Why Investing in Thematic Fund is an Adventure?
Investors are always fascinated with new ideas when it comes to investments. Their love and experimentation are also on high spirits in recent times with more thematic funds and have seen very high inflows of money.
But is this category really delivers the returns and adds value to your portfolio?
Consider this Thematic Funds Returns chart for 1, 3 5 years.
*Source Credit – Value Research
Expect IT as a thematic fund – None other schemes are delivering consistent returns in last 5 years
IT is the only thematic fund has delivered 15% CAGR returns in last 5 year
Banking and PSU Themes are delivered negative returns in last 1 year
Thematic Fund investment is an adventure because it requires very higher risk appetite and complete conviction in that sector. This proposition ( High Risk and High Conviction ) is not suitable for most of the investors.
The investors who have substantial investment on all categories, having an appropriate asset allocation can look out for thematic fund choices. This investment is not suitable for beginners and normal investors.
Remember the high returns are not based on funds or schemes – It is determined by Asset Allocation. Choose your Asset Allocation carefully and take home optimise returns.
Take Control of your Finances
Click the link & Change your Financial Life – Right Here, Right Now
http://www.assetplus.in/partner/sathishkumar
Sathish Kumar
Equity Fund Manager | Financial Consultant | Author
Whatsapp / Call – +919841058689
https://sathishspeaks.com/
Why Investing in Thematic Fund is an Adventure?
Click the link and understand the returns from various thematic funds in last 1, 3 and 5 years and Check the criteria to be analysed to choose right funds and high returns
https://sathishspeaks.com/why-investing-in-thematic-fund-is-an-adventure/
Take Control of your Finances
Click the link & Change your Financial Life – Right Here, Right Now
http://www.assetplus.in/partner/sathishkumar
Sathish Kumar
Equity Fund Manager | Financial Consultant | Author
Whatsapp / Call – +919841058689
https://sathishspeaks.com/
#sathishspeaks
*Why Investing in Thematic Fund is an Adventure?*
*Click the link and understand the returns from various thematic funds in last 1, 3 and 5 years and Check the criteria to be analysed to choose right funds and high returns*
https://sathishspeaks.com/why-investing-in-thematic-fund-is-an-adventure/
*Click the link & Change your Financial Life – Right Here, Right Now*
http://www.assetplus.in/partner/sathishkumar
*Sathish Kumar*
*Equity Fund Manager | Financial Consultant | Author*
Whatsapp / Call – +919841058689
https://sathishspeaks.com/