Pms

InCred Asset Management’s Healthcare Portfolio delivered the highest return at 11.96 percent, followed by Valcreate’s Lifesciences and Specialty Opportunities strategy, which gained 8.48 percent, followed by Green Portfolio’s MNC Advantage at 6.89 percent.

How are you reinforcing trust in your client relationships, SEBI chairman asks portfolio managers

While speaking at an event organised by industry body Association of Portfolio Managers of India (APMI), SEBI chairman Tuhin Kanta Pandey said that portfolio managers should ask themselves how they are strengthening the trust level with their clients.

Top 10 Portfolio Management Schemes for the month of April

Trivantage Capital Management takes the lead at 9.86% returns, followed by Qode Advisors Tactical Fund and All Weather PMS.

Carnelian stays focused on BFSI, pharma, engineering; hikes exposure to Reliance, Kotak Bank

The PMS and AIF performance from April reflect continued overweight stance on BFSI, pharma, and engineering sectors, while reducing exposure to chemicals.

Top 10 portfolio management schemes for March 2025: ASK Investment Managers leads the gainers

ASK Investment Managers makes it to the March snapshot of portfolio management schemes top 10 performers with two of its schemes. Following closely is Moat Financial Services' UpperCrust Wealth Fund at 14.89%. Tulsian PMS recorded a return of 13.80%.

Top 10 Portfolio Management Schemes for the month of February 2025

Wave Asset – Bloom leads the list, followed by Aequitas Investment Consultancy - India Opportunities Product. All other listed strategies recorded negative performances.

Tax tangle, operational challenges keep new investors away from PMS even as AUM doubled in five years

Only 22,709 new investors – a mere 12 percent - have joined the PMS bandwagon during last five years, implying that it is the existing investor pouring in more money, and the industry has not able to attract fresh capital.

SEBI bans PMS Scient Capital from onboarding clients, says it submitted "incorrect, misleading" reports

The regulator noted that the PMS had not met the minimum networth requirement of Rs 5 crore

SEBI bans PMS with more than Rs 200 cr AUM from onboarding new clients, notes "pattern of non-compliance"

The PMS named DGS Capital Management failed to meet the minimum networth requirement of Rs 5 crore for two years, among other things

Alpha-generating fund managers face off: Quick gains or long-term plays?

PMS AIF World hosted a discussion on investment styles between fund managers who delivered exceptional returns in 2024, ranging between 40 and 80 percent.

Most PMS schemes offer better return than benchmarks, but there is a loophole

As per an analysis by Moneycontrol, around 73 percent of the total PMS schemes, which categorised themselves as ‘mid-cap’ schemes have underperformed their true benchmark in CY24.

Unhappy with cybersecurity rules, PMS players say SEBI should focus on outcome, not methods

Some of the issues portfolio managers highlighted were requirement to store client data backups physically, a mandatory vulnerability test, and provision for a separate dealing room.

Year-ender 2024: Thematic and multi-cap strategies of PMSes top the returns chart

Year-ender 2024: Investments into PMS funds have grown steadily over the past one year and assets of the industry has grown 20 per cent year-on-year to Rs 36 lakh crore as of October 31, 2024, data shows.

Not worried of the so-called narrative of slowdown in earnings, says Vikas Khemani of Carnelian Asset Management

Khemani said that much of the reallocation to China is behind us and with new capital flows into emerging markets, India is well positioned to continue attracting positive inflows.

Carnelian sold Ola shares within just one week of buying in the IPO; Here's why

Khemani currently favours sectors like private banks, select NBFCs, insurance companies, IT, cybersecurity, pharma, chemicals, CDMO, and others.

Here are the top small-cap stock picks of PMS firms amid market correction

The volatility in the capital markets gives fund managers a golden opportunity to identify and buy undervalued, high-quality stocks.

Top 10 performing PMS schemes of October: InCred and Abakkus top the list

All the top performers outperformed their respective benchmarks, which registered losses during the month.

Women, rise of new elite, and India’s China plus one strategy: Saurabh Mukherjea highlights key economic shifts

Mukherjea said that India's elite is moving beyond the traditional South Bombay or South Delhi types. Today, the influential elite is increasingly from smaller towns and regions, often SME owners, many of whom are not from top-tier institutions like IITs or IIMs.

Client exodus: ASK Investment Managers lose more than 3700 PMS clients since January

Distributors are of the view that while Bharat Shah, the whole-time director of ASK Investment Managers, has long been known for his commitment to quality stocks, this focus has led to underperformance in various strategies of ASK Investment Managers, making clients re-think their loyalty.

From Data Centers to Caravans: This PMS fund manager bets on interesting concepts, companies

While many companies in India focus on vanity vans, which celebrities use for temporary comfort on movie sets, caravans are designed for family holidays, and have amenities like kitchens and bathrooms, says Bharadia.

4 sectors that PMS managers are betting big on, investing 50% of funds

Financial services, capital goods, healthcare and auto consist of 50 per cent of the assets managed by PMS as of August 31, data shows.

Are tax filing complexities forcing HNIs to ditch PMS and opt for AIF?

Filing income tax returns in a PMS scheme can be a cumbersome process as all transactions occur in the investor's own demat account, which means that every trade executed by the fund manager triggers a tax event for the individual

Now, rich individuals seek more quant-based strategies for their PMS investments

Industry participants attribute the increasing demand for quant strategies to a combination of factors, including better transparency and minimal influence of human emotional bias with respect to stock selection and churn.

Manage PMS symptoms: Include bananas, spinach, oats in diet to combat mood swings, irritability

Premenstrual Syndrome, is every menstruating woman’s monthly nightmare. Bloating, tiredness, and irritability accompanied by headaches and cravings mean that the monthly periods are around the corner. Here are certain foods can help relieve some of these symptoms and make this time easier.

August proves to be a mixed bag for PMS schemes even as markets stayed flat

Among the top ten strategies which registered maximum outflows, ASK Investment Managers' Indian Entrepreneur Portfolio was at the top.