PMS Tracker: 14 funds get up to 5% in February, the worst artists are more than 22%

According to PMS market data, at least 14 PMS funds in large and midcap, smallcap, debt and arbitrage strategies made a positive return in February 2025, with PMS market data leading to the Bloom Fund Pack of Wave Asset Private Limited with 4.99% gain.

Philip Capital India’s income builder Portfolio followed a 1.06% return, while NEO Asset Management’s NEO Yield Enhancer Fund and Este Advisors’ Eye Alpha Fund gained 0.98% and 0.94%, respectively.

Debt-centered PMS funds are mainly shown among the best artists in February. The Carvi Capital’s Excel Fund returned 0.79%, while its Dimeter fund distributed 0.44%. Professional Investment Advisors’ Income Enhancement Funds and Northern Arch Investment Managers’s Income Builder Series B has increased by 0.67%in each, while northern Arc’s credit opportunities strategy funds increased by 0.65%.

In Smallcap Funds, India’s opportunities for the Aquitas Investment Consultancy returned 0.48%, making it a top performer in the month’s category.

Bottom Performers: ESG and Smallcap Funds are behind

When 14 funds were benefited, some others saw a sharp decline in February. Green Portfolio PVT Limited’s Effect ESG Fund was the worst artist, falling 22.36%. Diversified funds of Valle Lufort PMS and Advisory Services declined 19.72%, while NAFA Asset Managers’ clean tech portfolio has dropped 19.30%.

Among other significant losers, the seven islands of Mansi Share and Stock Advisors, PMS, which has decreased by 19.25%, dynamic equity emerging funds, which are reduced by more than 18%, and a small midcap fund of money grow asset, which is about 18%. All monthly losses in Green Portfolio’s Super 30 Dynamic Fund, Badjet Stock Shares Aggressive Fund, Discovery Fund of Prosperity Wealth Management and VRDDI Fund of IGot Financial Consulting are more than 16%.

In February, PMS funds’ exhibition varies in categories of large and midcap, debt and arbitrage strategies showing positive returns, while some smallcap and thematic funds declined drastically.

Also read | PMS Tracker: Top 10 Funds Returned More than 48% in CY24

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