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.















Recent Blogs

Sectors to watch and Sectors to Dodge – Alternates Universe Webinar Series
PMS Bazaar recently organized a webinar titled “Sectors to watch and Sectors to Dodge” which featured Mr. Darshan Engineer, Fund Manager at Sundaram Alternate Assets and Mr. Sandeep Tulsiyan, also a Fund Manager at Sundaram Alternate Assets, who had a discussion with Mrs. Reshmi Chakraborthy from Sundaram Alternate Assets. This blog covers the important points shared in this insightful webinar.

Mid and Small Caps: Driving India’s $5 Trillion Pathway
PMS Bazaar recently organized a webinar titled “Mid and Small Caps: Driving India’s $5 Trillion Pathway,” which featured Mr. Achin Goel, Fund Manager at Bonanza.

Equity PMS strategies shine in May; 9 in 10 Beat Nifty 50 TRI as small cap surge lifts all boats
Robust sectoral rotation and smart stock selection power one of the strongest alpha months for PMS managers

128 of 133 AIFs posted gains in May 2025; Long-only strategies beat long-short peers by 400 bps
Long-only AIFs averaged 5.69% returns in May 2025 sharply above long-short peers (1.68%) as broader market strength, FII flows, and sector momentum powered alpha generation

Who Will the Race for Alpha – Fund Managers vs AI
PMS Bazaar recently organized an exciting webinar titled “Who Will the Race for Alpha – Fund Managers vs AI,” which featured Mr. Sankarsh Chanda, Founder & CEO, Savart.

Trust Tech and Transformation – The Future of Private Banking in India
PMS Bazaar conducted another episode of the Alternates Universe Webinar Series -Season 2- Episode 11 - Trust Tech and Transformation – The Future of Private Banking in India.

Access Innovative Global Themes via Gift City Route
PMS Bazaar recently organized a webinar titled “Access Innovative Global Themes via Gift City Route,” which featured Mr. Vaibhav Shah, Associate Director – Head- Business Strategy, Products & International Business, Mirae Asset Investment Managers and Mr. Scott Helfstein, Head of Investment Strategy, Global X ETFs.

110 of 123 AIFs Deliver Gains in April; Top Performers Log 5–9% Returns
Long-only AIFs (2.19%) outperformed long-short peers (1.28%) with category average alpha of ~90 bps as macro tailwinds and index gains supported broad-based strategy resilience