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SMALLCAP PMS FUNDS
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...
AlphaGrep enters MF space, eyes Rs 25,000-30,000 cr AUM in 3-5 yrs; to launch maiden scheme on Jul 6The move comes after the company received approval from the Securities and Exchange Board of India (Sebi) to commence mutual fund operation...
ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
PMS Tracker: Money Grow Asset, Green Portfolio, 12 others post up to 44% returns in AprilA range of quantitative, thematic, multi-cap and small-cap PMS strategies posted strong gains in April, with top performers delivering retu...
Beyond mutual funds: How SIFs are redefining mid and smallcap investingIndia's investment landscape is evolving with the introduction of Specialised Investment Funds (SIFs). These funds offer mutual fund-like r...
‘Most Indians retire asset-rich but income poor’: Edelweiss MF’s Radhika Gupta on retirement planning, SIP resilience, lifecycle funds, and simple investingOne of the industry’s most recognisable voices on investing, Radhika Gupta, MD and CEO, Edelweiss Mutual Fund, has helped shape both her fu...
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.
Geopolitical tensions drag markets lower, but Nifty ends week in greenIndian equities closed lower Friday, impacted by renewed US-Iran tensions, though the market secured weekly gains thanks to falling oil pri...
The global markets are an AI story…or are they?The narrative that markets need an AI story is outdated.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 | 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 ...
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...
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...
ETMarkets AIF Talk| 3M framework helps us identify sustainable compounders: Rajesh KothariAmid market volatility, Rajesh Kothari advocates a disciplined stock-picking approach using his 3M framework—Market Size, Market Share, and...
Your smart investment playbook for FY27: What to buy, what to avoid and how to diversify after a rough FY26FY26 left your equity portfolio bruised. As FY27 begins, here’s how to heal it.
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 ...
Over 75% of PMS funds deliver excess returns than mutual funds: ReportPMS Bazaar analyzed 335 PMS investment approaches and 388 regular mutual funds across 1, 3, 5, and 10-year periods and found that PMS inves...
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...
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...
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...
2 smallcap-heavy PMS portfolios more than double investor money in FY22Counter Cyclical Investment’s Long Term Value Investment strategy came in second to deliver 121 per cent return. The fund holds 49 stocks, ...