Rapid advancements in technology are transforming industries and people’s lives around the world. Technology in the conventional sense has been used to automate manual processes and improve productivity. However, development in information technology in the last 20 years or so, particularly artificial intelligence (AI) and...Read More
From time to time we see debates on expense ratios in the investment community. For the average retail investor in India, however, expense ratio is not an important factor in investment decision making. The average investors base their mutual fund...Read More
Advisors and experts often mention that equity mutual funds are idle for investments as they provide long term capital gains and some schemes especially the ones under ELSS category qualify for tax rebate under Section 80C. The dividends received...Read More
There is an old saying in cricket, "form is temporary but class is permanent". This applies to HDFC Top 200 fund, a long term top performer in the large cap funds category. This fund from HDFC AMC the largest ...Read More
Initial Public Offerings garnered huge interest from investors in 2017. More than Rs 70,000 Crores, a record amount, was raised from 38 offerings. Companies from 18 different sectors raised funds through IPOs in Fiscal Year to date, 2018. 2017 saw...Read More
In our last post on this series we discussed how SWP from ICICI Prudential Balanced Fund was proved to be a good option if one was looking for regular returns by using the SWP method. Today we will analyze how the same worked for Reliance Regular...Read More
Over the last few days the Nifty corrected from its 52 week high of 8,969 to 8715 (as on September 9, 2016). This 250 point (approx) correction may have come as a surprise to some investors, but to readers who have followed our technical...Read More
In our previous article Best mutual fund consistent performers in 2015: Large Cap Funds, we discussed the most consistent large cap funds based on CRISIL’s ranking of consistent performers. In this blog, we will discuss the top 8 most consistent...Read More
In our post Understanding the post Budget market rally: Will it be sustainable we discussed several technical factors leading up to the post budget rally and some important levels that investors should keep a watch on. We had mentioned in our...Read More
Consistent performance, in our view, should be most important selection criterion for mutual funds. While consistent performance is important for all categories of mutual funds, it is especially significant for long term debt funds (or income funds). This is...Read More