Shreya Jaiswal Instagram – Mutual fund with 35% returns? This one paid for my Bali trip.
I invested in Bandhan Small Cap Fund in Jan 2024, and by the time I came back from my trip I realised, it had delivered 35% returns.
But the real reason I picked it?
👉🏼 Lower risk (beta: 0.91 vs 1.3)
👉🏼 High momentum strong earnings stocks
👉🏼 Low expense ratio (returns don’t get eaten up)
Downside? Fund manager joined 1.5 years ago but it looked like a risk I was willing to take
Follow for the rest of my portfolio because a free trip might just be one SIP away.
Disclaimer: I’m a Chartered Accountant sharing my personal investment journey. This is not financial advice. Mutual fund investments are subject to market risks please do your own research or consult a financial advisor before investing.
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