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
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Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
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
Continue reading →AUM of Axis Small Cap Fund increased 35% in Jan 2020!
Yes, Axis Small Cap Fund Aum went up from 1542 Crores in Dec 2019 to 2084 Crores in Jan 2020! Mirae Midcap too registered similar growth. Here is the full list of movers and shakers.
Continue reading →Are Indian Investors ready to choose Index mutual funds or ETFs?
You may have noticed an increased interest in passive mutual funds (index funds or ETFs). Is this for real? Are Indian Investors ready to choose Index mutual funds or ETFs? Here are some facts.
Continue reading →Should investors in dividend option of Balanced Advantage Funds Exit?
A good chunk of aum resides in the dividend options of balanced advantage funds. What should they do now that dividends are taxed as per slab? A discussion.
Continue reading →Do not expect returns from mutual fund SIPs! Do this instead!
It may seem surprising to realize that it is simply impossible to expect any returns from unmanaged equity investments (invest and wait in hope). Here are some practical ways for investors to overcome this problem.
Continue reading →Mutual Fund Dividends: When and how to use them from April 2020
With mutual fund dividends being taxed as per slab rate from 1st April 2020, we discuss when and how to use them
Continue reading →Huge difference in SIP returns from the same fund! How is it possible?
We explain how SIPs just months or even weeks apart can differ in returns significantly and what this means to the SIP investor
Continue reading →48% increase in expense ratio of Birla Reg Savings Fund! Time for SEBI to act?
Birla AMC has announced an increase in the expense ratio (TER) of six mutual funds. The TER of Aditya Birla Sun Life Regular Savings Fund has gone up 48%! Why it is time for SEBI to step in
Continue reading →These 8 Aggressive Hybrid Funds Outperformed a Hybrid Index Consistently
Have actively managed aggressive hybrid funds managed to beat a hybrid index? This is a performance comparison with CRISIL Hybrid 35+65 –
Aggressive Index
Individuals to pay Tax on Dividends from Shares and Mutual Funds!
We need to pay Tax on Dividends from Shares and Mutual Funds as per slab from 1st April 2020
Continue reading →Only 6 Midcap Mutual Funds beat Nifty Midcap 150 in the last 5 years
A look at how midcap funds performed in comparison to this index in the last 1,2,3,4 and 5 years. Is it time to consider passive investing options in the midcap space?
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