We present tracking error data for various durations and discuss how to select an index fund with it. We find that funds with lower AUM and higher expenses could also track the index well!
Continue reading →Want to combine NIfty Next 50 Index fund and NIfty 50 Index fund? Here is how the mix has performed in the past
Continue reading →These are some essential differences between liquid funds and other debt funds that investors need to know about
Continue reading →Here are eight thematic or sectoral mutual funds that have consistently beaten the Nifty 100 Total Returns Index in terms of both risk and reward. Five of them with the same theme!
Continue reading →Many taxpayers trade in stock and commodity markets, both in intra-day as well as Futures & Options (F&O). In this article, we will discuss the various taxation related aspects of such trading including head under which the income is to be reflected, audit requirements, the applicability of Section 44AD etc.
Continue reading →Here is how the special liquidity facility announced by RBI for mutual funds will work.
Continue reading →Gilt mutual funds may not have credit risks but they are also volatile and can lead to losses! What investors need to know before choosing them
Continue reading →Why bother with debt funds and live in fear when we have safe tax-free options like EPF and PPF?
Continue reading →Though Franklin AMC had no option but to close down six debt funds, they should have handled it a lot quicker and a lot better
Continue reading →In an extraordinary development, Franklin AMC has decided to wind up six debt funds due to continuous redemptions and their inability to sell adequate matching bonds. These are the next steps for affected investors.
Continue reading →This all-weather portfolio is likely to make an investor financially safe, no matter what the future brings! But will investors choose it?
Continue reading →Will Ben Grahams 50% equity 50% fixed income portfolio work for India? Or is too conservative? An analysis
Continue reading →The NIfty fell 36.85% from Feb 20th 2020 to March 23rd 2020. A look at how dynamic asset allocation funds and balanced advantage funds fared during this period.
Continue reading →Will 10% exposure to US Equity make a difference to my portfolio? Or should I add 20%? Is it necessary to rebalance such small exposure? An analysis
Continue reading →We study 10-year SIP returns of twenty market cap-weighted and factor-weighted indices. Five factor-weighted indices have a return two times or more than that of NIfty!
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