ICICI Prudential Balanced Advantage Fund : Performance With Low Volatility

This is a performance review (with video) of ICICI Prudential Balanced Advantage Fund ( I Pru Bal Adv) against broad market benchmarks like Nifty, Nifty 100 and 200 and composite benchmarks. I Pru Bal Adv is one of the finest dynamic asset allocation funds and here is why. I thank Ravikiran Suryanarayana for this post idea. … Continue reading ICICI Prudential Balanced Advantage Fund : Performance With Low Volatility

Are we now in a bear market? Market Analysis (October 2018)

Are we now in a bear market? Can we get an idea using long-term technical indicators? In my opinion, there are two robust ways to time the market for lowering investment risk: either use technical indicators/macroeconomic indicators or use a combination of both. Starting this month, I shall be publishing a market analysis based on both … Continue reading Are we now in a bear market? Market Analysis (October 2018)

Why Aggressive Hybrid (balanced) Mutual Funds score over diversified funds

One of the most common investor mistakes is to assume that higher the equity in the portfolio, higher the reward. Studying balanced mutual funds or aggressive hybrid mutual fund will tell you that this is wrong. In this article, I compare the risk vs return of Aggressive Hybrid Mutual Funds vs diversified mutual funds & show … Continue reading Why Aggressive Hybrid (balanced) Mutual Funds score over diversified funds

List of funds that have consistently beat benchmarks with good downside protection

Here is a list of funds (October 2018) that have consistently beat benchmarks with good downside protection (funds that fell less than the index. The results are derived from the freefincal monthly consistency screener (Oct will be published next week). I would like to publish this list along with the screener each month from now on. There … Continue reading List of funds that have consistently beat benchmarks with good downside protection

What are mutual fund star ratings (in plain English)?

This is a simple, non-technical description of what are mutual fund star ratings and how they are calculated with the help of an analogy - employee performance appraisal. This is meant for beginners and newbies and I have avoided all jargon. It is only when we understand how star ratings are calculated, can we understand their … Continue reading What are mutual fund star ratings (in plain English)?