Fourteen PMS funds gained, smallcap funds struggled significantly

economictimes.indiatimes.com

In February 2025, fourteen PMS funds achieved gains, with Wave Asset’s Bloom Fund leading at 4.99%. Debt funds performed well, while ESG and smallcap funds faced significant losses, notably Green Portfolio’s Impact ESG Fund, which fell 22.36%. Other notable gainers included Phillip Capital’s Income Builder Portfolio at 1.06% and Neo Asset Management’s Neo Yield Enhancer Fund at 0.98%. Smallcap funds struggled, with Aequitas Investment Consultancy’s India Opportunities Product returning 0.48%. Several funds experienced sharp declines, including Wallfort’s Diversified Fund, which dropped 19.72%. The performance varied widely, with large & midcap, debt, and arbitrage strategies showing positive returns, while many smallcap and thematic funds suffered losses.


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