PMS Review

Listen to this article Quick Summary Box What Works What Doesn’t Genuine 16-year track record (since Nov 2009) with positive alpha since inception Recent 1-year and 6-month returns trail the BSE 500 TRI Positive alpha over 3-year, 5-year, and rolling return windows Fixed fee of 2.5% (or 1.5% + profit share) is high relative to […]

Listen to this article Quick Summary What Works What Doesn’t Strong since-inception alpha (+4.89% annualised vs benchmark) — the long-run track record is genuinely good Recent 1-month and 3-month numbers show the portfolio cushioning losses better than the benchmark Experienced leadership team with multi-decade institutional pedigree Underperformed its benchmark on every trailing period from 1-year […]

Listen to this article What Works What Doesn’t Since-inception CAGR of 17.93% comfortably beats the benchmark’s 12.69% — a genuine 11-year, 9-month track record Standard deviation of 16.40% vs benchmark’s 13.91% — you are carrying meaningfully more volatility, and the 1-year return of -4.65% shows exactly how that volatility feels in a bad stretch 5-year […]

Listen to this article What Works What Doesn’t Since-inception CAGR of 13.97% beats benchmark (11.46%) — a genuine 18-year track record that isn’t fabricated 5-year CAGR of 8.88% trails the benchmark’s 12.28% — you paid 2.5% for below-index returns over the period most relevant to you ~93% away from BSE 500 — genuinely differentiated portfolio, […]

Listen to this article What Works What Doesn’t Since-inception CAGR of 15.05% beats BSE 500 TRI (12.20%) — but that edge has quietly narrowed over recent periods Underperforms benchmark across every recent trailing period — 1Y, 2Y, 3Y, and 5Y Concentrated 23-stock portfolio offers some differentiation in stock selection — though largely large-cap names 5-year […]

Listen to this article Quick Summary ✅ What Works ⚠️ What Doesn’t Strong 1-month rebound (+15.14%) ahead of benchmark Trails benchmark across 3Y, 5Y, and since inception on an annualised basis Reasonable portfolio diversification — 38 stocks across sectors 2.5% fixed fee is a heavy drag when net alpha is near zero or negative Transparent […]