Mutual Fund Advanced
10 best fund managers of 2018 – The factor that holds the key to a successful investment
While investing in mutual funds, you should look for a fund managers experience and qualification, among others things. This approach will help you know the person who is responsible for managing your hard earned money. While the market has shown amazing performance in 2017, it has suffered a similar degree of volatility and uncertainty in […]
What is the risk of investing in Tata Digital India Fund?
If you have invested in Tata Digital Fund or keep track of the investment world, you are probably aware of the exceptional returns Tata Digital India fund has given in the past year. This week we will discuss about a fund which has given tremendous returns at a time when the markets have been extremely […]
Do you know you can evaluate a fund manager’s performance using Sharpe Ratio?
Most of you know who a fund manager is and how critical he/she is to a particular mutual fund scheme. For those of you who don’t, let me explain it to you. Fund manager is the one who takes investment decisions on behalf of you. Literally. What does a fund manager do? These are the […]
It’s all about the category! (Not the mutual fund)
Mutual fund categories are basically a way of differentiating mutual funds on the basis of risk and returns. This gives an idea to investors about the types of instruments in which their money is invested. Under specific categories, there are various mutual fund schemes that have the same portfolio structure with stocks or instruments of […]
5 Shocking Facts You Didn’t Know About Expense Ratio
Back in 2012, SEBI had come out with several reforms which included the introduction of direct plans in mutual funds. Starting from January 1, 2013, every mutual fund in India comes in two variants – a Regular Plan and Direct Plan. Both versions are the exact same scheme, run by the same fund managers investing in the same […]
Franklin India Focused Equity Fund vs. Aditya Birla Sun Life Focused Equity Fund: Which one should you opt for?
If you’ve been in the investment block for some time, you are probably aware of what equity, hybrid and debt funds largely are. However, not many of you know about focused funds. Let me tell you more about them. A focused fund holds a relatively small variety of stocks. They focus on a limited number […]
This why you NEED to invest in direct mutual funds
What exactly is a mutual fund? Mutual fund is an investment option which revolves around pooling in money from different investors. The assigned fund manager then buys stocks, bonds, and shares of other companies on behalf of the investors with the accumulated money. It is a wise choice for those who do not harbor enough […]
The concept of taxation in mutual funds
If you are planning to make an investment in mutual funds, without taking tax in into consideration, you are making a mistake. Why? Because it will affect your cash flow. In addition to taxation, an investor should also check on factors such as taxation on dividend, redemption etc. In this blog we seek to discuss […]
Why should you NOT over-diversify your portfolio?
“Diversify your portfolio” has become the buzzword recently. Every fund manager will suggest you to do this. Agreed, a portfolio must be diversified to reduce the inherent risk of holding only one or one kind of stock. But how much? Sometimes, investors end up overdoing it, resulting in more pain than gain. Over-diversification has […]
SBI Bluechip vs Reliance Large Cap – which is the better fund?
SBI Bluechip and Reliance Large Cap are two of the best mutual funds in the large-cap category. All you seasoned investors know that large-cap funds are probably the safest funds in the equity category. In fact, during the market downfall of January 2018, these funds proved to be the safer option. The newbie investors must […]
5 Reasons Why SIPs are Best for Salaried Individuals
We earn. We spend. But do we save? People seek ways to invest their hard-earned money in order to build a fortune out of it. One of the most reliable and trustworthy ways which has been in demand lately is investment through the channel of Systematic Investment Plan (SIP). An SIP is a hassle-free way […]
Why Should Your Portfolio Have Bluechip Funds?
Historically, the name bluechip was used for the highest denomination chip, while playing poker – the card game. However, with other high-value chips coming in with time, bluechips became obsolete, but the name bluechip is still used today while referring to the companies that are of high value, giving reliable returns and profits irrespective of […]
Parag Parikh Liquid Fund – Direct Plan NFO Review
PPFAS Mutual Fund launched a new mutual fund scheme on 9th May 2018 – Parag Parikh Liquid Fund-Direct Plan. The NFO will open and close for subscription on May 9. The scheme will be managed by Mr. Raj Mehta. It is open-ended, liquid type debt oriented mutual fund scheme. As the name suggests, these are the debt funds which […]
Kotak India Growth Fund Series V NFO Review & 3 More Investment Options
Kotak Mutual Fund opened subscriptions for the NFO (New Fund Offer) for Kotak India Growth Fund Series V on 25th April 2018. The Series IV of the same was recently launched on February 12, 2018. Key Details of the Kotak India Growth Fund Series V NFO Period April 25 2018 to May 09, 2018 Fund Managers […]
Impact of Elections on the Markets and Mutual Funds (2018)
Apart from macro-factors, one of the critical factors you consider while investing or trading in equity and mutual funds market is the “Political Domain”. As an intelligent investor, you keep a hawk’s eye on political events and act accordingly. The principal determinant of the political ecosystem is the elections, and markets get impacted by the […]
SBI Bandhan SWP: Financial Independence for Your Family
In life, there are times your family members require your financial assistance. In such cases, giving money in one go isn’t the most helpful approach. Your loved ones might need your help for an extended period of time and on regular basis. Under such circumstances, you can think of dedicating a Systematic Withdrawal Plan (SWP) […]
NFO Review: Sundaram Long Term Tax Advantage Fund Series IV – Direct Plan
Sundaram Mutual Fund launched a new mutual fund scheme on 27th March 2018 – Sundaram Long Term Tax Advantage Fund Series IV – Direct Plan. It is a close-ended Equity Linked Saving Scheme (ELSS) with a tenure of 10 years from and including the date of allotment. It also has the option of withdrawal after 3 years from the date […]
New Mutual Fund Rules by SEBI: Categorization and Rationalization Of Mutual Fund Schemes
SEBI has recently come up with a circular to categorize and rationalize mutual funds schemes. Basically, SEBI wants to reduce confusion for investors. So, as per new circular one mutual fund company can have only one scheme under each category. Let us look how it is going to impact investors. Today there are 12,000+ mutual […]
Budget 2017 and It's Impact on Investing
Overall this year’s budget 2017 also remained balanced like the last year. Finance minister expectation of global environment: World economy faces uncertainty after major economic and political developments in last year. US Federal Reserve’s intent to increase rates in 2017, may lead to lower capital inflows and higher outflows from the emerging economies. Uncertainty around […]
Active Investing Still Thriving in India
When I read Aswath Damodaran’s recent blog “Active Investing: Rest in Peace or Resurgent Force?”. I remembered a blog I wrote on Indian Mutual Fund Industry. There was a small piece in it about passive investing not being successful in India. So, I thought to dig deeper from the Indian perspective. Dawn of passive […]