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Where Is HNI Money Going?
When markets come under pressure, returns tell only part of the story. Where investors are putting their money offers another perspective.
Out of 1,800 PMS strategies, these 10 attracted the highest investor inflows.
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Positive commentary from JSW Steel’s Q2 FY27 concall:
India’s steel consumption grew 7% in this quater and 7.5% in between April to September, even as China’s steel production and consumption continue to decline.
This points to India’s capex story moving at a steady pace.
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Could manufacturing power India’s next growth story?
Join Mr. VigneshShankar, Founder & Managing Partner, @a99vc , to explore the opportunities for investors.
Oct 31 | 11 AM IST
Register: us06web.zoom.us/meeting/regi…
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1,225 PMS strategies. 15 make the 3-year leaderboard.
Who’s ahead, and what does it tell us about the industry?
The PMS Chronicle looks beyond returns to track performance, investor flows and industry trends.
Follow beyondMF for the full PMS Podium.
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From under ₹400 crore to ₹12,000+ crore in a year.
Altiva’s SIF by @EdelweissFin journey is remarkable.
But the real test begins after the money flows in.
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IT rallied 11%+
Your flexicap fund’s IT exposure? It ranges from 2.9% to 14%.
Look beyond returns.
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Where does your PMS stand in Oct 2026?
Among 1,225 PMS strategies, 15 made the leaderboard with 1-year returns of 33.92% to 69.61%.
Congratulations to the top performers!
Follow beyondMF for the PMS Podium and insights from The PMS Chronicle.
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SIF AUM crossed ₹37,300 crore in September, up from ₹29,500+ crore in August.
Altiva led in AUM and inflows, while SBI, quant and Kotak also attracted significant flows.
What matters most when evaluating a SIF: returns, strategy or track record?
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Do Equity Long-Short strategies have an edge in falling markets?
In September, all 11 Equity Long-Short SIFs posted negative returns, yet 9 fell less than the Nifty 50 and Midcap indices, both down ~6%.
One month doesn’t prove an edge. Consistency across cycles matters.
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What worked in the past may not always lead to the future.
Building a future-ready portfolio requires the willingness to move beyond yesterday’s winners and look for tomorrow’s opportunities.
Want to read the full details? Read our article here:
lnkd.in/g7k3weKV
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Investments not growing as expected? Should you invest more, stay invested or wait?
Join us to understand Indian markets, valuations and realistic return expectations.
📅 Saturday, Oct 17 | 11 AM
Register:
us06web.zoom.us/meeting/regi…
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SIF hybrids delivered returns ranging from +16.3% to -2.7% in September.
With the Nifty 50 down 5.96%, 5 of 11 funds still delivered positive returns.
Same category. Very different strategies. That’s where the analysis begins.
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6 new investment firms entered India’s PMS space in September 2026.
From Mumbai to Delhi and Chennai, new teams are bringing fresh strategies to the market.
PMS Launchpad | 2nd Edition
A hearty congratulations to all the teams on this new chapter.
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September 2026 MF & SIF filings:
• WhiteOak: Small-Cap Active FoF
• Groww: Sugar & Ethanol Index
• Carnelian enters MFs
• Hybrid space sees big AMC push
Investors are getting more options across Hybrids & Alternatives.
Follow @beyondmf for details!
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What will investing look like over the next 10 years?
While equities dominated recent years, the future belongs to risk optimization and capital protection.
Stay ready when opportunity strikes.
Is your portfolio ready? Reach out!
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Not every NFO makes our cut.
A new one has.
Want to know what caught our attention? Reach out to know more.
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How many investors actually entered each PMS this month?
We tracked net client additions across PMS houses, after accounting for exits.
Client flows tell a different story from money flows.
Stay tuned for our PMS-related posts.
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Where are HNIs putting money in PMS?
We tracked the Top 10 PMS schemes by inflows from Apr–Aug 2026, along with their 1-year growth.
Inflows tell one story. The PMS Chronicle goes deeper.
Stay tuned for our PMS posts.
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Your PMS statement tells you what you made.
But where do you stand?
Here are the Top 15 PMS by 1-year return, led by Dalal & Broacha at 67.6%.
Stay tuned for more PMS-related posts from beyondMF.
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September BAF data shows the reversal: @ICICIPruMF and @abslmf cut equity exposure after increasing it last month.
7 BAFs raised exposure while 5 cut it. The takeaway? BAF models are adapting to changing market signals.
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