Mutual Funds

PenguWINs Fund Selection

Most of our fund houses/managers have figured in the ET Wealth top wealth creaters. PGM and Tata are our recent additions while we have very less to Nil exposure in Motilal Oswal and Union MF “While achieving an 80% overlap is extremely difficult and involves an element of luck, we meticulously assess fund houses and fund managers on a continuous basis for our curated list. This process includes shortlisting funds and taking exposure in my...
Mutual Funds

Lumpsum Investing

Greetings from PenguWIN: While investing for the long term, adopting a disciplined and systematic approach to accumulating wealth is excellent. But what if you start late or come into excess funds through a bonus or gifts? In cricket, playing steadily by accumulating singles and twos, with occasional boundaries, may be a good strategy. However, if you’re chasing a big score or aiming to set a mammoth target for the opponents, you need to hit more...