Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
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…
Continue reading →The real risk associated with equity markets is not a huge fall. That often results in a strong upward movement sooner than later. The real risk lies in lost time when the market heads nowhere. Over 10 years, 15 or 25 years, one could make huge absolute gains but poor annualised returns if we hit…
Continue reading →A comparison of Nippon India ETF Nifty BeES with UTI Nifty Index Fund to understand the true cost of investing in an ETF.
Continue reading →If you have just started investing in mutual funds over the last few years, perhaps via a SIP, then here is what you should do next! These would help increase confidence and not fear market crashes or years of no returns (yes that is possible!).
Continue reading →A 19% monthly return from the stock market without any background or context would seem something to cheer about. However with India at least weeks away from flattening the curve, the worst for stock investors is yet to come.
Continue reading →We present tracking error data for various durations and discuss how to select an index fund with it. We find that funds with lower AUM and higher expenses could also track the index well!
Continue reading →Want to combine NIfty Next 50 Index fund and NIfty 50 Index fund? Here is how the mix has performed in the past
Continue reading →These are some essential differences between liquid funds and other debt funds that investors need to know about
Continue reading →Here are eight thematic or sectoral mutual funds that have consistently beaten the Nifty 100 Total Returns Index in terms of both risk and reward. Five of them with the same theme!
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