If you are a new mutual fund investor, one of the things that you need to do is the KYC procedure. Also known as the Know Your Customer (KYC) norms, the purpose of a KYC is to capture key information about an investor. In most cases, as a new investor, you are required to complete an Aadhar based eKYC. […]
Value Investing – a primer on stock investing
I have been in the world of investing for years now. One phrase I often come across is “value investing”. If you ask a real practitioner of value investing, she will say “it is all there is to investing”. Investing cannot be anything else but based on value. I cannot disagree. Hence, I have been […]
What will happen to your Mutual Fund schemes as SEBI finally cracks the first whip?
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 […]
