Holistic

Listen to this article Quick Summary What Works What Doesn’t Outperforms its benchmark (BSE 500 TRI) over 1-month, 3-month, 6-month, 1-year and 2-year trailing periods 3-year net return (12.10%) trails the active Flexi Cap mutual fund category average (~13.5%) Clear, differentiated thematic mandate — Consumption, GLOCAL, Digitisation 5-year net return (12.22%) is roughly in line […]

Listen to this article Quick Summary What Works What Doesn’t Over the 5-year and since-inception windows, net returns are essentially neck-and-neck with the Mid Cap mutual fund category average Over the 1-year and 3-year windows, the portfolio has lagged the Mid Cap category average by a meaningful margin Fund manager Balaji Vaidyanath has a well-documented […]

Listen to this article Quick Summary What Works What Doesn’t Genuinely strong long-term track record — has beaten its own benchmark (Nifty 50 TRI) by a wide margin over 3-year, 5-year and since-inception windows Its edge over a comparable actively managed flexi-cap mutual fund is much thinner than its edge over the index, and turns […]

Listen to this article Quick Summary What Works What Doesn’t Fund manager has run the strategy since almost inception (joined ASK Jan 2018, portfolio launched Jun 2018) — low key-person risk Trailed the average actively managed flexi-cap mutual fund on a net-of-fee basis across the 1-year, 3-year, 5-year and since-inception trailing windows Concentrated, high-conviction ~25-stock […]

Listen to this article Quick Summary What Works What Doesn’t Consistent positive alpha over every disclosed period — 1-year (+11.34%), 2-year (+3.25%), 3-year (+4.95%) and since inception (+4.53%) — against its passive benchmark Stock count, average market cap and sector weights aren’t publicly published for this strategy — standard practice for many PMS providers, but […]