Category: Mutual Fund Basics
Fundamentals and key attributes of Mutual Funds as well as the industry at large
Indian Equity Markets at All-Time Highs. What should you do?
December 19, 2023In the last few months, Indian equity markets have recovered (up around 14%) and have reached new all-time high levels. When markets reach all-time highs, it’s normal to feel uneasy…Continue Reading
The Lost Art of Subtract!
November 8, 2023An abridged version of this article was first published in Livemint. Click here to read it ‘Subtracting’ Your Way To Success In 1948, the McDonald brothers Richard and Maurice, temporarily…Continue Reading
Steer Clear of These 3 Behavioral Pitfalls During Bull Markets
September 12, 2023An abridged version of this article was first published in Livemint, Click here to read it Most of us think, bull markets are easy to participate and make money. However, surprisingly, many…Continue Reading
Is there a higher risk of a large fall when the equity market reaches an all-time high?
August 4, 2023“Given the sharp run-up in recent weeks, I feel the risk of a large market fall has increased. Should I redeem my equity investments to avoid loss?” If you had…Continue Reading
Decoding Equity Savings Funds: Are They Right For You?
June 27, 2023An edited version of this article was originally published in Financial Express. Click here to read it. In our previous blog, we had talked about evaluating Equity Savings Funds as a debt…Continue Reading
Does it make sense to invest in debt funds now?
June 6, 2023Here are the returns of debt funds in recent years… One look at this table tells us that the past returns are not great! And with the recent change…Continue Reading
How Should You Respond To All-Time Highs In Indian Equity Markets?
May 15, 2023In the last few weeks, Indian equity markets have recovered (up around 7-8%) and are close to their previous all-time high levels. When markets reach all-time highs, it’s normal to…Continue Reading
The Art of Navigating Bear Markets: Real-Time Lessons from the US
May 4, 2023A version of this article was originally published in Live Mint. Click here to read it. When equity markets fall, there is always a temptation to exit equities for the time being…Continue Reading
Should you be worried about your underperforming funds?
April 4, 2023A version of this article was originally published in Mint Genie. Click here to read it. We carefully select good funds and build a portfolio around them. But sometimes, some of these…Continue Reading
A Time-Sensitive Investment Opportunity In Debt Funds (Invest Before 31-Mar-23)
March 27, 2023Debt Fund Yields are Attractive RBI has been increasing interest rates since May 2022 to reduce inflation Cumulatively, the repo rate has been raised by 250 bps so far As…Continue Reading
