What is the difference between the following mutual fund schemes? HDFC Growth Fund HDFC Top 200 Fund HDFC Large cap Fund Answer: No difference. They are all large cap or predominantly large cap funds. Then why does HDFC MF needs to offer 3 of the same type? Interestingly, you and I are not the only one asking this […]
Updated: HDFC Midcap opportunities fund – What you should know?
Who doesn’t know HDFC Midcap Opportunities fund? It is one of the star funds of HDFC MF. The AUM of this fund now stands at Rs. 17,715 crores, the largest in the midcap category. In fact, on the basis of AUM size, the next fund in the midcap funds category is less than Rs. 6,000 crores. That how […]
L&T India Value Fund – What you should know?
L&T India Value Fund has been on an eye catching performance spree for the last few years. In fact, the fund size has more than doubled from the start of the year 2017 till now. The last reported AUM is at Rs. 5,250 crores (August 2017), up from approx. Rs. 2,500 crores in Jan 2017. Let […]
The Guide to building a winning mutual fund portfolio in India
Why is building a mutual fund portfolio so difficult? The more I have been worked with mutual fund investors, the more I feel the pain that is involved in understanding, selecting and building the right kind of mutual fund portfolio. My effort has been to help you take out the pain in selecting mutual funds. After more than […]
A mutual fund dividend for all the wrong reasons
Religion is the opium of the masses and dividend is the opium of investors. Caution: Several hybrid / balanced mutual fund schemes are sold with the promise of a monthly dividend. Beware of such schemes and offers. In my view, they are equivalent of ponzi schemes, using money received from new investors to pass on as dividends to older investors, pocketing […]
Unovestor Speak: Nakul Gupta shares about Money, Investing and Goals
When you meet Nakul and his family, you will be surprised. Behind the simple persona and modest being is a sharp and disciplined financial investor. These traits have helped him and his family to achieve a lot with their money. I went chatting with Nakul to get him to share his experiences on money and […]
