Consider a situation where a long-term HNI client asks you why their Nifty 50 index fund is lagging compared to a peer’s portfolio that tracks the Nifty 500. They suspect the distributor was negligent, but the real issue...
A client in Indore recently approached me, confused by why two different index funds tracking the same Nifty 50 benchmark showed slightly varied tracking errors. She assumed that since they were both 'index funds', their...
Picture a client who walks into your office in Indore, frustrated that their large-cap mutual fund is trailing the Nifty 50 benchmark despite the market being in a bull run. You need to look beyond the NAV and examine...