The year 2021 has seen over 100 New Fund Offers or NFOs we still have about a month to finish the calendar. Active, Smart Beta, Index, Global, REITs, Balance Advantage, Bonds, Metals – you name it and there has been a few funds from each category coming out to ask for your money. The marketing […]
Axis Global Equity Alpha FoF – NFO review
Axis Mutual Fund has come out with a New Fund Offer for Axis Global Equity Alpha FoF with an aim to provide investors an option to diversify in a portfolio of global equities. With this, Axis MF also makes a foray into a dedicated fund for international investing. Hitherto, Axis Growth Opportunities Fund (a large […]
Principal Small Cap Fund – NFO – Should you invest?
Principal Small cap Fund offering comes from the underlying belief of fund houses that there is money to be made in small caps. Whether this money is for the fund or for you the investor, remains a question. Having worked with 100s of clients and interacted with many others, my view is that most investors […]
Launching a Small Cap Fund – Funny Money Show
It was a dull afternoon yesterday. My computer was under repair for reinstallation of the OS and I was left looking at my phone screen. I decided to use my time productively and hence started to pour over data on the small cap mutual fund schemes. What I found was interesting. There are 18 active […]
DSP BlackRock ACE Fund – NFO – A Confused Ensemble
DSP BlackRock ACE Fund is yet another closed-ended fund (3 year lock-in) launched in recent times. This one is targeted at investors who are interested in stock investments but also want to protect the downside. Does it make sense? Let’s be honest. Today, most investors, including you and me, are at crossroads. On the one […]
HDFC Housing Opportunities Fund – The manipulation begins
HDFC MF launched its brand new HDFC Housing Opportunities Fund last week. The opportunities fund only represents the opportunity for the fund house, not for you. Here are the reasons you should stay away from this NFO. Now, it wasn’t long ago that SEBI issued guidelines about rationalising the number and types of schemes that mutual […]
