Listen to this article Quick Summary What Works What Doesn’t 16+ years of track record through multiple market cycles Underperformed its benchmark across the 1, 2, 3 and 5-year trailing periods Disciplined, transparent, rules-based investment mandate (earnings growth, quality, PBT filters) Net return of 4.31–4.41% over 3–5 years against a 2.5% fixed fee (or 1.5% […]
PMS Review
Unifi Capital APJ 20 PMS Review: Performance, Fees & Should You Invest?
Listen to this article Quick Summary What Works What Doesn’t A headline long-term track record: 19.7% CAGR since inception (Sept 2015) against the benchmark’s 13.7%, with positive alpha showing up across every disclosed trailing period. That 19.7% number was largely built under a different mandate, in a different market, before the strategy was soft-closed to […]
Bugle Rock Core Value Strategy PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Genuine contrarian, valuation-conscious philosophy with a 34-year manager track record Underperformed its benchmark in the 1-year, 2-year, 3-year and since-inception periods Zero exit load in years 1–3 — leaving costs you nothing structurally 2.50% fixed fee (or 2.00% + 15% profit share) on a portfolio […]
SageOne Smallcap Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Genuine, disciplined pure-play SmallCap mandate — no style drift into large or mid-caps 13.75% profit share on all profits, with no hurdle rate — the fee bites from rupee one of gain Positive alpha over the benchmark across 1-year, 2-year, 3-year and since-inception periods 5-year […]
Ambit Coffee Can Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article You didn’t sign up for a Nifty-tracking portfolio at 2.5% a year. You signed up for a fund manager who promised “quality compounders” — businesses with enduring pricing power and durable moats that let your money snowball quietly. That was the pitch behind the Ambit Coffee Can Portfolio (ACCP) back in […]
Vallum India Discovery PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Maybe since the early days, when the numbers looked spectacular. Maybe more recently, drawn in by a strong three-year story. Either way, you’re here for one reason: you want an honest answer to a simple question — is this PMS still earning its fee? We’re not going to tell you what […]
