Motilal Oswal Nasdaq 100 Fund of Fund: Do not invest!

Here is why you should stay away from Motilal Oswal Nasdaq 100 fund Of fund (MOFN100FOF) that will invest in Motilal Oswal Nasdaq 100 ETF (MOFN100). The NFO for this fund of fund is open between 9-22 Nov 2018 and it will subsequently operate as an open-ended fund. However, say no to it if your distributor … Continue reading Motilal Oswal Nasdaq 100 Fund of Fund: Do not invest!

HDFC Mid-Cap Opportunities Fund – Performance Review

HDFC Mid-Cap Opportunities Fund needs no introduction to most fund investors. This 11+-year-old fund is one of the most consistent performers in the mid-cap category. In spite of its AUM almost doubling in the last couple of years, it has managed to stay afloat comfortably. Will it last? In this detailed performance review, let us … Continue reading HDFC Mid-Cap Opportunities Fund – Performance Review

Balanced Advantage vs Aggressive Hybrid Funds: When to use what

In this post, I discuss how balanced advantage funds are different from aggressive hybrid funds and when and how investors should choose from these categories. One of the wrong questions that investors ask is, "how much return can I expect from this fund or this category of funds?". Well, they should first be asking, "how … Continue reading Balanced Advantage vs Aggressive Hybrid Funds: When to use what

Review: Mirae Asset Hybrid Equity Fund

This is a return vs risk performance review of  Mirae Asset Hybrid Equity Fund (previously known as Mirae Asset Prudence Fund) vs Nifty 100 Equal weight Index. Although looking for consistent performance track record while choosing a mutual fund is the logical and natural way to about things, sometimes you may choose to go with … Continue reading Review: Mirae Asset Hybrid Equity Fund

Open Letter to AMCs: Why are you not pushing Risk-free Debt funds enough?

In this open-letter to mutual fund AMCs, I ask why they not pushing risk-free debt mutual funds when it is so easy to do so?! Yes, a mutual fund with essentially no interest rate or credit risk. In spite of disclaimers and clear wordings in the scheme documents, investors like to assume that the NAV … Continue reading Open Letter to AMCs: Why are you not pushing Risk-free Debt funds enough?