Listen to this article Quick Summary What Works What Doesn’t Positive alpha since inception against three of the four key benchmarks tested Over the last year, alpha trails the average actively managed mutual fund in the same category — across every single benchmark measured Ten-year track record (inception July 2016), 65.55% positive months since inception […]
INL Guaranteed Earnings for Milestone Plan: Good or Bad? A Detailed Review
Listen to this article IIs the INL Guaranteed Earnings for Milestone Plan a reliable income solution? Can the INL Guaranteed Earnings for Milestone Plan help you achieve your financial milestones? What are the features, benefits, and drawbacks of the INL Guaranteed Earnings for Milestone Plan? Should you invest in the INL Guaranteed Earnings for Milestone […]
Nine Rivers Capital Aurum Small Cap Opportunities PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Positive net alpha over the 5-year (+0.48%), 10-year (+1.38%) and since-inception (+11.04%) periods Negative net return, and negative alpha, over the trailing 1-year (-2.90%, alpha -0.94%) and 2-year (-1.57%, alpha -3.09%) periods Long, disciplined 13.5-year track record run by the same MD & CIO 3-year […]
INL Guaranteed Advantage Income Plan: Good or Bad? A Detailed Review
Listen to this article Can the INL Guaranteed Advantage Income Plan truly provide the steady, guaranteed income it promises, or is it just another insurance product with limited long-term value? Is the INL Guaranteed Advantage Income Plan a smart choice for securing a predictable income stream, or do its guaranteed benefits come at the cost […]
Renaissance Investment Managers India Next PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Strong long-term alpha: 5-year net CAGR of 22.22% against the benchmark’s 14.77%, and a 7-year net CAGR of 18.86% against 15.77%. A sharp recent reversal: -7.68% alpha over the trailing 1 year, -5.51% over 6 months, and -7.29% over the current financial year to date. […]
SBI Aeon Alpha Portfolio PMS Review: Strong Early Returns, But Key Gaps in Disclosure
Listen to this article Quick Summary What Works What Doesn’t Consistent outperformance vs Nifty 50 TRI across every trailing period disclosed — 1 month through since inception Sector allocation, average market cap, and portfolio composition are all listed as “Undisclosed” in the latest factsheet Backed by SBI Funds Management’s scale — a 52-person investment team […]
