Amidst global turbulence, our Indian economy looks very stable & promising. With FIIs returning back strongly and NIFTY nearing 18K Mark, PMS strategies have capitalized on the positive market sentiment to generate a positive performance in August 2022. This August, almost 72% of PMSes outperformed NIFTY & just 3 of them returned a negative yield.

Top 10 PMS strategies of Aug 2022:

Here are the top 10 PMS strategies identified from the 291 strategies monitored & analyzed by PMS Bazaar.

*Note: All the returns mentioned in this report are based on the 291 PMS schemes monitored by PMS Bazaar.

The India Rising SME Stars of HEM SECURITIES tops the list, yielding a monthly return of 19.48% in Aug 2022. This strategy tries to capture the opportunities in SMEs and small-cap scripts.

The IMPACT ESG Fund of Green Portfolio occupies second place, yielding a monthly return of 13.65% in Aug 2022. 

The Growth Pro Max fund of Invasset LLP occupies 3rd place, yielding a monthly return of 11.65% in Aug 2022. This fund intends to generate consistent sustainable wealth by investing in best-performing equity assets. They use their Buy & Rotate Strategy to generate the desired capital appreciation.

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Here is a chart depicting the monthly returns of top-performing Equity PMS Strategies in comparison with the NIFTY index for the month of Aug 2022:

Category-wise analysis of Portfolio management services:

Here is a comparison of average returns of different categories of PMS strategies for the month of August 2022:

Let us look in-depth into each category and identify the top 3 performers in each segment.

Small-cap:

The Small-cap category recorded an average monthly return of 7.47% in August 2022. 6 out of 17 strategies monitored in this category outperformed BSE Small cap, which stood at 5.89%. 

The India Rising SME Stars of HEM securities tops this category, yielding a monthly return of 19.48%. Followed by it, we have the 03 special situations Portfolio strategy (10.24%)of O3 Securities and the Rising stars Strategy (9.29%)of Sundaram Alternates, constituting the top 3 performers in this category. 

TOP 3 PMS Strategies: Small-cap category

Small & Midcap:

The small & mid-cap category yielded an average monthly return of 4.47% in August 2022. 

The Diversified Long Term Value strategy of Counter Cyclical Investment Private Limited PMS tops this list with a monthly return of 8.01%. Followed by it we have the AAA Emerging Giants Strategy (7.86%) of AlfAccurate Advisors and the Tenx Strategy (7.32%) of Ambit Investment Advisors, constituting the top 3 performers in this category.

TOP 3 PMS Strategies: Small & Midcap category

Mid-cap: 

The Mid-cap category recorded an average monthly return of 4.97% in August 2022. Only 7 out of 20 PMS strategies monitored in this category outperformed NIFTY MIDCAP 100, which stood at 6.23%.

The Smart Beta Portfolio Strategy of Abans Investment Managers tops this list, yielding a monthly return of 9.46%. Followed by it, we have the India value Portfolio Strategy (7.60%) of Envision capital services Private Limited and the Emerging Bluechip Strategy (6.86%) of NAFA Asset Managers, constituting the top-3 strategies of this category. 

TOP 3 PMS Strategies: Mid-cap category

Large & Mid-cap:

The Large & Mid-cap category recorded an average monthly return of 4.47% in August 2022. 

The Alpha Fund of Green Lantern Capital LLP tops this category with a monthly return of 5.83%. Followed by it, we have the GARP FUND (5.69%) of Composite Investments Private Limited and the Upside AI 250 Strategy (5.20%) of UPSIDE AI, constituting the top 3 strategies of this category.

TOP 3 PMS Strategies: Large & Mid-cap category

Large-cap: 

The large-cap category recorded an average monthly return of 4.33% in August 2022. 18 out of 23 strategies monitored under this category outperformed NIFTY, which stood at 3.50%.  

In this category, the Legend Strategy of Concept Investwell Pvt. Ltd tops the list with a monthly return of 7.18%. Followed by it, we have The Tulsian PMS Strategy (6.09%) of Tulsian PMS Pvt Ltd and the Growth & Value Strategy (5.72%) of JM Financial Services, constituting the top 3 strategies of this category. 

TOP 3 PMS Strategies: Large-cap category

Multi-cap:

The Multi-cap category recorded an average monthly return of 4.51% in August 2022. 67 out of 148 PMS strategies monitored under this category outperformed BSE 500, which stood at 4.61%.

The Growth Pro Max Fund of Invasset LLP tops the list with a monthly return of 11.65%. Followed by it, we have the Special situations Strategy (10.47%) of Capgrow Capital Advisers Private Limited and Growth Strategy (9.24%) of Avestha Fund Management, constituting the top 3 performers of this category. 

TOP 3 PMS Strategies: Multi-cap category

Thematic investment:

The Thematic category recorded an average monthly return of 5.75% in August 2022.

In this category, all 3 places are bagged by Green Portfolio AMC. Their IMPACT ESG Strategy tops the list with 13.65% returns, followed by their MNC Advantage Strategy (11.49%) and Super 30 Strategy (7.61%).

TOP 3 PMS Strategies: Thematic investment

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