Tuesday, 29 July 2025

Cracking NFO Myths with Comet AI OS: Two Birds, One Stone

 

🧭 PF Tidbits #2 — NFOs & Comet AI OS: Two Birds, One Stone

🐦 Bird 1: Understand the NFO Reality

🧠 Flexi Cap Deception Don’t get swayed by the ₹10 NAV pitch. In the same timeframe, HDFC Flexi Cap Fund delivered over 24% CAGR, while Samco’s NFO crawled at 1.26%. That’s not early entry—it’s misjudged entry. Performance speaks louder than packaging.

🚚 Thematic Truth In the transportation theme, ICICI’s NFO showed 25.29%, and UTI’s existing fund came close at 21.75%. No outperformance, just market mirroring. Unless the NFO has a genuinely better idea, AMC, or fund manager, you're buying old wine in a new bottle.

📌 Callout Over 300 NFOs launched in the past 3 years. Before you commit, ask:

  • Who’s launching it?

  • What's actually new?

  • Are you chasing trends or embracing substance?

🐦 Bird 2: AI as a Sidekick, Not a Shortcut

🛠️ Built with Comet + Copilot: Verified by Me This tidbit was constructed using Perplexity Comet AI OS to pull raw data from AdvisorKhoj, filtered precisely by date. Copilot structured the narrative. I manually verified the outputs. No hallucinations, no shortcuts—just lean AI at work.

💬 If you want to:

  • Try Comet for your own MF research

  • Use AI in your domain, or

  • Invest with insight instead of push-product noise... Reach out. Fair insight is good. But fair insight that feeds you? Even better.

Mutual fund returns are subject to Market risk


🎯 Throwback Insight: From Myth to Method

We tackled this myth years ago in our Tamil blog மியூச்சுவல் ஃபண்ட் முதலீடு – சந்தேகங்களும் தீர்வுகளும்!! (Mutual Fund Myth Buster), where we exposed why so many investors chase NFOs purely because of the seductive ₹10 NAV. Our 6th point in that post made it plain: NAV is a starting line, not a scoreboard.

Fast-forward to today, and PF Tidbits #2 picks up right where that trail left off—only this time with AI in the loop. Same myth, now dissected with real-time returns, precision charts, and Comet-powered workflows.

👉 For those who missed the earlier breakdown: 🔗 Read the original blog here (If you'd like an English version, I’ll be happy to share it.)


Tidbits Series

  1. Small Caps: Funded vs. Fumbled


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