Why SBI ETF Nifty 50 Price changed only by 0.2% when Nifty fell 7.6%
Here is why the price of SEBI Nifty ETF 50 did not track the NIfty on 16th Mar 2020 resulting in a huge price-NAV disparity
Continue reading →Category: Mutual Funds
Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
Poor performance of active mutual funds: Is this a recent development?
We study active equity mutual fund performance from April 2006 to April 2017 to find out if their collective inability to beat the market is a recent development or not.
Continue reading →Why debt mutual funds fell last week along with equity funds
Here is why debt mutual funds also have negative returns last week (9-13 March 2020) along with equity mutual funds
Continue reading →Do active mutual funds offer downside protection? Or is it a myth?
We find out how frequently active mutual funds fall lower than the “market” also known as downside protection
Continue reading →Why we witnessed something special in the market today! (Fri 13th Mar 2020)
Friday the 13th certainly lived up to its reputation with a wild day in the market! Here is why we witnessed something special on 13th Mar 2020
Continue reading →Are we in the middle of the biggest Sensex Crash?
Is the fall in the markets from Feb 2020 one of the sharpest that we have seen so far in the history of the Indian markets? An analysis
Continue reading →Why this market crash could be healthy after all!
This stock market crash although triggered by unfortunate circumstances could turn out to be healthy when we compare different segments of the stock market
Continue reading →How to protect our MF investments during a market crash?
Here is how you can protect your investments from stock market volatility without leaving it in the hands of timing luck!
Continue reading →Timing the market will work but not the way we imagined!
We look at the daily returns of the Sensex and S&P 500 and show why market timing does not work the way most investors want it to
Continue reading →Why not invest in NFOs if past performance is no guarantee of future returns?
It is important to pay heed to the mutual fund disclaimer, “past performance is no guarantee of future returns”. Then why not invest in mutual fund NFOs (new fund offers)? A discussion.
Continue reading →Mutual Fund SIP Report: Direct Plan vs Regular Plan (2020)
A look at how a SIP and lump sum investment in the regular plan and direct plan of the same fund have performed over the last seven years
Continue reading →Waiting for the market to fall more can be an expensive mistake!
Here is why waiting for the suitable time to invest in the market can an expensive and irreversible mistake
Continue reading →How the Sensex, S&P 500 grew between leap years
Here is how the Sensex and S&P 500 have changed from one leap year to another! They did not always beat inflation or fixed income returns!
Continue reading →Sensex hits third longest losing streak!
An analysis of negative daily returns over 15-day periods.
Continue reading →Will ICICI Multi-Asset Fund become more volatile with Commodity Derivatives?
Will the inclusion of Exchange-Traded Commodity Derivatives in ICICI Multi-asset fund make it more volatile than before? A discussion
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