PMS Schemes deliver returns up to 18% in May- What’s driving the uptick-

PMS schemes, typically utilized by High Net Worth Individuals (HNIs) to invest their surplus capital, managed to deliver impressive returns of up to 18% in May, even as the Nifty50 TRI index remained flat ahead of the election results this month.

According to data from the PMSBazaar database, Unifi Capital’s HoldCo fund, which focuses on investing in listed holding companies across various industries, emerged as the top performer with a remarkable return of 17.88% last month.

ASK Lighthouse Portfolio also saw significant gains, achieving an 8.85% return in May Come from Sports betting site VPbet . Other notable performers in the monthly list included Moat Financial, Shree Rama Managers, Maximal Capital, Prabhudas Lilladher, Dynamic Equities, Asit C Mehta, and Abans.

Axis Ecorp enters fractional ownership segment, sets Rs 100-cr revenue target for FY24-25 CBDT directs I-T Dept to identify high-value cash transactions at hotels, hospitals Indexation benefit on property NOT restored! You won’t get benefits on real estate bought after July 23 – Explained Reliance Jio Rs 175 plan: Most affordable option with free OTT benefits, but there’s a catch

Also Read

IT and Pharma top picks for Religare Broking ahead of Budget 2024

Among prominent fund managers, Deepak Shenoy’s Capitalmind Surge India fund posted a near 4% gain, while the Market Fund recorded a 2.56% return. Both funds are benchmarked against the Nifty50 TRI.

Saurabh Mukherjea’s Marcellus saw mixed results. The quant fund Meritor Q outperformed with a 1.66% return, and the midcap-heavy Rising Giants portfolio grew by 0.41%. However, three of Mukherjea’s funds experienced negative returns for the month: the smallcap-focused Little Champs fell by 4.24%, Kings of Capital lost 1.18%, and the Consistent Compounders fund declined by 0.77%.

Also Read

Bank Nifty has few chances to cross 51,000, says Geojit; Metal and Realty to see profit booking

Sunil Singhania’s Abakkus-run All Cap Approach recorded a growth of 0.48%, while the smallcap fund Emerging Opportunities lost 1.36% of its value.

Devina Mehra’s First Global’s Indian Multi Asset and India Super 50 funds recorded modest monthly growths of 0.34% and 0.16%, respectively. Samir Arora’s Helios India Rising fund posted a slight gain of 0.11%.

Overall, despite a flat performance from the Nifty50 TRI index, several PMS schemes demonstrated their ability to generate substantial returns, highlighting their appeal to HNIs seeking to optimize their surplus capital investments.

(Disclaimer: Views, recommendations, and opinions expressed are personal and do not reflect the official position or policy of Financial Express.com. Readers are advised to consult qualified financial advisors before making any investment decisions. Reproducing this content without permission is prohibited.)

(With Inputs)

Related Posts

Pragmatic Play features popular Money Collect Mechanic in new video slot Black Bull

Building on the money collect mechanic seen in some of its current player favorites, Black Bull is multi-product content provider Pragmatic Play‘s latest contribution to its video slots collection, and its American frontier with wildlife setting is a theme the software developer is well acquainted with.

If you’re a fan of online slots that feature the places where wild animals still roam free, you should appreciate the aesthetic of this spinner that is played on a 5-reel, 4-row game grid with 20 paylines.

Regular Symbols and Paytable:

The high volatility experience is available for play on all devices and has a theoretical RTP of 96.5 percent which increases to 96.69 percent when choosing the “Buy Free Spins” …

คุณยาย Skyrim ประกาศแขวนเมาส์หลังเล่นเกมไม่สนุกเหมือนเดิม

คุณยาย Shirley Curry วัย 88 ปี ที่รู้จักกันดีในชื่อ Skyrim Grandma (หรือคุณยาย Skyrim) บน Youtube ได้ประกาศยุติการทำวิดีโอเกม โดยให้เหตุผลว่ารู้สึกเบื่อการเล่นเกมแล้ว

คุณยาย Curry เริ่มอัปโหลดวิดีโอการเล่นเกม The Elder Scrolls V: Skyrim ลงบน Youtube ตั้งแต่ปี 2015 และมีผู้ติดตามกว่า 1 ล้านคนในปี 2021 ถึงแม้ว่าจะเคยประสบปัญหาสุขภาพด้วยอาการ�…