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PNN Pune (Maharashtra) [India], August 28: Mutual fund distributor and Certified Financial Planner, Santosh Kedari, CEO Sanriya Finvest Pvt.Ltd shared his expert insights on the frequently observed gap between fund and investor performance. Through his in-depth analysis, Santosh Kedari emphasises that while starting investments may seem simple, sustaining them is the actual challenge, just like in relationships. Drawing upon historical data, Santosh Kedari cites the notable instance of Peter Lynch, who, while managing the Fidelity Magellan Fund between 1977 and 1990, achieved an impressive compound annual growth rate (CAGR) of 29%. However, the average investor saw returns of just 7% in the same timeframe. Similarly, an extensive 20-year study by Axis Mutual Fund (2003-2022) revealed that, despite regular equity funds delivering a 19.1% CAGR, investors garnered returns of only 13.8%. Santosh Kedari attributes this disparity, termed the 'Behaviour Gap', to impulsive and emotiona ....
In today time, the world is evolving faster than ever with technology pervading into each aspect of life. And in an increasingly open-knowledge society, times ....
In today time, the world is evolving faster than ever with technology pervading into each aspect of life. And in an increasingly open-knowledge society, times ....
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