Large Cap vs Mid Cap vs Small Cap Funds: Which is better for long term investing?

Many young mutual fund investors assume that their portfolios should have more of mid cap and small cap stocks or mutual funds because these will outperform large caps over the long run. As usual, such assumptions are based on "intuition" without rigorous data support. In this post, let us compare large cap, mid cap and … Continue reading Large Cap vs Mid Cap vs Small Cap Funds: Which is better for long term investing?

Mirae Asset Tax Saver Fund: Looking for an ELSS Fund away from the crowd?

This is a performance review of Mirae Asset Tax Saver Fund and a comparison with the most popular ELSS fund Axis Long Term Equity. If you are looking for an ELSS fund, rather if your portfolio needs an ELSS fund then Mirae Tax Saver might fit the bill. Sometimes, you need to choose mutual funds … Continue reading Mirae Asset Tax Saver Fund: Looking for an ELSS Fund away from the crowd?

Parag Parikh Long Term Equity Fund Review

This is a performance review of Parag Parikh Long Term Equity Fund. Let us discuss what kind of investors should use this fund and who should avoid it. I have received many requests for this (3 just yesterday) and hence this post. The weekly performance reviews (past ones are linked below) should not only serve … Continue reading Parag Parikh Long Term Equity Fund Review

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 fundĀ 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