We will keep this short and straight. #1 Renaming of the dividend plan to IDCW The dividend plans of mutual funds are now called IDCW or Income Distribution and Capital Withdrawal plan. You see, dividends with mutual funds hardly ever made sense. They only redistribute any money earned via dividends from stocks or interest on […]
A fool trusts no one
Here we are. April 1, 2021. A brand new financial year. And what’s happening? First, those who call them selves long term investors but keep track of prices like a hawk, will qualify under a new disease – “tickermania“. In fact, your health insurance includes it as one of the diseases for which you can […]
Q3 Results Embassy REIT: Is this a good time to buy?
India had no listed REITs till about 2 years ago and as of March 2021, we have 3. Embassy Office Parks REIT, MindSpace and the most recent entrant – Brooksfield. Of the 3, Embassy has completed 2 years of listing now since its launch in March 2019. You can read an initial write up on […]
UTI Nifty 200 Momentum 30 Index Fund – Invest?
“Momentum” – the word has a certain charm, a positive reinforcement, a drive to deliver. Add that word to a mutual fund scheme name and you have got a winner. Wait, isn’t that the promise of our new fund too! “Keep your winners and weed out the losers.” Or, as the UTI Nifty 200 Momentum […]
Sundaram Midcap Fund – Interview with CIO, S KrishnaKumar
I welcome Mr S. KrishnaKumar, CIO of Sundaram Mutual Fund and Fund Manager of Sundaram Midcap Fund. Today, we are going to talk to him about Sundaram Midcap Fund, which he has been managing since Nov 2012. While the fund was a top rated fund at one point, currently it seems to be a laggard. […]
5 observations on the stocks portfolio you shouldn’t have
Investing in stocks is simple but building a stocks portfolio is hard. I found no better example of this than a portfolio of a friend of mine. When I saw the portfolio, I had mixed feelings. Here is a portfolio which has some of the best names that one can invest in, yet, on the other […]
