PenguWINs Fund Selection

Most of our fund houses/managers have figured in the ET Wealth top wealth creaters.

  • PPFSAS
  • Canara Robeco
  • ICICI
  • SBI
  • Bandhan
  • Nippon

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 personal/immediate family portfolio to ensure skin in the game.”