Top 10 Portfolio Management Schemes for the month of September

Aequitas Investment Consultancy - India Opportunities Product

It has a track record spanning over 11 years, with portfolio allocations including capital goods, forest materials, and in oil, gas, and consumable fuels. The fund is managed by Siddhartha Bhaiya and caters primarily to high-net-worth individuals (HNIs), corporates, resident Indians, and NRIs/PIOs.

2. 

Moat Financial Services - UpperCrust Wealth Fund

This multi-cap and flexi-cap equity fund invests in high-quality Indian businesses with strong economic moats, excellent capital allocation, and high returns on capital, emphasizing long-term compounding while preserving purchasing power. It is managed by Biju John and has an AUM of Rs 112.51 crore (recently reaching Rs 100 crore after 2.5x growth in one year).

3. 

Green Portfolio - Dividend Yield

Managed by Divam Sharma, this thematic fund invests in a diversified set of listed equities across sectors to generate dividends alongside capital appreciation, with a minor allocation to cash or liquid debt funds. Launched on September 23, 2019, it has a fund-specific AUM of Rs 12.72 crore (part of the firm's overall Rs 230 crore AUM), serving 11 clients.

4. 

Atlas Integrated Finance - Debt Equity Hybrid PMS Fund

This multi-cap and flexi-cap hybrid fund combines equity and debt, providing exposure to the top 100 companies via Nifty 50 and Nifty Next 50 indices, plus gold, to balance growth and stability. It is managed my Nilesh Shah and has an AUM of Rs 38.47 crore.

5. 

Fortune Wealth Management Company - Multicap Value Fund

Launched in June 2024, this multi-cap value fund aims to maximize risk-adjusted long-term returns through investments across various sectors in India's industrial and financial landscape. It is managed by Jose Abraham and has an AUM of Rs 359.33 crore and targets growth to Rs 500 crore by the end of 2025.

6. 

JM Financial - India Resurgent Portfolio Series - III

Managed by Rakesh Parekh, this focused mid-cap PMS strategy, commenced on March 4, 2015. It targets structural economic changes in India for growth and has achieved an AUM of Rs 18.25 crore. It's part of a broader suite, including opportunistic and apex portfolios.

7. 

Hanut Alternate Investments LLP - Fundamental Quant

This multi-cap PMS uses a fundamental quant approach to select 28-32 stocks from the NSE 500 universe, combining quantitative models with fundamental analysis. It has an AUM of over Rs 30 crore. Founded by Arjun Singh, who manages the fund with experience from Deutsche Bank, it focuses on long-term equity investments.

8. 

Qode Advisors LLP - Qode All Weather

Founded in August 2016, this quantitative PMS strategy is managed by Rishabh Nahar. It employs systematic investing in large-cap active equities to generate alpha with low drawdowns and high risk-adjusted returns, consistently outperforming Nifty 50 with the highest Sharpe ratio among peers.

9. 

Shriram Asset Management Company - Future GEMS

Launched on December 16, 2024, as one of three new PMS products (alongside Shriram LEAPS and Shriram Liquid PMS), this investment approach focuses on growth-oriented equities. It's part of Shriram AMC's expansion into PMS from mutual funds, with the firm managing schemes across debt, hybrid, and equity categories under CEO Kartik Jain.

10.

Waya Financial Technologies - Bin73 Sunrise Alpha

This high-conviction small-cap PMS fund, started on November 19, 2024, holds 20-30 stocks with strong fundamentals and sectoral tailwinds for long-term capital appreciation and risk-adjusted returns. It targets micro-caps and is backed by Waya's tech-driven platform with over 100,000 active paid subscribers.

Disclaimer: The views and investment tips expressed by experts on Moneycontrol.com are their own and not those of the website or its management. Moneycontrol.com advises users to check with certified experts before taking any investment decisions.​​​