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91 of 133 PMS strategies beat benchmarks in one year, shows data

The study considers point-to-point returns for different periods and total return index for both categories

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For PMS, post-fees returns are considered for 133 strategies for one year, 81 strategies for three years, 49 strategies for five years, and 25 strategies for 10-year period

Ashley Coutinho Mumbai
A higher percentage of portfolio management Services  (PMS) have beaten their underlying benchmarks than mutual funds over one-, two-, three-, five- and 10-year periods, a study conducted by data aggregator and online portal PMS Bazaar shows. 

The study considers point-to-point returns for different periods and total return index for both categories. For PMS, post-fees returns are considered for 133 strategies for one year, 81 strategies for three years, 49 strategies for five years, and 25 strategies for 10-year period. For MFs, 401, 294, 253, and 201 schemes are considered for the respective periods based on the data by Association of

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First Published: Jun 16 2020 | 1:39 AM IST

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