Buying the known names will get you average performance only, direct equity is all about finding things earlier than others. For example, force motors is my core investment, in ine year it has gone up from 1200 to 10000. Large alpha can be created only with underdogs ignored by market. Shifting to mutual funds will not make your portfolio safe rightnow as returns are always mediocre in comparision to direct investing. I never bought a large cap in last 4 years. Momentum trade + mid small cap portfolio with all ignored companies or cheap valuations created a 38X returns on portfolio from Mar 20 lows. Sam dam dund bhed all strategies, only aim is to add value to portfolio even it is 5% positive trade apart from long only portfolio.
ABFRL was dumped by market, made a bulk entry around 230 levels and saw two upper ckt in one month.
I dont believe in mutual funds as my ego doesn’t allow me to do that.
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