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Thursday, 13 February 2020

Outperform Nifty in January 2020 - Over 100 PMS schemes give double-digit returns

In January 2020, 115 portfolio management schemes from across categories delivered positive returns at a time benchmark indices gave negative returns.

Profit-booking occurred on D-Street in January over budget uncertainty, along with Coronavirus, which lowered the Nifty 50 to 1.7 percent, but there are more than 100 portfolio management schemes that showed better returns to the benchmark index, the data showed.

Of all the categories, 115 portfolio management schemes gave positive returns when benchmarking indices gave negative returns and the top 8 schemes rose more than 10 percent in January, an online portal of, used for PMSBazaar comparison An the online portal has shown.

Portfolio Management Services cater to wealthy investors with portfolio sizes of over Rs 50 lakh. The professional fees charged by them are slightly higher than regular mutual funds (MFs).

The plans to overtake the Nifty 50 in January is related to the broader market place. Most of the schemes are in the multi-cap category as well as the small and midcap category - meaning schemes that benefited from the rally in the small and midcap space.

Top 8 PMS schemes which have given double-digit returns in January:-

Multi-cap category funds are more diversified and include stocks from different market-cap baskets. A typical multi-cap portfolio includes large-cap, midcap and small-caps space stocks.

BSE data shows that the S&P BSE The midcap index fell by 3.3 percent while the S&P BSE Smallcap index rose more than 7%.

Historical data suggests that small & midcaps have usually done well when the economy is growing. The Budget 2020, as well as Reserve Bank of India’s MPC meeting, suggested that the growth will be muted in the short term but should pick up in FY21.

“Midcap and smallcap stocks generally perform in healthy market condition and for the last 2-3 months we are in positive trend and market has witnessed broad base buying action in quality midcap and small caps,” Rajesh Palviya, Head Technical Derivatives at Axis Securities.

“We expect Smallcap and midcap stocks to improve further and we can see another 3-5% upside in Midcap and smallcap space. An investor can add quality midcaps and small-cap can in the portfolio for decent returns in near/short term,” he said.

Scheme performance:

The Motilal Oswal IPO strategy, which focuses on short and midcap, delivered

13% returns in January. The strategy aims to generate long-term capital appreciation in the next 5-7 years by creating a focused portfolio of high growth stocks with the potential to grow above nominal GDP and which are available at fair market value.

Centrum PMS, a micro fund that focuses on small-caps, delivered 12 percent returns. The objective of the fund is mainly to appreciate long-term capital by investing in equity/equity-related instruments of companies which can be termed as microcap.

Disclaimer: The views and investment tips expressed by investment experts on are their own and not that of the website or its management. advises users to check with certified experts before taking any investment decisions.
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