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 […]
Spark Asia Impact India at 75 Flexicap PMS Review: Performance, Fees & Should You Stay Invested?
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 […]
ASK Domestic Resurgence Portfolio PMS Review: Alpha, Fees & Portfolio Fit Decoded
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 […]
JM Financial Apex PMS Review: Performance, Fees & Should You Invest?
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 […]
Why Gold Should Be Part of Every Investment Portfolio: A Complete Guide to Protecting and Growing Your Wealth
Listen to this article Gold has always occupied a special place in the minds of investors. Whenever markets become volatile, inflation rises, or economic uncertainty dominates headlines, interest in gold tends to increase. Many people view it as a safe-haven asset, while others consider it an excellent long-term investment. But does buying more gold automatically […]
PNB MetLife RISE Plan: Good or Bad? An Insightful Review
Listen to this article Can the PNB MetLife RISE Plan truly help you build a financially secure future, or is it just another insurance plan with limited wealth-creation potential? Does the PNB MetLife RISE Plan offer the right balance between financial protection and savings, or are there better alternatives available? Is the PNB MetLife RISE […]
