This is the archive of all mutual funds reviews
We discuss the performance consistency of actively managed small cap funds by comparing them with the Nifty Midcap 150 index. Some readers may be surprised as to why we are not choosing a small cap index like Nifty Small Cap 250. This is because we are not trying to pursue a PhD here (I made…
Continue reading →In May 2025, the AUM of Parag Parikh Flexi Cap Fund crossed 1,00,000 Crores, making it the most popular active fund. Will this large AUM affect its performance? AUM vs. performance is a tricky subject, and it isn’t easy to draw useful conclusions. What we can say for sure is that AUM is likely to…
Continue reading →Nippon India Small Cap Fund, launched in September 2010, is the largest small cap fund in the category with an AUM of Rs. 57,010 Crores (as of 31st Jan 25). This is a technical report of how it has evolved. About the author: This article is written by a reader who prefers anonymity. The opinions…
Continue reading →There are currently two ongoing NFOs – Motilal Oswal Nifty 500 Momentum 50 Index Fund (and ETF) and Nippon India Nifty 500 Momentum 50 Index Fund. In this article, we analyse the risk and reward potential of the underlying index and what you need to know before considering a momentum index. According to the index…
Continue reading →Nippon India Nifty 500 Equal Weight Index Fund is an open-ended scheme tracking the Nifty 500 Equal Weight Index. The fund is currently in its NFO period. We analyse the performance of the underlying index and discuss if it makes sense to consider this fund for investment. According to the AMC’s scheme presentation, “Large caps…
Continue reading →HDFC Nifty500 Multicap 50:25:25 Index Fund is an open-ended scheme replicating/tracking Nifty500 Multicap 50:25:25 Index. We will discuss whether it makes sense to invest in this new fund. To aid active multi-cap funds in benchmarking themselves after SEBI changed their asset-allocation pattern, NSE launched the Nifty 500 Multicap 50:25:25 Index on Dec 2nd 2020. The…
Continue reading →DSP is launching an index fund and ETF tracking the Nifty Top 10 Equal Weight Index. We look at the features of this index and discuss if it makes sense to invest in these new offerings. The Nifty Top 10 Equal Weight Index tracks the performance of the top 10 stocks based on the 6-month…
Continue reading →In this article, we profile the Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Edelweiss Short Duration Index Fund for short) and discuss who should invest in it. Edelweiss Short Duration Index Fund is an open-ended debt Index Fund investing in the constituents of CRISIL IBX 50:50 Gilt Plus SDL Short Duration…
Continue reading →Many passive investing fans are excited by the 60% reduction in the fee (total expense ratio or TER) of Motilal Oswal Nifty 500 Index Fund. Does investing in the fund now instead of a Nifty 50 or Sensex index fund make sense? On 25th April 2024, Motilal Oswal AMC announced (pdf file) that from 1st…
Continue reading →We compare the rolling returns of Nifty 50, Nifty Next 50, Nifty Midcap 150 and Nifty Smallcap 250. We publish this comparison from time to time. This is the April 2024 edition. Returns for a financial instrument that fluctuates can be calculated in two ways: Point-to-point returns: The effective annual compounded growth rate (CAGR) is…
Continue reading →We compare the portfolios of Parag Parikh Dynamic Asset Allocation Fund (PPDAAF) and Parag Parikh Conservative Hybrid Fund (PPCHF) to appreciate when each fund can be used. As noted earlier – Parag Parikh Dynamic Asset Allocation Fund: Who should invest? – the AMC wishes to maintain a debt-oriented allocation, making PPDAAF more tax-efficient than the PPCHF….
Continue reading →Parag Parikh, Dynamic Asset Allocation Fund, is an open-ended dynamic asset allocation fund launching on Feb 20th. We discuss who can consider investing in the fund. According to the scheme flyer, “The fund will predominantly invest in debt instruments and endeavour to maintain equity allocation between 35% and 65%* (some of it will be hedged…
Continue reading →We explore the efficacy of using DSP Nifty Smallcap250 Quality 50 Index Fund as a low-cost alternative to active small cap funds
Continue reading →This edition of the fund performance report looks at Mirae Asset Emerging Bluechip Fund. In Oct 2016, this fund stopped lump sum investments after its AUM swelled past 11,000 Crores. Investments were possible only via SIPs or STPs up to Rs. 2500 monthly. In early October 2023, the fund house increased the SIP limit to…
Continue reading →DSP Nifty Smallcap250 Quality 50 Index Fund is an open-ended fund tracking the small quality index in its name. The fund is currently in its NFO period. This article reviews the index’s performance and discusses if investing in this new passive fund makes sense. According to the NSE, “the Nifty Smallcap250 Quality 50 Index tracks…
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