PMS Review

Listen to this article Quick Summary What Works What Doesn’t Zero exit load in every year — genuinely rare in the PMS industry 1-year return of -5.33% trails both its benchmark and the active flexi cap category average by wide margins Backed by ASK Investment Managers — the country’s largest discretionary equity PMS house Top […]

Listen to this article Quick Summary What Works What Doesn’t Beats its own benchmark (S&P BSE 500 TRI) across every disclosed trailing period, including a resilient 6-month stretch when the benchmark was negative Portfolio is 77.78% small cap and 0% mid cap — a barbell, not the balanced “Multi Cap & Flexi Cap” mix the […]

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 […]

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 […]

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 […]

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 […]