This does not constitute investment advice. Returns mentioned herein are in no way a guarantee or promise of future returns. Mutual Fund investments are subject to market risks
No One Will Tell You About This "Unknown Gateway" That Could Take You To A World Of High Returns
Your Opportunity to Not Only Get Access to This "Gateway",
But Also Make the Most of It Like A Few Smart Investors Do.
Dear Investor,
Keep everything aside and read this for the next few minutes.
We don't mean to sound rude or demanding, but what we are talking about is really huge and high potential.
And once you read it, you will know why we are asking you to read it immediately.
It is worth every minute you spend!
But before we go ahead, here is a question for you...
Do you ever feel you are not making as much money from investing in mutual funds as some other investors?
Or do you sometimes feel like "I should have invested in that fund way back"
In both cases, you probably don't have any satisfactory answer.
You will never know why someone else is making more money than you... They will never let their secrets out.
And for the second questions, how will you know when to invest in a fund.
That's the job of fund analyst and investment advisors.
You probably don't have the experience and expertise to read the markets as they do.
But then how come some people identify and invest in funds that you only look at much later...
To realise that you should have known about these funds earlier!
Do they have a magic crystal ball?
Or was it just a fluke?
Again, you will never know because they will never tell you.
But it does not stop you from wondering how on earth could you get that 'Early Mover Advantage'?
Surely, your answer is a YES!
But don't worry...
You signed up with PersonalFN for a reason and we will leave no stone unturned to ensure you get the best of the opportunities.
Unlike individual investors, we do not intend to hide our secrets.
After all, its bread and butter for us.
The more of such opportunities you get from us, the more you will trust us.
So, in our case, it's a two-way street.
And that is exactly why we are today telling you about how to lay your hands on the 'Early Mover Advantage'.
That is where the 'Unknown Gateway' comes in the picture.
This unknown portal can give you access to 'one of the best investment opportunities of 2021', as Vivek, our Head of Research says...
An opportunity to get access to some high potential funds, before they become common knowledge.
They Are STILL UNDISCOVERED!
They probably have no word of mouth...
No advisor tips or advice.
No market buzz, nothing.
But they have something that is tough to find... A Very High Potential.
Let's say they may be probably profitable beyond your imagination, if you can act in time.
TIME...
That's the keyword here...
You have to act on them at the right time, when they are not common knowledge.
Yes, before they lose the tag of 'Undiscovered'.
But wait...
"What Do We Mean By 'Undiscovered' ?"
You see, the market is "intelligent" most of the times. Every single piece of information travels fast across continents to every operating terminal playing in the market.
In short, nothing is hidden per se.
However, Mr. Market do falter at times.
A few mutual funds, nonetheless reporting strong gains year over year, still do not get caught in the market radar.
Or let's say, they are still UNKNOWN yet by the market participants.
Even the bigger ones.
We are talking about the mutual fund distributors.
We are talking about the institutional investors (in some cases).
We are talking about retail investors, like you, like us.
Not many.
But you know what, it totally makes sense.
These are rather "small" mutual funds.
For instance, while the regular ones that you hear about in the market are well over Rs 10,000 crore in size, these are mostly well within Rs 5,000 crore in size, as of now.
Compared to others, they have not reached the tipping point yet, so to speak-the bigger you are, the more they talk about you.
And that presents to you a great investment opportunity, probably a highly profitable one for that matter.
You see, being small can have a lot of advantages in mutual fund industry too.
To start with, these small funds are not bulky and are NOT in a saturation phase, that might affect a gradual slowdown in performance - as is often the case with its larger counterparts.
These funds are usually in their super-growth period and they are positioned to grow leaps and bounds over the next 5-10 years..
By staying true to their investment style and adding a consistent performance track record to their credit, they wait...
...until they get noticed by investors.
But the smart investors may have already raked in their HUGE gains by then. It's in that initial phase when most of the money could be made.
Wouldn't you want to get in early and be one of the few to see double or triple digit returns on your investments? Of course, you do.
But hey, even as we are talking about their growth potential, there's one particular reason why we absolutely love these funds.
These are small and do not face any constraints due to a bulky size.
They are managed more actively by their fund managers.
The fund managers maintain highly liquid portfolios that can be churned easily during extreme market conditions.
These funds are well-diversified across themes and are well-poised to weather any storm coming your way.
