Best PMS AIF Investments on Quality, Risk, and Consistency Attributes

For investors, what matters is how much return is generated per unit of risk. This is because, while many products generate returns in long term, but investors seldom get benefit owing to the extreme volatile patterns of these returns where investors tend to lose confidence during bad times and do not remain invested. Hence, risk-adjusted returns act as a safe parameter to conclude upon best performing funds.

Here is the list of Top 5 Nominations across all categories of PMS products in the last 10 years, as per risk-adjusted returns.

Here is the list of Top 3 Winners across all categories of PMS products in the last 10 years, as per risk-adjusted returns.

Here is the list of Top 6 Nominations across all categories of PMS products in the last 5 years, as per risk-adjusted returns.

Here is the list of Top 3 Winners across all categories of PMS products in the last 5 years, as per risk-adjusted returns.

Here is the list of Top 8 Nominations across all PMS products in the Multi-Cap Category in the last 3 years, as per risk-adjusted returns.

Here is the list of Top 3 Winners across all PMS products in the Multi-Cap Category in the last 3 years, as per risk-adjusted returns.

Here is the list of Top 5 Nominations across all PMS products in the Mid & Small Cap Category in the last 3 years, as per risk-adjusted returns.

Here is the list of Top 5 Nominations across all PMS products in the Mid & Small Cap Category in the last 3 years, as per risk-adjusted returns.

Here is the list of Top 3 Winners across all PMS products among the products in the Mid & Small Cap Category in the last 3 years, as per risk-adjusted returns.

Here is the list of Nominations & Winner(s) across all PMS products in the Best Performance in Newcomer Category – 1 year.

Here is the list of Nominations & Winner(s) across all PMS products in the Best Performance in Newcomer Category- 2 years.

Here is the list of Nominations & Winner(s) across all PMS in the Post Covid Performance Category, as per 6 Month Returns. 

Here is the list of Nominations & Winner(s) across all Long Only CAT 3 AIFs in the Post Covid Performance Category, as per 6 Month Returns.

Here is the list of Nominations & Winner(s) across all Long Only CAT 3 AIFs across all categories in the last 1 year.

Here is the list of Nominations & Winner(s) across all Long Only CAT 3 AIFs across all categories in the last 2 years.

Here is the list of Nominations & Winner(s) across all Long Only CAT 3 AIFs across all categories in the last 3 years.

Here is the list of Nominations & Winner(s) across all Long Short CAT 3 AIFs across all categories, as per 2 years Absolute Performance.

Here is the list of Nominations & Winner(s) across all Long Short CAT 3 AIFs across all categories, as per 2 years Risk-Adjusted Performance.

RISK DISCLAIMER: Investments are subject to market-related risks. This report is meant for general information purposes and not to be construed as any recommendation or advice. The investor must make their own analysis and decision depending upon risk appetite. Only those investors who have an aptitude and attitude to risk should consider the space of Alternates ( PMS & AIFs ). Past Performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Please read the disclosure documents carefully before investing. PMS & AIF products are market-linked and do not offer any guaranteed/assured returns. These are riskier investments, with a risk to principal amount as well. Thus, investors must make informed decisions. It is necessary to deep dive not only into the performance, but also into people, philosophy, portfolio, and price, before investing. We do such a detailed 5 P analysis.

Do not just invest. Make an informed investment decision.