Top 5 PMS in India & PMS Returns Comparison (2025 Guide)
<p style="text-align: justify;" data-start="255" data-end="818"><em>Investors in India today are increasingly turning to Portfolio Management Services (PMS) for customized investment strategies tailored to their financial goals and risk appetite. Unlike mutual funds, a PMS offers a personalized portfolio managed by experienced professionals, usually with a minimum investment requirement of ₹50 lakh or more. <span data-testid="webpage-citation-pill">Kalkine</span> In this article, we highlight the <strong><a href="https://www.pmsaifworld.com/pms/best-pms-in-india/\">top 5 PMS in India</a></strong> and provide a PMS returns comparison to help you understand which strategies have been delivering strong performance.</em></p>
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<h3 style="text-align: justify;" data-start="820" data-end="874"><strong><em>1. CounterCyclical Diversified Long Term Value</em></strong></h3>
<p style="text-align: justify;" data-start="876" data-end="1299"><em>This PMS strategy has emerged as one of the strongest performers in India based on long-term returns. Over a five-year period, it has delivered an impressive approximate CAGR of over 70%, making it a standout option for investors seeking superior long-term growth. Its value-oriented approach aims to buy quality companies during market downturns and hold them for sustained gains.<span data-testid="webpage-citation-pill"></span></em></p>
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<h3 style="text-align: justify;" data-start="1301" data-end="1337"><strong><em>2. Green Lantern Growth Fund</em></strong></h3>
<p style="text-align: justify;" data-start="1339" data-end="1695"><em>A consistent performer among the top PMS in India, the Green Lantern Growth Fund has shown robust results, especially in multi-cap and growth-oriented portfolios. With strong 5-year returns exceeding 50%, it demonstrates the potential of investing across market capitalizations with a high conviction strategy. </em></p>
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<h3 style="text-align: justify;" data-start="1697" data-end="1743"><strong><em>3. InCred Focused Healthcare Portfolio</em></strong></h3>
<p style="text-align: justify;" data-start="1745" data-end="2090"><em>Sector-specific PMS strategies have gained attention in recent years, and InCred’s healthcare-focused portfolio ranks high among them. According to recent performance figures, this fund recorded a return north of 60-70% in a one-year window, reflecting the sector’s strong momentum and growth prospects. </em></p>
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<h3 style="text-align: justify;" data-start="2092" data-end="2120"><strong><em>4. Motilal Oswal PMS</em></strong></h3>
<p style="text-align: justify;" data-start="2122" data-end="2461"><em>Motilal Oswal is one of India’s well-known financial brands, and its PMS offerings consistently feature in top lists due to strong historical performance. Ranked among the leading top PMS in India, this PMS has delivered solid 1-year and multi-year returns, often outperforming broader benchmarks. </em></p>
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<h3 style="text-align: justify;" data-start="2463" data-end="2494"><strong><em>5. ICICI Prudential PMS</em></strong></h3>
<p style="text-align: justify;" data-start="2496" data-end="2860"><em>Another major player, ICICI Prudential PMS strategies have shown impressive returns, especially over shorter time frames. Some of its growth-oriented strategies have delivered high double-digit annual returns, making it a popular choice among high-net-worth investors seeking both performance and trust in a reputed brand. <span data-testid="webpage-citation-pill"></span></em></p>
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<h2 style="text-align: justify;" data-start="2867" data-end="2911"><strong><em>PMS Returns Comparison — Key Insights</em></strong></h2>
<p style="text-align: justify;" data-start="2913" data-end="2995"><em>When comparing PMS returns across different providers, a few trends stand out:</em></p>
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<p data-start="2999" data-end="3225"><em>Long-term growth-focused PMS like CounterCyclical and Green Lantern generally outperform in multi-year comparisons due to disciplined stock selection and concentrated portfolios. </em></p>
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<p data-start="3228" data-end="3391"><em>Sector-specific strategies, such as healthcare, can deliver exceptional short-term returns when the sector is in favor.<span data-testid="webpage-citation-pill"></span></em></p>
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<p data-start="3394" data-end="3602"><em>Large institutional names like Motilal Oswal and ICICI Prudential offer a balance of performance and risk control, often choosing diversified equity portfolios. </em></p>
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<p style="text-align: justify;" data-start="3604" data-end="3846"><em>However, it’s important to note that PMS returns can vary significantly year-to-year and are often influenced by market trends, sector performance, and the manager’s investment style. Past performance is not a guarantee of future results.</em></p>
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<p style="text-align: justify;" data-start="3853" data-end="4144"><em><strong>Conclusion:</strong> Choosing the right PMS depends on individual goals, risk tolerance, and investment horizon. The top 5 PMS in India mentioned above have shown strong performance historically, but doing a thorough <strong><a href="https://www.pmsaifworld.com/latestpmsreturns/">PMS returns comparison</a></strong> and due diligence is essential before investing.</em></p>