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 […]
PMS Review
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 […]
Purnartha Pratham Strategy PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary ✅ What Works ❌ What Doesn’t Strong recent momentum (1M: +17.28%, 3M: +17.01%) Genuine multi-cap flexibility with meaningful small/mid allocation Concentrated conviction portfolio — clear mandate discipline Transparent fund manager with articulated philosophy ₹1,700+ Cr AUM signals institutional confidence 5-year return of 12.41% trails benchmark 13.88% — net-of-fee gap […]
Axis Securities Kaizen PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Sharp recent outperformance — beating the benchmark by double digits over 1 year and 2 years CY2025 saw a -6.3% loss while the benchmark gained 7.6% — a swing investors lived through in real time Genuine thematic differentiation — manufacturing-focused, small-cap-heavy portfolio most mutual funds […]
Axis Securities Pure Contra PMS Review: Alpha, Fees & Portfolio Fit Decoded
Listen to this article Quick Summary What Works What Doesn’t Exceptional long-run track record — 19.36% annualised since inception, beating the benchmark by 3.70% per year Strong 3-year and 5-year alpha (+3.22% and +4.48% annualised) — among the best in the Multicap PMS category Outstanding calendar year performance: 37.3% in CY21, 38.5% in CY23, and […]
Unifi Capital BCAD2 Breakout 20 PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary Box What Works What Doesn’t Genuine small-cap differentiation — 56% small-cap weight gives access mutual funds cannot always replicate efficiently Negative alpha over 1-year, 2-year, and 3-year trailing periods against the BSE 500 TRI A clear, well-articulated investment thesis (unorganized-to-organized consolidation) backed by real macro data Since-inception alpha is […]
