All posts tagged: returns

PMS V/s Mutual Funds April 2022

A detailed score card prepared by on Portfolio Management Services (PMS) vs Equity Mutual Funds (MF) as of 30.04.2022

Almost in all different tenor 1,2,3 & 10 year, Care PMS Growth Plus Value strategy delivered returns higher than top performing Small & Midcap Mutual fund schemes.

Vishal ShahPMS V/s Mutual Funds April 2022
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Buy and Hold? or Buy and Forget?

Let’s start with a famous saying “You Should Never Outsource Your Eyes”

We now produce an illustrative conversation between a client and a portfolio Manager:

Portfolio Manager: Our investment philosophy which says ‘Buy and Hold’, to further clarify the concept internally we think it should be ‘Buy and Forget’.

Client: So, once you are invested what you do?

Portfolio Manager: We search for other better option and we keep monitoring existing investments.

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