Why SEBI imposed Rs 5 lakh penalty on ICICI Mutual Fund
Why SEBI imposed a fine of Rs. five lakh on ICIC Mutual Fund and its trust. Were there two violations or three? An explanation of what went wrong
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Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
These mutual funds outperformed their benchmark in 2019
Out of a total of 290 mutual funds across 13 categories, only these 103 funds managed to beat benchmarks in 2019!
Continue reading →These 48 mutual funds outperformed the Nifty in 2019!
Here is a list of 48 funds across 13 categories that bet the Nifty 50 in 2019
Continue reading →Bharat Bond ETF FAQ: Is it worth buying? Are there better alternatives?
Bharat Bond ETF opens for subscription between 12-20th Dec 2019. Is this the answer to credit risk problems in debt mutual funds? Is it worth buying? Are there better alternatives?
Continue reading →Axis Nifty 100 Index Fund Impressive AUM but is it expensive?
Axis Nifty 100 Index Fund has a Total Expense Ratio of 0.16% for the direct plan with 436 Crores in AUM. Is this too expensive? Is it worth shifting from a Nifty 50 index fund to Axis Nifty 100? Let us find out
Continue reading →Is it time for performance linked expense ratios in mutual funds?
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.
Continue reading →Can we avoid equity and use EPF plus PPF alone for retirement planning?
Why take so much risk in the stock market if returns are not guaranteed and can be low even after a long time? Why not use EPF plus PPF alone for retirement planning? Let us find out with examples.
Continue reading →Will SEBI Ban on Karvy Broking Affect Mutual Funds?
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
Continue reading →Most popular & least popular stocks held by mutual funds (Oct 2019)
These are the most popular (held by many funds) & least popular (held by one fund) stocks held by mutual funds (Oct 2019)
Continue reading →Soumendra Nath Lahiri’s Exit From L&T Mutual: What investors should do
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
Continue reading →Can Mutual Funds Fail (go bust) Like Banks?
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
Continue reading →AUM of 11 equity funds (6 are ETFs!) grew by more than 30% in Oct 2019
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.
Continue reading →Looking for Equity Mutual Funds Holding International Stocks? Here is a list
This is a list of equity mutual funds (holding more than 65% Indian stocks) that invest in international stocks or mutual funds
Continue reading →How much US stocks should your portfolio hold?
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?
Continue reading →Why Midcap Mutual Funds may struggle to beat this New Index from NSE!
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
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