Here are 5 mid-cap funds with an individuality of their own. In other words, these funds' portfolios have the lowest overlap with the Nifty Midcap 150 index.
But does lower overlap mean better returns? Not necessarily.
It’s simply a starting point to find funds that march to the beat of their own drum.
To dig deeper, we suggest you look at their trailing and rolling returns (an important metric to check), their performance vs the category average, risk ratios like Sharpe and Sortino, expense ratios, and current stock holdings.
In fact, you can explore all these details on the ET Money app: bit.ly/4hSrVAt
@quantmutual @MotilalOswalAMC @SBIMF @ICICIPruMF @KotakMF @HSBCMutualFund
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But is the Jio Platforms IPO worth your money? A 🧵
The business looks promising. So, what's your take on Jio Platforms?
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ET Money (Banayantree Services Limited) is a SEBI Registered Investment Advisers, RIA No. INA100006898, AMFI-registered Mutual Fund Distributor ARN – 112749.
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And if you’re wondering whether your mutual fund portfolio is working as hard as it should, check out Portfolio Fix in the ET Money app: bit.ly/4hSrVAt
It can help you identify underperforming funds and find better-suited alternatives.
If you found this thread useful, show some love.
Please Like, Share, and Retweet the first tweet.
ET Money (Banayantree Services Limited) is a SEBI Registered Investment Advisers, RIA No. INA100006898, AMFI-registered Mutual Fund Distributor ARN – 112749.
Visit https:// etmoney.com/registrations to see all the regulatory licenses held by Banayantree Services limited.
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