India's

Smart Money Manager Awards 2022

Methodology | Categories | Winners

Performance Data
As Of 31-Dec-2021
131 PMS Schemes
37 AIF Schemes
12 Categories
20 Winners

Objective Of Award Categorization

Rewarding long term performance of sizeable funds keeping portfolio risk in consideration

Recognizing funds who have been new-comers to the industry keeping in mind Covid-19 disruptions

Prioritizing categories with a substantial number of funds in the consideration set

Overview of Methodology

We used a 3 stage process to arrive at the winner

Award Categories

We Received data for a total of 131 PMS and 37 AIF strategies

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Awards - PMS Winners

Best PMS in 10 Years across all categories
(Risk-Adjusted Rolling Returns)

Rank 1

Accuracap Picopower

Rank 2

Master Portfolio Services
Vallum India Discovery

Rank 3

Girik Capital Multicap Growth Equity Strategy

Best PMS in 5 Years across all categories
(Risk-Adjusted Rolling Returns)

Rank 1

Equirus Securities Long Horizon Fund

Rank 2

Narnolia Financial Advisors Multicap Startegy

Best PMS in 3 Years: Multicap category
(Risk-Adjusted Rolling Returns)

Rank 1

Solidarity Advisors Prudence

Rank 2

Stallion Asset Core Fund

Best PMS in 3 Years: Mid & Small cap category
(Risk-Adjusted Rolling Returns)

Rank 1

SageOne Investment Core Portfolio

Rank 2

Equirus Securities Long Horizon Fund

Best PMS on 2 Year Performance Multi Cap Category
(Risk-Adjusted Rolling Returns)

Winner

White Oak Capital India Pioneers Equity

Best PMS on 2 Year Performance Mid & Small Cap Category
(Risk-Adjusted Returns)

Winner

SageOne Investment Small & Micro Cap Portfolio

Best PMS on 1 Year Performance Across All Categories
(Risk-Adjusted Returns)

Rank 1

Negen Capital Special Situations & Technology Fund

Rank 2

Kotak AMC Special Situations Value Series 2

Fastest Wealth Creating PMS Multi Cap Category 3 Years

Winner

Sameeksha Capital Equity Fund

Best PMS on Absolute Returns
And Best Theme Identification
(Post Pandemic Period)

Winner

Carnelian Asset Advisors Shift Strategy

Awards - AIF Winners

Best AIF CAT 3 Long Only
( 3 Years of Risk-Adjusted Returns)

Rank 1

Roha Asset Managers Emerging Companies Fund

Rank 2

Abakkus Asset Manager Growth Fund-1

Best AIF CAT 3 Equity Long Short
( 18 Months of Risk-Adjusted Returns)

Rank 1

Tata AMC Equity Plus Absolute Returns Fund

Rank 2

Edelweiss Asset Management Alternative Equity Scheme

Best AIF CAT 3 Pure Long Short
( 12 Months of Risk-Adjusted Returns)

Winner

Whitespace Alpha Debt Plus Fund

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