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Dipen Doshi

6th May 2025 · SEBI-Registered Analyst

PMS schemes!

PMS schemes have outperformed Mutual Fund schemes in last 3 years. The best performing large cap PMS has delivered 40 percent annualised return, the best performing mid cap PMS has delivered around 44 percent annualised return and the best performing small cap fund has delivered 105 percent annualised in the last 3 years. This compares to 30 percent, 41 percent and 56 percent annualised returns for mutual fund schemes in the same categories for a three-year period. The risk is more in more in PMS schemes and also minimum capital requirement is Rs.50 lakhs in PMS in comparison to mutual funds where through SIP you can invest as low as Rs.500/-. As risk is more so is the returns in PMS schemes.

#Miscellaneous#PsychologyofMoney#PersonalFinance
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