Top 10 portfolio management schemes for January 2026

He added that IT stocks remained subdued as concerns around AI-led disruption and margin pressures weighed on sentiment.

The equity PMS universe painted a nuanced picture for the month ending January 31, 2026 with the broader BSE 500 TRI dipping -0.24% amid FII outflows, pre-budget jitters, and global trade uncertainties. Overall, the 439 equity strategies averaged -1.12% for the month, underperforming the benchmark only slightly. Large Cap PMS averaged -0.80%, Multi Cap & Flexi Cap -1.00%, while Small Cap lagged at -1.93% and Small & Mid at -1.47%.

(Source: PMS Bazaar)

Top 10 PMS (january 2026)

1. Aequitas Investment Consultancy: India Opportunities Product

Customized small-cap portfolios target undiscovered multi-baggers with high growth, contrarian bets, and re-rating value plays over 3-5 years. Prioritizes industry leaders with strong governance, low debt, cash flows, and promoter actions like buybacks. Low churn builds conviction in catalysts for outsized returns

2. Qode Advisors LLP: All Weather

Factor-GEM model screens small/mid-caps for future growth engines, blending quantitative factors with manager insights on resilient emerging plays. Emphasizes sustainable competitive edges in overlooked segments.

3. Ametra Investment Managers: FactorCore

Multi-cap flexi picks cherry-picked large/mid-caps via fundamental-technical screens and proprietary growth triggers, with tactical momentum (10%). Top-down approach ensures diversified outperformance.

4. Shriram AMC: Future GEMS

Factor-based strategy identifies "GEMS" (Growth Engines with Moats & Sustainability) in small/mid-caps using proprietary screens for earnings acceleration, competitive barriers, and sector tailwinds unique to India's consumption shift. Builds concentrated 20-30 stock portfolios with low turnover, dynamically rotating into overlooked industrials and discretionary plays for asymmetric upside.

5. Bonanza Portfolio: Aegis

Multi-cap flexi invests in structural shifters like unorganized-to-organized transitions and market dominators for compounding. Long-horizon focus on economy tailwinds.

6. Omniscience Capital Advisor: India Inc

Targets India's core growth vectors like financialization and infra via 22 seeded strategies, emphasizing uncorrelated structural plays over style biases.

7. Turtle Wealth Management: Wealth Mantra

Quant-driven bespoke multi-cap flexi uses P.P.P. (Price, Profit, People) framework, bias-free data selection across caps/sectors. Maximizes risk-adjusted equity growth.

8. Ayan Analytics: PriceBridge Honeycomb

Dynamic ETF-based allocation creates honeycomb diversification, bridged by selective equities for efficient, low-volatility exposure across assets. Index core with active edges suits volatile regimes.

9. Alchemy Capital Management: High Growth

Multi-cap flexi invests in structural shifters like unorganized-to-organized transitions and market dominators for compounding. Long-horizon focus on economy tailwinds.

10. Turtle Wealth Management: Profit Mantra

Constructs nimble 25-35 stock sleeves with algorithmic reweights quarterly, harvesting momentum while hedging drawdowns via stop-loss tiers.

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