Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
How to Invest a Large Sum of Money in Equities?
September 17, 2021I have money but I am scared to invest now in equities… Most of us during our working careers will have two forms of cash flows Regular Cash Inflows from…Continue Reading
Daedalus, the Legendary Craftsman from Greek Mythology, has Two Warnings for Investors
August 25, 2021This article was originally published in LiveMint. Click here to read it. In Greek mythology, master craftsman Daedalus and his son Icarus, were imprisoned on an island by King Minos. To escape,…Continue Reading
Equity SIP Investors and the Three Points of Failure!
August 16, 2021Let me start with a simple question. Would you like to have a fit physique like say, Virat Kohli or Sindhu? Assuming you are not that rare fellow human being…Continue Reading
How to be a ‘REAL’ Crorepati?
August 10, 2021All of us dream of becoming a crorepati. But most of us don’t have a clear plan of how much to save and invest to get there. Here’s a simple…Continue Reading
What to do when equity markets hit all-time highs?
August 4, 2021“Buy Low, Sell High”, is the general market wisdom. Going by the same logic, when markets reach all-time highs, should you reduce your equity allocation or stay invested? Here is…Continue Reading
What happened to India’s worst market timer?
July 6, 2021The movie ‘Just My Luck’ starring Lindsay Lohan and Chris Pine has an interesting plot involving luck. Lindsay plays a character who is always lucky. She works for a great…Continue Reading
Humbled by the Markets
July 3, 2021It is inevitable that at some point in time during your investment journey you will hear this warning… The EXPERT who predicted the last market crash is predicting the next…Continue Reading
Large Cap Active Funds Underperforming Passive Funds. What Next?
June 18, 2021A majority of active large cap funds (read as managed by fund managers) have underperformed their benchmark indices in the last few years. This leads to the obvious question –…Continue Reading
Why Did The Chicken Wear Red Eyeglasses?
June 16, 2021This article was originally published in LiveMint. Click here to read it. In the early 1900s, chicken farmers had a major problem. Their chickens were killing each other! The chickens had a…Continue Reading
A Strategy That Pretends To Be Inferior But Ends Up Being Superior
May 18, 2021We have always remained strong proponents of Systematic Investment Plans (SIPs) in Equities. Equity SIPs align comfortably with our salary cycle and help us in automating your monthly savings. Most…Continue Reading
