Top 10 Portfolio Management Schemes for the month of April

Top 10 Portfolio Management Schemes for the month of April

The month of April saw the top 10 Portfolio Management Schemes give about 10% to 6% returns, with Trivantage Capital Management taking the lead at 9.86%. Followed by Qode Advisors' PMS, Tactical Fund and All Weather, with 9.56% and 8.72% returns, respectively.

Top 10 equity PMS performers

Trivantage Capital Management

A small and midcap financials-based PMS, it is benchmarked against the Nifty 50 TRI and managed by Nikhil Johri. This strategy adopts a bottom-up stock selection process, focusing exclusively on the financial services sector. The portfolio is open-ended and follows a long-only approach.

Qode Tactical Fund

The fund is based on a multi cap and flexi cap strategy, benchmarked to the S&P BSE 500 TRI.

Qode All Weather PMS

The strategy is benchmarked to the S&P BSE 500 TRI.  It is managed by Rishabh Nahar and employs a quantitative framework to construct a diversified ETF portfolio. The approach focuses on allocating across low-correlated asset classes such as momentum, low volatility, and gold.

Alchemy Capital Management: High growth

Managed by Alok Agarwal, 25% of the portfolio is allocated to large-cap stocks, while maintaining a mid-cap bias to capitalise on the scale-up potential of businesses and emerging growth opportunities. It is benchmarked to the S&P BSE 500 TRI and was launched in May 2002.

Valcreate Investment Managers: IME Digital Disruption

The strategy is led by Ashi Anand and benchmarked against the S&P BSE 500 TRI. It invests exclusively in digitally native platforms and aims to capitalise on businesses that have built their dominance through network effects, are high-quality digital companies with strong competitive moats and high growth runway for capital appreciation through a PE approach.

Fractal Capital Investment: Opportunities

Managed by Miten Lathia, this strategy is benchmarked against the S&P BSE 500 TRI. It focuses on identifying corporate turnarounds, arising from shifts in the industry or company outlook due to favorable supply-demand dynamics, improved industry structure, changes in management, favorable regulations, or better capital allocation policies.

Tulsian PMS

It is large-cap strategy benchmarked against the Nifty 50 TRI. and managed by Abhinandan Tulsian, also the Founder & CEO of Tulsian PMS. It follows a value-investing approach, operates with no model portfolio, and utilises in-house developed software for portfolio allocation.

BugleRock Capital: Growth Opportunities

It is benchmarked against the S&P BSE 500 TRI and managed by Apurva Sharma. Building a multicap portfolio, its investment criteria is based on revenue share in the industry. It focuses on companies growing faster than the industry and the strategy's defined allocation is across medium-term and long-term themes.

Ambit Investment Advisors: Emerging Giants

Benchmarked against the S&P BSE 500 TRI, the strategy is managed by Trilok Agarwal aims to invest in small-cap companies that possess market-dominating franchises and a track record of clean accounting, governance, and capital allocation. The fund typically invests in companies with market caps less than Rs 2,500 crore.

Fident Asset Management: India Builder Equity

A multi cap and flexi cap PMS, the strategy is benchmarked against S&P BSE 500 TRI. It is managed by Aishvarya Dadheech  and follows a sector agnostic approach, involving a bottom-up driven process.