hold around 45%, slipped 13% from June 2024 to December 2025. Olectra G...
- A case for rethinking Sebi’s new merchant banking rulesSEBI's new merchant banking regulations, effective January 3, 2026, aim to professionalize the sector but risk concentrating business among...
- PMS Tracker: 10 best performing PMS portfolios of 2025 with gains of up to 42%PMS portfolios delivered strong returns in 2025, with one-year gains reaching up to 42%, according to PMS Bazaar. Small-cap, multi-asset, a...
- 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...
- India’s PMS industry at an inflection point, says SEBI Chief Tuhin Kanta Pandey at APMI conferenceSEBI Chairman Tuhin Kanta Pandey highlighted the strong growth of India’s PMS industry, driven by rising private wealth, digital transforma...
- 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...
- PMS Tracker: Top 15 funds gain up to 16.5% in May; Elever, Axis strategies lagPMS returns May 2025: At least 15 PMS strategies posted over 13% returns in May 2025, led by Money Grow Asset’s Small Midcap strategy. Smal...
- PMS Tracker: Top 15 funds gain up to 10% in April, while quant, smallcap strategies falterApril 2025 PMS performance: In April 2025, 15 PMS funds across multi-cap, smallcap, and thematic categories delivered gains, led by Trivant...
- 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...
- 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...
- 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...
- Stock market slump: Can PMS outperform mutual funds?Both equity mutual funds and PMS funds have taken a similar hit on returns in the market correction. While both manage portfolios for inves...
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