PMS Funds – India

Not sure what constitutes as well known, but my family is invested in two strategies:-

1. Negen Capital (Neil Behal – used to be v active on twitter in the early days). 2.5 years since we started, the post fee CAGR is 32%. It’s indexed against BSE500, so the outperformance is ofcourse there. Relatively high churn.

2. Green Portfolio (was the highest returning PMS strategy in 2022). Super 30 strategy. Only 1 year by end of Aug’24. Current return is 54%. Post fee, will drop to late 40 % I suppose. BSE500 in the same period has been around 35%. What I like here is that the churn is bare minimum, and hence, my post tax return is quite high.