Why Value Research is wrong to offer one star to Principal Nifty 100 Equal Weight Fund

Principal Nifty 100 Equal Weight Fund has a one-star rating by Value Research (as on 1st Dec 2018 8:44 am). This is completely wrong and yet again shows how flawed mutual fund star ratings are. Allow me to explain. It is all very well to use math, statistics graphs and analysis and offer ratings to … Continue reading Why Value Research is wrong to offer one star to Principal Nifty 100 Equal Weight Fund

Should I now shift active mutual funds to index funds? A step by step guide

It should now be reasonably apparent to the regular freefincal reader that Index funds are becoming harder and harder to beat and that one have easily constructed a minimalist index fund portfolio suitable for all risk appetites and ages. So the question now in many active mutual fund investor is, should I now shift current active funds … Continue reading Should I now shift active mutual funds to index funds? A step by step guide

Large Cap vs Mid Cap vs Small Cap Funds: Which is better for long term investing?

Many young mutual fund investors assume that their portfolios should have more of mid cap and small cap stocks or mutual funds because these will outperform large caps over the long run. As usual, such assumptions are based on "intuition" without rigorous data support. In this post, let us compare large cap, mid cap and … Continue reading Large Cap vs Mid Cap vs Small Cap Funds: Which is better for long term investing?

Do not buy Government Securities (G-sec) from retail platforms (Zerodha, NSE goBID)

Here is why you should not buy G-secs (Government Securities) from retail platforms like Zerodha and NSE goBID and keep it simple with fixed deposits or debt mutual funds. Even if you wish to buy G-secs at the very least give several months for the platforms and the process to evolve before committing money. So … Continue reading Do not buy Government Securities (G-sec) from retail platforms (Zerodha, NSE goBID)

Mirae Asset Tax Saver Fund: Looking for an ELSS Fund away from the crowd?

This is a performance review of Mirae Asset Tax Saver Fund and a comparison with the most popular ELSS fund Axis Long Term Equity. If you are looking for an ELSS fund, rather if your portfolio needs an ELSS fund then Mirae Tax Saver might fit the bill. Sometimes, you need to choose mutual funds … Continue reading Mirae Asset Tax Saver Fund: Looking for an ELSS Fund away from the crowd?

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