SIP is a Safe Bet: A Case Study of the Market Crash of 2008
SIP is one of the most recommended ways to invest for new investors and old investors alike. Here is a study that shows how SIP is a great option to invest via. Is SIP a Safe Bet? Here is a case study to tell you the importance of SIP’s and how to handle your finances […]
Why Large-Cap Funds Perform Better Than Index Funds?
In this research article, we will analyze the trends followed by large-cap funds and we will also explain why large-cap funds haven’t recovered, even though nifty 50 values have. What is Nifty 50? The NIFTY 50 index is India’s benchmark broad-based stock market index, for the Indian equity market. Nifty is owned and managed by […]
Bubble Burst of February 2018
Did all you keen financial analysts notice that the markets dipped from February 2018 till March 2018 and recovered again in June 2018? Well, we have performed a small analysis to check how mutual funds from various categories have been affected during this time period. The Stock Market Crash- 2018 The Indian stock market crash of February […]
Here’s How Investing in Debt Funds Can Protect You When the Market is Performing Poorly
How many of you think that debt funds are not as good as equity funds just because they give lesser returns? Well, in this analytical article, we highlight the importance of debt funds and shed light on how important a component it is in an investor’s portfolio. As most of us know, debt funds decrease […]
Regular V/S Direct Mutual Fund (Does It Really Matter?)
We have performed an analysis on regular vs direct plan for mutual funds and in this article, we will shed light on the performance of mutual funds via regular and direct plan. First, let’s look at an example. Getting back to our analysis, we have chosen three major types of mutual funds, namely Large-cap, ELSS […]
Here’s How to Make 1 crore (Twice as fast as an FD)
The theme of this article is to indicate the importance of early investments and to answer the question “How to make 1 crore rupees? “ One of the most important things that you can do as an investor is to get an early start on investing. The old saying, “The early bird gets the worm.” […]
How Did the Indian Market Remain Flat Despite Global Volatility?
This month, the market remained flat. These were driven by multiple factors: Nifty What Were the Factors? 1. RBI’s monetary policy committee unanimously voted for interest rate hike but with a neutral stance, which boosted up the beginning of the month However, due to muted numbers for domestic activity, the cheer could not continue for […]
Here’s How the Market Behaves at the Beginning of the Month
So let’s get this straight. Each of us has a behaviour of our own. And none of us can continue to behave the same way for a long period of time. But we all know that. The market behaviour can change every day, every minute and in fact, the market is probably changing while you […]
Daily SIP v/s Monthly SIP: Which One Should You Choose?
First of All, Let Us Understand What an SIP Is. Systematic Investment Plan is an investment strategy wherein an investor needs to invest the same amount of money in a particular mutual fund at every stipulated time period. Investing in SIP enables an investor to take part in the stock market, without actively timing them […]
Why Is Long Term Investing Not The Best Strategy for Sector Funds?
In this article, we try to highlight the fact that small-cap funds might be risky yet have a comparatively lower risk than sector funds. You might have heard many times, long-term investment is a good idea – which is why many people invest for longer period of time in mutual funds with higher risk. Sector […]
How Much More Can You Make With Top Rated Mutual Funds?
This article is a product of a small case study that deals with the analysis of the returns of the 3 major mutual funds categories small-cap, mid-cap, and large-cap mutual funds. Before we dive into the details of the case study we shall first describe what these different mutual funs are. So What Is Small, […]
Why Must You Keep FMCG Stocks/Funds In a Portfolio?
FMCG or the fast-moving consumer goods sector comprises of companies that manufacture products that are consumed by human beings on a daily basis. With rising population and increasing rate of urbanization in India, it goes without saying that the overall growth outlook for the sector continues to remain attractive. This is well reflected, because companies […]
What Should Retail Investors Do with a Crash in Mid-Cap and Small-Cap?
Over the past one-week, we have received many queries from investors seeking advice on the approach that should be adopted given the significant volatility witnessed in the market particularly the mid-cap and small-cap segment. While the S&P BSE Sensex has remained fairly stable in 2018, the mid- and small-cap index has corrected significantly with a […]
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 […]
Apollo Micro Systems IPO: Should You Invest?
With the launch of Apollo Micro Systems IPO, many new investors are asking if they should invest in these funds. The truth is, investing in IPOs needs great knowledge and skill. If you understand the markets well, then you can take a call regarding investing in this IPO. The details of this IPO are below. […]
Groww Mutual Fund Rating Methodology
Groww’s Rating Methodology is a mix of absolute comparisons and relative comparison with the benchmark. Unlike most others, we are not doing a relative ranking of mutual fund schemes within a peer group. Also, instead of excluding new or small schemes we are rating them lower due to their young age or low AUM. This […]
How GST Will Impact Your Mutual Fund Investments?
There has been a lot of news about GST and its impact on Indian economy. In this article, I try to cover how GST will impact on your mutual fund investments. GST quick introduction Let me start with some FAQs on GST to give you a broad overview of it What are Goods and Service […]
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 investing […]