In this article, we review the Edelweiss Greater China Equity Off-shore Fund. This is an open-ended fund of fund scheme investing in JPMorgan Funds – Greater China Fund (the underlying fund). JPMorgan Funds – Greater China Fund is an equity fund investing primarily in a diversified portfolio of domiciled companies in, or carrying out the…
Continue reading →Almost everyone dreams of making more money, but almost everyone has the same two problems: (1) What should I do to make more money? And (2) how do I find the time to do it? By more money, we shall refer to a long-term, scalable combination of active and passive income focusing on automation and…
Continue reading →In this article, we review a pair of yet another open-ended target maturity index fund: IDFC Gilt 2027 Index Fund and IDFC Gilt 2028 Index Fund. These come hard on the heels of Edelweiss Nifty PSU Bond Plus SDL Index Fund – 2026. It is good to see AMC’s wake up to the benefits of…
Continue reading →In this article aimed at new investors, we compare managing an investment portfolio with the task of staying married. If you spend some time in an investment forum, you will notice a distinct pattern: members want the best mutual fund to invest in for the next 10 years or 15 years; they want to know…
Continue reading →In this article, tax expert Manmohan Sethumadhavan explains a situation where investments in products eligible under section 80C may be beneficial even if the net income is lower than the taxable limit. Investments like EPF, PPF, ELSS etc., are made in a financial year to reduce the tax outgo by claiming a deduction u/s 80C…
Continue reading →Edelweiss Nifty PSU Bond Plus SDL Index Fund – 2026 is an open-ended target maturity Index Fund predominantly investing in the constituents of Nifty PSU Bond Plus SDL Apr 2026 50:50 Index. The fund has a maturity date of April 30th 2026, after which the assets will be distributed to unitholders. This article explains the…
Continue reading →The freefincal Equity Mutual Fund Performance Screener (March 2021) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds that have got a higher return than a benchmark at a lower risk. Inside, you get ~ 40% discounted links…
Continue reading →In this article, Ahirjoy Biswas explains the importance of Personal Cyber Security Insurance; why it is important; what to look for in such policies and where to get one in India. About the Author: Ahirjoy Biswas is a Computer Science Engineer and has over 18 years of experience in the IT and BFSI industry. The…
Continue reading →When I wrote the last article about how a minimalistic lifestyle can help you save money, people had some obvious questions and apprehensions. Some were sceptical that a lot of skimping may take the joy out of living and some others were worried about society and extravagant families waiting to judge them. About the author:…
Continue reading →In this episode of reader-story, Ramkumar Subramanian shares his investment journey. How he invested without a plan, made a bunch of mistakes but still managed to de-clutter his portfolio and started investing in a goal-based manner. As regular readers may be aware, we publish a personal financial audit each December – this is the 2020…
Continue reading →Over the last few months, I have posted monthly updates of my stock portfolio compared with an equivalent investment in a Nifty index fund. This is the March 2021 update. This is the archive of previous updates. Personal finance is primarily personal. So kindly do not ignore the following context in which I am managing…
Continue reading →This is a review of SBI International Access ‐ US Equity FoF (fund of fund) currently in its NFO period up to March 15th 2021. It will invest in mutual fund schemes/ETFs that invest in US markets and will be e benchmarked to S&P 500 Index, after converting it to Indian Rupee. It will invest…
Continue reading →Every mutual fund sales guy says, “the best way to build wealth is via SIP in an equity mutual fund over the long term”. However, where is the proof that a long-term equity mutual fund SIP would work? In this article, we analyse 40+ years of the Sensex and 106 years of the S&P 500…
Continue reading →Here is a list of stocks with low volatility and momentum for March 2021 from the Nifty 100. You can also get the historical data from March 2019 onwards. This month as many as 65 stocks qualify after filtering Nifty 100 with (1) positive 1-year return, (2) positive six-month return, (3) price > 200-day moving…
Continue reading →In this article, I explain why I did not invest the maximum amount eligible into PPF for ten years. The start of another month, and it is time to open my trusted investment tracker Excel. I have been using this for the last ten years to track my investments. This sheet is available here: How…
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