Quick Summary What Works What Doesn’t Strong alpha over 1-year, 2-year, 3-year, and since-inception periods 5-year alpha is negative — the one period that matters most to a real HNI holding period Zero exit load at any point — genuine flexibility to leave 2% flat fee (or hybrid fee) is high for a portfolio now […]
PMS Review
Avestha Long Term Growth PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Positive alpha over the S&P BSE 500 TRI across the 2, 3, 5-year, and since-inception periods Sharply negative 1-year alpha (-3.76%) and a negative Sharpe Ratio (-0.64) — the most recent, most relevant window looks weak Highly experienced fund manager (Farokh Pandole — Harvard, Wharton, […]
Helios India Rising PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Positive alpha over the S&P BSE 500 TRI across the 1, 2, 3, and 5-year trailing periods Since-inception alpha is essentially flat — the portfolio has matched, not beaten, its benchmark over the full cycle Experienced fund manager (28 years in Indian equities) with continuity […]
ICICI Prudential Growth Leaders Strategy PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Genuine positive alpha over BSE 500 TRI across the 3-year (+3.23%), 4-year (+3.30%) and 5-year (+2.22%) trailing periods Alpha turns negative since inception (-0.34%) and over the trailing 2-year period (-0.43%) Real multi-cap flexibility in practice — 59.32% large cap, 21.77% mid cap, 14.98% small […]
ithought Solitaire PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Strong, verified alpha over the benchmark across the 3-year and 5-year trailing periods, net of fees. A low 1.50% fixed fee — among the most investor-friendly fee structures in the PMS space. Low beta (0.76) with 75%+ holdings in debt-free companies; a genuinely defensive quality […]
360 ONE Asset Management Phoenix PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Strong 3-year and 5-year gross alpha vs benchmark (+13% and +14%)SCDV framework is differentiated and consistently appliedDiversified 51-stock portfolio reduces single-stock concentration risk AUM of Rs 1,727 Cr signals institutional credibility Fund manager with 15 years’ experience and sector-specialist background 1-year net return is negative […]
