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 […]
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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 […]
Social Media Judges Investments in a Week. Markets Take Months to Prove Them Wrong
Listen to this article A verdict takes about a week to form on social media these days. A stock takes considerably longer. That gap — between how fast we judge an investment decision and how long it actually takes to know whether that decision was right — is the real story behind one of the […]
Piper Serica Leader Portfolio Strategy PMS Review: Strong Returns, But Is It Right for You?
Listen to this article Quick Summary What Works What Doesn’t Genuine outperformance vs Nifty 50 TRI across 1, 3, 5-year and since-inception periods Portfolio is 71.2% small cap despite being registered in the “Multi-Cap” category Positive Jensen’s Alpha (3.2) — real, skill-based outperformance, not just beta Meaningfully higher volatility than its benchmark (19.6 vs 17.5 […]
