Nippon India ETF Nifty BeES vs UTI Nifty Index Fund: Which is better?
A comparison of Nippon India ETF Nifty BeES with UTI Nifty Index Fund to understand the true cost of investing in an ETF.
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Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
Just started investing in mutual funds? Here are the next steps!
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 →Sensex gains 19% in April but worst is yet to come?
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 →Selecting index funds: Lowest expenses does not mean lowest tracking error!
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 →Nifty + Nifty Next 50: What is a good mix?
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 →Liquid funds vs Other debt funds – Differences you need to know about
These are some essential differences between liquid funds and other debt funds that investors need to know about
Continue reading →Eight Sectoral (Thematic) Mutual Fund Outperformers
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 →RBI Special Liquidity Facility for MFs: How will it work? Will it help Franklin AMC?
Here is how the special liquidity facility announced by RBI for mutual funds will work.
Continue reading →What is the need for debt funds when we can invest in safe fixed income?
Why bother with debt funds and live in fear when we have safe tax-free options like EPF and PPF?
Continue reading →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 →These five equity hybrid funds fell 50% less than Nifty during the crash
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 →This is how buying US stocks will affect your portfolio
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 →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 →Motilal Oswal S&P 500 Index Fund: What return can I expect from this?
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 →Three excellent aggressive hybrid mutual fund performers
These three aggressive hybrid funds have outperformed CRISIL Hybrid 35+65 – Aggressive Index and also done well wrt Nifty 100 TRI
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