Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
The SEBI MF categorization rules have many loopholes. Among these, there is no limit on the number of thematic funds an AMC can offer (unlike large cap, mid cap etc). This is the reason for increased thematic NFOs, some of them being quantitative mutual funds aka quant mutual fund. In this article, we discuss what…
Continue reading →Readers may be aware of the recent studies in which we identified only three midcap funds and only three small cap funds managed to beat the Nifty Next 50 consistently in the last few years. While this is a clear case of investing in the Nifty Next 50 index funds, readers must be aware of…
Continue reading →We look at how actively managed smallcap mutual funds have performed with respect to the Nifty Next 50 (NN50) Total Returns Index. This is a natural follow up to midcap funds vs NN50 study in which we found only three midcap mutual funds have beat Nifty Next 50 consistently over every possible 3,4 and 5…
Continue reading →In this report, we evaluate how actively managed midcap mutual funds have fared against the Nifty Next 50 Total Returns Index. Only three midcap mutual funds have beat Nifty Next 50 consistently over every possible 3,4 and 5 year periods.
Continue reading →Build an equity mutual fund portfolio with these simple steps explained by SEBI Registered Investment Advisor Swapnil Kendhe.
Continue reading →According to the income tax rules, the gain from each unit of a non-equity mutual fund that is older than three years is subject to 20% taxation with indexation benefit using the cost inflation index. With the Cost inflation index for FY 2020-21 just announced, let us see how tax is lowered on all debt funds,…
Continue reading →This is a mutual fund guide for first-time investors to start investing in the right way. It is designed in an easy-to-understand question and answer format. We believe that new investors in mutual funds should first ask and then seek answers to these questions.
Continue reading →Do you want mutual funds that have got a higher return than a benchmark at lower risk? Then here is an easy way to spot them!
Continue reading →A tactical entry and exit strategy for small cap mutual funds is discussed in this article. The impact of the strategy on the worst-performing small cap fund is promising enough to emerge as a better option than a buy and hope for the best SIP in a small cap mutual fund.
Continue reading →Are you a young earner, who has just started investing in mutual funds? Have you started multiple SIPs (3,4,5 …) in mutual funds from the same category or type? Here is why this is a mistake and you need to stops some SIPs and consolidate your investments before it becomes a mess.
Continue reading →In this article, a set of simple steps for selecting an index fund is outlined for those who need one. Some frequently asked questions on Index funds and ETFs are also discussed.
Continue reading →With RBI 7.75% bonds no longer available and yields from tax-free bonds destroyed by increasing demand, investors looking for a “reasonable” mix of low volatility, credit quality, tax efficiency and liquidity can consider arbitrage mutual funds for long-term goals. How can return can we expect from arbitrage funds? An analysis of all the funds in…
Continue reading →If you sit and think about investment ideas without bothering to check how effective it has been in the past, many extreme strategies like buying only when the market is “low” or buying more often equals better averaging appear “intuitively” correct. When we try to validate them interesting results on SIP and lump sum investing…
Continue reading →After the Feb-March 2020 market crash, 80% of active large cap mutual funds have outperformed Nifty 50 and Nifty 100 total return indices. This is likely due to the two-year imbalance among Index stocks that was destroyed due to the crash. A performance report on active large cap funds. Have they returned? Will they do…
Continue reading →If we look at the fall in Nifty from its early Feb 2020 levels it certainly feels like a crash. After all, we witnessed the biggest intraday fall that sent the 10-year Nifty SIP Return to 2.3%; 14-year SIP Return to 5% and we also saw the biggest intraday gain after 10Y and then a…
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