Small- and mid-cap stocks powering the best-performing PMSes

The domestic equity market has seen wild swings over the last one month after the sharp run-up post the Lok Sabha elections. Smart managers actively churned their portfolios as the market reached record highs amid rising volatility. Carefully chosen businesses have always produced superior returns for portfolio managers.
Here are the top 5 holdings of the PMS strategies that delivered superior returns over the last one-year period. The top 5 stocks are significant because a higher weight in them dictates fund performance, which in turn helps outperform peers.
Only PMSes that declared the portfolio of the strategies have been considered.
Source: Finalyca PMS Bazaar. Data as of July 31, 2024.

Invasset LLP-Growth Pro Max
1-year return (CAGR): 103.7%
Category: Multi Cap
Inception Date: 8-Jan-2020
Fund Manager: Anirudh Garg

Asit C Mehta Investment Intermediates Ltd-ACE - Multicap
1-year return (CAGR): 92.8%
Category: Flexi Cap
Inception Date: 23-Aug-18
Fund Manager: Deepak Makwana

Also see: Mid-caps beat small-caps in the long term. Here are top performing mid-cap funds

Asit C Mehta Investment Intermediates Ltd-ACE - Midcap
1-year return (CAGR): 87.5%
Category: Mid Cap
Inception Date: 29-Dec-2017
Fund Manager: Deepak Makwana

Carnelian Asset Management and Advisors Pvt Ltd-YNG
1-year return (CAGR): 84.2%
Category: Multi Cap
Inception Date: 26-Jan-2022
Fund Manager: Manoj Bahety

Samvitti Capital Pvt Ltd-PMS Active Alpha Multicap
1-year return (CAGR): 82.7%
Category: Multi Cap
Inception Date: 13-Apr-2021
Fund Manager: Prabhakar Kudva

Also see: 12 new micro-cap stocks that PMS managers bought in June

Motilal Oswal Asset Management Company Ltd-Multifactor Equity
1-year return (CAGR): 80.3%
Category: Multi Cap
Inception Date: 6-May-2021
Fund Manager: Sankaranarayanan Krishnan

Green Portfolio Pvt Ltd-The Impact ESG Fund
1-year return (CAGR): 77.4%
Category: ESG theme
Inception Date: 23-Mar-2022
Fund Manager: Divam Sharma

Also see: Down but not out: MFs hold on to these small-cap stocks despite fall

Valtrust Partners LLP-Valtrust Momentum
1-year return (CAGR): 77.3%
Category: Flexi Cap
Inception Date: 20-Jan-2023
Fund Manager: Vishal Khatri

Axis Securities Ltd-Kaizen
1-year return (CAGR): 75.4%
Category: Multi Cap
Inception Date: 15-June-2023
Fund Manager: Naveen Kulkarni

Badjate Stock Shares Pvt Ltd-Aggressive
1-year return (CAGR): 72.1%
Category: Small & Mid Cap
Inception Date: 8-July-2021
Fund Manager: Anuj Badjate

Also see: Nasdaq, Nasdaq Next, FANG, Total Market and Value: How to get the best out of US focused MFs?