Quant vs Taurus Flexi Cap Fund | Why “Popular” Categories Can Still Underperform? скачать в хорошем качестве

Quant vs Taurus Flexi Cap Fund | Why “Popular” Categories Can Still Underperform?

Most investors believe that choosing the right category is enough. But is it? In today’s video, we break down a powerful comparison between two funds from the same category — 1. Quant Mutual Fund – Quant Flexi Cap Fund 2. Taurus Mutual Fund – Taurus Flexi Cap Fund Both belong to the highly popular Flexi Cap Funds category — currently one of the largest equity mutual fund segments in India with over ₹5.5 lakh crore AUM (Source: Association of Mutual Funds in India). Yet…If you had invested: ₹10 lakh lump sum → The difference becomes ₹1.3 lakh in just 3 years. ₹10,000 SIP for 10 years → The gap widens to ₹11.6 lakh. Same category. Same market. Same time period. Different outcome. So what went wrong? 🔎 In This Video, You’ll Learn: ✔️ Why a “right” mutual fund category does NOT guarantee right performance ✔️ How fund manager philosophy impacts returns ✔️ Expense ratio comparison and why cost matters ✔️ Rolling returns analysis (real consistency test) ✔️ Upside & downside capture ratio explained ✔️ Risk-adjusted ratios like Sharpe, Alpha, Beta & Standard Deviation ✔️ How to identify red flags before investing 📊 Topics Covered 00:00 - Introduction 01:53 - Why do good schemes go bad? 03:20 - How to Filter Out Bad Funds in a Good Category 04:23 - Fund Manager Philosophy Breakdown 06:55 - Portfolio Allocation Analysis 09:00 - Rolling Returns & Consistency 10:18 - Upside & Downside Capture Ratio 11:39 - Risk Adjusted Returns Explained 13:31 - Final Takeaways for Investors 💡 Key Takeaway Choosing the right mutual fund category is just 10% of the battle. Choosing the right scheme is 90%. 1. Don’t rely only on: Star ratings, Short-term returns or Popular categories 2. Instead, analyze: Rolling returns, Alpha generation, Fund manager consistency, Expense ratio, Portfolio positioning 📌 If you found this useful: 👍 Like the video 💬 Comment your thoughts 🔔 Subscribe for more such videos 📤 Share this with someone investing in mutual funds