Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
Debt Fund Returns – Setting the Right Expectation
October 9, 2020In debt mutual funds, there are two legitimate risks that can be taken to improve returns Credit Risk – via higher exposure to borrowers with lower credit quality – implying…Continue Reading
The Great Multicap Rejig – What Should You Do?
September 14, 2020Unless you are living under a rock, by now, your whatsapp and social media feeds would have flooded you with the latest SEBI announcement on restructuring multi-cap mutual funds. While…Continue Reading
3 Portfolio Saving Decisions To Take Before Its Too Late
September 4, 2020Important Lesson From The Past 6 Months The past six months are a gentle reminder to the simple fact that… Predicting the markets over the short run is extremely difficult.…Continue Reading
What Should I Do About My Equity Exposure?
August 7, 2020Some Concerns Running In Your Mind… Concern 1: Bear markets usually have a lot of false upside rallies. What if this turns out to be one? As seen from previous…Continue Reading
Why Is The Equity Market Up While The Economy Is Down?
July 25, 2020Bad news all around.. Coronavirus still not under control.. While the outbreak appears to be under control in European Union, the United States is currently facing a resurgence of new…Continue Reading
6 Eccentric People Who Can Change The Way You Approach Gilt Funds
July 8, 2020In recent times, we have been receiving a lot of queries on – Is it the right time to invest in Gilt funds? Instead of straight away revealing our views,…Continue Reading
Time to Get Active on Passive Funds?
June 25, 2020Globally, as a majority of the actively-managed funds have been underperforming their benchmark indices for a long time, investor money has been flowing into low-cost passive (or index) funds. In…Continue Reading
Should You Invest In Gold?
June 10, 2020Wow or Oops! Let us look at the recent Gold ETF returns.. Wow! We need to invest in Gold ETF 🙂 But hang on. Let us rewind 1 year back..…Continue Reading
Arbitrage Funds – Look Before You Leap
June 3, 2020Arbitrage funds have seen some revival in investor interest in recent times. Most often these funds have been pitched to investors as an alternative to debt funds for parking short-term…Continue Reading
A stimulus for ‘Survival’ and not ‘Revival’!
May 15, 2020Surpassing expectations, the Prime Minister announced a Rs. 20 lakh crore stimulus package this week. Then came the details. While the package (two tranches so far) has offered relief to…Continue Reading
