Discover all PMS schemes in one place
The Ultimate Guide to choose the Best PMS
Minimum Investments starts from ₹50 Lacs
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Our PMS
Axis Securities Ltd
Axis Securities - Contra
61.48%
Strategy
40.16%
Benchmark: S&P BSE 500 Total Return Index
Axis Securities Ltd
Axis Securities - Growth
43.47%
Strategy
40.16%
Benchmark: S&P BSE 500 Total Return Index
Axis Securities Ltd
Axis Securities - Aplhasense Ai
--
Strategy
--
Benchmark: S&P BSE 500 Total Return Index
Axis Asset Management Company Ltd
Axis - Brand Equity Pms
32.63%
Strategy
30.08%
Benchmark: NIFTY 50 Total Return Index
Strategy Return v/s Benchmark - (As on 05 Sep, 2023)
Strategy Return v/s Benchmark -
(As on 05 Sep, 2023)
Duration
Strategy
Benchmark: S&P BSE 500 TRI
1 Month
-0.46%
0.32%
3 Months
-0.46%
0.32%
6 Months
-0.46%
-0.32%
1 Years
0.46%
-0.32%
2 Years
0.46%
-0.32%
3 Years
0.46%
-0.32%
5 Years
-0.46%
-0.32%
Since Inception (08 Aug 2023)
-0.46%
-0.32%
Benefits of Portfolio Management Services(PMS)
Explore the following advantages of Portfolio Management Services:
Professional Expertise
PMS offers real-time adjustments by financial experts based on market conditions and client preferences, including asset allocation and customization.
Optimized Returns
With a focus on quality investments, leveraging active strategies, and tactical allocation, PMS aims for better long-term performance compared to passive approaches.
Transparency
With transparent reporting on holdings, transactions, portfolio performance, and associated fees, fostering trust and understanding for clients.
Frequently asked questions (FAQs)
- Professional Management: Experienced portfolio managers make informed investment decisions on behalf of clients.
- Transparency: Investors receive regular reports detailing their portfolio's performance and holdings.
- Flexibility: PMS allows for direct ownership of securities, offering greater control and tax benefits compared to mutual funds.
Aspect
Portfolio Management Services (PMS)
Mutual Funds (MF)
Investment Ownership
Own individual securities directly
Own units of the mutual fund
Customization
Highly customizable to meet individual goals
Limited customization options
Investment Manager
Managed by a professional portfolio manager
Managed by a fund manager or team
Portfolio Composition
Can include stocks, bonds, structured products, etc.
Predefined portfolio based on fund's strategy
Minimum Investment
Typically requires a higher minimum investment
Lower minimum investment amounts may apply
Fees and Expenses
Generally higher fees and expenses
Generally lower fees and expenses
Regulatory Oversight
Regulated by the Securities and Exchange Board of India (SEBI)
Stringently regulated by SEBI
Liquidity
Generally less liquid, subject to lock-in periods
High liquidity with daily redemption options
Transparency
High transparency with visibility into individual holdings
Transparent but limited to overall fund holdings
Taxation
Taxation based on individual portfolio transactions
Taxation based on overall fund performance
| Portfolio Management Services (PMS) | Mutual Funds (MF) |
|---|---|
| Own individual securities directly | Own units of the mutual fund |
| Highly customizable to meet individual goals | Limited customization options |
| Managed by a professional portfolio manager | Managed by a fund manager or team |
| Can include stocks, bonds, structured products, etc. | Predefined portfolio based on fund's strategy |
| Typically requires a higher minimum investment | Lower minimum investment amounts may apply |
| Generally higher fees and expenses | Generally lower fees and expenses |
| Regulated by the Securities and Exchange Board of India (SEBI) | Stringently regulated by SEBI |
| Generally less liquid, subject to lock-in periods | High liquidity with daily redemption options |
| High transparency with visibility into individual holdings | Transparent but limited to overall fund holdings |
| Taxation based on individual portfolio transactions | Taxation based on overall fund performance |
- Manager Risk: Performance depends on the skills and decisions of the portfolio manager.
- Concentration Risk: If the portfolio is heavily concentrated in a few stocks or sectors, it may be exposed to higher risks.
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