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PMS vs MFs : how should HNIs make the choice ?Anil Sarin, Edelweiss,

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Key Take-Aways
  • While investing in the same asset classes, portfolio management services (PMS) and mutual funds (MFs) cater to different expectations.

  • MFs are meant for the masses. and focus is on avoiding volatility, cater to liquidity and have diversification. So, MFs has 60-100 stocks. PMS have 15-25 stocks and so there is concentration.

  • PMS appeals to investors who can take risk, stay invested for a long period of time on a certain strategy. PMS allows client to evaluate the fund manager more closely and so there's more responsiveness.

  • PMS category is getting larger with many mutual fund managers moving to the space and there will be more diverse offerings and strategies available.

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Comments Posted
Rahul ARN NO :132679 Lucknow, 18 Jun 2018

Clarity is their.could you suggest some good ones schemes

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