- Date : 26/11/2022
- Read: 3 mins
Top Performing PMS Schemes in Multi Cap Category
Mutual funds are designed and managed by professionals. However, these schemes are uniform for all investors. A Portfolio Management Services (PMS) builds a portfolio keeping the investment goals of an individual investor. While you can start investing in a mutual fund scheme for an investment as low as Rs 500, you must put forward at least Rs 25 lakhs to get your PMS strategy designed.
Multicap investment strategy is agnostic of market capitalisation, investing in stocks across market caps, sectors, cycles etc. Multicap strategies managed by PMS have delivered remarkable returns for its investors across the large, mid and small cap, just like their mutual fund counterparts.
Also Read: 5 ways in which mutual funds improve your finances
Based on our observation of the data as available on PMS Bazaar, we have shortlisted some of the outstanding performances in the multi cap category across various PMS funds.
Solidarity – Prudence
Starting in May 2016, this scheme has an Asset Under Management (AUM) of Rs 1423.32 crores. It has delivered a 20.83% return in the last five years, and 19.49% since inception. The minimum investment for this scheme is Rs 50 lakhs and AMC of 1-2%. Its holdings include ICICI Bank, Bharti Airtel, SBI Life, HDFC Bank and IndiaMart Mesh.
ValueQuest – Platinum
Starting in July 2014, the AUM under this scheme is Rs 339.86 crores. It has delivered a 20.56% return in the last five years, and 18.66% since inception. You must invest a minimum of Rs 25 lakhs in this scheme, with its AMC being 2.5% and exit load of 1%. Top holding of PMS scheme ValueQuest has a diversified equity portfolio including Cholamandalam Investment and Finance, Delta Corp, Natco Pharma, Praj Industries and United Spirits.
Sameeksha Capital – Equity Fund
Starting in April 2016, its AUM is Rs 582.78 crores. It has delivered an 18.20% return in the last five years, and 19.70% since inception. The minimum investment is Rs 50 lakhs, AMC is 0.5-1.2% and exit load is 3% and 1% in the first and second year, with no exit load thereafter.
SBI MF ESG
Starting in August 2016, the scheme has not disclosed its assets managed. It has delivered a 17.68% return in the last five years, and 16.21% since inception. The minimum investment required is Rs 50 lakhs, while the AMC is 2.5%. Exit load in the first year is 1% and none thereafter. Its major investments include 9.57% in cash and equivalents, The Phoenix Mills, ICICI Bank and Page Industries.
ITUS – Fundamental Value Fund
Starting in February 2017, this scheme has an AUM of Rs 781.69 crores. It has 16.61% returns displayed in the last five years, and 19.76% since inception. The minimum investment requirement is Rs 50 lakhs, and the AMC is 2%, while there is no exit load. It has invested in cash and equivalents, Sumitomo Chemicals, L&T Tech, IEX and Syngene International.
Also read: Which mutual funds are risky and why should you avoid investing those mutual funds
You can generate returns by investing in PMS that can surpass market growth numbers. While multi cap PMS schemes are one of the investment options, with sufficient funds you can invest in schemes across all cap PMS strategies and get decent long-term growth.
Also Read: What to do with your mutual fund investment if the fund manager exits
Source: pmsbazaar.com
Disclaimer: This article is intended for general information purposes only and should not be construed as investment or legal advice. You should separately obtain independent advice when making decisions in these areas.
Mutual funds are designed and managed by professionals. However, these schemes are uniform for all investors. A Portfolio Management Services (PMS) builds a portfolio keeping the investment goals of an individual investor. While you can start investing in a mutual fund scheme for an investment as low as Rs 500, you must put forward at least Rs 25 lakhs to get your PMS strategy designed.
Multicap investment strategy is agnostic of market capitalisation, investing in stocks across market caps, sectors, cycles etc. Multicap strategies managed by PMS have delivered remarkable returns for its investors across the large, mid and small cap, just like their mutual fund counterparts.
Also Read: 5 ways in which mutual funds improve your finances
Based on our observation of the data as available on PMS Bazaar, we have shortlisted some of the outstanding performances in the multi cap category across various PMS funds.
Solidarity – Prudence
Starting in May 2016, this scheme has an Asset Under Management (AUM) of Rs 1423.32 crores. It has delivered a 20.83% return in the last five years, and 19.49% since inception. The minimum investment for this scheme is Rs 50 lakhs and AMC of 1-2%. Its holdings include ICICI Bank, Bharti Airtel, SBI Life, HDFC Bank and IndiaMart Mesh.
ValueQuest – Platinum
Starting in July 2014, the AUM under this scheme is Rs 339.86 crores. It has delivered a 20.56% return in the last five years, and 18.66% since inception. You must invest a minimum of Rs 25 lakhs in this scheme, with its AMC being 2.5% and exit load of 1%. Top holding of PMS scheme ValueQuest has a diversified equity portfolio including Cholamandalam Investment and Finance, Delta Corp, Natco Pharma, Praj Industries and United Spirits.
Sameeksha Capital – Equity Fund
Starting in April 2016, its AUM is Rs 582.78 crores. It has delivered an 18.20% return in the last five years, and 19.70% since inception. The minimum investment is Rs 50 lakhs, AMC is 0.5-1.2% and exit load is 3% and 1% in the first and second year, with no exit load thereafter.
SBI MF ESG
Starting in August 2016, the scheme has not disclosed its assets managed. It has delivered a 17.68% return in the last five years, and 16.21% since inception. The minimum investment required is Rs 50 lakhs, while the AMC is 2.5%. Exit load in the first year is 1% and none thereafter. Its major investments include 9.57% in cash and equivalents, The Phoenix Mills, ICICI Bank and Page Industries.
ITUS – Fundamental Value Fund
Starting in February 2017, this scheme has an AUM of Rs 781.69 crores. It has 16.61% returns displayed in the last five years, and 19.76% since inception. The minimum investment requirement is Rs 50 lakhs, and the AMC is 2%, while there is no exit load. It has invested in cash and equivalents, Sumitomo Chemicals, L&T Tech, IEX and Syngene International.
Also read: Which mutual funds are risky and why should you avoid investing those mutual funds
You can generate returns by investing in PMS that can surpass market growth numbers. While multi cap PMS schemes are one of the investment options, with sufficient funds you can invest in schemes across all cap PMS strategies and get decent long-term growth.
Also Read: What to do with your mutual fund investment if the fund manager exits
Source: pmsbazaar.com
Disclaimer: This article is intended for general information purposes only and should not be construed as investment or legal advice. You should separately obtain independent advice when making decisions in these areas.
