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    HomeNewsBusinessMarketsMost PMS schemes offer better return than benchmarks, but there is a loophole

    Most PMS schemes offer better return than benchmarks, but there is a loophole

    As per an analysis by Moneycontrol, around 73 percent of the total PMS schemes, which categorised themselves as ‘mid-cap’ schemes have underperformed their true benchmark in CY24.

    Srushti Vaidya
    February 10, 2025 / 13:45 IST
    According to SEBI regulations, a mid-cap mutual fund must invest at least 65 percent of its assets in equities and equity-related products of midcap companies. Same goes for small-cap where at least 65 percent of its assets must be in small-cap companies.
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