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The top question on any investor's mind is "what's the return I can get?" I wasn't surprised when recently an investor told me that his investment strategy was looking at past 3 year and 5 year returns of a fund and invest in the top ones. …
Continue Reading about Why check Rolling Returns for Mutual Funds? →
In the past few years, there is a spate of launches of smart Beta funds or semi passive or index fund with a minor twist. Adjusted for volatility, quality, momentum, weights, caps - you can have your pick. One of the latest smart beta NFOs is the …
Continue Reading about Equal Weight Nifty 50 – the reality so far →
PPFAS AMC has announced a new fund. This is going to be the 4th fund after its flagship Flexi cap fund, tax saver fund and liquid fund. The NFO or New Fund Offer opens on May 7, 2021. In its hallmark style, the fund house has gone to great …
Continue Reading about Parag Parikh Conservative Hybrid Fund – Why so excited? →
ICICI Pru Value Discovery Fund has recently announced a couple of changes. Do they hurt you or help you? Let's find out. One, it is going to merge the ICICI Pru Value Fund - Series 18 into itself. The Series 18 is a closed ended fund started in …
Continue Reading about Do you want to exit ICICI Pru Value Discovery Fund? →
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 …
Continue Reading about 2 key changes in Mutual Funds in 2021 →
