Investment managers in Portfolio Management Services (PMS) mostly prefer bottom-up approach while constructing their portfolio. Identifying the right stocks has been a key for generating higher returns. They also look at the sectors to which those stocks belong and assess how the changing macro and other environments could impact their portfolio. Here are the top 10 preferred sectors by the PMS managers, as per the Finalyca PMS Bazaar – an all-in-one investment analytics platform for PMS, AIF, MF & ULIP investments. Finalyca considered only the strategies disclosed their portfolio and Assets Under Management (AUM). This consolidated data exhibits the sectors that PMS fund managers believe, have promising prospects. Data as of July 31, 2023. Source: Finalyca PMS Bazaar.
2/11
Banking and Financial Services Investment value: Rs 30,981 crore Top 3 PMS strategies holding significant exposure to the sector: Trivantage Capital Small & Mid Cap Financials Portfolio, ASK – FOP and Trivantage Capital - Resurgent Financials Equity Top 3 preferred stocks in the sector: ICICI Bank, HDFC Bank and SBI
3/11
Capital Goods Investment value: Rs 11,225 crore Top 3 PMS strategies holding significant exposure to the sector: NAFA Clean Tech Portfolio, Credent - Growth Portfolio and Samvitti-PMS Active Alpha Multicap Top 3 preferred stocks in the sector: Polycab, APL Apollo Tube and Bharat Electronics
Healthcare Investment value: Rs 8,990 crore Top 3 PMS strategies holding significant exposure to the sector: Kotak - Pharma & Healthcare, InCred Capital - Healthcare PMS and Valcreate Lifesciences and Specialty Opportunities Top 3 preferred stocks in the sector: Divis Laboratories, Sun Pharma and Syngene International
Consumer Durables Investment value: Rs 7,874 crore Top 3 PMS strategies holding significant exposure to the sector: Ambit Investment Advisors - Emerging Giants, Bonanza – Value and All-Star Multi-Cap Shariah Top 3 preferred stocks in the sector: Titan company, Asian paints and TTK Prestige
Automobile and Auto Components Investment value: Rs 6,873 crore Top 3 PMS strategies holding significant exposure to the sector: Invesco – Rise, Alchemy - High Growth and Anand Rathi Advisors - MNC PMS Top 3 preferred stocks in the sector: Mahindra & Mahindra, Maruti Suzuki India and Tube Investments of India
7/11
Information Technology Investment value: Rs 6,372 crore Top 3 PMS strategies holding significant exposure to the sector: Kotak - Fintech Fund, NJ – Bluechip and Asit C Mehta - Ace 15 Top 3 preferred stocks in the sector: Infosys, TCS and LTIMindtree
Fast Moving Consumer Goods Investment value: Rs 5,442 crore Top 3 PMS strategies holding significant exposure to the sector: Tamohara - Q Strategy, ATLAS - Multicap PMS Fund and NJ - Bluechip Top 3 preferred stocks in the sector: ITC, Hindustan Unilever and United Spirits
Chemicals Investment value: Rs 4,663 crore Top 3 PMS strategies holding significant exposure to the sector: Green Portfolio - MNC Advantage, Marcellus - Little Champs and ATLAS - Midcap PMS Fund Top 3 preferred stocks in the sector: PI Industries, Navin Fluorine International and SRF
Consumer Services Investment value: Rs 4,268 crore Top 3 PMS strategies holding significant exposure to the sector: Valcreate-IME Digital Disruption, Sundaram Alternate – SELF and Motilal Oswal-Founders Top 3 preferred stocks in the sector: Trent, Zomato and Indian Hotels
11/11
Oil, Gas & Consumable Fuels Investment value: Rs 2,598 crore Top 3 PMS strategies holding significant exposure to the sector: Ayan-PriceBridge Upswing, Motilal Oswal - Multifactor Equity PMS and Asit C Mehta - Ace Midcap Top 3 preferred stocks in the sector: Reliance Industries, Indraprastha Gas and Coal India
