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 […]
A mutual fund dividend for all the wrong reasons
Religion is the opium of the masses and dividend is the opium of investors. Caution: Several hybrid / balanced mutual fund schemes are sold with the promise of a monthly dividend. Beware of such schemes and offers. In my view, they are equivalent of ponzi schemes, using money received from new investors to pass on as dividends to older investors, pocketing […]
The difficulty in comparison of mutual funds
So, you want to invest in mutual funds. What do you do? Go to your favourite mutual fund data aggregator portal’s and then the comparison page. You specify various parameters and get a shortlist, which you can further research. Read more, look at the factsheets (really!), past returns, expense ratio, fund manager, size and what other people are […]
Video: How to download the CAMS consolidated statement to upload on Unovest?
As you are aware, you can download the CAMS consolidated statement and upload on Unovest to track your entire mutual fund portfolio. There have been some changes in the recent past and so we have made a quick 1 minute video to guide you through the process. View the video below or Click here to view it on […]
Change in Axis Treasury Advantage Fund – What should you do?
Axis Mutual Fund recently sent out an information email to the investors of its Axis Treasury Advantage Fund. The email mentions about a change in a fundamental attribute of the scheme and provides the option to investors to withdraw (in case they are not okay with the change) without paying any exit load. What is Axis […]
