Mutual Fund Dividends: When and how to use them from April 2020
With mutual fund dividends being taxed as per slab rate from 1st April 2020, we discuss when and how to use them
Continue reading →Big benefits for investors announced by SEBI in its Board Meeting!
SEBI has taken big steps to remove the conflict of interest in advisors. Thank you to all those who write to SEBI opposing key changes in their consultation paper!
Continue reading →We spotted a “Multi-beggar” stock 3 years back – You can, too!
The earnings power box method offers a simple way to spot stocks that could become anti-mutlibaggers colloquially called multi-beggers well before they fail! Here is an example.
Continue reading →Nippon India Small Cap Fund Review: Consistent Performer!
This is a performance review of Nippon India Small Cap Fund. We look at how it has fared against small cap benchmarks and category peers
Continue reading →Feb 2020 Equity Mutual Fund Performance Screener
Screener for consistent, best-performing equity mutual funds in Feb 2020. You can screen on the basis of fund category & benchmark, risk and returns. Includes an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management.
Continue reading →Huge difference in SIP returns from the same fund! How is it possible?
We explain how SIPs just months or even weeks apart can differ in returns significantly and what this means to the SIP investor
Continue reading →48% increase in expense ratio of Birla Reg Savings Fund! Time for SEBI to act?
Birla AMC has announced an increase in the expense ratio (TER) of six mutual funds. The TER of Aditya Birla Sun Life Regular Savings Fund has gone up 48%! Why it is time for SEBI to step in
Continue reading →IRDAI removes controversial pre-existing disease clause in guidelines
IRDAI has removed a controversial pre-existing disease clause in the standard health insurance guidelines. This will benefit buyers
Continue reading →These 8 Aggressive Hybrid Funds Outperformed a Hybrid Index Consistently
Have actively managed aggressive hybrid funds managed to beat a hybrid index? This is a performance comparison with CRISIL Hybrid 35+65 –
Aggressive Index
Can I combine market timing & mutual fund SIPs?
Many investors, even experienced ones do not understand what market timing is and if can co-exist with a SIP. These terms are explained for new investors in a simple manner.
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