ilmscore | Will your Mutual Fund ever beat a PMS?!💸👀

Will your Mutual Fund ever beat a PMS?!💸👀

Published: 2025-12-24
Status: Available | Analyzed

Predictions from this Video

Total: 3
Correct: 1
Incorrect: 0
Pending: 2
Unrated: 0
Prediction
Topic
Status
A PMS fund manager needs to outperform the benchmark by 3-4% annually to offset the additional tax burden compared to a mutual fund.
"if I'm investing in a PMS and if that PMS fund manager doesn't beat the benchmark by at least 3 to 4% then I'm actually making no money because I'm paying an additional amount of money in taxes"
PMS vs. Mutual Fund Returns
Pending
A PMS fund manager must outperform the benchmark by at least 3-4% for the investor to break even after considering additional taxes incurred in PMS compared to mutual funds.
"which means if I'm investing in a PMS and if that PMS fund manager doesn't beat the benchmark by at least 3 to 4% then I'm actually making no money because I'm paying an additional amount of money in taxes"
PMS vs. Mutual Fund Taxation
Correct
An investment in a PMS will yield no profit if the fund manager does not outperform the benchmark by at least 3-4%, due to additional tax burdens.
"which means if I'm investing in a PMS and if that PMS fund manager doesn't beat the benchmark by at least 3 to 4% then I'm actually making no money because I'm paying an additional amount of money in taxes"
PMS vs. Mutual Fund Taxation
Pending