Page 2 - Pms Schemes

With 4.3% returns on average, most PMS schemes beat Nifty in July

Large-cap PMS schemes gave average returns of 2.5 per cent, mid-cap schemes at 4.7 per cent, multi cap schemes 4.5 per cent and small-cap 9.1 per cent

Most portfolio management services schemes beat Nifty in June, shows data

The schemes returned 4.1 per cent on average, better than the 0.9 per cent given by the benchmark.

From Sageone to Anvil Wealth, most PMS schemes beat Nifty in April

Returns were calculated on a time-weighted rate of return basis for the schemes under consideration

Half the PMS schemes trail Nifty 50 in FY21, clutchful offer 100% returns

Returns were calculated on time-weighted rate of return, which eliminates effects of inflows and withdrawals from schemes to get a clearer sense of fund manager's performance

Over 50% PMS schemes outperform Nifty50 in February, shows data

Large-cap PMS schemes (average returns of 4.9 %), mid-cap (9.8%), multi cap (7.1%), and small-cap (8.9%) - all underperformed their respective category benchmark indices

Large-cap PMS schemes fall behind benchmark index returns in January

Many schemes fell behind in the run-up to the budget as markets corrected

Most PMS schemes underperform Nifty50 in Oct with avg returns of 0.85%

The strategies have performed far better in a one year period, with average returns of 3.7 per cent for 179 schemes against -2 per cent returned by Nifty50

Three Fourths of PMS strategies beat returns of 2.8% by Nifty50 in August

The mid-cap category returned 8.1%, higher than the Nifty MidCap 100's 7.8%

All but two PMS schemes post gains in July, but most underperform Nifty

Only 25 per cent of the 180 schemes under consideration managed to beat the 7.5 per cent gains posted by Nifty 50

PMS schemes' cash levels fall in June as benchmark indices rebound

Fifty two, or 37%, of the 142 schemes under consideration had a cash holding of less than 5 per cent at the end of June, as against 43 in May

PMS schemes gain in June; 70% beat Nifty over one year, shows data

For the quarter, about a third of the schemes managed to beat the benchmark index

91 of 133 PMS strategies beat benchmarks in one year, shows data

The study considers point-to-point returns for different periods and total return index for both categories

PMS schemes slip into the red in May after making a comeback in April

Nearly 40% of the schemes underperformed the Nifty

Cash holdings of PMS schemes dip in April as markets rebound, data shows

Cash levels rose in March as markets tanked, prompting some of the value-oriented strategies to hold anywhere between 20-65% cash that month

PMS schemes deliver positive returns on the back of rebound in market

In comparison, the Nifty, Nifty MidCap 100 and BSE 500 gave returns of 14.7%, 15.4% and 14.6%

PMS debt assets double since FY15; investors seek reassurance on holdings

Uncertainty around the outcome of the ongoing Covid-19 pandemic and their impact on business is weighing on a number of businesses

PMS asset growth outpaced client additions in 2019, shows Sebi data

Interestingly, the addition in clients is also slower than the 32 per cent increase seen in the previous year

Investors' body calls for better performance disclosures by PMS providers

Also wants additional action against vanishing companies, says at least 752 firms that raised money from investors can no longer be traced

How Sebi's new rules have changed the risk-return profile of PMS schemes

Fewer investors mean you will get more time with the portfolio manager and will be able to understand his investment strategy better; but there are downsides too

PMS investment is too risky, opt only if you have a large portfolio

Only those who have a large portfolio and the ability to select the right fund managers should opt for it