Vodafone Idea Downgrade Again Exposes Mutual Fund Selection Problems
The Ratings Downgrade of Vodafone Idea NCDS once again exposes problems in debt and hybrid mutual funds. What investors can do to handle such credit events
Continue reading →List of Mutual Funds Holding Vodafone Idea NCDs as on Oct 2019
This is the list of mutual funds holding Vodaphone idea bonds as on Oct 31st 2019
Continue reading →Soumendra Nath Lahiri’s Exit From L&T Mutual: What investors should do
Soumendra Nath Lahiri’s exit from L&T Mutual Fund exposes on of the biggest risk of active mutual funds: overdependence on individuals. What are options before investors and how they should handle this
Continue reading →Axis Multicap Fund Review: Excellent Start but too much AUM?
This is a review of Axis Multicap Fund which has had an excellent start since inception. However, does it have too much AUM too soon?
Continue reading →Here is how you can quickly spot value stocks!
Investors can quickly spot undervalued stocks using Morningstar’s Quantitative Equity Ratings. A look at the features of the tool with sample illustrations.
Continue reading →How financial services industries aim to take 1% of your wealth each year
The financial services industry has one goal: transfer wealth from the client to themselves. Their goal is to extract 1% of the client’s net worth each year in various excess fees. Here are five tactics used to achieve this and how you can protect yourself.
Continue reading →Can Mutual Funds Fail (go bust) Like Banks?
It is possible for a mutual fund to go bust (become insolvent) like a bank? We discuss the objective and organizational differences between a bank and a mutual fund to point out why this is not possible, but there can be other types of challenges for mutual fund unitholders
Continue reading →AUM of 11 equity funds (6 are ETFs!) grew by more than 30% in Oct 2019
AUM of many mutual funds registered a 30% or more growth in Oct 2019. Out of these 11 were equity mutual funds. Six of these are ETFs including ICICI Pru Nifty Low Vol 30 ETF (45% increase). A report.
Continue reading →SBI Focused Equity Fund Review: Why portfolio history is important
This is a performance review of SBI Focused Equity Fund. We show how the portfolio history of the fund should first be considered by investors before comparing past performance
Continue reading →Looking for Equity Mutual Funds Holding International Stocks? Here is a list
This is a list of equity mutual funds (holding more than 65% Indian stocks) that invest in international stocks or mutual funds
Continue reading →How much US stocks should your portfolio hold?
Each time the S&P 500 provides a return higher than local Indices, Indian investors want to know if they can hold US Stocks. Does this make sense? If so, how much exposure should they have?
Continue reading →Franklin India Bluechip Fund has not beaten the Nifty for the last 11 years!
Franklin India Bluechip Fund is the tenth oldest mutual fund in India open for subscription. It is currently rated one star by Value Research, A look at its journey over the years and what current investors should do
Continue reading →No Cost EMI: How does it work? Is there a catch involved?
How does No Cost EMI work? Is there a catch involved? What is the cost? Is it worth going for? Let us find out with an example.
Continue reading →Kotak Equity Opportunites Fund Review: A Steady performer
Kotak Equity Opportunites Fund is an open-ended large and midcap fund. In this review, we study how consistently the fund has performed when compared with its benchmark and category peers
Continue reading →Why Midcap Mutual Funds may struggle to beat this New Index from NSE!
The NSE has launched a new strategic index, the NIFTY Midcap150 Quality 50 Index. We find out how well active midcap mutual funds have fared against this index
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