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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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What does 30+ years in markets teach you?
Rajesh Tiwari, CIO of Chanakya Capital , shares lessons on mistakes, risk, management, market cycles and his experience during the creation of SEBI.
Watch the full conversation.
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₹50L minimum. ~2.25% average cost. But is the PMS delivering enough to justify it?
We compared the top 5 PMS strategies vs top 5 mutual funds by size.
The numbers tell an interesting story.
Excerpt from the PMS Chronicle by beyondMF.
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Are investors choosing SIFs?
August saw ₹3,800+ Cr flow into SIFs across Edelweiss, Kotak & ICICI AMC.
The bigger signal? Hybrid strategies are attracting attention.
SIFs are new. We’re tracking where the money goes.
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From saving and protection to investing and wealth creation, the right approach can make all the difference.
🎙️ Tune in to our latest conversation with @mkbalaji85 for perspectives that can help bring greater clarity to your financial journey.
youtube.com/watch?v=igEAOp1W…
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Research often raises more questions than answers.
Our PMS Chronicle research led us to one: what drove ₹1,564 crore in PMS outflows?
We explored it. The industry answered. More to uncover.
Follow beyondMF for data-led insights.
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The Mag 7 are reshaping US indices.
For passive investors, the question isn’t just past performance. It’s what the index represents today.
AI exposure is rising. Not adapting may be the bigger risk.
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What should we expect from SIF?
AI: Flexibility, active risk management and returns across market conditions? Maybe.
Our answer: But the real answer lies in what fund managers deliver. We’re watching this space closely.
Registration: tinyurl.com/fpsassetsregistr…
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New PMS Fund Houses Launched in August 2026
Introducing PMS Launchpad -
A one-stop destination for tracking the newest PMS houses entering India’s PMS industry.
Hearty congratulations to all the new entrants from Team beyondMF.
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Already invested in a PMS? Returns are only part of the story.
What’s really driving performance? Will the strategy hold across market cycles? Is the manager still investing the way you signed up for?
Your PMS review shouldn’t end when you invest. It should begin there.
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@9RiversCapital is bringing a new PMS scheme to the table - a PMS offering, exclusively meant for FPS Assets' clients.
No previews. No spoilers. Join us.
Saturday, 29 August 2026 | 11:00 AM
Zoom webinar registration link:
tinyurl.com/72xnfj5a
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BAFs are moving in the same direction.
@hdfcmf : 71%→73%
@ICICIPruMF : 63%→68%
@bajajfinservmf : remains #1 despite a 6% cut.
When major players shift together, the signal is worth watching.
How is your capital positioned?
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Beyond the rate. Backed by research.
Not every FD deserves your money.
Our curated FD offerings combine research, credibility and attractive returns, because the right FD is about more than just interest rates.
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“Only liars and lucky people” have perfect balance.
@Lakshmi1876 , Group President & CEO of @BajajAlts on why balance isn’t about equal slices.
WoWW Conversations by @beyond_MF : candid conversations with women on careers, wealth, leadership, investing and life.
Watch now!
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Ignore the noise. Follow the consumer. Then follow the earnings.
That's a surprisingly effective investment framework. Mr. Chockalingam Narayanan, @ICICIPruMF explains it well.
Watch the full episode. Link in the comments.
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The Investment Odyssey
Discover the @SundaramAlt Journey Back to the Spotlight.
Join Darshan Engineer, Fund Manager - PMS to uncover the core strategy, stock-picking process, and market insights driving this shift.
25 July 2026 | 11:00 AM IST
Registration link in the comments.
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Q1FY27 earnings season is here, and it could mark a decisive shift for India Inc.
We break down our expectations on earnings, key sectors, valuations, and the first results from TCS and Anand Rathi.
Watch now to stay ahead this earnings season.
youtu.be/yLCDra0hqJE?si=U2l_…
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Actions speak louder than forecasts.
This month, no major Balanced Advantage Fund reduced equity exposure. Instead, leading funds raised allocations, signalling a shift worth watching.
Is this the start of a broader market trend?
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Before you commit ₹10 Lakhs to an SIF, spend 20 minutes with the fund manager.
Watch the full episode where Mr. Gaurik Shah, CFA, Fund Manager of Platinum SIF at @MiraeAsset_IN , decodes SIF.
lnkd.in/gtb7Q24r
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June'26 was a strong month for SIF Hybrid Long-Short strategies.
Though a single month isn't definitive, June proved how these strategies can enhance hybrid investing's risk-adjusted outcomes.
@ICICIPruMF @TataMutualFund @bandhanmutual
@abslmf @EdelweissMF @SBIMF
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This month’s MF filings show where the industry is heading!
Life Cycle funds are finally here, Contra investing is back, & SIFs are gaining momentum.
Which filing has the most potential?
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The wait is finally over!
Our First Issue of The PMS Chronicle (May 2026) is now live - officially released for our B2B partners!
The public release is coming soon!
Stay tuned for the announcement, and make sure you're following us so you don't miss it.
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Looking only at PMS returns? You're missing the bigger picture.
Capital doesn't flow evenly, it clusters in specific hubs where informed money chooses to land.
Discover the "Genesis of Net Flows" in the inaugural PMS Chronicles. Coming soon.
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The NIFTY 50 fell 1.6% in May 2026, but Balanced Advantage Funds reacted very differently. Some increased equity exposure, others reduced it. Same market, different frameworks.
That's why not all BAFs are the same.
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FPS turns 1!
One year of learning, building, and growing. With a solid team behind us and ambitious milestones ahead, we're just getting started.
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The Magnificent 7 has driven a historic wealth cycle, but what comes next?
In our next Corporate America Webinar, we’re decoding:
- AI & Mag 7 valuations
- Concentration risk
- India as a top anti-crowded opportunity
A data-backed session for global & NRI investors.
Tune in!
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Rs.1,409,500,000,000+
(One lakh forty thousand nine hundred and fifty crore rupees)
This is the AUM of India's largest active mutual fund.
Parag Parikh Flexi Cap Fund turns 13.
Hearty congratulations! @PPFAS
Registration info (as per SEBI guidelines ) tinyurl.com/fpsassetsregistr…
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Subscribe to our channel on ▶️ YouTube and turn on notifications 🔔 to be the first to know!
youtu.be/gyQpG43payw
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Media Partner: AJs Digital Lab
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A conversation that’s worth its weight in Gold! A sneak peek into Episode 1 of beyondMF’s ‘Method to Madness’ Podcast (Part I) with Mr. @EASundaram, the Executive Director of BugleRock Capital.
Releasing today at 5:00 PM IST.
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