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
Continue reading →I achieved financial independence at 35: My journey and lessons
A reader shares her journey to financial freedom. How it changed her life and how the formula for financial independence is simpler than we think!
Continue reading →Why SEBI should stop frequent mutual fund expense ratio changes
Evidence is presented that many mutual funds suddenly decrease the expense ratio of direct plans to invite AUM and increase it back again to profit. It is time for SEBI to curb such frequent changes. in the expense ratio
Continue reading →Worried your income is not enough? Here is how you can plan for financial goals
Are you worried that you will not be able to achieve your financial goals like kid’s education and retirement with your income levels? Here is a step by step solution
Continue reading →These 71 mutual funds were hit by bond rating downgrades in Sep 2019
In Sep 2019, 71 mutual funds across 12 categories were hit by bond rating downgrades. At the same time, 12 mutual funds across 4 categories saw rating upgrades. This is a list of both.
Continue reading →Two Crores in hand or one lakh a month pension for life Which is better?
Arjun had to choose between a two crore lump sum payout and a one lakh a month pension for life. What factors between the choices should he consider before deciding?
Continue reading →Aggressive Hybrid Funds: How have they fared in the last year?
A trailing one-year performance report on aggressive hybrid funds. We compare them with diversified equity funds like large cap, multicap, large and mid cap funds.
Continue reading →EPF vs NPS: Should you shift to NPS because the govt wants you to?
The govt is keen on offering an option to shift from EPS to NPS. While this is a good move from their viewpoint, does it make sense for existing EPF investors to shift to NPS in search of higher returns? We look at the key differences between EPF and NPS to find out
Continue reading →Is it time to exit ICICI Value Discovery & Quantum Long Term Equity?
ICICI Prudential Value Discovery Fund has not outperformed its benchmark, BSE 500 over the last five years. The same is true of Quantum Long Term Equity. Is it time to exit these funds? A report.
Continue reading →All you need to know about the India Post Mobile Banking App
India Post Mobile Banking App has been launched by the Department of Posts for Post Office Saving bank account users. Here is everything that you need to know about this app: its features, benefits and limitations
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