Want to save tax for the first time? Tips to avoid mistakes!
If you are going to save tax for the first time this financial year, here are some simple tips to avoid mistakes that may permanently damage your finances.
Continue reading →Tata Mid Cap Growth Fund Review: Good performance but why the low AUM?
This is a performance review of Tata Mid Cap Growth Fund. The fund has impressed with its performance over the last few years, but why does it have such a low AUM?
Continue reading →Will SEBI Ban on Karvy Broking Affect Mutual Funds?
SEBI has banned Karvy Broking from taking new clients and executing trades because of fraud. Here is why it is unlikely to affect mutual funds
Continue reading →Most popular & least popular stocks held by mutual funds (Oct 2019)
These are the most popular (held by many funds) & least popular (held by one fund) stocks held by mutual funds (Oct 2019)
Continue reading →Reader Story: How I turned my life around & charted my own money course
In this reader story edition, Vinay Rai discusses how he got his finances in order and charted his own money course
Continue reading →Truth about these ads: 8% Guaranteed Returns, LIC Scheme closing soon!
Are those ads that claim “8% Guaranteed Returns; LIC Scheme closing soon!” really true? Here is what you will really get if you buy those!
Continue reading →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
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