Mutual funds vs portfolio management services: What’s right for you?

By the end of 2024, the mutual fund industry had assets under management (AUM) of ₹66.9 trillion, while the PMS industry had a combined AUM of ₹37.1 trillion. The market regulator allows more flexibility to PMS fund managers totake aggressive bets with their clients’ portfolios, potenially delivering higher returns than mutual funds which operate under … Read more

Can these mutual fund ratios help you pick the right scheme?

A closer look at key quantitative measures can reveal how a fund is managed, the level of risk it takes, and its consistency across market cycles. What are these measures and what do they say about the scheme? Turnover ratio The portfolio turnover ratio is the percentage of investments a fund manager replaces in a … Read more