Listen to this article Quick Summary What Works What Doesn’t Genuine positive alpha over BSE 500 TRI across the 3-year (+3.23%), 4-year (+3.30%) and 5-year (+2.22%) trailing periods Alpha turns negative since inception (-0.34%) and over the trailing 2-year period (-0.43%) Real multi-cap flexibility in practice — 59.32% large cap, 21.77% mid cap, 14.98% small […]
ithought Solitaire PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Strong, verified alpha over the benchmark across the 3-year and 5-year trailing periods, net of fees. A low 1.50% fixed fee — among the most investor-friendly fee structures in the PMS space. Low beta (0.76) with 75%+ holdings in debt-free companies; a genuinely defensive quality […]
360 ONE Asset Management Phoenix PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Strong 3-year and 5-year gross alpha vs benchmark (+13% and +14%)SCDV framework is differentiated and consistently appliedDiversified 51-stock portfolio reduces single-stock concentration risk AUM of Rs 1,727 Cr signals institutional credibility Fund manager with 15 years’ experience and sector-specialist background 1-year net return is negative […]
IndiaFirst Life TULIP Pro Plan: Good or Bad? An Insightful ULIP Review
Listen to this article Can the IndiaFirst Life TULIP Pro Plan truly help you build long-term wealth while providing life insurance, or is it just another ULIP with limited advantages? Does the IndiaFirst Life TULIP Pro Plan offer the right balance of investment growth and financial protection, or are there better options available? Is the […]
Purnartha Pratham Strategy PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary ✅ What Works ❌ What Doesn’t Strong recent momentum (1M: +17.28%, 3M: +17.01%) Genuine multi-cap flexibility with meaningful small/mid allocation Concentrated conviction portfolio — clear mandate discipline Transparent fund manager with articulated philosophy ₹1,700+ Cr AUM signals institutional confidence 5-year return of 12.41% trails benchmark 13.88% — net-of-fee gap […]
Axis Securities Kaizen PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Sharp recent outperformance — beating the benchmark by double digits over 1 year and 2 years CY2025 saw a -6.3% loss while the benchmark gained 7.6% — a swing investors lived through in real time Genuine thematic differentiation — manufacturing-focused, small-cap-heavy portfolio most mutual funds […]