Worried if they would still perform in bear markets? No worries. When the markets are going down and the whole atmosphere is gloomy, these funds have the ability to limit downside risk.
Putting it in simpler words, if you are an investor and achieve market-beating returns, , these would be the ones for you.
And here is the best part...
An "Undiscovered" Fund CAN Be A Boon To Investors
Talking, about how good these little funds are, does no good.
We require evidence to prove our claims.
We need numbers.
How are these funds performing?
Well, we are glad you asked.
As we already told you above, as a fund grows in size, it keeps slacking off on the returns generated from it. Saturation sets in where a fund would probably see nearly equal to market performance.
“Where's the alpha?”
It's in the small sized but high quality funds that are process driven and managed well.
Although they are small, they have been competing well with their large sized peers and have the potential to become popular tomorrow on the basis of their performance.
But unfortunately they have not caught the attention of investors.
You must be wondering about the returns such undiscovered funds can generate. Well, what if we tell you that they might have the potential to generate three or even four digit returns?!
"Oh, that must be in 50 years...forget it."
No, how about 10 to 15 years?
Let's take a look.
Let's say, you invest Rs 1,00,000 in these mutual funds today. It may become as much as Rs 11,00,000 in the next 15 years, if we consider an absolute 1,000 percent in returns.
Not in for the long haul?
No worries.
If we go by the average return of 15% CAGR, your one lakh in investment still grows to around Rs 4,00,000 in 10 years', and Rs 8,00,000 in 15 years' time period, as per our research.
Amazing, isn't it?
We have to note here that investing will always carry a bit of unpredictability.
While this might be the norm, returns can vary from your expectations even if you take all precautions before investing.
This is why choosing these rare funds can be such a tricky affair.
While an average investor most certainly won't have the necessary time and resources to dig out these ‘gems' from the mud...
We would go as far as to say that even many research businesses might won't have the necessary infrastructure and methodology in place to provide you with the right information at the right time.
You need “a team of specialists” who has been in the market long enough and studied every aspect of it in a thorough manner, day in and day out.
But most importantly, those who have consistently proven their expertise not through their talk but through results.
Luckily, you have signed up with an entity just like that...
PersonalFN
India's Leading Mutual Fund Research House
If you are a regular follower of PersonalFN, you already know about us. However, if you are not, let's just start by saying that PersonalFN is one of the leading mutual fund research companies in India.
Based out of Mumbai, we started out in the year 1999 as a small, really small team of market enthusiasts, with a handful of followers who believed in us.
Today, we pride ourselves for our massive 1.5 lakh readers all over India. (Thanks to you, our loyal readers.)
We set out with one mission in our mind.
To empower investors with honest, unbiased mutual fund research advice.
That we did for the last 20 years.
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...and even today, as we write this letter.
We bring to you something that might just rock your very investment outlook.
Something that has the potential to boost your overall portfolio returns with potentially double or triple digit returns!
Something that can potentially give you a financially happy life.
Imagine being able to take that Europe vacation you always dreamt...
Imagine being able to send your son to a premier university for his higher studies.
Imagine being able to finally take retirement after years of work. (Oh, it must be tiring, right?)
The thing is, only if we take the right decisions at the right time, we would so better off in life.
Opportunity knocks on the door only once. You got to grab it right then and there.
And it's knocking on your door today.
Bringing to you our exclusive
5 Undiscovered Equity Funds
With High Growth Potential
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We bring to you FIVE super potential mutual funds that are yet to be "discovered" by the market.
These five mutual funds are unique in their own way.
But they are common in one simple factor.
They have somehow managed to stay ‘unnoticed' by the distributors, brokers and investors. Almost nobody talks about them (or let's just say, almost nobody KNOWS about them.)
And this has led to this high moneymaking opportunity for you.
If you go in now, you will be one of those lucky early investors who would be able to get in when the “iron is still hot” and bring “home the bacon” even before everyone knows what happened, so to speak.
How can we be so sure?
Because these mutual funds have passed our proprietary SMART Score Matrix with flying colors!
This is a special methodology that we follow to qualitatively and quantitatively assess the growth potential of a mutual fund.
To clarify...
“What is the SMART Score Matrix?”
We select mutual funds on the basis of 5 variable tests, viz. Systems and Process, Market cycle performance, Asset management style, Risk-reward ratios and Performance Track Record.
