PMS Review

Listen to this article What Works What Doesn’t Since-inception CAGR of 13.97% beats benchmark (11.46%) — a genuine 18-year track record that isn’t fabricated 5-year CAGR of 8.88% trails the benchmark’s 12.28% — you paid 2.5% for below-index returns over the period most relevant to you ~93% away from BSE 500 — genuinely differentiated portfolio, […]

Listen to this article What Works What Doesn’t Since-inception CAGR of 15.05% beats BSE 500 TRI (12.20%) — but that edge has quietly narrowed over recent periods Underperforms benchmark across every recent trailing period — 1Y, 2Y, 3Y, and 5Y Concentrated 23-stock portfolio offers some differentiation in stock selection — though largely large-cap names 5-year […]

Listen to this article Quick Summary ✅ What Works ⚠️ What Doesn’t Strong 1-month rebound (+15.14%) ahead of benchmark Trails benchmark across 3Y, 5Y, and since inception on an annualised basis Reasonable portfolio diversification — 38 stocks across sectors 2.5% fixed fee is a heavy drag when net alpha is near zero or negative Transparent […]

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 […]

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 […]

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 […]