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)?
So all it took was just a few days of southbound market movement for questions like, "Should I Stop My Mutual Fund SIPs? Market is falling every day!" to start! Yesterday, I saw five such questions in Quora and readers have sent me similar emails. So if you are asking this question, here is why … Continue reading Should I Stop My Mutual Fund SIPs? Market is falling every day!
Here are 10 things mutual fund investors should not be doing! Avoiding these will make you a better and contented investor. Naturally, the following is an opinion formed from my experience (and nature) and naturally, I do not expect many of you agree with me. The serenity prayer made popular by AA groups goes like … Continue reading 10 things mutual fund investors should not be doing!
As mentioned last week, I would like to compile a set of 100(+) basic and elementary newbie questions & answers on mutual funds. This is the second batch of 20 (actually 45!). Do share this with any of your contacts who would like to begin or have just started investing in mutual funds. Did not read … Continue reading Part 2 of MF FAQ: 20 Basic Questions on mutual funds answered
This weekend, we discuss three important questions: (1) Why term life insurance alone will not protect your family (2) A beginner question: Which equity mutual fund should I choose first? (3) How to define a financial goal - part one. If you have not heard my Paisa Vaisa podcast, go give it a listen. This … Continue reading Why term insurance is not enough + Which equity mutual fund to choose first + How to define a financial goal