Listen to this article Can the PNB MetLife Smart Goal Ensuring Multiplier Plan truly help you achieve your long-term financial goals, or is it just another insurance plan with limited wealth-creation potential? Does the PNB MetLife Smart Goal Ensuring Multiplier Plan offer the right combination of financial protection and savings, or are there better alternatives […]
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PNB MetLife Smart Platinum Pro Plan: Good or Bad? A Detailed ULIP Review
Listen to this article Does the PNB MetLife Smart Platinum Pro Plan provide the right foundation for your financial journey? Can the PNB MetLife Smart Platinum Pro Plan help you achieve your life goals? What are the features, benefits, and costs of the PNB MetLife Smart Platinum Pro Plan? Is the PNB MetLife Smart Platinum […]
ABSL India Special Opportunities Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Since-inception return of 14.00% is roughly in line with the flexi-cap active mutual fund category average — the long-run promise hasn’t been broken Trailing 1-year, 2-year, 3-year and 5-year returns have all lagged the flexi-cap category average, with the 1-year gap running especially wide Backed […]
HSBC India Next Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
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 […]
NAFA Emerging Bluechip Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
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 […]
