Year 2018 has been an action full year for mutual funds – the fund houses as well as investors. For the industry and the fund houses, it was all about size and volume. Assets under Management or AUM reached the highest at Rs. 24 lakh crores and the markets peaked, with more of you putting money […]
The annuity problem
Annuity has come to be a defining feature of retirement oriented investments. So, you have Pension Plans being pushed down your throats by insurance companies. One of the most debated investment options – NPS – too asks for a compulsory annuity of at least 40% of the final maturity value. What does the annuity do? […]
This or That – An introspection
Choices confront us as we go about living, spending time, making investments, building something and several other things. The choices we make go on to define us and our lives. They result in our joys and our sadness, in our achievements and our frustrations. What are the choices we are making?
ABSL Nifty Next 50 ETF – Is ABSL MF asking you to exit Frontline Equity Fund?
I have received a note from ABSL MF announcing their ABSL Nifty Next 50 ETF. The note outlines the growing category of ETFs around the world and in India. One statement caught my eye. Popularity of ETFs have increased particularly in 2018, when Large Cap funds across industry found it difficult to beat benchmarks. This […]
Axis Focused 25 Fund – What’s working for it?
Axis Focused 25 Fund was started in June 2012 with its regular plan option. In the first 4 years, till June 2016, it managed to get just Rs. 468 crores in management. Today it is a 5-star rated fund which attracts money like a magnet. By Nov 2018 the fund size had grown to a stupendous […]
John Bogle’s 8 rules to build your mutual fund portfolio
Time and again, it has been proven that simple rules can help you build the most sensible of an investment portfolio and relieve your mind of the load arising from unnecessary complexity. Here are some rules that are offered by none other than John C Bogle, one of the most important persons worldwide in the […]
