Over the past few months, debt mutual funds have been in the news for wrong reasons. In September 2018, the shock default by IL&FS (and its subsidiary) on its debt obligation shook the debt markets in which mutual funds are major investors...Read More
Investing in ETFs and index funds are not as popular among retail investors in India as it is in the developed markets like the United States, but it is increasingly gaining popularity among investors. In the last 1 year, Nifty 50...Read More
The difference between a focused fund and more diversified equity funds is that focused funds have a concentrated portfolio strategy as opposed to a diversified mix of stocks / sectors in diversified equity funds. We have had a number...Read More
Performance consistency in mutual funds, in our view, is one of the most important attributes of superior long term returns and wealth creation for investors. Consistent performers may not always be the best performer in a particular year, but...Read More
We have reviewed Principal Emerging Bluechip Fund a couple of times in the last one year. You can refer to our posts, Principal Emerging Bluechip Fund: One of the best large and midcap funds (published on 29th August 2018) and Principal...Read More
One of the most important classifications of equity mutual fund schemes is by market capitalization profile of the underlying scheme portfolio. Market capitalization is defined as the share price of a company multiplied by the...Read More
Small cap stocks, i.e. stocks below the top 250 stocks by market capitalization, offer investors exponential growth opportunities. Since these stocks are under-researched and under-owned by the by...Read More
Large and Midcap equity fund is a relatively new equity fund category. As per SEBI’s mandate, these schemes should invest at least 35% of their assets in large cap stocks and 35% of their assets in midcap stocks. The top 100 stocks...Read More
At the end of the financial year, when we review our investments, particularly in years like one that just passed – volatile, uncertain, confusing – we often reflect on all the mistakes we as investors made. Not grabbing opportunities...Read More
It is very encouraging to note that debt mutual funds are gaining traction with retail investors. As per CRISIL, the debt mutual fund folios as a percentage of total individual investors’ folios increased to 14% in December 2018...Read More