We evaluate the SIP performance of DSP Midcap Fund with multiple benchmarks. The fund may not be popular on personal finance forums but it has the second-largest AUM in the midcap fund category with almost Rs. 6500 crores.
Continue reading →We find out which Nifty Index Fund has the lowest tracking error over the last six years. Readers may recall that we have earlier shown that lower expenses do not mean lower tracking error! We have also earlier looked at return differences for different durations for various index funds.
Continue reading →This is the July 2020 momentum, low volatility stock screener for 100 stocks from the Nifty 100. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management. This month 17 stocks quality (nine new entrants) after filtering Nifty 100 with (1) positive 1-year return, (2) positive six-month return,…
Continue reading →The finance ministry has notified the National Pension Scheme Tier II- Tax Saver Scheme, 2020 under section 80C for central government employees.
Continue reading →The NSE has made several changes to its indices in its late-June portfolio reset. Notable are fives changes in Nifty Next 50, twelve from Nifty Midcap 100 and twenty-five from Nifty 500. Here is a selected listing.
Continue reading →Retirement planning is the hardest exercise in financial planning or in other words making sure we are heading towards an adequate retirement corpus that will outlive us. There are many unknowns and uncertainties while planning for retirement. A good plan is essential to counter these. Also essential is a yearly review and recalculation of the…
Continue reading →The second tranche of Bharat Bond ETFs from Edelweiss AMC will be available for purchase from July 14th 2020. Here is why investors should not buy such products in the name of safety.
Continue reading →The freefincal Equity Mutual Fund Performance Screener (July 2020) is now available. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management. Screen for consistently performing equity mutual funds in July 2020. You can screen on the basis of fund category & benchmark and spot mutual funds that…
Continue reading →We compare the SIP performance of Axis Small Cap Fund with multiple smallcap and midcap indices like Nifty Smallcap 250, Nifty Midcap 150 etc. All total return indices.
Continue reading →The SEBI MF categorization rules have many loopholes. Among these, there is no limit on the number of thematic funds an AMC can offer (unlike large cap, mid cap etc). This is the reason for increased thematic NFOs, some of them being quantitative mutual funds aka quant mutual fund. In this article, we discuss what…
Continue reading →In this edition of reader story, Kannan Hariharan describes his financial journey from humble beginnings to buying a house, becoming debt-free and starting as a goal-based DIY investor. His journey has several lessons on home-buying and goal-based investing.
Continue reading →This is the freefincal list of handpicked mutual funds for July-Sep 2020 (third quarter). New and old investors can use it according to their specific needs. Called “PlumbLine”, this was started in Sep 2017 for beginners to accompany the freefincal robo advisory template.
Continue reading →We compare the SIP performance of HDFC Mid-Cap Opportunities Fund with midcap indices like Nifty Midcap 50, NIftyty MIdcap 100, NIfty MIdcp 150 and Nifty Next 50 (all total return indices). Is this fund still any good? Is size a problem?
Continue reading →With effect from 01.04.2020, NRIs can invest in Government of India (GOI) Bonds without any ceiling limit in certain specific instruments. Here is how NRIs can invest in Government of India Bonds (aka G-secs or gilts).
Continue reading →We review the SIP performance of ICICI Bluechip Fund for various durations comparing it with NIfty 50 TRI and Nifty 100 TRI. Older mutual fund investors would appreciate how ICICI Bluechip Fun quickly became popular as the world emerged from the 2008 financial crisis. How things have changed!
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