I got this investor query today. I see that the Liquid Funds were giving (~4% on a yearly basis) since we moved our earlier debts funds to these Liquid Funds this year when the franklin issue surfaced. Would want to discuss if we have an alternative to improve the returns and still retain the safety net. […]
Mutual Fund Quiz – How much do you really know?
Take a shot at the following questions. Why should you invest in mutual funds? Which mutual fund type is eligible for tax benefits? What is the minimum large cap investment that a large cap fund needs to invest in? What is a SIP? Sound Interesting! Here’s a mutual fund quiz that will take you through […]
[Calculator] SWP vs Dividend – What should you use?
One of the common queries for investors planning for a regular income via their mutual funds is whether to go for SWP vs Dividend? SWP stands for Systematic Withdrawal Plan. There are 2 key points to note in the comparison. SWP allows you to define the amount, tenure as per your needs. You have complete […]
Don’t do these 12 things in the current markets
Don’t extrapolate last 18 months returns to the next 18 months. Don’t have your entire portfolio in equity. Diversify and be conservative. Don’t rush into mid and small caps. They give you the worst kind of rides. Don’t exit all your investments out of fear. It is mighty difficult to come back. Don’t bet on […]
The curious case of PGIM India Global Equity Opp Fund
PGIM India Global Equity Opp Fund – Naam to suna hoga! The fund has been hitting the roof with the stupendous returns putting all other international themed funds to shame. This is how a lay investor sees it. “Why didn’t I hear much about this fund before?” That’s where it gets interesting. As per the […]
Corporate Bond Funds – What to expect now?
Corporate Bond Funds have been on a rock and roll. Check the increasing AUM of the funds. Investors are flocking on the back of double digit returns in this category. The events of the last few months seem to have had no impact on them. How long is the party to continue? Let’s find out […]
