Small- and mid-cap stocks powering the best-performing PMSes
These are the top 5 holdings of the top performing portfolio management service (PMS) strategies that delivered higher returns over the last year. The top 5 stocks are significant because a higher weight in them dictates fund performance, which in turn helps outperform peers
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.
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Invasset LLP-Growth Pro Max 1-year return (CAGR): 103.7% Category: Multi Cap Inception Date: 8-Jan-2020 Fund Manager: Anirudh Garg
3/11
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
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
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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
