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PMS AIF World hosted a discussion on investment styles between fund managers who delivered exceptional returns in 2024, ranging between 40 and 80 percent.
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The volatility in the capital markets gives fund managers a golden opportunity to identify and buy undervalued, high-quality stocks.
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At a time when small and mid-cap stock have gone up despite valuation concerns, some fund managers have turned to largecaps to reduce the risk and also have a buffer against a decline in market
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These quality midcap stocks were identified by PMS managed ahead of the election results that could hold up well regardless of the election outcomes
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From financial services to healthcare and chemicals, here are top sectors that PMS fund managers believe have promising prospects
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Bansun Stocks Trading, which has its office in Punjab, promises to give at least 5 percent monthly returns from trading
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After the mid-cap and small-cap indices gave returs of 45 percent and 49 percent in 2023, portfolio managers of PMSs have started to build safety nets to brace for a more volatile 2024
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The PMS, which has Rs 4,000 crore worth AUM, shared a note on 94 listed firms that changed their names to accommodate the latest trend in the market. Their stocks made a 124% average annualised return in 2023!
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PMS managers exited as these stocks either reached their target prices or turned unattractive due to weak prospects
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From banking to capital goods and healthcare, here are 10 sectors that PMS fund managers believe, have promising prospects
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Volatility in the market provided PMS managers an opportunity to take fresh position in the beaten down midcap stocks
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Prudent stock selection in the midcap and smallcap space helped many PMS strategies to deliver better returns in an otherwise volatile market last year
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Quality largecap stocks tend to provide comfort and cushion the market turbulences well
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The smallcap space is a favourite hunting ground for PMS fund managers as PMS investors typically like taking risks. Fund managers also get a leeway to hold concentrated portfolios and pick stocks that would otherwise not pass a mutual fund’s muster
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Most have held major allocation to mid- and small-cap stocks and followed a concentrated investment approach
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The multicap strategies of most Portfolio Management Services are benchmark agnostic and invest in 3-4 emerging long-term industry trends
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Over the past decade, the PMS industry has added 63,550 clients and their AUM have grown to Rs 2.5 lakh crore, from Rs 22,614 crore in June 2012. Here are a few leaders of the pack under the small & midcap category.
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Many portfolio management service (PMS) schemes from the broader markets outperformed the key indices. As many as 130 generated better returns than the Nifty 50. Here’s a look at some of their main stock holdings
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In an interim order in November 2019, the regulator had barred Capital Heed Financial Research's sole proprietor Shailendra Sen from the capital markets till further directions.
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Portfolio Management Services cater to wealthy investors with portfolio sizes exceeding Rs 25 lakh. The professional fee charged by them is slightly higher than regular mutual funds
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Private sector lender Yes Bank has received in-principle nod from markets regulator SEBI to act
as custodian of securities.
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Inclusive of its offshore advisory clients, Birla Sun Life PMS manages Rs 10,187 crore of assets, which includes equity fundamental, equity quantitative, and fixed income portfolios, respectively.
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The Forward Markets Commission (FMC), which has recently been put under the Finance Ministry, has warned that strict action would be taken against the member found engaged in offering portfolio management services (PMS).
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How to determine if you have invested in the best mutual fund scheme? Trying to invest in a "best fund" is like shooting a spot in the dark. According to financial expert Mehrab Irani, a fund with no exit load with minimum expense ratios and no unnecessary veiled charges is the best fund among many floating in the market.
