PMS AIF World is a New Age Investment Services Company, providing analytics-backed quality investing service with an endeavor and promise for wealth creation and prosperity.

Over 4 years, we have been serving 350+ UHNI & NRI families, across 550 Cr+ , and Price with an endeavor to ascertain the Quality, Risk, and Consistency(QRC) attributes before suggesting the same to investors.

We are genuine, visionary, creative, focused, and persistent.

To help you invest in the top PMS in India, we analyze products across 5 Ps – People, Philosophy, Performance, Portfolio and Price with an endeavor to ascertain the Quality, Risk, and Consistency(QRC) attributes before suggesting the same to investors.

The infographics below represent some of the Top PMSs in India, bifurcated with respect to various categories.


 

Best 05 Mid-Small Cap PMS Strategies in India

Alfaccurate Advisors Emerging Giants PortfolioAbakkus Emerging Opportunities

Founded & managed by Rajesh Kothari, AAA Emerging Giants PMS plan is a portfolio of 30-60 companies that are mid/small caps with strong corporate governance and high growth potential with an investment horizon of 3-5 years.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 31st August 2022).


Carnelian “The Shift” Strategy

Founded by Vikas Khemani, Carnelian Shift Strategy PMS is a multicap portfolio with a focus on Mid & Small caps to tap niche manufacturing businesses that gain from global supply diversification, recent policy reforms, and cost competitiveness.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


Equirus Long Horizon Fund

Managed by Viraj Mehta, Equirus Long Horizon Fund PMS invests in superior big-potential businesses at reasonable valuations(below their intrinsic value) with a view a long-term view of 3-5 years. They intent to be early in the business discovery, thus providing maximum earnings growth with limited churn.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


SageOne Investment Managers Core Portfolio

Founded and managed by Samit Vartak, Sage One Core PMS (SCP) identifies sustainably high performing businesses and conduct continuous evaluation and monitoring to find businesses that have high earnings structural growth with attractive valuation.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


Sundaram Emerging Leadership Fund (SELF)

Managed by Madanagopal Ramu, Sundaram SELF PMS focuses on Mid / Small cap companies which are growing faster than the industry.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


Best 10 Multi Cap PMS Strategies in India

Abakkus All Cap Approach

Founded by Sunil Singhania, Abakkus All Cap PMS is a benchmark agnostic diversified Multi Cap portfolio which follows value style of investing.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


Buoyant Capital Opportunities Multi Cap Fund

Managed by Sachin Khivasara, Buoyant Multi Cap PMS invests by taking concentrated bets for the long term & following altering balance in the aggressiveness-to-defensiveness continuum, which is attained through diversification of cash flow streams.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


ITUS Capital Fundamental Value Fund

Founded and Managed by Naveen Chandramohan, Itus Fundamental Value PMS builds and manages a portfolio of growth-oriented companies to compound capital by achieving an alpha of 5-8% over the index. The team at ITUS are growth investors who are prudent about the price they pay to own businesses.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


Marcellus Consistent Compounders Portfolio (CCP)

Founded by Saurabh Mukherjea, Marcellus CCP PMS follows growth style of investing whereby it’s objective is to invest in a concentrated portfolio of heavily moated businesses, that can drive healthy earnings growth over long periods of time.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


Negen Capital Special Situations & Technology Fund

Founded and managed by Neil Bahal, Negen PMS s predominantly a smallcap and midcap focused fund with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


Sameeksha Capital Equity PMS

Founded and managed by Bhavin Shah, Sameeksha Equity PMS focuses on process driven investing and have developed proprietary analytical models and methods which they follow rigorously to identify companies with superior risk-reward characteristics.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


SBI ESG Portfolio

Managed by Aparna Shankar, SBI ESG Portfolio aims to generate long-term capital growth through investment in well-researched stocks that meet the positive standards of Environmental, Social, Governance responsibilities.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 31st August 2022).


Stallion Asset Core Fund

Founded and managed by Amit Jeswani, Stallion Asset Core PMS has a consistent strategy of buying companies that fit the stringent criteria of Growth at a Reasonable Prices.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)


Sundaram India Secular Opportunities Portfolio (SISOP)

Managed by Madanagopal Ramu, SISOP aims to generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 31st August 2022).


UNIFI Blended- Rangoli Fund 

Founded by Sarath K. Reddy, UNIFI Rangoli fund follows thematic style of investing whereby the mandate is to participate in opportunities that arise from a mix of emergent themes, corporate actions and attractiveness of core fundamentals.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 31st August 2022)

For a detailed analysis and insights on around 200+ PMS and AIF Strategies, login to our analytics portal. Login to Learn – Compare – Select from the universe of professionally managed focussed investment portfolios.

Login to Our Analytics Portal

Database of all stocks / sectors & returns / risk matrices & insights of PMS & AIF

Our endeavors are to determine the Quality, Risk, and Consistency attributes (QRC). We present all data and analytics with an endeavor and the aim of informed investment decisions. If you are looking to invest and are not able to decide between PMS and Mutual Funds, or between PMS and Alternative investment funds, Book A Video Call with our experts.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

imageBook a call with our Experts