Why Quant Mutual Fund needs to communicate better with its investors

On June 23rd 2024, Moneycontrol reported that SEBI conducted search and seizure operations at two locations of Quant Mutual Fund on suspected front-running. The initial reaction from the AMC: It confirmed via email to investors that it has received inquiries from SEBI. Then, on June 27th 2024, it sent an FAQ to unitholders. The first…

Continue reading →

How to stay invested in equity without worrying about market falls

Many readers accuse us of scaring them by stating the factually obvious: Long-term equity investment comes with no guarantees of success! So, we discuss how to stay invested in equity without worrying about market falls. Equity investing (via mutual funds or direct equity) has no guarantees. Still, there is more than a reasonable chance of achieving…

Continue reading →

Can I get Rs. one lakh monthly income with Rs. 3 Crores retirement corpus?

A reader asks, “Can a 45-year-old get Rs. one lakh monthly income with Rs. 3 Crores retirement corpus?”. We will assume the reader wishes to retire immediately with a corpus of Rs. 3 crores. Let us punch this scenario into the freefincal robo advisor tool. Note: This retirement planning illustration depends on several inputs and…

Continue reading →

SEBI creates a path for passive only fundhouses – Please support it

On 1st July 2024, SEBI released a consultation paper for “Introduction of Mutual Funds Lite Regulations (MF LITE) for passively managed Mutual Funds Schemes.” aimed to “reduce the compliance requirement, foster innovation, encourage competition and promote ease of entry for the MFs interested in launching only passive schemes”. About the author: S. R. Srinivasan (SRS) is a…

Continue reading →

National Pension Scheme Fund Screener July 2024: Shortlist consistent performers

This is a National Pension Scheme Fund Screener to shortlist consistently performing NPS schemes. You can also spot NPS schemes with a higher return than a benchmark at a lower risk. This is similar in design to the freefincal Equity Mutual Fund Performance Screener. Inside, you get discounted links to our robo advisory tool and…

Continue reading →

Will the introduction of hybrid index funds be helpful to investors?

On 1st July 2024, SEBI released a consultation paper for “Introduction of Mutual Funds Lite Regulations (MF LITE) for passively managed Mutual Funds Schemes.” aimed to “reduce the compliance requirement, foster innovation, encourage competition and promote ease of entry for the MFs interested in launching only passive schemes”. In this paper, SEBI has proposed the…

Continue reading →