PMS Review

Listen to this article Quick Summary What Works What Doesn’t Experienced fund management leadership with a long track record across large institutional mandates Negative alpha versus benchmark across almost every trailing period — 6-month, 1-year, 2-year, 3-year, 5-year, and since inception Zero exit load across the first three years, giving you a genuinely free exit […]

Listen to this article Quick Summary What Works What Doesn’t Strong 3-month and 5-year-plus numbers, and a genuinely differentiated small/microcap mandate Sharp underperformance against its own benchmark over 1-year and 2-year trailing periods Experienced lead manager with a multi-decade, research-first background Net return has trailed the active small-cap mutual fund category average over 1-year, 3-year […]

Listen to this article Quick Summary What Works What Doesn’t Genuine micro-cap and small-cap mandate — average market cap of just ₹2,446.83 crore, staying true to what it promises rather than drifting toward safer, larger names No 2-year, 3-year, or 5-year trailing track record exists yet — the strategy is only 1 year and 11 […]

Listen to this article Quick Summary What Works What Doesn’t A genuinely different investment process — rules-based trend following with a fundamental overlay, not a static buy-and-hold portfolio 2-year alpha of -4.60% against the benchmark, and a 3-year return that is essentially flat versus benchmark (12.39% vs 12.53%) Investors get an actual choice of fee […]

Listen to this article Quick Summary What Works What Doesn’t One of the longest live track records in the PMS space — running continuously since October 2011, through multiple full market cycles Recent trailing returns have gone nearly flat: just 0.73% over 1 year and 4.55% over 2 years Technically ahead of its benchmark on […]

Listen to this article Quick Summary What Works What Doesn’t Genuinely distinctive mandate — mostly non-equity instruments with a tactical call-option overlay for equity upside, rather than a plain-vanilla equity book 3-year net return (10.34%) and 1-year net return (7.41%) both trail the regular-plan active Multi Asset Allocation mutual fund category average Strong since-inception track […]