Top portfolio managers delivered over 100% returns with these stocks; do you own any?

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Select money managers for high net worth investors have delivered robust returns to their clients during the past one year. Latest data available with PMS aggregator PMS AIF World showed that at least 10 schemes have delivered over 100% returns during May 2020-April 2021.

With a gain of 172.10%, mid and smallcap strategy Nine River Capital Aurum Smallcap Opportunities emerged as the top gainer in the list. It was followed by Negen Capital Smallcap Emerging strategy (up 165.10%) and Valentis Advisors Rising Star (up 148.30%).

The BSE Smallcap index has gained 119% during the past one year, while the BSE Midcap has jumped nearly 90%. On the other hand, the BSE Sensex has advanced 61% to 49,564 till May 50.

Other major gainers

SageOne Investment Smallcap Portfolio (SSP), Equirus Long Horizon Fund, AccuraCap PicoPower, Centrum Microcap, Centrum Multibagger, Master Portfolio MPSL Vallum India Discovery and SageOne Investment Core Portfolio stood among other PMS schemes which delivered 100%-127% return to investors in the past one year.

Top stocks they own

Equirus Long Horizon Fund: Polycab India, Repco Home Finance, Thangamayil Jewellery, Oriental Aromatics and Hikal were among its top picks as of April 30.

AccuraCap PicoPower: APL Apollo Tubes, Intellect Design Arena, Deepak Nitrite, Vaibhav Global and Alkyl Amines Chemicals.

Centrum Microcap: Rajratan Global Wire, Apollo Wires, Vaibhav Global, Camlin Fine Sciences and Mold-Tek Packaging.

Centrum Multibagger: APL Apollo Tubes, Vaibhav Global, Deepak Nitrite, Quess Corp and Granules India.

Holdings of Nine River Capital Aurum, Negen Capital Small Cap, Valentis Advisors Rising Star Opportunity Fund, Sage One Investment Small Cap Portfolio and Sage One Investment Core Portfolio were not available with the aggregator.