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 […]
Fund comparison – Avoid these mistakes!
Fund comparison is one of the common things you do to select funds for your mutual fund portfolio. If you are planning to add A fund, you first compare it with other funds of similar type or category, do your analysis and then make your investment. But are you doing it right? I have said […]
The Guide to building a winning mutual fund portfolio in India
Why is building a mutual fund portfolio so difficult? The more I have been worked with mutual fund investors, the more I feel the pain that is involved in understanding, selecting and building the right kind of mutual fund portfolio. My effort has been to help you take out the pain in selecting mutual funds. After more than […]
How to build a winning mutual fund portfolio (plus a dozen portfolios)
The pain of selecting mutual funds from thousands of schemes and options is a deep one. The matter become worse because it is so difficult to differentiate one from the other. Even star ratings and rankings don’t help. They change too often and communicate little about the qualitative factors. So, how does an investor like you […]
