The case of expensive mutual funds Not a long time ago, there were sellers out there who used to convince prospective investors to invest in a mutual fund NFO or a New Fund Offer by showcasing a low price or NAV of Rs. 10. The existing plans which had a much higher NAV of Rs. 20, Rs. 50 […]
Direct Plans of Mutual Funds – all that you want to know
Investing in direct plans of mutual funds are suddenly a hot topic of discussion. Every mutual fund investor wants to know what direct plans mean and how they invest in these direct plans of mutual funds. This post attempts to bring out the frequently asked questions and possible answers on these plans. Be ready to get more informed. What is the […]
Should you invest in arbitrage funds?
Arbitrage Funds – What are they? “I want my investment to be safe, tax-free and give me higher returns than an FD”. In search for this “ultimate” investment, one of the strategies investors use is arbitrage. Understanding arbitrage Simply put, you buy a stock in the cash market and you book an advance sale of it in the futures market where […]
How I see this mutual fund portfolio
Why does an investor end up with a bloated mutual fund portfolio? This is a question I ask everytime I see one. I want to know the reasons, specially the investor’s thinking in doing so. Here’s how a mutual fund portfolio is looking.
Nifty 500 Index – What’s inside?
Everyone who has been reading “The Psychology of Money” by Morgan Housel has been thinking of making investing life easier and so just buy the entire market (in a mix of domestic and international index funds). For India exposure, the option considered is that of Nifty 500 Index Fund. Why? The index that represents 500 […]
Why check Rolling Returns for Mutual Funds?
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. Now, you WILL look at past returns, there is […]