After biggest intraday fall: 10-year Nifty SIP Return is 2.3%, 14-year SIP Return is 5%
Here is how ten and fourteen-year SIPs in Nifty have fared during this market crash
Continue reading →Why arbitrage funds become more volatile when market uncertainty increases
Here is why arbitrage mutual funds become volatile when the market uncertainty increases and why this need not mean higher returns
Continue reading →How to use MF, stock losses to reduce your tax burden (tax-loss harvesting)
Here is how investors can legally reduce their tax liability from capital gains by exploiting recent losses in stocks, equity or non-equity mutual funds
Continue reading →MFs to write-off 75 % Locked-in Yes Bank Shares: Will it hurt index funds?
Here is how AMFI’s decision to write-off 75% locked-in shares of Yes Bank (from March 16th 2020) will affect index funds
Continue reading →Why Liquid funds and money market funds also fell in the last few days
Here is why liquid funds and money market funds also fell in the last few days
Continue reading →Sensex registers fourth lowest monthly return!
On 19th March Sensex registered a -32% fall since 19th Feb its fourth-lowest!
Continue reading →Should we exit from equity mutual funds now to prevent further loss?
The market crash has lead to fear and panic among investors resulting in several questions. We address some of these in this article
Continue reading →Sensex loses 30% twice as fast as 2008 crash!
The Sensex has lost 30% of its value in just 18 days! Here is how this compares with other major crashes in the past
Continue reading →Ten years of investing in the NPS: Performance report
After ten years of investing in NPS (tier 1, central govt scheme) this is how my investments have fared since March 2010.
Continue reading →March 2020 Equity Mutual Fund Performance Screener
Screener for consistent, best-performing equity mutual funds in Mar 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 →Why SBI ETF Nifty 50 Price changed only by 0.2% when Nifty fell 7.6%
Here is why the price of SEBI Nifty ETF 50 did not track the NIfty on 16th Mar 2020 resulting in a huge price-NAV disparity
Continue reading →Poor performance of active mutual funds: Is this a recent development?
We study active equity mutual fund performance from April 2006 to April 2017 to find out if their collective inability to beat the market is a recent development or not.
Continue reading →Why debt mutual funds fell last week along with equity funds
Here is why debt mutual funds also have negative returns last week (9-13 March 2020) along with equity mutual funds
Continue reading →Do active mutual funds offer downside protection? Or is it a myth?
We find out how frequently active mutual funds fall lower than the “market” also known as downside protection
Continue reading →Why we witnessed something special in the market today! (Fri 13th Mar 2020)
Friday the 13th certainly lived up to its reputation with a wild day in the market! Here is why we witnessed something special on 13th Mar 2020
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