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.
Choosing Mutual funds on returns only is deadly
Choosing mutual fund on the basis of returns only is deadly. Here’s how
The value of CPSE ETF
In 2014, the Govt of India used an innovative route to divest its stake in Central Public Central Enterprises – the CPSE ETF. The ETF tracks the Nifty CPSE Index and was launched in March 2014. The Nifty CPSE Index currently holds 12 such CPSEs using criteria such as: Traded on the exchanges At least […]
Is Parag Parikh Flexicap an overrated fund?
Parag Parikh Flexicap fund is highly overrated fund. In fact, one can save on expenses and get similar or better results by using different parts to create their own whole. “What do you mean?” I asked in disbelief. — Parag Parikh Flexicap fund has been a shining example of fund management with its open communication, […]
April 2020 Insider updates – Mutual Funds
“Never let a crisis go waste. “Adhering to that dictum, I am happy to share that we have used this crisis to make some important updates to the Insider Mutual Fund portfolios. One of the biggest realisations from this crisis is that it is so difficult to anticipate events like this. However, the question is […]
How to build a winning mutual fund portfolio for 2019 & beyond
Year 2018 was a year of massive changes to mutual funds. SEBI guidelines and regulations on recategorisation, expense ratios followed by capital gains tax have been the highlights. How do these changes reflect in your mutual fund portfolios? You have most likely read through the earlier Mutual Fund Guide. I have now refreshed it with […]
