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 →Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews
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 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 →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 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 →This is a list of equity mutual funds (holding more than 65% Indian stocks) that invest in international stocks or mutual funds
Continue reading →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 →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
Continue reading →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
Continue reading →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.
Continue reading →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.
Continue reading →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…
Continue reading →Will you choose a risky mutual fund if it has a chance of beating the index? This is a question that can be convincingly answered, yes or no. Here is how 233 investors responded and what it means to our understanding of risk and reward. We shall discuss three other related polls on the investment journey. Before…
Continue reading →Let us find out which index funds tracking the Nifty, Sensex or Nifty Next 50 have the lowest tracking error using a simple and easy to understand method. If there is enough interest, I shall publish this report from time to time. We shall restrict the discussion to index funds for now. ETF tracking error…
Continue reading →Interested to know which mutual funds retail investors prefer, how high Networth Individuals invest? Let us take a look at the Association of Mutual Funds in India – AMFIs AUM-Category / Age-Wise and Folio Data as on June 30th 2019. I had recently used this to find out how popular index investing is in India…
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