Business Today
- Jul 13

38% return in 3 months! Look who made most money for the rich investors in the June quarter

A couple of portfolio managers delivered robust alpha to their high-net-worth clients in the June quarter, when the broader markets outperformed the benchmark equity indices. Data showed that Equitree Capital Advisors’ small-cap PMS strategy Emerging Opportunities topped the chart with a return of 37.53 per cent for the quarter ended June 30, 2023.

The BSE Midcap and BSE Smallcap gained 21 per cent and 20 per cent, respectively, during the same period. On the other hand, the 30-share BSE Sensex advanced nearly 20 per cent in Q1FY24.