{"id":22747,"date":"2026-03-12T16:01:17","date_gmt":"2026-03-12T10:31:17","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=22747"},"modified":"2026-03-12T17:08:07","modified_gmt":"2026-03-12T11:38:07","slug":"top-pms-portfolios-active-returns-feb","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/top-pms-portfolios-active-returns-feb\/","title":{"rendered":"Active Investing Gains Edge: Top PMS Portfolios Deliver Strong February Returns"},"content":{"rendered":"

Selected portfolio management service (PMS) strategies delivered returns of up to about 11% in February<\/strong>, standing out in a volatile month when parts of India\u2019s equity market, especially mid- and small-cap stocks, faced corrections.<\/p>\n

Performance data tracked across PMS portfolios shows strategies run by Nirmal Bang<\/strong>, Purnartha Investment Advisors<\/strong><\/a>, and Valcreate Investment Managers<\/strong> among the top gainers for the month.<\/p>\n

The strong results highlight how active stock selection is beginning to outperform broad index exposure<\/strong> in a market where sector divergence and volatility have increased.<\/p>\n

What Just Happened<\/h2>\n

Several PMS strategies generated monthly gains approaching 11% in February<\/strong>, placing them among the best-performing portfolios tracked across India\u2019s PMS universe.<\/p>\n

Top-performing strategies included those managed by:<\/p>\n

\u2022 Nirmal Bang<\/strong>
\u2022 Purnartha Investment Advisors<\/strong>
\u2022 Valcreate Investment Managers<\/strong><\/a><\/p>\n

The outperformance is notable because February trading conditions were uneven<\/strong>, with corrections across several mid-cap and small-cap segments weighing on many portfolios.<\/p>\n

Despite that backdrop, select strategies managed to generate strong returns through concentrated stock selection and thematic positioning.<\/p>\n

Why This Matters for Markets<\/h2>\n

The divergence in PMS performance signals an important shift in the current market phase.<\/p>\n

1\ufe0f\u20e3 Stock-Picking Is Becoming More Important<\/h3>\n

When markets move in a narrow range or face volatility, alpha increasingly comes from stock selection rather than broad index exposure<\/strong>.<\/p>\n

The strong returns from a handful of PMS strategies suggest professional managers are identifying specific pockets of earnings growth and structural opportunity<\/strong>.<\/p>\n

2\ufe0f\u20e3 Institutional Capital May Be Rotating<\/h3>\n

Portfolio managers often reposition ahead of broader institutional flows.<\/p>\n

Strong PMS returns may indicate increasing allocation toward sectors with:<\/strong><\/p>\n