Mutual funds vs portfolio management services: What’s right for you?
Published by Mint
Abhishek Kumar's role: Quoted
Abhishek Kumar, founder of SahajMoney, said the data showed no significant outperformance by portfolio management services over mutual funds, and that the worst PMS returns fell well below the worst mutual fund returns in the same category.
More of Abhishek's views on mutual funds
Mint compares returns of direct mutual fund plans with portfolio management services across large-cap, mid-cap, small-cap and mixed categories over one, three and five years, using a sample of PMS strategies. It finds direct funds ahead on median returns in most periods and explains the ₹50 lakh PMS minimum, tax treatment, wider spread of outcomes and survivorship bias. It includes comments from Abhishek Kumar.
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Mutual funds vs portfolio management services: What’s right for you?
