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 […]
Edelweiss NCD Issue Dec 2018 – Should you invest?
ECL Finance Ltd (a group company of Edelweiss Financial Services) has announced a Rs. 1,000 crores Secured Non Convertible Debenture Issue at interest rates as high as 10.6%. The issue opens December 13, 2018. Should you invest? Well, the attractive coupon rate on offer, specially in the current market scenario, has caught the attention of […]
Stop hurting your money!
I was recently visiting a chemical plant of a large petrochemical company in Gujarat. What I discovered there was shocking! I delivered a presentation on money and investing to an audience of close to 100. In my interactions before the presentation, during and after, it came out clear (once again) that dealing with money doesn’t […]
Singapore Meetup – Nov 2018 – Will you attend?
I am aware that some of the readers of Unovest are based in Singapore. I happen to be visiting Singapore in November and if you are there, I will be delighted to meet up. For a couple of hours, we can chat up on personal finance, investing, entrepreneurship, etc. More importantly, we will get a […]
Slay your Ravanas – Greed and Fear
It is Vijayadashami. I wish to remind you of something from a few years ago. “Can you please suggest me some mutual funds which will give high returns over the time next 5 years?” “Please tell me mutual funds that can give me at least 30% returns.” There are several similar queries that I received […]