Amidst Turbulence, 277 of 298 PMS Strategies outperformed NIFTY in September 2022

  1. Back

Having Q2 Results on the deck, India Inc’s profit is expected to shrink for the fourth straight quarter however there is a rising revenue momentum, which can be inferable from moderate price hikes and steadily rising volumes. The said expectations of the Indian market had translated into the index performance where NIFTY posted a fall of 3.74% in the month of September. Global markets are also confronting inflationary pressure on their earnings expectations yet with a higher degree of inflation when compared to India. The US stock market’s weakest month of the year is typically September when Dow 30 posted a fall of 8% and the S&P 500 also fell by over 8%. In the Indian Alternative Investment segment, the PMS strategies reacted to the market sentiments, yet managed the risk relatively well with 277 strategies (out of 298 Strategies) beating NIFTY in September. Many boutiques and smaller AMCs performed well this month, compared to the lukewarm performance of star fund managers this month.

15 Oct 2022
Amidst Turbulence, 277 of 298 PMS Strategies outperformed NIFTY in September 2022
Top 10 PMS strategies of September 2022:
Here are the top 10 PMS strategies identified from the 298 strategies monitored & analyzed by PMS Bazaar.


*Note: All the returns mentioned in this report are based on the 298 PMS schemes monitored by PMS Bazaar.

The 212* Growth Mantra Strategy of Turtle Wealth tops the list, yielding a monthly return of 5.67% in Sept 2022. This strategy invests in up to 18 stocks with a mix of growth and compounders, selected using their P.P.P formula (Price, Profits & People).

The Growth Strategy of Molecule Ventures LLP occupies second place, yielding a monthly return of 3.64%in Sept 2022. This strategy aims to achieve appreciation through mid to long-term investments in quality companies with strong growth prospects, mostly in the mid and small-cap.

The 212* Wealth Mantra Strategy of Turtle Wealth occupies 3rd place, yielding a monthly return of 2.73% in Sept 2022. This strategy invests in 15 stocks with a Mix of Growth and Compounders, selected using their P.P.P formula (Price, Profits & People).

Get in-depth insights about the remaining entries on the top-performing PMS List of September 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 Sept 2022: Below the bar represents the September month returns of the Strategy and the line represents the performance of NIFTY in the month of September.    



Category-wise analysis of Portfolio management services:
Here is a comparison of the average returns of different categories of PMS strategies for the month of September 2022:



Small-cap:
The Small-cap category recorded an average monthly return of -0.53% in Sept 2022. 10 out of 17 strategies monitored in this category had outperformed BSE Small cap, which stood at -0.69%.
 

The Growth Strategy of Molecule Ventures LLP tops this category, yielding a monthly return of 3.64%. Followed by it, we have the Long Horizon Fund of Equirus Wealth Private Ltd (2.22%) and the 03 Special Situations Portfolio of 03 Securities (1.53%), constituting the top 3 performers in this category. 



Small & Midcap:
The small & mid-cap category yielded an average monthly return of -1.07% in Sept 2022. Only 8 out of 28 Small & Midcap Strategies yielded positive returns this month.

The Rising Star Opportunity strategy of Valentis Advisors PMS tops this list with a monthly return of 1.46%. Followed by it we have the Emerging Opportunities Strategy of Tata PMS (1.24%) and the Diversified Long-term Value Strategy of Counter Cyclical Investment Private Limited (0.51%), constituting the top 3 performers in this category.



Mid-cap: 
The Mid-cap category recorded an average monthly return of -1.38% in September 2022. 17 out of 20 PMS strategies monitored in this category outperformed NIFTY MIDCAP 100, which stood at -2.58%.
 


The Midcap Portfolio of Renaissance tops this list, yielding a monthly return of 2.05%. Followed by it, we have the Pearls Strategy of Emkay Investment Managers (1.90%) and the Super Value Strategy of Right Horizons (0.77%), constituting the top-3 strategies of this category. 



Large & Mid-cap:
The Large & Mid-cap category recorded an average monthly return of -2.13% in Sept 2022. All the 12 strategies monitored in this category recorded negative returns this month.

The Growth Strategy of Bonanza tops this category with a monthly return of -0.27%. Followed by it, we have the All weather Portfolio of Oro Asset Management (-0.32%) and the Freedom Portfolio of Geojit Financial Services Limited (-0.57%), constituting the top 3 strategies of this category.



Large-cap: 
The large-cap category recorded an average monthly return of -2.50% in September 2022. 21 out of 24 strategies monitored under this category outperformed NIFTY, which stood at -3.74%.  

 
In this category, the Exposure Equity Index Strategy of Agreya Capital Advisors LLP tops the list with a monthly return of 0.84%. Followed by it, we have The Tulsian PMS Strategy of Tulsian PMS Pvt Ltd (0.06%) and the Growth &Value Strategy of JM Financial Services (-1.25%), constituting the top 3 strategies of this category. 



Multi-cap:
The Multi-cap category recorded an average monthly return of -1.45% in September 2022. 136 out of 149 PMS strategies monitored under this category outperformed BSE 500, which stood at -3.25% 
 


The 212* Growth Mantra Strategy of Turtle Wealth tops the list with a monthly return of 5.67%. Followed by it, we have the 212* Wealth Mantra Strategy of Turtle Wealth (2.73%) and Value Strategy of Bonanza (1.90%), constituting the top 3 performers of this category. 



Thematic investment:
The Thematic category recorded an average monthly return of -2.41% in Sept 2022. Only 2 out of 12 strategies monitored in this category recorded positive returns this month.

The Healthcare Portfolio of Incred PMS tops the list with a monthly return of 2.60%. Followed by it, we have the second and third place occupied by the MNC Advantage strategy (0.30%) and Dividend Yield strategy (-1.14%) of Green Portfolio AMC.



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

Investing Through Cycles

Understanding how various types of stocks, bonds, and other assets have historically performed at various points in the business cycle may help investors identify opportunities as well as risks. This business-cycle investing approach differs from both short- and long-term approaches because shifts from one phase of the business cycle to the next have historically taken place every few months or years on average. This blog will discuss how knowing the cycle may help investors evaluate and adjust their exposure to different types of investments, as the likelihood of a shift from one phase of the cycle to the next increases. Historically, different investments have taken turns delivering the highest returns as the economy has moved from one stage of the cycle to the next. Due to structural shifts in the economy, technological innovation, regulatory changes, and other factors, no investment has behaved uniformly during every cycle. However, some types of stocks or bonds have consistently outperformed others and knowing which is which can help investors set realistic expectations for returns.

Investing Through Uncertain Times

If there is one thing that markets hate, it is uncertainty and with trade wars, political ructions, and mixed economic signals — not to mention a host of company-specific factors — it's tempting for investors to sit on the sidelines until the outlook becomes clearer. But, investors need to know how to invest through uncertain times and when and how soon uncertainty or the present market crisis will end. This webinar blog covers an interactive session with Mr. Samir Arora, in which he answered questions on topics related to Inflation, uncertainty in the Global markets, Recession, etc.

Indias Growth Super Cycle and Long-Term Themes

According to IMF data, the Indian economy would likely have the fastest real growth in Asia in 2022 and be the only one to experience nominal double-digit growth. This makes India the fastest-growing Asian economy in the Asian region in 2022–2023. In this blog, we shall describe India’s growth super-cycle, and where the Indian economy stands today

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.

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.