Atul Kumar, currently the Fund Manager of Quantum Long Term Equity Fund has more than a decade’s experience in equity research and fund management. His strong dedication and simple investment style has won accolades for Quantum Long Term Equity Fund. Atul is also the Fund Manager of Quantum Tax Saving Fund. Atul holds a Bachelors […]
Mutual funds for beginners – 21 facts you must know
The interest in Mutual Funds, as an investment option, is growing. But there are several questions you want answered before you take that plunge. That’s the right thing to do as well. By improving your own knowledge, you significantly reduce the chances of making a mistake. So, let’s go through these basic but important and interesting facts about […]
Fund Manager Insights – Interview with Gautam Sinha Roy, Motilal Oswal MF
As a part of the Insider’s view series, we bring to you insights shared by Gautam Sinha Roy, Fund Manager of the MOSt Focused Multicap 35 Fund (Equity component) at Motilal Oswal AMC. Gautam has more than 11 years of rich experience in fund management and research. Previously, he has had stints with Motilal Oswal Securities […]
The power of CAS and your Email ID in your Mutual Fund Investments
What is the way to have a single view of all your mutual fund investments (portfolio as well as details), since inception? Your likely answers are: Get statements from individual fund houses and add them in an excel sheet or word document. Ask your distributor to give you the statements Download the CAS from NSDL or CAMS […]
ULIPs vs Mutual Funds – It’s the cost, stupid!
It is being said that ULIPs will underperform mutual funds. Reverse it – Mutual Funds will deliver better returns than ULIPs, for one simple reason – the lower costs of mutual funds. Here is a comparison of 2 ULIPs from 2 of the market leaders ICICI Pru Life Insurance and HDFC Insurance. Pitted against them […]
Regular vs Direct Plans of Mutual Funds – Some FAQs
The debate on regular vs direct plan continues. Active commentary from both sides to bring out the virtues of the respective options is taking place. Where does that leave you, the investor? Some of you have been very confident and moving your holdings from regular to direct plans. You are not too happy with the value add […]
