Category: Mutual Fund Basics
Fundamentals and key attributes of Mutual Funds as well as the industry at large
Is past performance enough to predict future performance?
January 20, 2023Many of the decisions we take are based on our experiences with the past. From daily decisions to one-off decisions, most of the time we reflect on the past before…Continue Reading
2022 wasn’t a normal year for Indian Equities. Or was it?
January 5, 2023Indian markets had a lot of ups and downs in the year 2022. We saw everything ranging from Omicron-induced Third Covid wave, Russia-Ukraine War, On & Off China Lockdowns, US…Continue Reading
Here is all you need to know about Target Maturity Funds
December 15, 2022Target maturity funds have gained a lot of popularity in recent times. In 2022 alone, mutual fund houses have newly launched over 40 of these funds. Perhaps you’re wondering what…Continue Reading
Should you manually time your SIP every month?
December 5, 2022We read in our earlier blog here that it’s best to set a SIP date within 2-3 days of your salary credit. This makes it simple, and automatic and ensures…Continue Reading
What should you do during periods of uncertainty?
September 22, 2022Have you seen people who keep pressing the elevator button despite the light indicating that it is already pressed? Have you noticed people honking their horns repeatedly when the traffic…Continue Reading
Indian equity markets near all-time highs. What should you do?
September 13, 2022In the last few weeks, the Indian equity markets have recovered (up around 17%) and are now close to their previous all-time high levels. Whenever markets hit all-time highs, it…Continue Reading
Is it possible to distinguish good underperformance from bad underperformance in equity funds?
August 16, 2022All actively managed good funds go through temporary periods of underperformance. In most cases, this temporary underperformance phase is followed by a phase of outperformance that adequately overcompensates for the…Continue Reading
Playbook for Navigating Equity Market Declines
July 7, 2022Several problems… High Inflation across the world… Central Banks increasing interest rates and tightening liquidity… Russia-Ukraine Crisis… High Crude Oil Prices… China Lockdowns and Supply Chain Constraints… High FII outflows…Continue Reading
Can Past Performance Help You Build The Best Equity Fund Portfolio For The Future?
June 22, 2022Given a choice, we would prefer to have the best in everything – buy the best car, get the best job, eat the best food, watch the best content… you…Continue Reading
What happens when you keep booking profits in your portfolio?
May 4, 2022The Indian markets have more than doubled from the bottom levels reached during the Covid crisis in March-20. Given the high recent returns, there is a natural temptation to book…Continue Reading
