Top 5 PMS in March: These portfolios gained the most, Pace Financial takes first 3 spots
Pace Financial's Tresor Flexi, Tresor Prive, Tresor Sustainer, NAFA Clean Tech portfolio, and Samvitti Capital's Long-term Growth portfolios were the top five PMS schemes that gave the best returns in March
Pace Financial's Tresor Flexi, Tresor Prive, Tresor Sustainer, NAFA Clean Tech portfolio, and Samvitti Capital's Long-term Growth portfolios were the top five PMS schemes that gave the best returns in March. All these 5 portfolios gained 4-7 percent during the month, and beat their respective benchmarks.
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Pace Financial's Tresor Flexi is managed by Amit Goel who started the company in 1995. The portfolio is a mix of fixed income, equity and equity equivalents, global equities, and precious metals. The portfolio's motive is to achieve high returns in a dynamic environment through deftness and complete flexibility in asset allocation. In March, it gained 7.4 percent, outperforming its benchmark, Nifty Multi-asset Index.
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Pace Financial's Tresor Prive is a fairly new portfolio, at just one year and 10 months old. It is managed by Amit Goel. Tresor Prive is an multi-asset portfolio with fixed income, equity and equity equivalents, precious metals, industrial and agro-commodities, REITS and InvITs. Its investment objective is to outperform the market and generate alpha through a customised way for every investor. It gained 4.73 percent in March, faster than its benchmark of NSE Multi-Asset Index.
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Tresor Sustainer is a 2 year and 11 months-old portfolio. It is also managed by Amit Goel. In March, Tresor Sustainer rose 4.7 percent, beating its benchmark of NSE Multi-asset Index.
NAFA Clean Tech scheme invests in small-caps and mid-caps businesses which can grow exponentially over 5-7 years. The portfolio's top five sectors are electricals, capital goods, power, gases and fuel, and automobiles and auto-components. The portfolio is 2 years and 6 months old. In March, it gave 4.6 percent returns, outperforming its benchmark S&P BSE 500 TRI.
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Samvitti Capital's Long-term Growth scheme invests in companies that are market leaders with strong cash flows and those that are not leveraged. It invests in micro-caps, small-caps, and mid-caps. The portfolio's top five sectors are construction, financial services, capital goods, FMCG, and IT. It is managed by Prabhakar Kudva. In March, it gained 4.51 percent, outperforming its benchmark S&P BSE 500 TRI.
