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?
Continue reading →Will Ben Grahams 50% equity 50% fixed income portfolio work for India? Or is too conservative? An analysis
Continue reading →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
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