Top 10 PMSes in 2024; Incred Asset Management and Stallion Asset Managers at the top position

The top ten Portfolio Management Services (PMS) in 2024 have delivered returns between 50 percent and 70 percent in 2024. Among the top ones are Incred Asset Management's Healthcare Portfolio which has given returns of 70.58 percent in 2024. It is followed by Stallion Asset's Core Fund which delivered returns of 70.47 percent to investors in the same period.

1. Incred Focused Healthcare Portfolio - Incred Focused Healthcare Portfolio Strategy
The Investment Objective is to invest in equity and equity related instruments primarily focused on the healthcare ecosystem in India. The Investment approach is to invest in healthcare segment including pharmaceuticals, hospitals, diagnostic, insurance, etc. to capture the growing demand for healthcare driven by rising incomes, increasing awareness and ability to spend more on health and increased export opportunities.

2. Stallion Asset - Core Fund Strategy
They follow a combination of top down and bottom up approach for picking stocks and sectors and construct a diversified portfolio of the top conviction ideas. The AUM is Rs. 3815.06 crore. The fund manager is Amit Jeswani.

3. Wallfort PMS and Advisory Services - Diversified Strategy
Their investment approach is to elucidate below using 5 aspects we consider while constructing a portfolio: Growth, Quality, Valuation, Risk and Behavior. Their Investment Objective is to provide the Client with a structure that can achieve preservation and growth of its capital. The AUM is Rs. 92.12 core. The fund manager is Vijay Bharadia.

4. Investsavvy Portfolio Management - Alpha Fund Strategy
The companies with a compelling business story & having strong, competent & honest management are most likely to do well in the long term. Once they have identified prospective companies which meet the above criteria, we then use our internal metrics to help us in our investment decision. The fund manager is Ashish Goel.

5. Green Portfolio - The Impact ESG Fund Strategy
The Company should have a business model that creates significant impact either "Environmentally" or "Socially" or both. The ESG is the consideration of Environmental, Social and Governance factors in the investment process. It focuses on How companies make money rather than just how much they make. The fund manager is Divam Sharma.

6. Incred Asset Management - Healthcare Portfolio Strategy
There will be portfolio which is optimally a mix of large, mid and small capitalization companies. The Investment Manager shall make investments after undertaking detailed fundamental research. The Investment Objective is to invest in equity and equity related instruments primarily focused on the healthcare ecosystem in India. The fund manager is Aditya Khemka.

7. Green Lantern Capital - Growth Fund Strategy
The objective is to generate superior risk adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies. The AUM is Rs. 909.93 crore. The fund manager is Abhishek Bhardwaj.

8. Valcreate Investment Managers - IME Digital Disruption Strategy
IME digital disruption is a highly concentrated strategy that invests exclusively in digitally native platforms that a) have built their dominance through network effects, b) potential for high growth for extended period by addressing large addressable markets and c) a clear path to profitability through pricing power and operating leverage. They invest in high quality digital companies with strong competitive moats and high growth runway for capital appreciation through a PE approach. The fund manager is Ashi Anand.

9. Turtle Wealth Management - Profit Mantra Strategy
They create bespoke portfolios, tailoring each investment to meet specific client needs. Our investment decisions are guided by Turtle's quant based investment process, focusing on data rather than human bias. We continuously select, allocate, and review investments through our trademark PPP (price, profit, and people) investment process. Endeavour to consistently generate ALPHA by creating bespoke portfolios & investing in current & emerging leaders with a turnaround factor in common through Turtle's quant-based investing process. The fund manager is Rohan Mehta.

10. Quest Investment Advisors - Multi Strategy
Have around 40- 60 percent investment into companies with consistent earnings across economic cycles, have 20-30 percent investment into companies with P/E re-rating potential and remaining invest into deep value companies which could be available much below its intrinsic value due to market cycles. Generate alpha by investing into a diversified sector agnostic multicap concentrated portfolio of 15 - 20 listed companies in India. The fund manager is Aniruddha Sarkar.