Will ICICI Multi-Asset Fund become more volatile with Commodity Derivatives?
Will the inclusion of Exchange-Traded Commodity Derivatives in ICICI Multi-asset fund make it more volatile than before? A discussion
Continue reading →Edelweiss US Technology Equity Fund of Fund: What you need to know
Interested in the Edelweiss US Technology Equity Fund of Fund? This is what you need to know about the fund
Continue reading →Rs.1000 in 1980 is only worth Rs. 66 in 2020! How to protect our money?
If you had paid Rs. 66 for an item in 1980, it would cost Rs. 1000 today! Inflation constantly reduces our purchasing power. Here is how we can handle this risk.
Continue reading →Canara Robeco Equity Hybrid Fund Review: Consistent Track Record!
In this week’s fund review, we look at how Canara Robeco Equity Hybrid Fund has fared against its benchmark, Nifty 50 and category peers.
Continue reading →AUM of Axis Small Cap Fund increased 35% in Jan 2020!
Yes, Axis Small Cap Fund Aum went up from 1542 Crores in Dec 2019 to 2084 Crores in Jan 2020! Mirae Midcap too registered similar growth. Here is the full list of movers and shakers.
Continue reading →Are Indian Investors ready to choose Index mutual funds or ETFs?
You may have noticed an increased interest in passive mutual funds (index funds or ETFs). Is this for real? Are Indian Investors ready to choose Index mutual funds or ETFs? Here are some facts.
Continue reading →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 →