As per SEBI Categorisation, credit risk funds invest 65% or more of the portfolio in AA or lower rated securities. So, you can look at a portfolio and tell if a fund is a credit risk fund or not. Right? Good. Here’s a quick quiz for you. Below are the top holdings of 3 credit […]
[Insider Update] Quantum Long Term Equity Value Fund – What a laggard?
Quantum Long Term Equity Value Fund has been Unovest’s earliest recommendations for building a long term, conservative equity oriented portfolio. Lately, it has received a lot of flak from the readers, investors and clients. “It goes down more than the market but climbs up slower” has been one client’s concern forever. The performance is not […]
The mutual fund dilemma continues
It is highly likely that you are an investor with mutual funds. Big or small, doesn’t matter. What matters is you have entrusted your money to the funds, the fund managers to help you meet your goals. Now, fortunately or unfortunately, there are 100s of funds, categories, strategies, styles, options. All wanting your money and […]
[Money Master] Is it a mid cap or mad cap fund?
We continue with our learning series – Money Master. It is meant for you if you are willing to explore investing and financial planning in greater depth. With use of case / problem based learning, you get to cruise through a topic / sub topic to understand, solve a problem and, in the process, learn […]
[Money Master] A guaranteed income plan with yearly increase
I think I had you with the headline. Your love for guaranteed income, yearly increase, income, etc. etc. Unfortunately, the product that we are discussing today, hopes to exploit the same. Let’s dive straight in. Here’s the investment proposal I have received. The KK Assured & Guaranteed Income Plan Take a 30 year policy with a […]
A price to pay – Investing Masterclass
Howard Marks, a founder and principal at Oaktree Capital, is considered a legend in investing. He also writes a memo regularly describing how he sees the world, economic environment, own investing philosophy, and many other things. While each of his memos is to be savoured, a one particularly interesting one is from April 2007. It […]
