PMS Review

Listen to this article Quick Summary What Works What Doesn’t Genuine contrarian, valuation-conscious philosophy with a 34-year manager track record Underperformed its benchmark in the 1-year, 2-year, 3-year and since-inception periods Zero exit load in years 1–3 — leaving costs you nothing structurally 2.50% fixed fee (or 2.00% + 15% profit share) on a portfolio […]

Listen to this article Quick Summary What Works What Doesn’t Genuine, disciplined pure-play SmallCap mandate — no style drift into large or mid-caps 13.75% profit share on all profits, with no hurdle rate — the fee bites from rupee one of gain Positive alpha over the benchmark across 1-year, 2-year, 3-year and since-inception periods 5-year […]

Listen to this article You didn’t sign up for a Nifty-tracking portfolio at 2.5% a year. You signed up for a fund manager who promised “quality compounders” — businesses with enduring pricing power and durable moats that let your money snowball quietly. That was the pitch behind the Ambit Coffee Can Portfolio (ACCP) back in […]

Listen to this article Maybe since the early days, when the numbers looked spectacular. Maybe more recently, drawn in by a strong three-year story. Either way, you’re here for one reason: you want an honest answer to a simple question — is this PMS still earning its fee? We’re not going to tell you what […]

Listen to this article You’ve held Dalal and Broacha Long Term Growth for a while, or you’re weighing whether to add it to a satellite sleeve. Either way, you’re here because trailing returns on a factsheet only tell you so much. You want to know if the fee is earning its place, and whether the […]

Listen to this article You’re looking at a PMS with a track record most strategies in this category simply don’t have — 23 years, live since June 2003. That’s long enough to have gone through the 2008 crisis, the 2013 taper tantrum, the 2018 mid-cap correction, the 2020 crash, and whatever 2025 threw at small […]