Here are six small cap mutual funds that have consistently beaten mid cap and small cap benchmarks in terms of both risk and reward. A few days ago, we discussed why your small cap mutual fund must beat a mid cap benchmark as that given more returns than a small cap index. Also, since a…
Continue reading →
Social media seems to be an excellent psychological indicator of market sentiment. When the doomsday and recession forwards increase, investors with financial needs decades away should probably buy more equity! Among those who see this as an opportunity, some wish to know “is this a good time to buy mid cap and small cap mutual…
Continue reading →
Dear reader, as many of you know for more than five years, I have been maintaining a list of SEBI registered fee-only financial advisors who guide clients without any commissions or conflict of interest. It is a matter of pride and joy that hundreds of freefincal readers are working with these planners from all over…
Continue reading →
Small cap mutual funds are weird creatures. They would offer spectacular happiness followed by an equal amount of sorrow in quick time. This is the reason I prefer a mid cap fund with a right amount of periodic (or systematic, all-time) small cap stock exposure. Since many investors, especially those who like to invest based…
Continue reading →
Axis Bluechip Fund has had an impressive track record. Can this be used as an active large cap fund to beat Nifty at lower risk? Let us find out. This question assumes importance because active large cap funds had struggled to beat large cap benchmarks well before SEBI mandated that 80% of their portfolio consist…
Continue reading →
In October 2017, SEBI announced its Categorization and Rationalization of Mutual Fund Schemes. This was done to bring some uniformity in funds belonging to the same category by restricting their asset allocation. SEBI’s motive was to help investors differentiate among fund categories and make better decisions. A year after all fund houses complied with the…
Continue reading →
Here are six ELSS mutual funds that have consistently beat Nifty Largemidcap 250 Index (incl dividends). These were shortlisted with the Equity Mutual Fund Performance Screener July 2019. You can use the screener to quickly create such lists from Value-oriented, Aggressive Hybrid, Dividend Yield, Large Cap, Focussed Funds, Large & Mid Cap Funds, Multi Cap Funds,…
Continue reading →
The freefincal Equity Mutual Fund Performance Screener (July 2019) is available for download. Use this screener file to easily find best-performing equity funds among 300 equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when the index is down) and/or upside performance (better performance when the index is up). This…
Continue reading →
The Nifty 50 Value 20 index (NV20) comprises of 20 large cap value stocks from the Nifty 50. There are currently three ETFs that track this index. So the natural question to ask is, is Nifty 50 Value 20 Index better than the Nifty 50? Let us find out! The three ETFs tracking NV20 are Kotak…
Continue reading →
The idea behind Quantum Equity Fund of Funds is fantastic. This is a mutual fund that invests in diversified equity mutual funds (other than Quantum), so instead of worrying about which fund to buy and sell, you can just buy this one fund of fund and let the fund manager do the job for you….
Continue reading →
