Nippon India Nivesh Lakshya Fund is an open-ended long-duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is greater than 7 years. We discuss the nature of this funds portfolio, its investment strategy and who should invest in this fund.
Continue reading →A 19% monthly return from the stock market without any background or context would seem something to cheer about. However with India at least weeks away from flattening the curve, the worst for stock investors is yet to come.
Continue reading →Melvin Joseph, one of India first SEBI registered investment advisors has released a free ebook titled Health Insurance Simplified (download link below). It explains all terms and definitions of a health insurance policy in an easy-to-understand manner.
Continue reading →This is a simple thumb rule for computing how much money we require for financial independence and retirement – normal or early (aka FIRE). You can also download a free e-book, an Excel sheet and an android app to answer questions like (1) what is the corpus required? (2) How long will a corpus last?…
Continue reading →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?
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