Jan 1st 2019 marks the sixth anniversary of introducing direct plan mutual funds (where no commissions are removed daily from invested value before publication of NAV). This is the returns and corpus lost to commissions by not switching from regular plans (where commissions are removed) to direct. Please show this to your friends who still […]
ICICI Prudential Bluechip Fund (Focused Bluechip): Great past, but will it last?
ICICI Prudential Focused Bluechip was launched in May 2008 right in the middle of the 2008 meltdown Armed with a lean AUM and 20-twenty stock mandate, the management could navigate the crisis well and soon became the darling of both the sales and investment community. Here is why the going will be tough for this (and other […]
Strange, but true! How mutual funds beat the index!
Here is a strange but true fact about how mutual funds beat the index! It is also the reason why I keep stressing on downside protection. Mutual funds that beat the index consistently find it easier to beat the index when it falls than when it rises! Here are numbers from the Dec 2018 freefincal Equity mutual fund […]
Fee-only Advisor Abhishek Kumar’s tap dancing to financial freedom
Abhishek Kumar joins the freefincal list of fee-only financial planners and to mark the occasion, here is an account of his chequered journey. Abhishek is also part of fee-only India an association of fee-only financial planners and we met last month at Bangalore. You can contact Abhishek via his website Sahajmoney. Now over to him. While […]
Kotak Standard Multicap Fund Review: Too much AUM, too soon?
This is a performance review of Kotak Standard Multicap Fund, previously known as Kotak Select Focus Fund. As on date, this fund has consistently outperformed its benchmark in terms of risk and reward. However, the fund has swelled in AUM rapidly and this now has the highest AUM among diversified equity funds (excluding SBI Nifty 50 […]
Create your own low volatility, momentum stock list with this NSE download
Here is how you can create your own low volatility, momentum stock list with this download from the NSE published each month. Each month I hope to publish such a list (see: Nine momentum stocks with low volatility for 2019), but here is how you DIY this. What is the meaning of momentum stock? Momentum investing essentially […]
Mutual fund investors do not want the truth! They want fantasies of guaranteed returns!
I have been posting one video a day for the last 40 days and YouTube has taught me about what mutual fund investors want during this time that Facebook (Asan Ideas for Wealth) did in years. Mutual funds investors do not want to listen to the truth about the risk associated with their investment in equity […]