S | M | A | R | T |
---|---|---|---|---|
Systems and Processes | Market Cycle Performance | Asset Management Style | Risk-Reward Ratios | Performance Track Record |
So, each fund recommended by PersonalFN has to go through our stringent process where they are tested on these five essential parameters.
It's like taking a test on five different qualities and getting scores from a very strict teacher!
What we normally try to see in these funds are as follows:
-
The fund manager possesses decent experience and is not overloaded with multiple schemes. Moreover, the fund house should have well defined investment systems and process in place.
-
The fund has successfully generated positive returns across market cycles, viz. bullish and bearish. It is important the fund has the ability to limit your losses during crisis.
-
The portfolio should not be too concentrated, highly churned or low quality. It should be managed efficiently.
-
The fund must offer adequate return for the risk incurred. It should not be putting your money to unnecessary risk.
-
The track record of the fund in terms of generating return on investment over various time periods like 1-year, 3-years, 5-years and so on.
This matrix is specially developed by the in-house research team at PersonalFN and we believe, it's one of the best and reliable fund selection methodologies in the industry today.
Why?
Because it has shown successful results over time!
And we ran these five funds through this special matrix.
You know the rest.
We found our next breakthrough investment opportunity for our followers.
We see its huge potential and yes, we may be the first to tell you about this.
If you act now, you will be thankful that you did for the rest of your life.
But how can we be so sure?
"This Is Not The First Time We Are Doing This!"
Let us start by saying that this type of funds are extremely RARE.
Yes, you will hear other investors or the experts talking about the highly popular growth funds or dividend funds or so on.
But coming by these funds can be a once-in-a-lifetime opportunity. Seriously.
Frankly, over the last two decades, we have had our fair share of discovering such ‘gems' from time to time.
Let us take the example of Mirae Asset Large Cap Fund (erstwhile Mirae Asset India Opportunities Fund). We recommended it in October, 2011, when its NAV was at Rs 15 and fund size was a mere Rs 200 crore. The fund has grown multi-fold managing a corpus of over Rs 23,350 crore at present. In the last 9.5 years it has generated an absolute return of around 315%!
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Source: ACEMF, PersonalFN Research
Performance for the period October 31, 2011 to March 31, 2021
Past performance is no guarantee of future results
Or...how can we forget Axis Long Term Equity Fund? It was recommended on 1st February, 2014. Its NAV was recorded at Rs 16.96 and it was a tiny Rs 953.81 crore in size. Today, it's a mammoth over Rs 27,200 crore with a NAV of Rs 66.35.
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Source: ACEMF, PersonalFN Research
Performance for the period February 03, 2014 to March 31, 2021
Past performance is no guarantee of future results
Or...take the case of HDFC Top 100 Fund. It was a mere 306.9 crore in size when we recommended it in August, 2004. Today it's NAV has ratcheted up by a whopping 1,340%!
Rs 1 lakh invested in the fund at the time of our initial recommendation on the fund would have grown to over Rs 14.42 lakhs.
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Source: ACEMF, PersonalFN Research
Performance for the period August 31, 2004 to March 31, 2021
Past performance is no guarantee of future results
Let's not forget the Sundaram Midcap Fund, one of our most solid performing recommendations of all time. We recommended it in November, 2004, when its NAV stood at Rs 30.23 and it was Rs 203.33 crore in size. At the time of writing this letter, the NAV was recorded at Rs 575 a rise by 1,800%, and the fund size is at Rs 6,230 crore!
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Source: ACEMF, PersonalFN Research
Performance for the period November 08, 2004 to March 31, 2021
Past performance is no guarantee of future results
If you had invested Rs 1 lakh in Sundaram Midcap Fund in 2004, it would have become a massive over Rs 19 lakh today.
And these five funds...
Well, if our long hours of research are anything to go by, they might go on to outperform the market and even beat our own records.
Now we are sure you are curious to know about how good these five funds are?
Well, we are not surprised!
But don't worry, we got you covered.
Here It is...
Get A Peek Into The Other Side Of The Gateway
Take a look at the performance comparison of our ‘Undiscovered Funds', vis-a-vis their popular category peers and the benchmark S&P BSE 200 index.
Our Undiscovered Fund #1 was launched with the objective of benefiting from high growth opportunities prevailing across stocks and sectors. The fund has been capable of capturing on such opportunities and has beaten the broader markets over longer time period.
In the last 5 years, the fund has generated returns at around 16.4% CAGR.
