Consider a situation where a client notices their Large Cap mutual fund has returned 12 percent over the year, but the Nifty 50 index is up by 15 percent. They immediately question why their fund manager is...
Consider a situation where a client notices their large-cap mutual fund consistently underperforms a well-known market index. They assume the fund manager is incompetent, but when you examine the index methodology, you...
Consider a situation where a client approaches you with a portfolio consisting of a sectoral banking fund, asking why it has trailed the broad-market Nifty 50 index over the last three years. If you simply point to the...