Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
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!
Continue reading →Here is how the special liquidity facility announced by RBI for mutual funds will work.
Continue reading →Why bother with debt funds and live in fear when we have safe tax-free options like EPF and PPF?
Continue reading →This all-weather portfolio is likely to make an investor financially safe, no matter what the future brings! But will investors choose it?
Continue reading →The NIfty fell 36.85% from Feb 20th 2020 to March 23rd 2020. A look at how dynamic asset allocation funds and balanced advantage funds fared during this period.
Continue reading →Will 10% exposure to US Equity make a difference to my portfolio? Or should I add 20%? Is it necessary to rebalance such small exposure? An analysis
Continue reading →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)
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