India had no listed REITs till about 2 years ago and as of March 2021, we have 3. Embassy Office Parks REIT, MindSpace and the most recent entrant – Brooksfield. Of the 3, Embassy has completed 2 years of listing now since its launch in March 2019. You can read an initial write up on […]
UTI Nifty 200 Momentum 30 Index Fund – Invest?
“Momentum” – the word has a certain charm, a positive reinforcement, a drive to deliver. Add that word to a mutual fund scheme name and you have got a winner. Wait, isn’t that the promise of our new fund too! “Keep your winners and weed out the losers.” Or, as the UTI Nifty 200 Momentum […]
Sundaram Midcap Fund – Interview with CIO, S KrishnaKumar
I welcome Mr S. KrishnaKumar, CIO of Sundaram Mutual Fund and Fund Manager of Sundaram Midcap Fund. Today, we are going to talk to him about Sundaram Midcap Fund, which he has been managing since Nov 2012. While the fund was a top rated fund at one point, currently it seems to be a laggard. […]
5 observations on the stocks portfolio you shouldn’t have
Investing in stocks is simple but building a stocks portfolio is hard. I found no better example of this than a portfolio of a friend of mine. When I saw the portfolio, I had mixed feelings. Here is a portfolio which has some of the best names that one can invest in, yet, on the other […]
How to choose your debt funds post Budget 2021?
The announcements made in Budget 2021 has made bond markets a little nervous. They reacted by pushing G-sec yields a bit higher. How does that impact choice of debt funds post Budget? Several observers believe that the first step may have been taken towards a rise in interest rates. Though when will it truly materialise, […]
Budget 2021: How EPF, VPF & ULIPs will be taxable?
So, the once in a century budget is out. If you have been in touch and wondering what is ‘once in a century’ about it, let me share with you the popular humour. There were no new taxes! Ah! Perhaps, that is a little stretched. It may be true for a large section of the […]
