In the past few years, there is a spate of launches of smart Beta funds or semi passive or index fund with a minor twist. Adjusted for volatility, quality, momentum, weights, caps – you can have your pick. One of the latest smart beta NFOs is the ABSL Equal Weight Nifty 50 Index fund. Seems […]
Buy or Sell – What is the market telling us now?
Warning: Markets are unpredictable, period. This post is about trying to understand what might be the market telling us now. Using that information, maybe, to make some asset allocation decisions. It is not unusual for me to get calls / messages asking if the markets is overvalued and we should take money out from equities. […]
Parag Parikh Conservative Hybrid Fund – Why so excited?
PPFAS AMC has announced a new fund. This is going to be the 4th fund after its flagship Flexi cap fund, tax saver fund and liquid fund. The NFO or New Fund Offer opens on May 7, 2021. In its hallmark style, the fund house has gone to great lengths to offer a transparent, informative […]
Do you want to exit ICICI Pru Value Discovery Fund?
ICICI Pru Value Discovery Fund has recently announced a couple of changes. Do they hurt you or help you? Let’s find out. One, it is going to merge the ICICI Pru Value Fund – Series 18 into itself. The Series 18 is a closed ended fund started in 2017. I am not really clear about […]
2 key changes in Mutual Funds in 2021
We will keep this short and straight. #1 Renaming of the dividend plan to IDCW The dividend plans of mutual funds are now called IDCW or Income Distribution and Capital Withdrawal plan. You see, dividends with mutual funds hardly ever made sense. They only redistribute any money earned via dividends from stocks or interest on […]
A fool trusts no one
Here we are. April 1, 2021. A brand new financial year. And what’s happening? First, those who call them selves long term investors but keep track of prices like a hawk, will qualify under a new disease – “tickermania“. In fact, your health insurance includes it as one of the diseases for which you can […]
