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 →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 →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 →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 →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 →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
Continue reading →Kotak Pioneer Fund is a thematic open-ended mutual fund that aims to invest in domestic & international companies that pioneer change and innovation. Is it a promising pick or is the strategy too vague?
Continue reading →These are the worst mutual fund performers in 2019 based on their performance over the last five years against a category benchmark. The Oct 2019 Equity Mutual Fund Performance Screener can be used to identify the best mutual fund performers in under a minute! If we define “the best” as the most consistent performers in…
Continue reading →This is a performance review of SBI Bluechip Fund. Started in Feb 2006, it has grown to become one of the biggest large cap funds with 22746.36 Cr as on 30 Sep 2019, much of it in recent years. Does it make sense to invest in this fund anymore or shift to a Nifty 50 index…
Continue reading →This is a review of Franklin India Savings Fund, an open-ended money market mutual fund that invests in bonds of up to one year and aims to lower interest rate fluctuations with low to moderate credit rating risk. This fund can be considered by investors wanting a little more (potential) return than liquid funds without…
Continue reading →Will you choose a risky mutual fund if it has a chance of beating the index? This is a question that can be convincingly answered, yes or no. Here is how 233 investors responded and what it means to our understanding of risk and reward. We shall discuss three other related polls on the investment journey. Before…
Continue reading →Everyone agrees that a good amount of equity exposure is necessary for building a retirement corpus capable of handling inflation when income from employment stops. This can be done via some mix of equity mutual funds and direct equity. What about the fixed income or debt part of the portfolio? Let us consider the investment…
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