20 stocks that helped PMS investors bag double-digit returns last month

NEW DELHI: PMS funds that managed to outperform their respective benchmark indices in the month of August to deliver double-digit returns for HNI investors are betting big on stocks like JSW Energy, Adani Power, KSB, Escorts and .

Out of the top 6 PMS performers last month, five of them have declared their equity holdings, shows data pulled from PMSBazaar.

Here's a look at their top 5 bets:

Green Portfolio's ESG fund:
The thematic fund that gained 13.65 per cent in August is betting on JSW Energy in a big way as it is its biggest holding with a weightage of 9.78 per cent. Other top holdings include , , and SP Apparels.

Invasset LLP's Growth Pro Max Fund:
With a weightage of 8.89 per cent, Adani Power is the single largest holding of the multicap fund. In the last six months alone, the multibagger Adani Group stock has rallied over 200 per cent.

Other top bets of the fund include , , NDTV and .


Green Portfolio's MNC Advantage Fund:
The thematic fund, which impressed with a monthly return of 11.5 per cent, is betting big on KSB, RHI Magnesita, , BASF and .

Capgrow Capital Advisors' Special Situations Fund:
The multicap fund that outperformed with a monthly return of 10.47 per cent is bullish on Escorts, DFM Foods, ZEE Entertainment, and .

O3 Securities' Special Situations Portfolio:
As against BSE Smallcap index's return of 5.9 per cent in August, the smallcap-focused fund rewarded investors with 10.24 per cent return during the month. The fund is bullish on Apar Industries, , , and .


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