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.
11 May, 2026, 12.42 PM IST
The global markets are an AI story…or are they?The narrative that markets need an AI story is outdated.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...
04 May, 2026, 05.41 PM IST
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...
17 Apr, 2026, 12.15 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: 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...
13 May, 2025, 04.14 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: 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
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...
12 Dec, 2023, 10.28 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: 15 funds give double-digit returns in May as bulls' D-St party continuesOf the 15 PMS funds, 13 of them beat their benchmark BSE 500 index in May. Last month, the S&P BSE 500 index gave 3.5% returns.Some of the ...
13 Jun, 2023, 01.28 PM IST
PMS Watch: ICICI Pru fund beats benchmark in March, Mukherjea’s fund stays in redICICI Prudential’s PIPE PMS, which invests in companies primarily in the mid and small-cap segments, has been more or less consistent and g...
14 Apr, 2023, 04.58 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
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
75% of PMS fund managers failed to beat Nifty in Dec; even biggies falterOut of 130-odd largecap and multicap schemes analysed, nearly 100 gave lower returns than that of Nifty.
15 Jan, 2021, 11.16 AM IST
As mid, smallcaps shed the froth, PMS rainmakers feel the droughtMost PMS firms have been instrumental in driving up prices of smallcap stocks.
18 May, 2018, 07.49 AM IST