You may have noticed an increased interest in passive mutual funds (index funds or ETFs). Is this for real? Are Indian Investors ready to choose Index mutual funds or ETFs? Here are some facts.
Continue reading →A good chunk of aum resides in the dividend options of balanced advantage funds. What should they do now that dividends are taxed as per slab? A discussion.
Continue reading →It may seem surprising to realize that it is simply impossible to expect any returns from unmanaged equity investments (invest and wait in hope). Here are some practical ways for investors to overcome this problem.
Continue reading →With mutual fund dividends being taxed as per slab rate from 1st April 2020, we discuss when and how to use them
Continue reading →SEBI has taken big steps to remove the conflict of interest in advisors. Thank you to all those who write to SEBI opposing key changes in their consultation paper!
Continue reading →The earnings power box method offers a simple way to spot stocks that could become anti-mutlibaggers colloquially called multi-beggers well before they fail! Here is an example.
Continue reading →This is a performance review of Nippon India Small Cap Fund. We look at how it has fared against small cap benchmarks and category peers
Continue reading →Screener for consistent, best-performing equity mutual funds in Feb 2020. You can screen on the basis of fund category & benchmark, risk and returns. Includes an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management.
Continue reading →We explain how SIPs just months or even weeks apart can differ in returns significantly and what this means to the SIP investor
Continue reading →Birla AMC has announced an increase in the expense ratio (TER) of six mutual funds. The TER of Aditya Birla Sun Life Regular Savings Fund has gone up 48%! Why it is time for SEBI to step in
Continue reading →IRDAI has removed a controversial pre-existing disease clause in the standard health insurance guidelines. This will benefit buyers
Continue reading →Have actively managed aggressive hybrid funds managed to beat a hybrid index? This is a performance comparison with CRISIL Hybrid 35+65 –
Aggressive Index
Many investors, even experienced ones do not understand what market timing is and if can co-exist with a SIP. These terms are explained for new investors in a simple manner.
Continue reading →Axis Growth Opportunities Fund has caught the attention of many investors. Can this be an alternative to Parag Parikh Long Term Equity Fund? Let us find out how these funds differ in investment style
Continue reading →This is a performance update on the NIfty Next 50 Index and what investors need to appreciate before committing money in the index
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