The #financialyear is coming to an end, which means it’s appraisal time. As we assess how we did last year as a wealth manager, here’s a report card of how the Scripbox recommended basket of #mutualfunds performed. A thread. (1/8)
Within our recommended basket of #equity funds, a few have outperformed the benchmark across time periods, while a few funds have admittedly underperformed, based on the benchmark. Let’s dig in deeper: (2/8) 
We strongly believe that investments should be evaluated from a long-term perspective, and with a focus on wealth creation. The most important factor at work? Time. Hence the question, “How has the Scripbox recommended basket of equity funds performed over the years?” (3/8)
Given recent economic activity and current demographics, we feel that the Indian economy is driving on the right track, with long-term growth as the goal. Unsurprisingly, equity continues to be the best choice of asset class for growing wealth. (4/8)
Now let’s talk about #debtfunds. We believe they are perfect for protecting your capital, more than growing your wealth (and that’s not a bad thing). Here’s how Scripbox recommended debt funds performed: (5/8)
The low-interest-rate environment is leaving its mark, with returns on #fixedincome instruments being lower during shorter holding periods, especially against the long-term trend. For investors in debt funds, it’s a good idea to keep expectations toned down. (6/8)
As wealth managers, we always emphasise - make sure your asset allocation is aligned with your unique financial goals. All your investments, including FDs, NPS, #foreignequity & insurance, must match your overall objective. And yes, now we have it all at Scripbox. (7/8)
If you want to dig into the macro scenario in greater detail, you can read the full report here: scripbox.com/blog/2021-22-r…
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