Top 10 Portfolio Management Scheme Performances of February 2026

Top 10 Portfolio Management Scheme Performances of February 2026

• Multi-cap PMS strategies rose 9-11% in a volatile month
• Pratham and Lifesciences funds posted strong returns
• Nifty 50 TRI fell 0.51%, BSE 500 TRI rose just 0.45%

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While small- and mid-cap stocks corrected sharply amid rising US-Iran tensions and AI sector jitters, select multi-cap PMS strategies posted eye-popping 9 to 11% monthly gains. Nifty 50 TRI down -0.51%, BSE 500 TRI barely +0.45%, yet Purnartha's Pratham rose over 9%, and Valcreate's Lifesciences thematic rose 8.77% (as per data by PMS Bazaar).

1. Purnartha Investment Advisers- Pratham Strategy: A focused, multi‑cap PMS built around a relatively small universe of 10 to 15 stocks, the strategy leans on promoter‑driven, quality businesses with visible growth runways rather than broad sector bets.

2. Valcreate Investment Managers LLP- Lifesciences and Specialty Opportunities: Managed by Rajesh Pherwani, the scheme focuses on innovation-driven sectors such as agrochemicals, pharmaceuticals, and specialty chemicals (also animal health, seeds, etc. in related coverage). Seeks companies with technocrat promoters, extensive product pipelines, unique product/service edges, and low-competition environments for long-term growth advantages.

3. Purnartha Investment Advisers- Vision Strategy: The scheme is described as a quality‑oriented, multi‑cap vehicle with flexibility across sectors and market caps, but it is not marketed as a thematic book.

4. Motilal Oswal Asset Management Company- Ethical Strategy: A multi‑cap, flexi‑cap PMS launched under the Motilal Oswal “QGLP” research framework, the fund is managed by Vaibhav Agarwal.

5. NAFA Asset Manager- Clean Tech Portfolio: Under Balaji Vaidyanath’s leadership, this scheme is high-conviction that concentrates on 10 to 15 stocks primarily on electric vehicles (EV) and clean technology sectors (energy & industrials emphasis).

6. Emkay Investment Manager- ENVI: A multi‑cap, flexi‑cap PMS managed by Kashyap Javeri, positioned as the Emkay New Vitalised India (ENVI) Strategy with a mandate to capture India’s high‑growth transformation themes such as rising consumption, digitalisation/AI, energy transition, financialisation of savings, and manufacturing resurgence.

7. Capital 8 LLP: Capital 8 Infinity Fund: A multi‑cap, flexi‑cap PMS managed by Panna Bhandari, structured around macro‑level inter‑market analysis (rates, FX, credit, bonds) and long‑term cycle studies to identify equity opportunities.

8. Sundaram Alternate Assets- SISOP: A multi‑cap PMS (skewed to large‑cap), managed under Darshan Engineer’s “3Q” approach at Sundaram, with a stated mandate to invest in roughly 15 high‑quality, sector‑agnostic stocks.

9. Fort Capital Investment Advisory- Value Fund: A small‑cap PMS run by Ishan Thakkar, positioned as a value‑oriented scheme with a long‑term horizon and a focus on identifying mispriced small‑cap businesses.

10. Axis Securities- Kaizen: Managed by Naveen Kulkarni, this scheme focuses on diversified exposure across capital goods, automobiles, healthcare, construction, and oil & gas. Selects stocks based on criteria such as lean production, innovation capabilities, and prudent capital allocation policies.

Source: PMS Bazaar