Advice Based Mutual Funds
With increasing awareness levels investors have started realizing the superiority
of equity over other asset classes and of mutual fund route over direct equity.
They have started investing increasingly through mutual funds and 75% of the new
money from retail investors is estimated to come through this alone. But, contrary
to general belief it is not a magic tool and, like stocks, need in depth research
and analysis to identify winners of tomorrow from out of several hundred schemes
with different objectives in an environment wherein fund managers might change,
schemes might get merged with other schemes, size might grow enough to have implication
of the impact cost etc.
Following analysis by our research team more than validates the importance of research:
|
Particulars
|
Long term Average
|
Range: High - Low
|
Years
|
|
No of Diversified Schemes
|
237
|
399 - 83
|
2015 - 2004
|
|
No of out Performers
|
151
|
337 - 52
|
2015 - 2006
|
|
% of out performers
|
64
|
84.9 - 36.2
|
2014 - 2008
|
|
Return of Nifty %
|
17
|
75.8 - 51.8
|
2009 - 2008
|
|
Avg Return %
|
22
|
82.8 - 53.5
|
2009 - 2008
|
|
30 Best Schemes %
|
41
|
115.8 -40.2
|
2009 - 2008
|
|
Research Benefits %
|
19
|
38.5 - 5.9
|
2014 - 2016
|
A 3 stage 13 filtration process is applied by the research team of Narnolia to identify
the winners of tomorrow wherein fund managers capabilities is put to test in terms
of superiority and consistency. Based on this alternate solutions are arrived at,
like the Model Mutual Fund, Ala Carte, Ratings etc. Various online and offline integrated
platforms, reporting and support systems are inbuilt in to the system for a world-class
experience.