Capital Markets #pms#portfolio management
Tulsian, Asit C Mehta, ICICI Pru, Green Lantern, Sundaram Lead PMS Alpha Generation in India
A bl.portfolio analysis of 554 active PMS strategies shows category-average returns beat benchmarks in three of six equity categories over five years. Multi- & Flexi-cap strategies stand out with two-thirds of strategies outperforming. Mid-cap remains challenging, with no strategy beating the Nifty Midcap 150 TRI. The industry has 530 SEBI-registered managers managing ₹8.9 lakh crore. Key cost and tax considerations are highlighted.
Jul 25, 2026 1 source