Over the past week, I have received several questions about debt funds. I am reproducing a few here for your benefit and learning. #1 What is the difference between debt funds and liquid funds? Debt / Fixed Income is an umbrella category / asset class just as equity is. Now within equity, you have large, mid, […]
Updates on ICICI Value Discovery & other value funds
Quick quiz – Would you expect value funds to hold Hindustan Unilever Limited (HUL)? Here’s the fact. While HUL as a stock is touching mind boggling life time highs, no value fund holds it. In the past few years, we have reviewed a few funds through the Fundstory feature. The idea was to help you […]
Dynamic Asset Allocation funds – What problem do they solve?
No one wants to lose money. “The pain of losing is psychologically about twice as powerful as the pleasure of gaining.” (Theory of Loss Aversion by Daniel Kahneman and Amos Tversky) Now, when you invest in stock markets, the sight of near term loss is real. The volatility can come to bite any time. In fact, it […]
Is Motilal Oswal S&P 500 Index Fund a good fit for international diversification?
Motilal Oswal S&P 500 Index fund is the upcoming new fund offer from Motilal Oswal AMC with the theme of providing international diversification to investment portfolios. Why International Diversification? There is an important reason for it. As per World Bank, India has a roughly 3% share of world GDP. It means international diversification is an […]
[Debt Funds] No credit risk, please!
Investors in debt mutual funds have had a rough last couple of years. As credit risk surfaced in debt funds, starting with the ILFS fiasco to the latest Vodafone Idea story, funds shaved off not only the gains but also the principal amount, sending investors into panic mode. Now you could be someone who has […]
