PGIM India Global Equity Opp Fund – Naam to suna hoga! The fund has been hitting the roof with the stupendous returns putting all other international themed funds to shame. This is how a lay investor sees it. “Why didn’t I hear much about this fund before?” That’s where it gets interesting. As per the […]
5 questions for Parag Parikh Long Term Equity Fund
5 years ago when I started discussing about Parag Parikh Long Term Equity Fund with investors, I met with deep suspicion. “I have never heard about this fund.” “Will they run away with my money?” “Are you sure we should invest our money with this fund?” “What is their track record?“ The fund was as […]
Quantum Dynamic Bond Fund – Does it have a place in your portfolio?
One of the rudest realisations of year 2020 has been how credit risks in debt funds can come to bite. Now, investors ask, “no equity, no credit risk, give me a safe tax efficient investment option.” In this context, we explore the Quantum Dynamic Bond Fund and if you should prefer it over the RBI […]
Franklin India Feeder – Franklin US Opportunities Fund
It is now a given that your portfolio needs international diversification. Access to global markets, some of the best, unique and innovative companies, benefit from INR depreciation and future funding of foreign currency goals are the key reasons. In an April note on Motilal Oswal S&P 500 Index Fund, we already covered in a lot […]
Quantum Long Term Equity Value Fund – Know your Fund
Can a small mutual fund scheme set the benchmark on industry norms, practise value investing in its truest form, does not have a rockstar image fund manager and yet deliver meaningfully for its investors? Warren Buffett laid out 2 rules with respect to investing. Rule no. 1 – Never lose money; Rule no. 2 – […]
