Top-Performing PMS Strategies Reveal Key Small- and Mid-Cap Stock Holdings Driving High Returns

The equity market has experienced significant volatility recently, particularly following a sharp rise post-Lok Sabha elections. As the market hit new highs, savvy portfolio managers have been actively adjusting their portfolios to navigate this turbulence and achieve superior returns.

Here are the top five holdings of the highest-performing portfolio management service (PMS) strategies that have delivered impressive returns over the past year. These stocks play a crucial role, as a higher allocation to them significantly influences the overall performance of the funds, aiding them in outpacing their competitors.

Top Performing PMS Strategies and Their Key Holdings:

1. Invasset LLP-Growth Pro Max

• 1-Year Return (CAGR): 103.7%
• Category: Multi Cap
• Inception Date: January 8, 2020
• Fund Manager: Anirudh Garg

1. Asit C Mehta Investment Intermediates Ltd-ACE – Multicap

• 1-Year Return (CAGR): 92.8%
• Category: Flexi Cap
• Inception Date: August 23, 2018
• Fund Manager: Deepak Makwana

1. Asit C Mehta Investment Intermediates Ltd-ACE – Midcap

• 1-Year Return (CAGR): 87.5%
• Category: Mid Cap
• Inception Date: December 29, 2017
• Fund Manager: Deepak Makwana

1. Carnelian Asset Management and Advisors Pvt Ltd-YNG

• 1-Year Return (CAGR): 84.2%
• Category: Multi Cap
• Inception Date: January 26, 2022
• Fund Manager: Manoj Bahety

1. Samvitti Capital Pvt Ltd-PMS Active Alpha Multicap

• 1-Year Return (CAGR): 82.7%
• Category: Multi Cap
• Inception Date: April 13, 2021
• Fund Manager: Prabhakar Kudva

Other Notable PMS Strategies:

• Motilal Oswal Asset Management Company Ltd-Multifactor Equity
• 1-Year Return (CAGR): 80.3%
• Category: Multi Cap
• Inception Date: May 6, 2021
• Fund Manager: Sankaranarayanan Krishnan
• Green Portfolio Pvt Ltd-The Impact ESG Fund
• 1-Year Return (CAGR): 77.4%
• Category: ESG theme
• Inception Date: March 23, 2022
• Fund Manager: Divam Sharma
• Valtrust Partners LLP-Valtrust Momentum
• 1-Year Return (CAGR): 77.3%
• Category: Flexi Cap
• Inception Date: January 20, 2023
• Fund Manager: Vishal Khatri
• Axis Securities Ltd-Kaizen
• 1-Year Return (CAGR): 75.4%
• Category: Multi Cap
• Inception Date: June 15, 2023
• Fund Manager: Naveen Kulkarni
• Badjate Stock Shares Pvt Ltd-Aggressive
• 1-Year Return (CAGR): 72.1%
• Category: Small & Mid Cap
• Inception Date: July 8, 2021
• Fund Manager: Anuj Badjate

These PMS strategies highlight the importance of strategic stock selection, particularly in small- and mid-cap stocks, which have been pivotal in delivering substantial returns amid market fluctuations.