A side-by-side most brochures will not run honestly
Concentrated
5
Alpha 5
Nifty Alpha 50 . 3W rebal
Focused
20
Midcap
Nifty Midcap 150 . 2W rebal
Broad
50
Allcap
Nifty Total Market . 2W rebal
Same five years. Three portfolios. One number that flips the answer.
Concentration looks like the winner on the CAGR row. It is not the winner on the Sharpe row. The brochure rarely shows you both.
Swipe . the full table next to each other →