It was a dull afternoon yesterday. My computer was under repair for reinstallation of the OS and I was left looking at my phone screen. I decided to use my time productively and hence started to pour over data on the small cap mutual fund schemes. What I found was interesting. There are 18 active […]
An ode to John Bogle
Back in 1975, the world’s first index mutual fund was started with the guiding principle of “trusteeship”. It put the investor first and ensured that the maximum share of the investment rewards went to the investor. The fund house, a familiar name now, is Vanguard. As of today, Vanguard is the largest no-load mutual fund […]
How to build a winning mutual fund portfolio for 2019 & beyond
Year 2018 was a year of massive changes to mutual funds. SEBI guidelines and regulations on recategorisation, expense ratios followed by capital gains tax have been the highlights. How do these changes reflect in your mutual fund portfolios? You have most likely read through the earlier Mutual Fund Guide. I have now refreshed it with […]
NFO: ICICI Prudential Opportunities Fund, a Special Situations theme – Should you invest?
ICICI Prudential MF has recently announced its New Fund Offer based on the Special Situations theme – ICICI Prudential Opportunities Fund. Is this just one more fund or is there something unique? Do you know which was the first special situations fund launched in India? It was the Fidelity (now known as L&T) Special Situations […]
Will you generate behavioural alpha in 2019?
Now, that we are officially into the new year 2019, why not do something more important. Get sober! In my experience, an average investor is not sober. He has a terrible repulsion to numbers. Logical reasoning also sounds alien to him. In fact, he is always on the lookout for that shortcut, trick, tip or anything, […]
Should you be adventurous with bonds or debt funds? – Insights for 2019 with Arvind Chari
The year 2018 was one year when investors had a rude realisation that debt funds are not always safe and linear as they are made out to be. The IL&FS default, NBFC issues, oil prices, inflation contributed to a fairly volatile scenario for bonds. Investors now wonder, what is in store for 2019? Will things […]
