Mutual Fund Recommendations
Why do you always end up choosing underperforming mutual funds?
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Choosing solely based on past returns
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Choosing based on star ratings: Ratings are primarily determined by analyzing past data, which changes every year or quarter, and has no proven predictive capability.
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Choosing based on volatility indicators such as standard deviation, Sharpe ratio, Sortino ratio, and beta.
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Frequent switching of funds is counterproductive due to the cyclical nature of fund performance.
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Our fund selection approach
For us, choosing a fund means entrusting the fund manager with your hard-earned money. We place the utmost importance on understanding the fund manager's investment style, performance history across market cycles, the composition of the fund's portfolio and relative attractiveness of various sectors/themes.
Identify future winners by analyzing fund’s portfolio and investment style
Qualitative review of past data and not merely quantitative screening
Assessment of Fund Manager’s capability, track record and longevity
Independent In-house sector and economy research for sectoral and thematic bets
Monitoring of economic environment and changes in fund’s investment style