Listen to this article Quick Summary What Works What Doesn’t Strong inception-to-date CAGR of 16.8% since 2001 Negative alpha vs benchmark across every period from 1Y to 10Y Transparent monthly factsheets with portfolio commentary 2.5% fixed fee against a backdrop of persistent underperformance Zero exit load — clean exit at any time ~74% large-cap allocation […]
Still Looking To Buy Gold? Here’s How To Reduce Your Cost of Purchase
Listen to this article Gold crossed ₹1,56,800 per 10 grams today. The government just hiked import duty back to 15%. The Prime Minister has publicly asked citizens to stop buying gold for a year. And yet, here you are — still looking to buy. You are not alone. You are, in fact, very Indian. No […]
Enam India Vision PMS Review 2026-27: Strong Research, Weak Net Returns?
Listen to this article Quick Summary What Works What Doesn’t No exit load, no performance fee — clean structure 3-year and since-inception returns trail benchmark net of fees Genuine multi-cap deployment including small caps 2.50% fixed fee consumes estimated gross alpha entirely GIPS-compliant institutional track record Publicly available disclosures do not provide stock-level holdings for […]
AIFs in India: High Returns on Paper, But When Does the Money Actually Come Back?
Listen to this article Alternative Investment Funds (AIFs) have rapidly become one of the most talked-about investment vehicles among India’s high-net-worth investors. From start-up founders and business owners to seasoned HNIs looking beyond mutual funds, many investors are increasingly allocating capital to private equity, venture capital, private credit, and hedge fund-style AIF strategies. The attraction […]
Aditya Birla Sun Life AMC India Special Opportunities Portfolio PMS Review 2026-27
Listen to this article Category: PMS Review | Multi Cap & Flexi Cap Benchmark: S&P BSE 500 TRI | Inception: June 2018 | AUM: ₹1,099 Cr Quick Summary What Works What Doesn’t Experienced fund management team Benchmark underperformance across 1, 2, 3 and 5-year periods Catalyst-driven mandate — differentiated on paper High fee drag erodes […]
Starting Retirement Planning in Your 40s or 50s? Here’s How to Catch Up Strategically
Listen to this article Table of Contents: 1. A Late Start Doesn’t Mean Retirement Failure 2. Why Many Investors Start Late 3. The Mathematics of Delayed Investing 4. Why Chasing High Returns Can Be Dangerous 1. A Late Start Doesn’t Mean Retirement Failure Personal finance content often glorifies people who began investing in their early […]
