[Learning] Down side protection on folio

I enjoy seeing outcomes of theoretical concepts!

Few days ago, I created a post on explaining “alpha” & “beta” of MFs. Yesterday’s correction gave me a chance to visualise the impact on real money.

From the beginning of this year, I wanted to play in small/mid cap frenzy and used flexicaps to save myself from research efforts & downside.

With 1.5% nifty fall, downside protected PPFCF went down only by 1.6%. I kept quant (minority) to play with alpha of folio. Overall, learning here is within MFs you can have multiple MFs (with min overlap) within same category basis the investment styles of fund houses.

We may go 25,000 but easy money days are over. Play safe.