Gold beats Sensex over last 20 years! Time to invest in gold?
We compare long term lump sum and SIP returns of Stocks vs Gold vs Bonds to find that 20-year Sensex Returns are now lower than Gold (perhaps for the first time)
Continue reading →Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
We compare long term lump sum and SIP returns of Stocks vs Gold vs Bonds to find that 20-year Sensex Returns are now lower than Gold (perhaps for the first time)
Continue reading →Motilal Oswal S&P 500 Index Fund is now in its NFO period. This is a deep-dive into S&P 500 returns to find out if it is beneficial for resident Indians to invest and more importantly if it is worth the effort.
Continue reading →These three aggressive hybrid funds have outperformed CRISIL Hybrid 35+65 – Aggressive Index and also done well wrt Nifty 100 TRI
Continue reading →We track month by month returns of a SIP and lump sum investment to determine which reacts more to market movements
Continue reading →Here is why a simple SIP alone in Small Cap Mutual Finds is far from rewarding in the long term and is a waste of your resources
Continue reading →As on 9th April 2020, more than 90% of equity mutual funds now have a 10-year SIP return in single digits (before tax)!
Continue reading →A mutual fund SIP left unmanaged will fluctuate with the market no matter how long we wait patiently!
Continue reading →The Sensex moved up the most today (7th April) after almost 11 years. However, this does not mean the crisis is over! An analysis.
Continue reading →78% of respondents in a survey felt first-time investors will never buy mutual funds if they realised how risky they are! This is the harsh reality of mutual fund selling and buying
Continue reading →DSP Small Cap Fund and SBI Small Cap Fund now to allow lump sum investments. What you need to know before you invest
Continue reading →How a two-year-long inhomogeneity among market segments was blown away in five weeks when stocks crashed!
Continue reading →The huge losses suffered by Equity Savings mutual funds illustrate why one should avoid equity exposure for short-term goals and regular income
Continue reading →In his fourth ebook, Venkatesh Jayaraman offers many insights and suggestions on how investors can tackle the stock market crash
Continue reading →Here is how equity mutual funds from different categories performed during this market crash
Continue reading →Would an aggressive hybrid fund (aka balanced funds) fare better during a market crash than the NIfty? Do you have the right expectations from aggressive hybrid funds?
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