RBI Special Liquidity Facility for MFs: How will it work? Will it help Franklin AMC?
Here is how the special liquidity facility announced by RBI for mutual funds will work.
Continue reading →Gilt mutual funds will not protect your money! Recognize risks before investing!
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 →What is the need for debt funds when we can invest in safe fixed income?
Why bother with debt funds and live in fear when we have safe tax-free options like EPF and PPF?
Continue reading →Scheme Closure: Where Franklin Templeton Messed up
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 →Franklin to wind up Six Debt MFs: Next steps for affected investors
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 portfolio works in all market conditions! Will you invest?
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 Benjamin Graham’s 50% Stocks 50% Bonds strategy work for India?
Will Ben Grahams 50% equity 50% fixed income portfolio work for India? Or is too conservative? An analysis
Continue reading →These five equity hybrid funds fell 50% less than Nifty during the crash
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 →This is how buying US stocks will affect your portfolio
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 →10-year SIP return of these five stock indices twice as that of Nifty!
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 →Gold beats Sensex over last 20 years! Time to invest in gold?
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: What return can I expect from this?
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 →Three excellent aggressive hybrid mutual fund performers
These three aggressive hybrid funds have outperformed CRISIL Hybrid 35+65 – Aggressive Index and also done well wrt Nifty 100 TRI
Continue reading →Sovereign Gold Bond Scheme 2020-21: When to use and when not to!
Here is when investors should use the Sovereign Gold Bond Scheme 2020-21 and more importantly when not to!
Continue reading →April 2020 Equity Mutual Fund Performance Screener
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.
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