Interest in the Nifty Next 50 (NN50) has increased over the last couple of years due to its fantastic track record against many diversified equity mutual funds: Nifty Next 50: The Benchmark Index That No Mutual Fund Would Touch?! However, the NN50 is a volatile index with a huge peak to low falls (drawdown). So naturally, investors … Continue reading Eight ways to combine Nifty Next 50 with active funds →

The union cabinet today has cleared five changes to the national pension scheme (NPS). The most important of which is that the NPS now has EEE status and the corpus that you can withdraw is tax-free. EEE means, that the money you invest in the scheme (up to a limit) is exempt income tax (1st … Continue reading NPS has EEE (tax free) Status! Here is why you should still not invest →

This is a performance review of HDFC Hybrid Equity Fund and its old avatar HDFC Balanced. As we did last week with ICICI Prudential Equity & Debt Fund (ICICI Balanced), we shall use Nifty 100 TRI as the benchmark. We shall also use both ICICI Equity & Debt and ICICI Balanced Advantage as additional benchmarks. The idea … Continue reading HDFC Hybrid Equity Fund (HDFC Balanced): Performance Review →

Ever wondered which are the most popular direct plan mutual funds? This is a list of the largest (AUM wise) equity and debt direct plan funds. The data is sourced from AMFI and is as on Sep 2018. The post is inspired by a series of questions by Anath at Facebook group, Asan Ideas for … Continue reading Which are the most popular direct plan mutual funds? →

This is a performance review of ICICI Prudential Equity & Debt Fund (previously called ICICI Balanced) and a comparison with ICICI Prudential Balanced Advantage Fund. Let us find out how these funds have fared against equity benchmarks and discuss when to choose which fund. Let us start with the basics. What is the difference between … Continue reading ICICI Prudential Equity & Debt Fund (ICICI Balanced) Performance Review →