Insights

Category: Mutual Fund Research

Observations, recommendations and insights, straight from our Mutual Fund Research Desk

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Time to Get Active on Passive Funds?

Maulik Madhu

Globally, as a majority of the actively-managed funds have been underperforming their benchmark indices for a long time, investor money has been flowing into low-cost passive (or index) funds. In…Continue Reading

Should You Invest In Gold?

Arun Kumar

Wow or Oops! Let us look at the recent Gold ETF returns.. Wow! We need to invest in Gold ETF 🙂 But hang on. Let us rewind 1 year back..…Continue Reading

Arbitrage Funds – Look Before You Leap

Maulik Madhu

Arbitrage funds have seen some revival in investor interest in recent times. Most often these funds have been pitched to investors as an alternative to debt funds for parking short-term…Continue Reading

A stimulus for ‘Survival’ and not ‘Revival’!

Maulik Madhu

Surpassing expectations, the Prime Minister announced a Rs. 20 lakh crore stimulus package this week. Then came the details.  While the package (two tranches so far) has offered relief to…Continue Reading

Up, Up Goes the Market, All Else Goes Down

Maulik Madhu

We live in difficult times. What started as a medical crisis, spread to the real economy and the financial markets too. That hasn’t happened before. This is where we stand…Continue Reading

Thinking Fast and Thinking Slow about Indian Debt Mutual Funds

Arun Kumar

Thinking Fast and Thinking Slow 3 Simple Questions Here are three simple questions. Let us see how quickly you can answer these questions. You are a participant in a race.…Continue Reading

A Tale of Two Indices – Nasdaq 100 vs S&P 500

Maulik Madhu

In a recent blog ‘This is where Warren Buffett wants his money to be invested….‘, we talked about how the S&P 500 Index is a good investment option if you…Continue Reading

This is where Warren Buffett wants his money to be invested….

Maulik Madhu

Where do you think the legendary investor Warren Buffett wants his money to be invested after he passes away?  In an S&P 500 Index fund.  In a letter to Berkshire…Continue Reading

Franklin Templeton winds up 6 Credit Risk Oriented Debt Funds. What does this mean for you?

Arun Kumar

What happened? Franklin Templeton Mutual Fund has decided to wind up (read as permanently shut down) the following 6 schemes  and return the money back to investors albeit with a…Continue Reading

Why are my debt fund returns volatile these days?

Arun Kumar

Given the backdrop of frequent defaults and downgrades in several credit risk oriented funds over the last one year, it is natural to be concerned about the recent volatility in…Continue Reading