Falconstar Investments
Apr 5, 2021·4 min read

Dear Investors,

As Markets enter potentially bullish phase and digest the Rates hike % , Inflation woes and take them in their stride, it is good to remain aware of fundamentals of perception vs reality in various Investment products like Mutual Funds / PMS schemes.

The Data suggests that just like US and other developed Markets where 75% of Funds underperform the Benchmarks %, so is India no different. Brief analysis of 250+ PMS schemes reveals our worst fears that PMS schemes are not as remunerative as we would like them to be considering their Ticket sizes + Management Fees.

Are Mutual Funds better vehicles to ride the Markets than expensive PMS?

To be continued.....