PMS Tracker: March meltdown ensured 97% of strategies sank up to 22%; Money Grow, ASK Investment bled the mostIndian PMS strategies suffered steep losses in March, with 97% delivering negative returns amid a war-led market selloff. Small and midcap ...
12 Apr, 2026, 04.41 PM IST
PMS Tracker: Nirmal Bang, Purnartha Investment, Valcreate post gains of up to 11% in FebruaryPortfolio management strategies delivered mixed returns in February, with a few quantitative and multicap portfolios outperforming while se...
12 Mar, 2026, 02.22 PM IST
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...
15 Jan, 2026, 05.34 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 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
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...
12 Jun, 2025, 02.52 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
PMS Tracker: HNIs manage to eke out double-digit returns in 2 fundsIn September, at least two PMS schemes significantly outperformed benchmarks, achieving double-digit returns of up to 12%. According to dat...
15 Oct, 2024, 01.12 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: 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
PMS Tracker: 22 PMS schemes gave double-digit returns last monthInvasset's Growth Pro Max Fund was the biggest gainer in the pack with a monthly return of 17.14% in January. The multi-cap fund has given ...
11 Apr, 2024, 03.54 PM IST
PMS Tracker: Largecap funds outperform smallcaps in December as Nifty rallies 8%Saurabh Mukherjea-run Marcellus Investment’s “Consistent Compounders” is another largecap strategy that gave positive returns last month, b...
11 Jan, 2024, 03.39 PM IST
PMS Tracker: These smallcap funds emerged laggards in SeptemberBut in the smallcap category, one of the best-performing funds has been Aequitas Investment’s “India Opportunities”, giving more than 3% re...
12 Oct, 2023, 03.35 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
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