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…

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…

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…

I asked new mutual fund investors of FB group Asan Ideas for Wealth on 12th Sep 2019, “What have you learnt by investing in equity mutual funds over the last couple of years?” New mutual fund investors were defined as those who started investing from Jan 2017 or later. A total of 115 members shared…

We find out how many equity mutual funds beat category benchmarks in September 2019. We also find out how many did so at lower risk! The category benchmarks are those used in the Sep 2019 Equity Mutual Fund Performance Screener (see list below). Yesterday we saw only 20 funds managed to beat the index at lower…

A DIY investor invariably ends up reading a lot of stuff (and fluff). One typically starts with basic finance and business books, one thing leads to another and next thing you know, you end up reading stuff on history, psychology, personal and career development, management, leadership, philosophy and whatnot. This is a guest post by…

Happy Teachers Day! There is no greater teacher than life in general and El Mercado – the market – in particular. We often forget its most important lesson: buy an asset class (eg gold or stocks) when it is not doing well and sell when it is doing well. No, I am not suggesting that…

Investors sense the risk of investing a lump sum in stocks in different ways. Here are two dramatically different Facebook poll results on the subject conducted at Asan Ideas For Wealth (AIFW) and what we can learn from it. This should also be of use to investment advisors in understanding how clients perceive risk. After…

Ever heard someone say “investing in the stock market is like gambling”? Well, at least in part, it is more accurate than we care to admit. The mental aspects involved for succeeding in poker (gambling), stocks and life (the biggest gamble of all) are one and the same argues Srivatsan in this article. Srivatsan, as…