In this report, we evaluate how actively managed midcap mutual funds have fared against the Nifty Next 50 Total Returns Index. Only three midcap mutual funds have beat Nifty Next 50 consistently over every possible 3,4 and 5 year periods.
Continue reading →This is a review of Edelweiss Mid Cap Fund that hopefully serves to illustrate why investors should not ignore past changes to a fund and need to study past fund factsheets and not go by current star ratings.
Continue reading →Build an equity mutual fund portfolio with these simple steps explained by SEBI Registered Investment Advisor Swapnil Kendhe.
Continue reading →According to the income tax rules, the gain from each unit of a non-equity mutual fund that is older than three years is subject to 20% taxation with indexation benefit using the cost inflation index. With the Cost inflation index for FY 2020-21 just announced, let us see how tax is lowered on all debt funds,…
Continue reading →This is a mutual fund guide for first-time investors to start investing in the right way. It is designed in an easy-to-understand question and answer format. We believe that new investors in mutual funds should first ask and then seek answers to these questions.
Continue reading →Here are ten lesser-known facts about PPF accounts concerning maturity, premature closure and nomination.
Continue reading →We are happy to release a new market timing tool with which you can convert daily price data to monthly data and compute moving averages for equity (indices, stocks and mutual funds), gold and gilt (using bond yield). This is a follow up to backtest conducted on equity, gold and gilts using double and single…
Continue reading →Do you want mutual funds that have got a higher return than a benchmark at lower risk? Then here is an easy way to spot them!
Continue reading →Many media reports are doing the rounds that IRDAI has issued a new rule in a circular on 11th June 2020 that health insurers cannot question (unless there is fraud) a claim made after holding a policy for eight continuous years. This is not a new development. We also explain what this means.
Continue reading →A tactical entry and exit strategy for small cap mutual funds is discussed in this article. The impact of the strategy on the worst-performing small cap fund is promising enough to emerge as a better option than a buy and hope for the best SIP in a small cap mutual fund.
Continue reading →India’s “debt to GDP ratio” increased by 3.5% from March 2019 to March 2020. In this article, we discuss concerns over how the lockdown could push govt debt higher and enumerate the status of govt borrowing pre-lockdown listed in the Ninth Edition of the Status Paper on Government Debt.
Continue reading →Are you a young earner, who has just started investing in mutual funds? Have you started multiple SIPs (3,4,5 …) in mutual funds from the same category or type? Here is why this is a mistake and you need to stops some SIPs and consolidate your investments before it becomes a mess.
Continue reading →Gilt mutual funds can be tricky to understand. Those who assume they have invested in “safe” govt bonds would be shocked to see how much their prices (NAV) fluctuates daily and can even lead to negative or low returns over a few years. In this article, we find out if a market timing method can…
Continue reading →We discuss the basics of portfolio rebalancing: why do it, how to do it and when to do it, to address some of the common questions that investors have.
Continue reading →Several banks offer high-yielding perpetual bonds. In this article, we discuss the basics of a perpetual bond and what investors need to know before buying them.
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