Listen to this article Quick Summary What Works What Doesn’t Strong long-term alpha: 5-year net CAGR of 22.22% against the benchmark’s 14.77%, and a 7-year net CAGR of 18.86% against 15.77%. A sharp recent reversal: -7.68% alpha over the trailing 1 year, -5.51% over 6 months, and -7.29% over the current financial year to date. […]
PMS Review
SBI Aeon Alpha Portfolio PMS Review: Strong Early Returns, But Key Gaps in Disclosure
Listen to this article Quick Summary What Works What Doesn’t Consistent outperformance vs Nifty 50 TRI across every trailing period disclosed — 1 month through since inception Sector allocation, average market cap, and portfolio composition are all listed as “Undisclosed” in the latest factsheet Backed by SBI Funds Management’s scale — a 52-person investment team […]
Piper Serica Leader Portfolio Strategy PMS Review: Strong Returns, But Is It Right for You?
Listen to this article Quick Summary What Works What Doesn’t Genuine outperformance vs Nifty 50 TRI across 1, 3, 5-year and since-inception periods Portfolio is 71.2% small cap despite being registered in the “Multi-Cap” category Positive Jensen’s Alpha (3.2) — real, skill-based outperformance, not just beta Meaningfully higher volatility than its benchmark (19.6 vs 17.5 […]
Valentis Rising Star Opportunity PMS Review: Performance, Portfolio Fit & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Positive alpha over the benchmark across every disclosed trailing period — 1-year, 2-year, 3-year, 5-year and since-inception (17.28% vs 13.60%) Top holdings and sector allocation are undisclosed — you know the market-cap mix, not what’s actually in the book Genuinely disciplined small/mid-cap positioning: 85.69% small […]
ASK India Select Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t 16+ years of track record through multiple market cycles Underperformed its benchmark across the 1, 2, 3 and 5-year trailing periods Disciplined, transparent, rules-based investment mandate (earnings growth, quality, PBT filters) Net return of 4.31–4.41% over 3–5 years against a 2.5% fixed fee (or 1.5% […]
Unifi Capital APJ 20 PMS Review: Performance, Fees & Should You Invest?
Listen to this article Quick Summary What Works What Doesn’t A headline long-term track record: 19.7% CAGR since inception (Sept 2015) against the benchmark’s 13.7%, with positive alpha showing up across every disclosed trailing period. That 19.7% number was largely built under a different mandate, in a different market, before the strategy was soft-closed to […]
