The freefincal Equity Mutual Fund Performance Screener (Sep 2019) is available for download. Use this screener file to easily find best-performing equity funds among 300 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…
Continue reading →This is a review of Axis Small Cap Fund that has recently caught the attention of mutual fund investors. At the time of writing, it is the only fund with a positive one-year trailing return. So immediately investors would like to know if this is worth investing in. How did this fund manage to fall…
Continue reading →Build an equity mutual fund portfolio with these simple steps by SEBI Registered Investment Advisor Swapnil Kendhe. Yesterday Swapnil discussed equity portfolio construction for retail investors with a listing of options available and the pros and cons of each. He also talked about why mutual funds make sense and discussed the problems a typical investor faces…
Continue reading →This is a step by step guide on equity portfolio construction for retail investors with a listing of options available and pros and cons of each by SEBI Registered Investment Advisor Swapnil Kendhe who is part of my list of fee-only financial planners. Swapnil is a familiar name to regular readers. Swapnil’s website is Vivektaru. You can…
Continue reading →You might have seen financial advisors or bloggers like me chant repeatedly “invest with a goal”, “invest with a goal”. Have you ever wondered why? After all, many people regularly ask in financial forums, “I do not have a goal in mind, I just want to save or invest or build wealth, how should I…
Continue reading →A DIY investor invariably ends up reading a lot of stuff (and fluff). One typically starts with basic finance and business books, one thing leads to another and next thing you know, you end up reading stuff on history, psychology, personal and career development, management, leadership, philosophy and whatnot. This is a guest post by…
Continue reading →Selecting a suitable health insurance policy is one of the most difficult decision in personal finance. Yet it is one of the most important steps that cannot be avoided. It would make a big difference if an experienced expert in the field discussed the basics of health insurance coverage and talked us through how to…
Continue reading →This week let us take review the performance of HDFC Equity Fund. Currently labelled as a multicap mutual fund with assets of 21,622 Crores, the fund has a long and rich history including frustrating investors with long periods of underperformance. However, the fund seems to have recovered a bit when the last 1-3 year window…
Continue reading →Here is how the NPS Tier 1 Equity Schemes (“E”) have performed since inception. Many mistakenly assume NPS equity schemes are index mutual funds tracking Nifty 50. A look at the scheme portfolios would immediately dispel that myth. The NPS E schemes hold close to 100 stocks. Getting the historical NAV history of the NPS…
Continue reading →Let us think about it for a moment: What is the ideal retirement plan? One that guarantees income for our lifetime, one that helps tackle inflation and unexpected expenses after retirement. All this with as low a corpus as possible! Yes, that does sound too good to be true. However, we can get close to…
Continue reading →
