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!
Continue reading →We compare long term lump sum and SIP returns of Stocks vs Gold vs Bonds to find that 20-year Sensex Returns are now lower than Gold (perhaps for the first time)
Continue reading →Motilal Oswal S&P 500 Index Fund is now in its NFO period. This is a deep-dive into S&P 500 returns to find out if it is beneficial for resident Indians to invest and more importantly if it is worth the effort.
Continue reading →These three aggressive hybrid funds have outperformed CRISIL Hybrid 35+65 – Aggressive Index and also done well wrt Nifty 100 TRI
Continue reading →Here is when investors should use the Sovereign Gold Bond Scheme 2020-21 and more importantly when not to!
Continue reading →Screener for consistent, best-performing equity mutual funds in April 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 →How young earners are coming to terms with the market crash and the possibility of a weak future
Continue reading →We track month by month returns of a SIP and lump sum investment to determine which reacts more to market movements
Continue reading →Here is why a simple SIP alone in Small Cap Mutual Finds is far from rewarding in the long term and is a waste of your resources
Continue reading →The NPS has responded to the lockdown by merely updating its list of critical illnesses eligible for partial withdrawal highlighting the superiority of EPF
Continue reading →As on 9th April 2020, more than 90% of equity mutual funds now have a 10-year SIP return in single digits (before tax)!
Continue reading →A mutual fund SIP left unmanaged will fluctuate with the market no matter how long we wait patiently!
Continue reading →Did you miss some relevant information in your insurance application (life/health/accident etc.)? Then this is what you need to do
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