I began coverage of Embassy Office Parks REIT in July 2020 with an idea to understand REITs in general as well as the specific investment opportunity. Using the annual report of FY2020 as the basis, it appeared then that the REIT stood strong against COVID headwinds. Loaded with Commercial Grade A properties occupied by bluechip […]
New SEBI guidelines for risk scoring mutual funds
“Never let a crisis go waste”. SEBI has taken this adage seriously and come out with a comprehensive set of guidelines to communicate risk associated with mutual fund schemes. Remember the image below. This is a RiskOMeter. You see it as a part of your mutual fund scheme factsheet. The unfortunate part is that no […]
A large cap fund better than Mirae Large Cap & Axis BlueChip?
Given that a large cap fund invests in stable, revenue and cash flow generating businesses which have large market share and resources to navigate tough times such as now, it is considered one of the relatively safer investment options in equity. However, as an investor, you are not just looking at the category but also […]
Fractional Investment in Commercial Real Estate – What’s the real deal?
Fractional investment in commercial real estate is gaining traction in India. One of the earlier ventures in this space, PropShare, recently got commitment from thousands of investors. The total interest was valued above Rs 1,000 crores with an upfront cash commitment of close to Rs. 80 crores. Another company following in the footsteps is StrataProp. […]