Approaching 40s can be unnerving. 40 is the old age of youth and the youth of old age, as they say. It is a time when we willy-nilly look back and several home truths start hitting us. As for investing home truths, your ways with money and the investing decisions can hurt you financially and […]
Announcing Unovest Meetups 2019 – Let’s invest with confidence
Year 2019 is going to be very challenging as well as exciting for the investors. As markets continue to be volatile, the pendulum between greed and fear will swing even faster, adding to the uncertainty and making you, the investor, uncomfortable. While that sounds like a bad thing, the fact remains that the best opportunities arise in times of crisis or uncertain […]
Launching a Small Cap Fund – Funny Money Show
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 […]
