PERFORMANCES OF MOST POPULAR PMS
DATE OF INCEPTION AMC CATEGORY STRATEGY NAME MIN SIZE 1 YEAR RETURN 3 YEAR RETURN 5 YEAR RETURN RETURN SINCE INCEPTION
24-Mar-03 MOAMC LARGECAP VALUE STRATEGY 25 LAKH 29.55% 16.48% 16.09% 24.64%
11-Dec-07 MOAMC MIDCAP NTDOP 25 LAKH 31.42% 18.49% 30.39% 18.80%
11-Feb-10 MOAMC MULTICAP IOP 25 LAKH 51.63% 26.28% 24.48% 17.90%
18-Apr-16 INVESCO MULTICAP RISE 25 LAKH 74.49%  –
 18-Apr-16 INVESCO MULTICAP DAWN 25 LAKH  –  –
31-Jul-12 KOTAK MULTICAP SPECIAL SITUATION 25 LAKH 43.90% 27.60% 32.40% 32.20%
01-Sep-15 EDELWEISS MULTICAP HEXAGON 25 LAKH 52.20% 27.50%
01-Aug-09 ADITYA BIRLA MULTICAP SSP 25 LAKH 44.40% 23.50% 35% 22.01%
BIRLA MULTICAP CORE & SATELITE 25 LAKH 39.90% 11.80% 15%  –
25-Jan-10 ASK LARGECAP IEP 25 LAKH 37.20% 16.20% 26.50% 21.60%
07-Mar-17 RELIANCE MULTICAP EMERGING INDIA 25 LAKH 29.40% 29.40%
13-Mar-14 RELIANCE  MULTICAP  HIGH CONVICTION 25 LAKH  33.3%  14.8%  –  25.2%
28-Jan-04 ICICI PRU MULTICAP VALUE PORTFOLIO 25 LAKH 40.71% 11.83% 24.07% 18.53%
 july-2016  SBI FUND  MULTICAP  IVY  25 LAKH  28%  –  –  
                 

                                                                                                     Data updated on-05/06/2018

Disclaimer & risks-

Performance comparison do not guarantee nor they should be viewed as assessment of PMS funds or their creditworthiness. PMS fund investments are subject to market risks. Please read  related disclosure documents before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a PMS, or designing a portfolio that suits your needs. We accept no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services.

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