Top 10 PMS portfolios that delivered up to 7% returns in September. See full list
Benchmark indices Nifty and Sensex endured a sharp sell-off in September, falling more than 6% each as escalating tensions in the Middle East, soaring oil prices and bond yields hitting multi-decade highs rattled investor sentiment. Data from PMS Bazaar showed that while several portfolios struggled to contain losses, small-cap and SME-focused strategies stood out on the other side of the performance table, delivering some of September's strongest returns.
2/11
Accelt Asset Management LLP’s Long Term Equity Fund, following a Multi Cap & Flexi Cap strategy against the BSE 500 TRI, delivered a one-month return of 3.73%.
3/11
Qode Advisors LLP
Qode Advisors LLP’s Qode Growth Fund, following a Small Cap strategy against the BSE 500 TRI, delivered a one-month return of 3.90%.
Agencies
4/11
Wallfort Fund Management LLP
Wallfort Fund Management LLP’s Ameya Fund, following a Small & Mid Cap strategy against the BSE 500 TRI, delivered a one-month return of 3.92%.
Agencies
5/11
Bharat Bhushan Equity Traders Limited
Bharat Bhushan Equity Traders Limited’s BB Money Plant, following a Multi Cap & Flexi Cap strategy against the BSE 500 TRI, delivered a one-month return of 4.20%.
Agencies
6/11
Centrum PMS
Centrum PMS’s Micro portfolio, following a Small Cap strategy against the BSE 500 TRI, delivered a one-month return of 4.31%.
Agencies
7/11
Bonanza Portfolio Limited
Bonanza Portfolio Limited’s Aegis portfolio, following a Multi Cap & Flexi Cap strategy against the Nifty 50 TRI, delivered a one-month return of 5.14%.
Agencies
8/11
Atlas Integrated Finance Limited
Atlas Integrated Finance Limited’s Momentum 20 PMS Fund, following a Multi Cap & Flexi Cap strategy against the BSE 500 TRI, delivered a one-month return of 5.25%.
Agencies
9/11
East Green Advisors LLP
East Green Advisors LLP’s Quant Strategy portfolio, following a Multi Cap & Flexi Cap strategy against the BSE 500 TRI, delivered a one-month return of 5.32%.
Agencies
10/11
Amaltas Asset Management LLP
Amaltas Asset Management LLP’s Keystone Fund, following a Multi Cap & Flexi Cap strategy against the BSE 500 TRI, delivered a one-month return of 5.67%.
Agencies
11/11
Hem Securities
Hem Securities Ltd’s India Rising SME Stars portfolio, following a Small Cap strategy against the BSE 500 TRI, delivered a one-month return of 7.23%.
