With so many mutual funds failing to beat the benchmark over the last 3,5,7 years, it is time for SEBI to come up with performance-linked expense ratios. A discussion.

SEBI has banned Karvy Broking from taking new clients and executing trades because of fraud. Here is why it is unlikely to affect mutual funds

These are the most popular (held by many funds) & least popular (held by one fund) stocks held by mutual funds (Oct 2019)

Soumendra Nath Lahiri’s exit from L&T Mutual Fund exposes on of the biggest risk of active mutual funds: overdependence on individuals. What are options before investors and how they should handle this

It is possible for a mutual fund to go bust (become insolvent) like a bank? We discuss the objective and organizational differences between a bank and a mutual fund to point out why this is not possible, but there can be other types of challenges for mutual fund unitholders

AUM of many mutual funds registered a 30% or more growth in Oct 2019. Out of these 11 were equity mutual funds. Six of these are ETFs including ICICI Pru Nifty Low Vol 30 ETF (45% increase). A report.

This is a list of equity mutual funds (holding more than 65% Indian stocks) that invest in international stocks or mutual funds

Each time the S&P 500 provides a return higher than local Indices, Indian investors want to know if they can hold US Stocks. Does this make sense? If so, how much exposure should they have?

The NSE has launched a new strategic index, the NIFTY Midcap150 Quality 50 Index. We find out how well active midcap mutual funds have fared against this index

Evidence is presented that many mutual funds suddenly decrease the expense ratio of direct plans to invite AUM and increase it back again to profit. It is time for SEBI to curb such frequent changes. in the expense ratio

In Sep 2019, 71 mutual funds across 12 categories were hit by bond rating downgrades. At the same time, 12 mutual funds across 4 categories saw rating upgrades. This is a list of both.

A trailing one-year performance report on aggressive hybrid funds. We compare them with diversified equity funds like large cap, multicap, large and mid cap funds.

• Out of the four new index funds launched by Motilal Oswal in Sep 2019, the Small Cap 250 Index fund emerges as the most popular among direct plan investors!

These are the worst mutual fund performers in 2019 based on their performance over the last five years against a category benchmark. The Oct 2019 Equity Mutual Fund Performance Screener can be used to identify the best mutual fund performers in under a minute! If we define “the best” as the most consistent performers in…