Listen to this article Quick Summary What Works What Doesn’t Strong 3-month and 5-year-plus numbers, and a genuinely differentiated small/microcap mandate Sharp underperformance against its own benchmark over 1-year and 2-year trailing periods Experienced lead manager with a multi-decade, research-first background Net return has trailed the active small-cap mutual fund category average over 1-year, 3-year […]
HDFC Life Click 2 Invest Plus Plan: Good or Bad? A Detailed ULIP Review
Listen to this article Can the HDFC Life Click 2 Invest Plus help you achieve your long-term financial goals? Is the HDFC Life Click 2 Invest Plus an effective investment option for long-term wealth creation? What are the key features, benefits, and investment options available under the HDFC Life Click 2 Invest Plus? Does the […]
Ambit Micro Marvels Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Genuine micro-cap and small-cap mandate — average market cap of just ₹2,446.83 crore, staying true to what it promises rather than drifting toward safer, larger names No 2-year, 3-year, or 5-year trailing track record exists yet — the strategy is only 1 year and 11 […]
Marathon Trends Advisory Trend Following PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t A genuinely different investment process — rules-based trend following with a fundamental overlay, not a static buy-and-hold portfolio 2-year alpha of -4.60% against the benchmark, and a 3-year return that is essentially flat versus benchmark (12.39% vs 12.53%) Investors get an actual choice of fee […]
Master Trust India Growth Strategy PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t One of the longest live track records in the PMS space — running continuously since October 2011, through multiple full market cycles Recent trailing returns have gone nearly flat: just 0.73% over 1 year and 4.55% over 2 years Technically ahead of its benchmark on […]
Agreya Multi-Asset Enhancer PMS Review: Performance, Fees & Is It Worth the Cost?
Listen to this article Quick Summary What Works What Doesn’t Genuinely distinctive mandate — mostly non-equity instruments with a tactical call-option overlay for equity upside, rather than a plain-vanilla equity book 3-year net return (10.34%) and 1-year net return (7.41%) both trail the regular-plan active Multi Asset Allocation mutual fund category average Strong since-inception track […]
