Porinju Veliyath Equity Intelligence PMS
Initiated in the year 2002, this company has risen into a high value PMS in the country that has strong profit traditions.
Here, minimal required investment is Rs 5 million in Porinju Veliyath Equity PMS.
In the last 5 years, the returns have been around 36%. In the past year, it was 48%.
No lock-in period for the investors. You can withdraw any time.
This portfolio management does not deal with entry or exit load.
PVEI will charge a fixed fee of 2 percent per year, besides a performance fees of 10 percent of the profits above 10 percent every year.
When an investment under portfolio management is sold in a year, then there will be a liability of tax at 15% on the profit. When an investment is sold post one year, the profits gathered are free of tax. Dividends gathered in portfolio management are not taxable.
Non-resident Indians are allowed to invest in portfolio management non-repatriation and repatriation criteria.
Porinju’s EQ PMS is considered as one of the best PMS Services in India
Motilal Oswal NTDO
Motilal Oswal’s next trillion-dollar company is an asset management company that provides portfolio management. The strategy with Oswal’s is good deliveries on returns by investment in small and medium sized capital stocks. This is ideal for those who want to invest for a 3-year period.
This PMS invests in 20-25 stocks.
Minimum investment required is Rs 25 Lakhs in this PMS.
The profits in the past half-decade is 31% and last one year is 18%.
They charge fixed fees and based on performance of the PMS.
NRI’s can invest in this PMS.
Motilal Oswal NTDO is amongst the prime portfolio managers in the country which can be considered to invest in 2017-2018.
Birla Sun life PMS
Established 24 years back, Birla Sun Life Asset Management Company has some expertise to boast on their line of portfolio management services. This is inclusive of a large assembly of investment options. Birla PMS is a business investor with an eye for enterprises that are valued at less than they their actual worth, with possibilities of future growth. There are various portfolios which are categorized along a minimum amount, period, and investment objective. The following are the portfolios-
- Core equity portfolio – Minimal Rs 5 million in investment. Time - 1 to 3 years.
- Customized Debt Portfolio – Rs. 25 Crores.
- Select Sector Portfolio – Rs 25 Crores/SEBI compliance, 3 months – 36 months.
ASK India Select PMS
ASK Investment Managers are asset management gurus who serve the interests of domestic and international investors. Backed by a strong research team and flexible consultancy, ASK India is known for the risk minimization together with quality in growth. Asset classes death:
- Large cap
- Mid-cap
- Small-cap
- Multi-cap
- Value and growth
International assets
They 2.5 percent as fixed fee of portfolio value. This is charged apart from the real investment such as brokerage fee, custodian expenses etc.
Performance fee – There is a fixed fee of 1.5% of portfolio + along 20% of gains to be paid to them over and above 10% of profits.
Neelesh Surana, Mirae Asset Global Investments
Mr. Surana has displayed a regular delivery when it comes to outrunning between two contrasting outputs. This has earned him the name of being a dependable stock picker. Also, worth notice is that both the funds, Emerging Bluechip and India Opportunities, continue to enjoy the best risk-reward profiles in their respective categories.
The exuberance around the mid-cap space has posed a challenge to managing his mid-cap fund, Emerging Bluechip, but Surana has been able to mitigate risk by focusing on the larger mid-caps. Mr.Surana has felt the requirement to go for stocks deeper down the market cap ladder to generate alpha, the market scenario has called for greater deliberation in existing stocks.
R. Janakiraman, Franklin Templeton Mutual Fund
R. Janakiraman’s heavy bias towards quality puts him at odds with the market’s indifference to the same in recent months.
Certain that as bull market matures there will be more liquidity that will provoke unrequired re-rating of bad businesses.
Believes that same outperformance levels throughout can cause someone to make low quality stock picks in the portfolio.
Made efforts that such entities do not come into his funds.
A. Businesses with high return on capital.
B. Healthy cash flows and low capital intensity.
C. Firms benefiting from domestic discretionary demand.
Sohini Andani, SBI Mutual Fund
Performer with competence to handle two distinct mandates— SBI Bluechip and SBI Magnum Midcap.
Says that market speed raise surprised her.
Estimates the valuation re-rating happened fast due to a surge in liquidity in absence of improved corporate fundamentals.
Andani has been hesitant to chase the returns by paying higher prices, which has partly contributed to the recent under-performance in her funds, relative to the market. Still, she is comfortable not participating in certain pockets in such a high momentum market, knowing it would impact her funds’ near-term return profile.
Chirag Setalvad, HDFC Mutual Fund
Chirag Setalvad, joined HDFC Asset Management in 2007.
Popular in the mutual fund industry for his investment skills and performance of the HDFC Mid-cap scheme, which he has managed for close to six years now.
This fund has posted close to 47% absolute gains in the past three years and about 11% returns in the past one year. His Style and Top Picks: If understanding the business of the company in which he invests is a top priority for Chirag, paying a reasonable price for it is also equally important for him.
Vinit Sambre, DSP Blackrock Mutual Fund
Vinit Sambre’s positioning and stock picking has made him the best in the small- and micro-cap space of the recent years.
Good analytical rigour, patience with stocks, and the discipline. Pursuit of alpha resulted in a strong showing by DSP Black-Rock Micro Cap.
While market scenario under goes change, Sambre realigns his approach to invite better money flows, the fund’s portfolio enlarged and it became difficult to build higher positions of similar stocks.
Due to limited liquidity, Sambre observed larger enterprises.
Roshi Jain, Franklin Templeton Mutual Fund
She is into basic research-oriented fund manager, she deals with stocks and related sectors that show tendency for structural growth.
Roshni has moved towards large-caps in her multi-cap fund that often takes a highly concentrated exposure in its top bets.
The outsized positions in individual stocks show an aggressive approach. Jain says its largely a function of the upside potential in the market. Despite the aggressive tilt, Jain has managed to protect downside much better than many peers over the past five years.
