PMS Tracker: HNI investors make up to 24% return in July

PMS funds managed to beat the Street in July with the best performing scheme, betting on small and midcap stocks, giving a handsome return of 24.4%.

Money Grow Asset’s Small and Midcap fund was the biggest gainer in July with a return of 24.4%, followed by Wallfort’s Diversified Fund and Ameya Fund with gains of 14.45% and 13.10%, respectively, shows data pulled from records maintained by PMS Bazaar.

Overall, 12 schemes managed to give double-digit returns to investors while the benchmarks gained less than 4.5%. Other top performers were Asit C Mehta, Equitree, Valcreate, Asit C Mehta, ithought and Ambit.

A handful of only 8 PMS schemes, which included Deepak Shenoy-led Capitalmind’s Adaptive Momentum fund, gave negative returns in July.

Among star fund managers, Shyam Shekhar’s ithought-run smallcap fund Vrddhi gained over 10% and multicap fund Solitaire was up 6.7%.Saurabh Mukherjea-run Marcellus’ Meritor Q recorded a profit of 6.7% while smallcap fund Little Champs gained around 4%. Saurabh’s midcap-focussed Rising Giants Portfolio went up around 3.3% while his Kings of Capital (financials) portfolio recorded an upside of about 1.38%.His flagship fund Consistent Compounders underperformed Nifty with 2% return during the month.

Sunil Singhania’s Abakkus-run Emerging Opportunities fund, which focuses on smallcaps and midcaps, reported a gain of 3.45%. Samir Arora’s Helios India Rising fund saw a gain of 2.85% while Devina Mehra-owned First Global’s India Super 50 fund went up 4.66%.

Capitalmind’s multicap funds Surge India and Resilient schemes rose over 7% each.

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