Suppose you have a SIP running in a mutual fund. Your friend starts a SIP in the same fund six months later. Afer 2-3 years you compare returns and are shocked to see a huge difference. That is capital markets for you. We explain why this occurs with a detailed example and what we can […]
Invest maximum time & money when our parents are young & able!
Here is why we should invest time and money as much as possible when our parents are young and able, else it may be too late to rectify. If you are under 35, that is a young earner, then this post is for you. If you are above that age, then you are likely to agree […]
Direct Mutual Fund NAV is higher so Investors will get less units: Is this bad?
One question that new investors ask is, “since the NAV of a direct plan mutual fund is always higher than that of the regular plan, I will get a lesser number of units for the same investment. Is this not bad? Will I not get lower returns and lesser corpus?” In this article, we shall […]
List of Equity Mutual Funds with most consistent performance (Feb 2019)
Here is a list of equity mutual funds with the best performance consistency with respect to returns and risk as on Feb 2019. The results are taken from the freefincal equity mutual fund performance screener published yesterday. Shortlisting procedure: (1) download screener from above link, (2) enable macros, (3) demand consistent outperformance of the benchmark over at […]
Easily Shortlist Consistent Equity Mutual Funds (Feb 2019) with this sheet
The freefincal Equity Mutual Fund Performance Screener (Feb 2019) is available for download. Use this screener file to easily find best performing equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when the index is down) and/or upside performance (better performance when the index is up). This screener is meant for DIY investors to select […]
Sundaram Mid Cap Fund Review: A consistent performer
This is a performance review of Sundaram Mid Cap Fund (previously Select Mid Cap Fund) one of the most consistent performers in the mid cap fund space. Since its launch in July 2002, it has grown to become to fourth place in terms of AUM (~ 5700 Crores) and is one of the few mid […]
Can I invest in a single multi-cap mutual fund if I am a new investor?
I received two interesting questions received on email. (1) As a new investor, how many mutual funds do I need to begin with? (2) Can I begin investing with a single multi-cap fund? Interestingly, the answer to the second question is “yes” and that is the also the answer to the first question – “one”. Yes, most investors, […]
