Seth Capital Logo

Fund Selection Policy

At Seth Capital, our objective is to recommend mutual fund schemes that align with the financial goals, risk appetite, investment horizon, and liquidity requirements of investors.

Our Selection Framework

1
Investor Risk Profiling

Before recommending any scheme, we evaluate:

  • Financial goals
  • Risk tolerance
  • Investment horizon
  • Income and cash flow requirements
  • Existing investment portfolio
2
AMC Evaluation

We review Asset Management Companies based on:

  • Track record
  • Assets Under Management (AUM)
  • Fund management experience
  • Compliance history
  • Investment philosophy
  • Risk management practices
3
Scheme Evaluation

Funds are shortlisted using quantitative analysis:

  • Rolling Returns Analysis
  • Risk Adjusted Returns
  • Standard Deviation & Sharpe Ratio
  • Sortino Ratio, Alpha & Beta
  • Portfolio Quality & Expense Ratio
  • Fund Manager Consistency
4
Suitability Assessment

Recommendations are made only after assessing:

  • Investor risk profile alignment
  • Investment objective consistency
  • Asset allocation requirements
  • SEBI Riskometer classification
5
Periodic Review

Recommended schemes are reviewed periodically based on:

  • Performance consistency
  • Fund management changes
  • Portfolio quality changes
  • Regulatory developments
Important Disclosure

Seth Capital does not select mutual fund schemes based on commissions, incentives, gifts, sponsorships, or any other non-investor-centric consideration.

Mutual fund investments are subject to market risks. Investors should read all scheme-related documents carefully before investing.