22 multicap PMS funds give double-digit returns of up to 24% in a month; outperform smallcaps

With November turning in favour of bulls and taking markets to new highs, atleast 22 multicap PMS funds gave double-digit returns of up to 24% and outpaced smallcap funds.

Credent Asset Management’s Growth Portfolio multicap strategy topped the list, giving 24.3% returns in a month, according to data shared by PMS Bazaar.

Carnelian Asset Advisors, run by market expert Vikas Khemani, saw its multicap strategy give nearly 14% returns in one month. This strategy has given double-digit returns across periods of 3 months, 6 months, and 1 year.

Devina Mehra-owned First Global’s multicap strategy “India Super 50” gave nearly 8% returns in a month, and more than 21% returns in a 1-year period.

Among smallcap PMS funds, only two of them gave double-digit returns on a 1-month basis. These are Molecule Ventures’ “Growth” strategy and Right Horizons’ “Super Value” strategy, which gave 18% and 11% returns, respectively.

Aequitas Investment’s India Opportunities fund, which is among the best performing small cap strategies, gave 9% returns. This fund has given a staggering 87% returns on a 1-year basis, and is at the top of the list among PMS funds.

Saurabh Mukherjea-owned Marcellus Investment Managers’ smallcap strategy “Little Champs” continued to underperform, giving just 0.7% returns in a month. Unlike most smallcap PMS funds which have given high double-digit returns in a year, Little Champs has given negative returns of more than 12% in the same period.

Meanwhile, its multicap strategy “Consistent Compounders” did well and gave more than 6% returns in a month.

Mukherjea’s largecap strategy “Global Consistent Compounders” performed the best in a month, giving returns of more than 11%.

Sundaram Alternates’ multicap and midcap strategies performed better than the small cap strategy, giving returns of more than 7-9% in a month.

Out of the 15 thematic PMS strategies, 11 of them have given returns exceeding 5% to as high as 13% in a month. Green Portfolio PMS’ “Dividend Yield” thematic strategy topped the list, giving more than 13% returns in a month.

Among the large cap strategies, Tulsian PMS topped the list, giving 13.5% returns in a month. This strategy has given nearly 26% returns to investors on a 1-year basis.

The largecap strategies of Right Horizons PMS, Asit C Mehta Investment Intermediaries, Motilal Oswal, and JM Financial Services gave returns of over 9-11% on a one-month basis.

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