Should investors in dividend option of Balanced Advantage Funds Exit?
A good chunk of aum resides in the dividend options of balanced advantage funds. What should they do now that dividends are taxed as per slab? A discussion.
Continue reading →Do not expect returns from mutual fund SIPs! Do this instead!
It may seem surprising to realize that it is simply impossible to expect any returns from unmanaged equity investments (invest and wait in hope). Here are some practical ways for investors to overcome this problem.
Continue reading →Mutual Fund Dividends: When and how to use them from April 2020
With mutual fund dividends being taxed as per slab rate from 1st April 2020, we discuss when and how to use them
Continue reading →Big benefits for investors announced by SEBI in its Board Meeting!
SEBI has taken big steps to remove the conflict of interest in advisors. Thank you to all those who write to SEBI opposing key changes in their consultation paper!
Continue reading →We spotted a “Multi-beggar” stock 3 years back – You can, too!
The earnings power box method offers a simple way to spot stocks that could become anti-mutlibaggers colloquially called multi-beggers well before they fail! Here is an example.
Continue reading →Nippon India Small Cap Fund Review: Consistent Performer!
This is a performance review of Nippon India Small Cap Fund. We look at how it has fared against small cap benchmarks and category peers
Continue reading →Feb 2020 Equity Mutual Fund Performance Screener
Screener for consistent, best-performing equity mutual funds in Feb 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 →Huge difference in SIP returns from the same fund! How is it possible?
We explain how SIPs just months or even weeks apart can differ in returns significantly and what this means to the SIP investor
Continue reading →48% increase in expense ratio of Birla Reg Savings Fund! Time for SEBI to act?
Birla AMC has announced an increase in the expense ratio (TER) of six mutual funds. The TER of Aditya Birla Sun Life Regular Savings Fund has gone up 48%! Why it is time for SEBI to step in
Continue reading →IRDAI removes controversial pre-existing disease clause in guidelines
IRDAI has removed a controversial pre-existing disease clause in the standard health insurance guidelines. This will benefit buyers
Continue reading →These 8 Aggressive Hybrid Funds Outperformed a Hybrid Index Consistently
Have actively managed aggressive hybrid funds managed to beat a hybrid index? This is a performance comparison with CRISIL Hybrid 35+65 –
Aggressive Index
Can I combine market timing & mutual fund SIPs?
Many investors, even experienced ones do not understand what market timing is and if can co-exist with a SIP. These terms are explained for new investors in a simple manner.
Continue reading →Axis Growth Opportunities Fund vs Parag Parikh Long Term Equity Fund
Axis Growth Opportunities Fund has caught the attention of many investors. Can this be an alternative to Parag Parikh Long Term Equity Fund? Let us find out how these funds differ in investment style
Continue reading →Worried about Nifty Next 50 Index? What you need to know
This is a performance update on the NIfty Next 50 Index and what investors need to appreciate before committing money in the index
Continue reading →Why deposit insurance of five lakhs is not enough to protect investors
Investor deposits are now protected up to Rs. five lakh person. This, however, does not mean your money is safe! Why a lot more has to be done to protect investor interests
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