Kafkaa

Gains

We have heard so many times that it's difficult to beat the index and people should stick to investing in index mutual funds.

Well I've been doing SIP in selected non-index funds for past 4-5 years and surprised to that I'm comfortably beating nifty 50 benchmark.

How are your gains looking and how long have you been investing?

11mo ago

salt

Gojek11mo

Good one Kafkaa. What’s your Portfolio size if you don’t mind me asking? You can speak in ranges if you want.

Kafkaa

InMobi11mo

40 - 45 L

salt

Gojek11mo

Good on ya and how long have you been investing?

Gooner7

Goldman Sachs11mo

Your XIRR is too good. Sharpe Ratio?

Kafkaa

InMobi11mo

My risk is also lower than nifty 50 (8.2 vs 9.5). Return/Risk ratio is almost 2x of the benchmark.

TheOatmeal

Stealth11mo

Great returns @Kafkaa , mine is hovering 16% for 5Y period

Kafkaa

InMobi11mo

That's a solid return !!

LastPatch

Student11mo

Not every fund beats the index at all the time windows. Your outperformance is due to you being in the fund that outperformed the index and that might not be always true.

https://www.thehindubusinessline.com/markets/58-of-large-cap-funds-failed-to-beat-benchmark-in-jan-june-period-spiva-study/article67407254.ece

The above summary of the SPIVA report provides context. Read the full report, it has interesting data.

Kafkaa

InMobi11mo

I'm aware of this. My SIP is not just in 1 fund.

LastPatch

Student11mo

Please provide the details of the funds you have and their percentages in your portfolio

tbk

Startup11mo

Possible to check this in angel one app ??

Kafkaa

InMobi11mo

Not sure. Never used angel one.

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