6 PMS funds that helped HNI investors bag double-digit returns in August

In a month when the headline index Nifty gained just 3.5 per cent, at least six PMS funds managed to deliver a double-digit return in August.

The top monthly performer among all PMS funds was Hem Securities’ India Rising SME Stars Fund, which is a bet on smallcaps and delivered the highest return of 19.48 per cent, shows PMSbazaar data.

Green Portfolio’s thematic ESG fund was the second top monthly gainer with a return of 13.65 per cent. Other top gainers include Invasset LLP, Green Portfolio’s MNC Advantage fund, CapGrow’s Special Situations Fund and O3 Securities’ special situations fund.



Basant Maheshwari’s multicap equity fund was the worst performer in the list as it lost 3.26 per cent. Some other star PMS fund managers struggled to beat the benchmark. Sunil Singhania’s Abakkus PMS managed just 2-2.10 per cent returns. Devina Mehra’s First Global funds delivered 3.41-2.68 per cent returns while Samir Arora’s Helios Capital managed a gain of 3.84 per cent.

Saurabh Mukherjea’s 3 funds – Rising Giants, Little Champs and Consistent Compounders – gained 5.9 per cent, 5.28 per cent and 4.79 per cent, respectively.

Funds run by ASK Investment Managers gained up to 5.89 per cent during the month.

In August, Nifty rallied 3.5 per cent, Nifty Midcap 100 6.2 per cent and BSE Smallcap index 5.9 per cent.



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