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Source: ACEMF, PersonalFN Research
Performance for the period March 31, 2016 to March 31, 2021
Past performance is no guarantee of future results
Rs 1 Lakh invested in the fund 5 years back when it was just around Rs 127 crore has grown to about Rs 2.14 lakhs - quite competitive to the then popular fund in its category that held a corpus of around Rs 3,060 crore in March 2016.
The Undiscovered Fund #1 is well positioned to benefit from future growth opportunities prevailing across sectors and market caps.
Although the fund has a history of over a decade, it has still not caught the fancy of investors and holds a corpus of just around Rs 3,660 crore. Go figure!
The Undiscovered Fund #2 comes with a mandate to hold exposure across both large caps and midcaps, but carries a large cap bias.
Despite a history of over a decade dominated by a track record of stable performance, the fund has gone unnoticed by investors. It has a corpus of just about Rs 523 crore.
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Source: ACEMF, PersonalFN Research
Performance for the period March 31, 2016 to March 31, 2021
Past performance is no guarantee of future results
Over the last 5 years, the fund has generated returns at around 15.5% CAGR, which is higher than its popular peer with a current corpus of over Rs 8,000 crore.
The smaller size of the fund has helped it limit the downside risk during extreme market conditions, and...
...reward investors in terms of superior returns over the long term.
The Undiscovered Fund #3 has always eyed for growth. In 2016, the fund held a corpus of just about Rs 102 crores, which clearly indicates that it didn't had many investors to put a trust on. Still, it is one of the well managed funds and has constantly figured itself among the list of top performers in the category.
Despite its market beating performance over the past 5 years, the funds size stands at just about Rs 1,836 crore.
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Source: ACEMF, PersonalFN Research
Performance for the period March 31, 2016 to March 31, 2021
Past performance is no guarantee of future results
Rs 1 Lakh invested in the fund, five years ago, would have grown to around Rs 2.26 lakhs at a CAGR of 17.7%.
The fund has managed to surpass the popular peer that is now around 10 times bigger than our undiscovered fund #3.
The Undiscovered Fund #4 just makes our claim stronger that smaller sized funds are well capable of generating
...if they are backed by superior investment processes and systems.
The funds orientation towards going against the tide and eyeing for out-of-favor, beaten-down stocks has turned out to be rewarding for its investors.
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Source: ACEMF, PersonalFN Research
Performance for the period March 31, 2016 to March 31, 2021
Past performance is no guarantee of future results
In the last 5 years, this less popular fund has shown a stellar performance and has grown at a CAGR of 18%. An investment of Rs 1 Lakh in the fund (made in March 2016) would have appreciated to Rs 2.29 lakh. Just in comparison, a similar investment in its then popular peer would have grown to just Rs 1.89 lakh.
To add to this, with a corpus of around Rs 935 crore, our Undiscovered Fund #4 has clearly outperformed its then popular peer and the broader market index that have grown at a CAGR of 13.6% and 14%.
The Undiscovered Fund #5 is an aggressive hybrid style fund that follows asset allocation strategy to generate capital appreciation through equities, while adds some element of stability through significant allocation to debt.
The fund does not has a longer history to its credit. But it has made a mark in a short span of time, outperforming most of category peers.
With a CAGR of around 15.9%, Rs 1 lakh invested in the fund 5 years back would have grown to around Rs 2.09 Lakhs!
In terms of performance, the fund has been far ahead of its popular peers in the erstwhile balanced funds category that have struggled to beat the benchmark.
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Source: ACEMF, PersonalFN Research
Performance for the period March 31, 2016 to March 31, 2021
Past performance is no guarantee of future results
Belonging to a process driven fund house, it gives high importance to risk management.
Despite being a hybrid fund, it is well capable of generating market beating returns for its investors and strictly resists from putting investors' money to unnecessary risk.
In simpler words, it is like a bed of diamonds buried in your backyard and you don't know about it. Crazy, right?
They are well poised to generate massive wealth for you in the years to come.
Want to generate potentially double or triple digit returns from your mutual fund investments? These five future market darlings might be ideal for you.
As we told you, these funds are extremely rare.
What's more? We may be the FIRST to tell you about this.
Probably...
Nobody is talking about them.
Nobody even knows about them.
It's your golden opportunity to outperform the market in the next few years and supercharge your wealth-building process.
