Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
The Elusive Search for Goat Number 3
May 13, 2021This article was originally published in LiveMint. Click here to read it. It all started one lazy Sunday afternoon in a small town near Toronto in Canada. Two school-going kids had a…Continue Reading
Rs 1000 = Rs 23 lakhs…But How?
May 3, 2021There are essentially three key ingredients for building wealth, Savings rate – How much can you save and invest? Time – How long can you stay invested? Returns – How…Continue Reading
Is a Market Correction Coming?
April 21, 2021The number of Covid cases in recent times has been on the rise… Equity markets have become more volatile on concerns of the 2nd wave of Covid impacting India’s economic…Continue Reading
How to Deploy Lumpsum into Equities?
April 7, 2021The Dilemma! Equity markets have had a significant rally in recent times. You have additional money to invest in Equities. But given the high valuations and sharp rally, you are…Continue Reading
Floating Rate Funds – Many a Slip Between the Cup and the Lip
March 17, 2021What’s happening? Most debt funds (especially the ones with higher duration) have seen a dip in returns over the last 2 months as yields have gone up sharply. The increase…Continue Reading
A Primer on Making Sense of Debt Fund Returns
March 8, 2021In the last few weeks, you would have suddenly noticed that some of your debt mutual funds have given slight negative returns. The extent of negative returns would be different…Continue Reading
What happens when you start your Equity SIP and the market crashes?
March 6, 2021As markets continue to rally, which in fact is good news for all Equity SIP investors, this also brings along with it some lingering concerns. I was planning to start…Continue Reading
