Why arbitrage funds become more volatile when market uncertainty increases
Here is why arbitrage mutual funds become volatile when the market uncertainty increases and why this need not mean higher returns
Continue reading →Category: Mutual Funds
Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
How to use MF, stock losses to reduce your tax burden (tax-loss harvesting)
Here is how investors can legally reduce their tax liability from capital gains by exploiting recent losses in stocks, equity or non-equity mutual funds
Continue reading →MFs to write-off 75 % Locked-in Yes Bank Shares: Will it hurt index funds?
Here is how AMFI’s decision to write-off 75% locked-in shares of Yes Bank (from March 16th 2020) will affect index funds
Continue reading →Sensex registers fourth lowest monthly return!
On 19th March Sensex registered a -32% fall since 19th Feb its fourth-lowest!
Continue reading →Should we exit from equity mutual funds now to prevent further loss?
The market crash has lead to fear and panic among investors resulting in several questions. We address some of these in this article
Continue reading →Sensex loses 30% twice as fast as 2008 crash!
The Sensex has lost 30% of its value in just 18 days! Here is how this compares with other major crashes in the past
Continue reading →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 →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
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