With the increase of wealth of upper middle class and rich population of India, PMS (Portfolio Management Service) has become a preferred investment avenue to get high returns through stock market investing even without much knowledge of stock market investment. The minimum investment amount of 50 Lakhs have become much more affordable to many retail investor. This has fueled significant growth for the PMS industry both in terms of increase of AUM (Asset Under Management) as well as in the number of Portfolio Managers providing PMS services.
With significant increase in number of Portfolio Managers, it has become difficult for individual investors to choose the appropriate PMS for them. Moreover, with continuous 4 year long steep Bull Market, it was very difficult to understand, which PMS have the capabilities to perform in all weathers. With significant drawdown of the Indian Stock market valuations during second half of FY2024-25, now there is an opportunity to understand also, which Portfolio Managers are able to keep their portfolio strong even during such downturn.
We tried to look at the performance of all the Equity PMS portfolios (Non-Thematic) from short terms (months) to long term (5 Years) period at the end of March 2025 to find few High performing Portfolios. This comparison is based on the official data PMS performance data available in APMI website (Association of Portfolio Managers in India). Portfolios with less than 100 Crore AUM and less than 5 Years track record are excluded. The return from all periods are are considered (Both positive and negative, while selecting few of them). There are few more PMS who have provided very good returns in certain time periods, but not listed here for simplicity purpose. For complete list of PMS comparison, please use APMI website.
| PMS Provider | Portfolio Name | AUM | Min Invest Amount | 1 month | 3 Months | 6 Months | 1 year | 3 years | 5 years |
| Counter Cyclical Investments | DIVERSIFIED LONG TERM VALUE | ₹582.18 | 50 Lakhs | 0.69 | -17.03 | -13.81 | 23.06 | 30.78 | 78.2 |
| Green Lantern Capital | GLC Growth Fund | ₹899.57 | 1 Crore | 4.98 | -4.44 | -5.17 | 24.62 | 47.49 | 58.05 |
| Aequitas Investment Consultancy | Aequitas India Opportunities Product | ₹2885.61 | 10 Crore | 4.27 | 5.8 | 5.32 | 17.41 | 37.01 | 55.74 |
| Equitree Capital Advisors | EQUITREE EMERGING OPPORTUNITIES | ₹612.01 | 1 Crore | 5.71 | -13.45 | -7.69 | 38.26 | 36.79 | 51.76 |
| Stallion Asset | STALLION ASSET CORE FUND | ₹4494.50 | 50 Lakhs | 6.75 | -13.8 | -9.06 | 30.57 | 32.27 | 38.19 |
| InvAsset | INVASSET GROWTH FUND | ₹433.83 | 50 Lakhs | 8.5 | 0.79 | -7.19 | 6.13 | 30.9 | 43.64 |
India Investment Corner 