Yes – if one can successfully build equity MF portfolio that would generate alpha over index return say for the next 5 or 10 years. This is also becoming more like stock selection these days – no sure way when you consider long term performance of MF schemes. Looking at Ujjawal’s stock selection approach I feel he can generate better returns by proper and regular review and rebalancing his PF. If equity MF investment is a must, then some passive funds (index ETFs) can do the job to meet index return with lesser effort and risk.
| Subscribe To Our Free Newsletter |
