Table of Contents
How do you outperform Nifty?
Six simple ways to beat the Nifty over the next five years
- Create a portfolio ignoring the obvious laggards.
- Focus on the big rural story; therein lies the alpha.
- Commodities could surprise on the upside.
- Be overweight on consumer stocks.
- Housing could lead a revival this year, finally..
What is the best index fund in India?
The following table shows the best index funds in India, based on the past 10-year returns:
| Mutual fund | 5 Yr. Returns | 3 Yr. Returns |
|---|---|---|
| ICICI Prudential Smallcap Fund | 19.39\% | 29.43\% |
| Baroda Multi Cap Fund Plan A Growth | 16.67\% | 25.47\% |
| SBI Contra Fund – Direct Plan – Growth | 19.08\% | 25.47\% |
| SBI Contra Fund | 18.3\% | 24.7\% |
What is PMS stock market?
PMS schemes cater to wealthy investors with portfolio sizes exceeding Rs 50 lakh. Their professional fee structure is different from regular mutual funds and they invest in quality businesses and companies through Indian equities with an objective to grow wealth over the long term.
What is the portfolio management services?
Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth.
How should I invest in Sensex or Nifty?
You can start investing directly in the constituents of the SENSEX and the weightage they have in that particular index. This means that you can directly buy the stocks in the quantity which is equivalent to the stock’s weightage. The better option to invest in SENSEX would be to invest in index mutual funds.
Is PMS good or bad?
So, the PMS performance looks better than it actually is. Nine, a PMS is a less tax-efficient product than a mutual fund. So, you have to estimate the post-tax returns (depending on the timing of each transaction, gains could be long- or short-term).
Is PMS a good option?
Therefore, PMS fund managers can potentially generate greater alpha as compared to their mutual fund peers,” said Nitin Rao, CEO, InCred Wealth. So, for wealthy investors, investing through good PMS Managers may be a worthy choice, but for retail investors, MF is certainly a better choice.