Benchmark indices Nifty and Sensex endured a sharp sell-off in September, falling more than 6% each as escalating tensions in the Middle East, soaring oil prices and bond yields hitting multi-decade highs rattled investor sentiment. Data from PMS Bazaar showed that while several portfolios struggled to contain losses, small-cap and SME-focused strategies stood out on the other side of the performance table, delivering some of September's strongest returns.
Accelt Asset Management LLP’s Long Term Equity Fund, following a Multi Cap & Flexi Cap strategy against the BSE 500 TRI, delivered a one-month return of 3.73%.
Qode Advisors LLP’s Qode Growth Fund, following a Small Cap strategy against the BSE 500 TRI, delivered a one-month return of 3.90%.
Wallfort Fund Management LLP’s Ameya Fund, following a Small & Mid Cap strategy against the BSE 500 TRI, delivered a one-month return of 3.92%.
Bharat Bhushan Equity Traders Limited’s BB Money Plant, following a Multi Cap & Flexi Cap strategy against the BSE 500 TRI, delivered a one-month return of 4.20%.