Topic 3: QUARTERLY UPDATE ON MUTUAL FUND SELECTION

Choosing the right mutual fund is one of the most critical and challenging decisions an investor/advisor must make. Our focus here is on ‘choosing the right’ over ‘choosing the best performing’ as we believe it would be impossible for anyone to predict the best performing mutual funds consistently.

The question then arises which are the right mutual funds to be considered for investing. We follow the analytical approach for recommending funds, focusing on three tenets viz. past performance, the manager’s ability to identify trends in the market, and their stock picking ability. We perform the entire process of fund selection every quarter to check for any deviation in our recommended funds.

The table below lists our recommended funds across different categories based on the December-end data.

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