Imagine you are reviewing a portfolio for an institutional client in Mumbai. You have already calculated the weighted average return of their current holdings, but the client asks a probing question: 'Is this return...
Imagine you are an analyst reviewing performance reports for two distinct Portfolio Management Service (PMS) providers to recommend a strategy to a high-net-worth client. One provider presents their five-year performance...
Imagine you are reviewing a portfolio performance report for a client who invested ₹10 lakhs in an equity mutual fund on January 1st. In July, when the market was booming, the client injected an additional ₹20 lakhs into...
Imagine you are reviewing the performance summary for a client invested in a thematic mutual fund. The marketing brochure boasts a 15% annual return, which leads the client to believe their corpus will double in five...
Imagine you are reviewing the performance of a high-growth small-cap fund for an investor presentation. The fund reported a stellar gain of 40% in the first year, followed by a decline of 30% in the second year. If you...
Imagine you are reviewing a Portfolio Management Service (PMS) report for a client who has invested in a mid-cap strategy over the last three fiscal years. The report lists returns of 20%, -10%, and 15% respectively. You...
Imagine you are an investment analyst reviewing a client’s portfolio performance in India. You see two equity mutual funds: Fund A, an actively managed mid-cap fund with high churn, and Fund B, a low-turnover index fund....
Imagine you are an analyst at a domestic brokerage firm reviewing a mid-cap fund’s performance report for a client. The report proudly highlights an arithmetic average return of 10 percent over two years, derived from a...
Imagine you are reviewing a portfolio management service (PMS) performance report that boasts a 15% annual return. A colleague might stop there, satisfied with the headline figure, but a diligent analyst asks how that...
Imagine you are reviewing the annual performance report of a large-cap mutual fund in India. The fund has delivered a stellar return of 18% during a year when the Nifty 50 index rose by 12%. At a glance, the portfolio...