Did you know these 5 rules that apply only to ELSS Mutual Funds?
Here are five interesting rules and lesser-known facts that apply only to ELSS (tax saving) mutual funds!
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Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
Ten year Nifty SIP returns have reduced by almost 50%
Ten-year NIfty SIP Returns have decreased by almost 50% over the years and 15-year Nifty SIP returns have decreased by 25%. Why investors need to redefine their expectations from equity in the future
Continue reading →These 8 Aggressive Hybrid Funds beat the Nifty in 2019 with lower risk!
We analyse the performance of aggressive hybrid funds in 2019 in terms of risk and reward with various benchmarks and found eight funds that beat the Nifty with lower risk!
Continue reading →Why SEBI imposed Rs 5 lakh penalty on ICICI Mutual Fund
Why SEBI imposed a fine of Rs. five lakh on ICIC Mutual Fund and its trust. Were there two violations or three? An explanation of what went wrong
Continue reading →These mutual funds outperformed their benchmark in 2019
Out of a total of 290 mutual funds across 13 categories, only these 103 funds managed to beat benchmarks in 2019!
Continue reading →These 48 mutual funds outperformed the Nifty in 2019!
Here is a list of 48 funds across 13 categories that bet the Nifty 50 in 2019
Continue reading →Bharat Bond ETF FAQ: Is it worth buying? Are there better alternatives?
Bharat Bond ETF opens for subscription between 12-20th Dec 2019. Is this the answer to credit risk problems in debt mutual funds? Is it worth buying? Are there better alternatives?
Continue reading →Axis Nifty 100 Index Fund Impressive AUM but is it expensive?
Axis Nifty 100 Index Fund has a Total Expense Ratio of 0.16% for the direct plan with 436 Crores in AUM. Is this too expensive? Is it worth shifting from a Nifty 50 index fund to Axis Nifty 100? Let us find out
Continue reading →Is it time for performance linked expense ratios in mutual funds?
With so many mutual funds failing to beat the benchmark over the last 3,5,7 years, it is time for SEBI to come up with performance-linked expense ratios. A discussion.
Continue reading →Can we avoid equity and use EPF plus PPF alone for retirement planning?
Why take so much risk in the stock market if returns are not guaranteed and can be low even after a long time? Why not use EPF plus PPF alone for retirement planning? Let us find out with examples.
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