This portfolio works in all market conditions! Will you invest?
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 →Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
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)
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
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