In this edition of the “fund performance report”, we look at Canara Robeco Flexi Cap Fund. Launched in Sep 2003, the fund has an AUM of about Rs. 7,256 Crores. We shall compare the reward and risk performance consistency of the fund with respect to Nifty 500 TRI and Nifty LargeMidcap 250 TRI. The fund…
Continue reading →In an update to our previous reports, we find out how actively managed mid cap funds fared against Nifty Midcap 150 Total Returns Index (TRI) and factor-based index Nifty Midcap 150 Quality 50 TRI. From April 2022, our monthly equity mutual fund screener will include benchmarking against the Quality 50 mid cap index and NIfty…
Continue reading →The freefincal journey has taught us several lessons about human behaviour. Formoremost among them is what most investors want without stopping to recognise that it is impossible! We can restrict ourselves to investors and not savers. That is, we only discuss those invested in the capital markets directly (stocks, bonds) or indirectly (mutual funds). So…
Continue reading →In this article, Anand Vaidya shares his experience of using the RBI Retail Direct portal to buy govt. bonds (gilts) and create an income source. About the author: Anand studied E&C Engg, worked at Wipro and then left for a job in Singapore. He started his own IT consultancy in Singapore. After 15 years, he…
Continue reading →The freefincal Equity Mutual Fund Performance Screener (April 2022) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our two courses:…
Continue reading →NSE has recently changed its inclusion criterion which has allowed new companies like Paytm (One 97 Communications Ltd.), Zomato and Nykaa (FSN E-Commerce Ventures Ltd. ) to be part of the index from March 31st 2022. We had discussed what investors should do in this regard: Should I exit Nifty Next 50 because of Paytm,…
Continue reading →Apurba and his wife are new parents who would like to know how they should plan and start investing for their daughter’s future. An illustration. Their daughter is only about a week old. Starting early and starting right is the most important step in securing a future for our child. Some people would say “take…
Continue reading →I recently asked a group of young people, “What is the first thing that comes to mind when you hear the name ‘Elon Musk’?” Here are some of the responses: Brilliant Genius Visionary Passionate Mad genius Crazy Thinker Leader Saviour impulsive entrepreneur risk-taker hero idol god rich billionaire I then asked, Why is Elon Musk successful?…
Continue reading →In this edition of the “fund performance report”, we look at DSP Midcap Fund. Launched in Nov 2006, the fund has an AUM of about Rs. 13,300 Crores. We shall compare the reward and risk performance consistency of the fund with respect to Nifty Midcap 150 TRI and Nifty Midcap 150 Quality 50 TRI. The…
Continue reading →Starting this week, we will be profiling a debt mutual fund in-depth. This week, we will try and answer a reader’s question: Can we use HDFC Corporate Bond Fund for long term goals? What are corporate bond funds? These funds invest 80% of their portfolio in bonds rated AA+ or better. In the current climate, most…
Continue reading →Each month, we publish a list of stocks with low volatility and momentum. We provide data for BSE 500 and BSE 100 stocks. There are now three different screener files available. (1) Stocks with low volatility and momentum from the BSE 100 large cap universe are available as a separate file (2) Stocks with low…
Continue reading →A reader wants to know why a retiree needs to complicate life with multiple retirement buckets when all he needs is a single portfolio with equity and debt after retirement which is much easier to manage. About 10 years ago, I would have probably thought the same. Age and experience change perspective. See: I thought a…
Continue reading →In this article, Gaurav shares his experience procuring the BOB Home Loan Advantage. Gaurav shared this in Facebook Group Asan Ideas for Wealth and upon the suggestion of group admin, Ashal Jauhari has agreed to share it with freefincal readers. About the author: I am a 38 yr old upper-middle class HR professional with an…
Continue reading →These are the freefincal handpicked list of mutual funds for April-June 2022. New and old investors can use it according to their specific needs. The list is called “PlumbLine” and has been published Sep 2017 for beginners to accompany the freefincal robo advisory tool. Most important! Plumbline is a mix of my opinions + skin…
Continue reading →UTI Nifty Midcap 150 Quality 50 Index Fund is a new offering from UTI tracking the Nifty Midcap 150 Quality 50 Index. DSP has an ETF based on this index launched about three months ago with an AUM of 36 Crores. Now that an index fund option is available, should investors consider this? A discussion….
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