Most of our fund houses/managers have figured in the ET Wealth top wealth creaters.
PPFSAS
Canara Robeco
Invesco
ICICI
SBI
Bandhan
Nippon
PGM and Tata are our recent additions. We have very less to Nil exposure to Motilal Oswal and Union AMC
“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 personal/immediate family portfolio to ensure skin in the game.”
