Fund Advisor's Note

The questions behind the thank-yous

When appreciation comes with sharp questions, the answers are worth sharing

When appreciation comes with sharp questions, the answers are worth sharing Anand Kumar/AI-Generated Image

Summary: A week of appreciative subscriber mail turns into an opportunity to clarify three things readers have been asking about: why two portfolio tools can seem to disagree, what a set of new (and startling) numbers beside regular-plan funds really means and the fate of a popular request about Fund Advisor Live sessions.

Summary: A week of appreciative subscriber mail turns into an opportunity to clarify three things readers have been asking about: why two portfolio tools can seem to disagree, what a set of new (and startling) numbers beside regular-plan funds really means and the fate of a popular request about Fund Advisor Live sessions. The mails during the previous week have been a pleasure to read. Dr Roshan Agarwala wrote that the new opinions are helping him invest on his own with clarity. Sanjay Garg sat through the whole Advisor Live session and wrote that afternoon to say the framework is making the common investor's life easier. Koel Sengupta wrote to thank the team for the new opportunity-cost numbers, which now appear alongside every regular-plan fund in her portfolio. There have been dozens more of these, and I have read every one. So this is a thank-you note first. It also has to be an answering note, because the appreciation i

This article was originally published on July 06, 2026.

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