PMS Review
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Solidarity Prudence PMS Review: Performance, Fees & Should You Stay Invested?
Quick Summary What Works What Doesn’t Strong alpha over 1-year, 2-year, 3-year, and since-inception periods 5-year alpha is negative — the one period that…
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Avestha Long Term Growth PMS Review: Performance, Fees & Should You Stay Invested?
Quick Summary What Works What Doesn’t Positive alpha over the S&P BSE 500 TRI across the 2, 3, 5-year, and since-inception periods Sharply negative…
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Helios India Rising PMS Review: Performance, Fees & Should You Stay Invested?
Quick Summary What Works What Doesn’t Positive alpha over the S&P BSE 500 TRI across the 1, 2, 3, and 5-year trailing periods Since-inception…
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ICICI Prudential Growth Leaders Strategy PMS Review: Performance, Fees & Should You Stay Invested?
Quick Summary What Works What Doesn’t Genuine positive alpha over BSE 500 TRI across the 3-year (+3.23%), 4-year (+3.30%) and 5-year (+2.22%) trailing periods…
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ithought Solitaire PMS Review: Performance, Fees & Should You Stay Invested?
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…
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360 ONE Asset Management Phoenix PMS Review: Performance, Fees & Should You Stay Invested?
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…
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Purnartha Pratham Strategy PMS Review: Performance, Fees & Should You Stay Invested?
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…
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Axis Securities Kaizen PMS Review: Performance, Fees & Should You Stay Invested?
Quick Summary What Works What Doesn’t Sharp recent outperformance — beating the benchmark by double digits over 1 year and 2 years CY2025 saw…
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Axis Securities Pure Contra PMS Review: Alpha, Fees & Portfolio Fit Decoded
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…
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Unifi Capital BCAD2 Breakout 20 PMS Review: Performance, Fees & Should You Stay Invested?
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…
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