Consider Tata Coffee, a company valued at ₹4,000 crores. On paper, that’s impressive, but beneath the surface lies hidden value—assets like coffee-growing land worth over ₹7,500 crores. It’s a perfect example of how true value often isn’t reflected in surface-level numbers.

As an investor, you already know the importance of understanding a fund’s portfolio. Many mutual fund schemes or equity stocks outperform the index over shorter periods, but maintaining that performance over 15–20 years is far more challenging. In fact, research shows that nearly 80% of funds fail to beat the market over the long term. Insights like these—uncovering hidden strengths and potential pitfalls—can make all the difference in delivering consistent results for your clients.

Through our Mutual Fund Review Newsletters, we aim to bring a deeper level of market understanding to you. We provide detailed, actionable evaluations to enhance your decision-making process, help grow your wealth.