Investors in India today are increasingly turning to Portfolio Management Services (PMS) for customized investment strategies tailored to their financial goals and risk appetite. Unlike mutual funds, a PMS offers a personalized portfolio managed by experienced professionals, usually with a minimum investment requirement of ₹50 lakh or more. Kalkine In this article, we highlight the top 5 PMS in India and provide a PMS returns comparison to help you understand which strategies have been delivering strong performance.
1. CounterCyclical Diversified Long Term Value
This PMS strategy has emerged as one of the strongest performers in India based on long-term returns. Over a five-year period, it has delivered an impressive approximate CAGR of over 70%, making it a standout option for investors seeking superior long-term growth. Its value-oriented approach aims to buy quality companies during market downturns and hold them for sustained gains.
2. Green Lantern Growth Fund
A consistent performer among the top PMS in India, the Green Lantern Growth Fund has shown robust results, especially in multi-cap and growth-oriented portfolios. With strong 5-year returns exceeding 50%, it demonstrates the potential of investing across market capitalizations with a high conviction strategy.
3. InCred Focused Healthcare Portfolio
Sector-specific PMS strategies have gained attention in recent years, and InCred’s healthcare-focused portfolio ranks high among them. According to recent performance figures, this fund recorded a return north of 60-70% in a one-year window, reflecting the sector’s strong momentum and growth prospects.
4. Motilal Oswal PMS
Motilal Oswal is one of India’s well-known financial brands, and its PMS offerings consistently feature in top lists due to strong historical performance. Ranked among the leading top PMS in India, this PMS has delivered solid 1-year and multi-year returns, often outperforming broader benchmarks.
5. ICICI Prudential PMS
Another major player, ICICI Prudential PMS strategies have shown impressive returns, especially over shorter time frames. Some of its growth-oriented strategies have delivered high double-digit annual returns, making it a popular choice among high-net-worth investors seeking both performance and trust in a reputed brand.
PMS Returns Comparison — Key Insights
When comparing PMS returns across different providers, a few trends stand out:
Long-term growth-focused PMS like CounterCyclical and Green Lantern generally outperform in multi-year comparisons due to disciplined stock selection and concentrated portfolios.
Sector-specific strategies, such as healthcare, can deliver exceptional short-term returns when the sector is in favor.
Large institutional names like Motilal Oswal and ICICI Prudential offer a balance of performance and risk control, often choosing diversified equity portfolios.
However, it’s important to note that PMS returns can vary significantly year-to-year and are often influenced by market trends, sector performance, and the manager’s investment style. Past performance is not a guarantee of future results.
Conclusion: Choosing the right PMS depends on individual goals, risk tolerance, and investment horizon. The top 5 PMS in India mentioned above have shown strong performance historically, but doing a thorough PMS returns comparison and due diligence is essential before investing.