73% for the month ended 31 August 2026. 9% gain, underscoring the strength of actively managed equity portfolios during a period of heightened volatility in global markets. Other PMS houses also delivered double‑digit gains. 7%.
8% average recorded in July. The outperformance was driven by gains in large‑cap tech and consumer discretionary stocks, which rallied on positive earnings and policy clarity. For the average retail investor, the PMS results highlight that disciplined, research‑driven strategies can generate alpha even in a volatile market. 9% rise reflects broader market participation, PMS managers are able to capture excess upside by selectively tilting toward high‑growth segments.
Investors may look to diversify by adding a portion of their portfolio to a well‑managed PMS, especially if they seek exposure to sectors that are outperforming the broader index. However, PMS fees and lock‑in periods remain a consideration. Retail investors should weigh the cost against the potential excess return and align the choice with their risk tolerance and investment horizon. As the market continues to navigate global uncertainties, actively managed PMS funds may offer a valuable tool for those looking to enhance returns beyond passive index exposure.