211 of 291 PMS Strategies outperformed NIFTY in August 2022

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.

15 Sep 2022
211 of 291 PMS Strategies outperformed NIFTY in August 2022

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.

Get in-depth insights about the remaining entries on the top-performing PMS List of Aug 2022 and other PMS strategies you want to explore by subscribing to our portal.

Subscribe and get access to insightful PMS data & comprehensive PMS comparisons: Subscribe NOW

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

Join the 40000+ Investors and experts accessing our data & reports on PMS & AIF by subscribing to us.  With this subscription, you can also access our insightful newsletters webinars, summits, and much more. Subscribe NOW 

Recent Blogs

Wealth Creation from Sectoral Trends

The Asian Development Bank predicts that the Indian economy will expand by 7.5% in FY2022 and by roughly 8% in FY2023, supported by rising public infrastructure expenditure and a rise in private sector investment. Investors are prepared to devote a larger percentage of their savings to capital instruments in 2022 and are also motivated to invest in the growing industries in India. They are also inspired to invest in India's expanding industries. This blog will cover those sectors that will grow in the future in India and sectors that will flourish even more in the investing game, in the near future. Along with that sectoral Growth triggers and their impact, sectorial past performance is discussed.

How to Identify & Build High Growth Models?

The economy has recovered to close to pre-Covid-19 levels based on the growth in core industries and other high-frequency indicators. Contrary to the widespread perception that existed in April 2020 that large caps will outperform the mid and small caps, the markets are approaching pre-Covid19 levels, particularly in the mid and small size space. The high-growth portfolio is made up of high-growth companies, predominantly in the small- to the mid-cap range, and focuses on emerging themes in the future economy. In this blog, we brief you about high-growth stock models and strategies fund managers follow to make a portfolio grow in value.

Understanding Mark Trend - The Abakkus Way

The Indian economy has fully recovered to the pre-pandemic real GDP level of 2019-20, according to the provisional estimates of GDP released on May 31, 2022. Real GDP growth in FY 2021-22 stands at 8.7% which is 1.5% higher than the real GDP in FY 2019-20. These figures are associated with stronger growth momentum, indicating increased economic demand. India has emerged as the fastest-growing major economy in the world and is expected to be one of the top three economic powers globally over the next 10-15 years, backed by its robust democracy and strong partnerships. In this blog, we shall discuss India’s current market trend and how India is poised for robust growth, surpassing both emerging and developed markets

With Easing Inflationary Pressure, PMS Performance Surges in July 2022

Amidst the latest earnings downgrade of India Inc., July month saw a surge in the monthly returns of PMS schemes as the inflationary pressure is easing in the Indian economy. 166 of the 283 PMS schemes in the PMS Bazaar radar outperformed NIFTY and only one scheme out of them produced a negative monthly return in July 2022.

How Quant Strategies are Relevant in the Current Market Scenario?

The widespread application of quantitative investment strategies is a relatively recent trend. Over the past few decades, the field of quant investing has made significant advancements in the world of finance. Additionally, this field has been evolving to create new investment technologies that ultimately simplify the process. This webinar blog will provide you with a better understanding of quant investing and illustrate how it has been relevant in the current market scenario.

The New-Gen UHNIs and Evolving Advisory Space

The number of Indian ultra-high-net-worth individuals (UHNIs) having net assets of USD 30 million (about Rs 226 crore) and more has increased 11% last year on the back of buoyant equity markets and the digital revolution. India also ranked third in the billionaire population globally in 2021. Understanding this growing ultra-HNI segment in the wealth management landscape is very important, and this blog will give you an in-depth understanding of the UHNIs and evolving wealth management space.

Investing in Alternates Through the Market Turmoil

COVID-19 risks are fading, and mobility data indicates a return to normal across many developed economies. The re-opening was meant to create a burst of activity in the first quarter of the year, followed by a more modest economic expansion. However, with the rising inflation, growth risks are to the downside, and the only certainty in public markets appears to be volatility. In such situations, alternative assets play a crucial role as they can enhance returns while minimizing downside risks of portfolios. This blog covers alternative investments that can deliver differentiated sources of return, diversify a portfolio, and serve as an inflation hedge, as well as, provide potential income.

Are We Witnessing India’s Golden Decade Ahead?

India reported the highest foreign direct investment (FDI inflow) to the tune of $83.57 billion for the financial year 2021-2022. Despite the recent FDI Outflow narratives, FDI inflows have actually increased 20-fold in the last 20 years. Supported by GDP growth, favorable demographic inflection, and consistency of government policy, India has embarked upon a ‘Golden Decade’ journey of high investment, consumption, and growth. In this blog, we shall cover the major reasons and future projections that will make this decade a golden period for the Indian economy.