How Volatile Funds Cost Investors Dear

Citations · 6

• “investor returns in Indian equity funds have been consistently lower than fund returns across different periods by as much as 5.5% annually”

  p#5 · confidence 95%

• “ARKK investors as a whole, have lost money since the fund's launch in 2014, even though the fund has delivered more than 30% CAGR over the past 5 years”

  p#5 · confidence 95%

• “fund flows into ARKK shot up exponentially after the zone of excitement was created in second half of 2020 and first half of 2021. Towards the second half of 2021, the fund had started experiencing significant outflows when it delivered significantly negative returns”

  p#8 · confidence 95%

• “Marcellus' Consistent Compounders PMS has historically delivered significantly lower volatility compared to the broader markets over a 12-month period”

  p#11 · confidence 95%

• “the median return (which is measured where the height of the curve peaks) is much better for our PMS than it is for the Nifty50 Index i.e. ~30% per annum vs ~18-24% for the Nifty50”

  p#12 · confidence 95%

• “Both Portfolio A as well as Portfolio B deliver the same 25% CAGR over three years. However, Portfolio A delivers the 25% CAGR with high volatility while Portfolio B delivers the same rate of compounding (25%) with low volatility. Despite the same long term CAGR of the two funds, investors are likely to make more money via Portfolio B”

  p#9 · confidence 94%