Portfolio Management Services (PMS) vs Equity Mutual Funds (MF) – Detailed Score Card (Data as of 30.09.2023)

We are a new age Wealth Management Company. With us, investors make informed investment decisions.

Here we present a simple analysis to address some real questions asked by investors today – Where should you invest – Portfolio Management Services (PMS) or Mutual Funds (MF)?

While both are well regulated and credible structures meant to out-perform equity market indices, objective performance analysis conveys that it is the PMSs that have generated significantly higher alpha and so, are righty considered to be wealth-creating vehicles.

From the above results, it is clear that investing in PMSs has created more wealth for investors than investing in MFs.

This was simple. The difficult task starts from here on. And, that is –

• How to select the potential Best 5 Portfolios for different periods of 3 to 5 years of future investments?
• How to have the conviction to hold the best ones for the longer term?

And, this is best endeavored by our Analytics & Content backed approach.

Our proprietary analysis & content helps tackle the above 2 tasks. We are very selective, and we analyze PMS products across the 5 Ps – People, Philosophy, Performance, Portfolio, and Price with an aim to ascertain the Quality, Risk, and Consistency (QRC) attributes before suggesting the same to investors.

Holding on to the good equity investments requires high conviction in the portfolio at all points of time, else, one tends to exit early owing to the traps of emotions or impatience. With our proprietary content via fund manager videos, newsletters, and articles, we keep our clients updated, and this ensures our clients always make informed decisions.

We offer responsible, long-term quality investing. Our Philosophy is simple, but not easy –

Quality + High Conviction = Compounding.

For any queries related to your investment needs, book an appointment with our experts.

This analytics is an endeavor to compare MFs and PMSs objectively.

Please Note:

• Min AUM taken for PMSs (3Y, 5Y, and 10Y Category) is Rs 200 Crs
• Min AUM taken for PMSs (2Y Category) is Rs 100 Crs
• Min AUM taken for PMSs (1Y Category) is Rs 75 Crs
• Min AUM taken for MFs (5Y, and 10Y Category) is Rs 4000 Crs
• Min AUM taken for MFs (3Y Category) is Rs 3000 Crs
• Min AUM taken for MFs (2Y, and 1Y Category) is Rs 2000 Crs

Source: Respective PMS Companies’ Audited Factsheets for PMS Data and Value Research & Moneycontrol P2P Data for MF Data. Returns more than 1 year is CAGR. These are Point-to-Point returns till 30th September 2023. So, for 10Y, the period taken is 01st October 2013 to 30th September 2023 and likewise for others as well.

RISK DISCLAIMER: Investments are subject to market-related risks. This write up 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, at PMS AIF WORLD do such a detailed 5 P analysis.