How to Evaluate PMS Returns Correctly
Partnered: Are PMS (Portfolio Management Services) returns really as impressive as they seem? How should investors compare PMS with mutual funds and the newly launched SIFs? And what should you look for before investing ₹50 lakh or more in a PMS strategy?
In this episode of Why Not Mint Money, host Neil Borate sits down with Rajat Bijur, Head – PMS at Mirae Asset Sharekhan, to decode the PMS landscape, understand how returns are reported, and separate genuine performance from marketing narratives.
The conversation covers everything from Time-Weighted Rate of Return (TWWR) and PMS fee structures to portfolio concentration, alpha generation, market cycles, and the rising competition from Specialised Investment Funds (SIFs). Rajat also shares practical insights on evaluating PMS performance, managing risk, and the key questions every investor should ask before signing up for a PMS.
Mirae Asset Sharekhan’s Global Edge India Portfolio Solution: https://www.sharekhan.com/demat/global-edge?utm_source=Mint&utm_medium=Podcast&utm_campaign=GEIPS&utm_term=Rajat-Bijur
LinkedIn Handle of Rajat Bijur – https://www.linkedin.com/in/rajatbijur1/
About Mirae Asset Sharekhan:
Mirae Asset Sharekhan is renowned for its comprehensive range of financial solutions including Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Exchange Traded Funds (ETFs), Corporate Deposits, Futures & Options, Commodity, Bonds and Insurance.
Facebook – <a href="https://www.facebook.com/MiraeAssetSharekhan" target="_blank" rel=”nofollow”>https://www.facebook.com/MiraeAssetSharekhan
YouTube – https://youtube.com/@miraeassetsharekhan?si=rYJSD6qXr_HJauQo
LinkedIn – https://www.linkedin.com/company/miraeassetsharekhan
Twitter – https://x.com/Sharekhan
Instagram – https://www.instagram.com/miraeassetsharekhan/
StockTwits – https://stocktwits.com/MiraeAssetShar…
Telegram – https://t.me/OfficialMiraeAssetSharekhan
Disclaimer: This is a partnered content piece. No journalist from Mint was involved
Mint is an Indian financial daily newspaper published by HT Media. The Mint YT Channel brings you cutting edge analysis of the latest business news and financial news. With in-depth market coverage, explainers and expert opinions, we break down and simplify business news for you.
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