Tax free and guaranteed returns has always been a crowed puller with investors. In these uncertain times, it acquires the form of ‘Amrit‘. So, if one tells you that you can get a neat 5% to 6% guaranteed rate of return, tax free, changes are you will salivate. Well, this is how our today’s product […]
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 […]
Why is Sundaram Midcap Fund such a laggard?
A mid cap fund is one which invests at least 65% of its monies in 101st to 250th stock by market capitalisation (SEBI’s definition). The funds are free to invest the balance 35% anywhere else (large, mid or small). Large caps are the 1st 100 stocks and all others are small caps. We also know that mid and […]
[Insider Update] Quantum Long Term Equity Value Fund – What a laggard?
Quantum Long Term Equity Value Fund has been Unovest’s earliest recommendations for building a long term, conservative equity oriented portfolio. Lately, it has received a lot of flak from the readers, investors and clients. “It goes down more than the market but climbs up slower” has been one client’s concern forever. The performance is not […]