Shreya Jaiswal Instagram – This mutual fund gave me 23.9% XIRR and funded my Bali trip – but I am still unsure about it
Part 4: Mahindra Large & Midcap
Why I picked it:
1. Invests in undervalued, high-momentum stocks – strong poavgtial at the right price
2. Relatively stable with a beta of 0.93 (vs. category avg 0.98 = lower is better)
But the alpha is just 2.25 (vs. 3.44 category avg), so performance didn’t meet expectations. Which is why I can’t decide whether to sell it or keep it. What does your logic say?
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.
[mutual fund, large and midcap fund, investing for beginners, sip returns, smart investing, personal finance India, portfolio insights, stock market India, financial freedom gen z, investment review, finance for women, mutual fund tips, good mutual funds, best mutual funds 2025, mutual fund insights]
#MutualFundSeries #SmartInvesting #GenZInvestor #MahindraFund #SituationshipOrNot #MoneyMoves #PersonalFinanceIndia #SIPReturns #InvestKaro #YoungInvestors #ReelMoneyTalks #BudgetToBali | Posted on 16/Jul/2025 18:12:08