Now, we think you have all the information for you to take a decision right away.
But just in case you have any doubts, we have something that will make this decision a no brainer for you...
Get Instant Access to The 5 Undiscovered Equity Funds At
A Discount Of Over 81 PERCENT!
(Extremely Time Sensitive Offer)
Given its potential, we have priced this report at Rs 5,000 - almost a negligible fraction of the several lakhs in return that you might generate from your investments in the next 5-7 years.
Truly, this report should be worth much, much more.
But we have kept it at this price to make it affordable to as many investors as we can.
We won't claim we are giving it away at the loss of the company. That would be an exaggeration!
However, we are keeping it reasonable enough to make it a win-win situation for both you and us.
You sure don't want us to go out of business, right?
But wait! Didn't we just write about some discount in the headline?
Sure, we did!
Look, this is a very special report and to make it even more special...
We have something...umm, special...for you.
How about you sign up right now and we offer you an instant 81 percent discount on the usual price of Rs 5,000? Sweet and simple. No questions asked.
That is, this report is available to you at Rs 950 only- at a one-time fee and nothing else.
Is it not amazing?
However, there's a catch.
We cannot give it away to everyone, you see.
This is an exclusive report and the content inside is valued in gold.
We have decided to make it accessible at this price to a few subscribers only.
Hence this offer will disappear very soon, leaving behind only regret of not acting while you had the chance.
Needless to say...
If you want to get access to these five hidden gems and set out on to securing your dream retirement, meeting financial obligations and living the life you always wanted...
Secure Your Financial Life.
Achieve Your Dreams.
Time and tide waits for none, our friend.
It's now or never.
If you are still thinking, don't!
Because by the time you would have decided to go with this offer, you might be too late - late than the few selected subscribers who took immediate action right before you.
Remember, these funds are highly rare. Sooner you invest, higher the returns you might generate over time.
It's your call.
Do you aspire to be responsible to your near and dear ones?
Do you aspire to buy your dream home by the beach?
Do you aspire to live a happy and blissful retired life?
This is YOUR chance.
Click Here To Get Access To The Gateway Get The 5 High Potential Undiscovered Funds Right Now
To your wealth,
Team PersonalFN
P.S. These ‘undiscovered' funds might have the potential to generate returns in the next five to seven years. And yes, you probably get to know them first in this exclusive report only. Almost no one talks or even knows about them.
*Price inclusive of applicable Goods and Services tax
** The performance data quoted above represents past performance and does not guarantee future results.
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Disclaimer: Quantum Information Services Pvt. Ltd. All rights reserved. Any act of copying, reproducing or distributing this newsletter whether wholly or in part, for any purpose without the permission of PersonalFN is strictly prohibited and shall be deemed to be copyright infringement
Quantum Information Services Pvt. Limited (PersonalFN) is an independent Mutual Fund research house and SEBI Registered Investment Adviser (Registration No. INA000000680). All content and information is provided on an 'As Is' basis by PersonalFN. Information herein is believed to be reliable but PersonalFN does not warrant its completeness or accuracy and expressly disclaims all warranties and conditions of any kind, whether express or implied. The Services rendered by PersonalFN are on a best effort basis. PersonalFN does not assure or guarantee the User any minimum or fixed returns. The Services are designed and provided based on the information and documentation furnished on this website/to the Personalfn by the User. The recommendations/advice made by PersonalFN are subject to several risks & other external factors not in the control of PersonalFN such as financial markets, macro and microeconomic factors, and other factors that can cause an adjustment in the User’s own financial situation and the progress of the User’s plan. The results may be based on certain assumptions. PersonalFN and its employees, personnel, directors will not be responsible for any direct / indirect loss or liability incurred by the user as a consequence of him or any other person on his behalf taking any investment decisions based on the contents and information provided herein. Use of this information is at the User's own risk. This is not directed for access or use by anyone in a country, especially USA, Canada or the European countries, where such use or access is unlawful or which may subject PersonalFN or its affiliates to any registration or licensing requirement. The User must make his own investment decisions based on his specific investment objective and financial position and using such independent advisors as s/he believes necessary. Past performance is no guarantee of any future results. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Quantum Information Services Private Limited (PersonalFN) may hold shares in the company/ies discussed herein. As a condition to accessing PersonalFN’s content and website, User agrees to our Terms and Conditions of Use and Privacy Policy, available here.
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