Portfolio management includes prioritizing, choosing the right investments, and strategising to achieve good returns. It simply refers to overseeing a person’s financial investments. The portfolio may consist of cash, bonds, mutual funds, or any other investment. This process needs a strong understanding of the stock market and the ability to direct investments.
To achieve the desired outcome, investors need to account for certain concepts when building a strong portfolio.
These are some crucial components of portfolio management.
The portfolio manager takes full control of investment decisions based on the client’s goals and risk profile.
The manager gives advice, but the client makes final decisions.
The manager offers investment advice only; clients execute trades themselves.
| PORTFOLIO | STRATEGY | CATEGORY | 1 Mnth | 1Y Return | 3Y Return | 29.88% |
|---|---|---|---|---|---|---|
| Incred Asset Management | Focused Healthcare Portfolio | Thematic | 6.00% | 61.41% | NA | 29.88% |
| Incred Asset Management | Healthcare Portfolio | Thematic | 3.99% | 43.03% | 30.51% | 29.88% |
| Wallfort PMS & Advisory Services LLP | Ameya Fund | Small & Mid Cap | 7.77% | 40.46% | NA | 29.88% |
| Money Grow Asset PVT LTD | Small Midcap | Small & Mid Cap | 16.49% | 37.06% | NA | 29.88% |
| Wallfort PMS & Advisory Services LLP | Diversified Fund | Small & Mid Cap | 10.83% | 31.76% | 44.07% | 29.88% |
| Svan Investment Managers LLP | Velocity | Small & Mid Cap | 12.76% | 31.72% | NA | 29.88% |
| Valcreate Investment Managers LLP | IME Digital Disruption | Thematic | 5.01% | 31.59% | NA | 29.88% |
| Wallfort PMS & Advisory Services LLP | India Contra Equity Fund | Small & Mid Cap | 8.97% | 30.77% | NA | 29.88% |
| Wave Asset PVT LTD | Bloom | Multi Cap & Flexi Cap | 0.95% | 30.61% | NA | 29.88% |
| Himalaya Investment Advisors LLP | Everflow India Opportunities | Multi Cap & Flexi Cap | 6.10% | 28.21% | NA | 29.88% |
We partner with industry-recognized names offering credible track records and unique investment philosophies. Our role is to empower you with insights, simplify your decision-making process, and facilitate your access to this evolving investment universe.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
