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
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.
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