September has been a notorious months for the financial markets. It did get a bit turbulent! But the ride got so good later that investors have probably forgotten about the turbulence. Here… Read More

It seems the dust on the newest SEBI guideline on Multicap Funds has settled. This offers a good opportunity to review related incidences and chart out the likely scenarios. In this blog, we… Read More

We have had many such months like August recently. And this means that equity market is likely to catch up with economic reality. The highlight of August was the GDP report of the April-June… Read More

Apple and Tesla stock splits came into effect recently. Before we talk about the absurdity before and after the event, let’s do a stock split 101 for newbies! Stock Split 101 If a whol… Read More

Summary – GDP and Outlook After over 2 months of strict lock-down, India started to slowly unlock from June onwards. Relaxations were introduced gradually. However, things slowed in Ju… Read More

Are we in a dot.com bubble again? Or is it something else? We’re definitely not in a dot.com bubble again just because tech stocks are rallying. Recall that during the dot.com bubble t… Read More

The stock market movements have become curious these days. Most people wonder if the stock market really reflects the economic reality any more. Mutual fund investors too are confused with t… Read More

The topic of disconnect between the stock markets and real economy is back. And it is back at a time when the disconnect is probably the widest! In the USA, millions have lost livelihoods an… Read More

The discord between equity markets and economy is probably the widest ever. We discuss this disconnect in finer details in The Alpha Investor: May Issue. Read more: The Alpha Investor:… Read More

The disconnect between equity markets and economy is probably the widest ever. We discuss this disconnect in greater detail in The Alpha Investor: May Issue. Read more: The Alpha Investor: M… Read More

The coronavirus spared nobody – large caps, mid caps and small caps all were decimated. But we have a universally accepted theory, don’t we? The theory goes as – About mark… Read More

Investing in US Equity Mutual Funds is the new trend among Indian mutual fund investors. This trend can be explained by the following picture – Observe how many of the top 15 mutual f… Read More

Here’s a primer on the classic new investor dilemma – Mutual Funds versus Stock Market In this blog, we take this dilemma a step further. We compare mutual funds not with stock m… Read More

If March was a knock-out attempt on the equity markets, April was a strong comeback! The comeback has been strong but nowhere as hard as the fall. The NIFTY 50 gained about 15% in the month… Read More

April 2020 was a month of revival in global equity markets. It is still unclear whether the resurrection continues or we have another big bear phase. Another bear phase is anticipated &ndash&hell…Read More

April 2020 was a month of resurrection in global equity markets. It remains to be seen whether the resurrection continues or we have another leg down. Another leg down is anticipated –… Read More

Mutual funds are simple by nature. It is the presence of multiple entities that can cause confusion in mutual fund investing. In this blog post, we look to define the roles of the three main… Read More

By now everyone is aware of the Franklin India debacle that hit debt mutual funds this week. This blog is not to talk about the debacle itself. We rather want to help you save yourself from… Read More

The month of March 2020 will be remembered for the mayhem it caused in the markets! The number and magnitudes of happenings in March is simply overwhelming. Here’s a great resource tha… Read More

The month of March 2020 will be remembered for the mayhem it caused in the markets! The number and magnitudes of happenings in March is simply overwhelming. Here’s a great resource tha… Read More

The month of February had only one thing to offer to global equity investors – sleepless nights! It was a volatile carnage and most of the damage came in the last week or so of Februar… Read More

The markets tumbled in February (and continue to tumble in March) thanks to the Corona Virus outbreak and super high valuations. The price of oil has crashed to rock bottom levels after Mosc… Read More

February was one of those rare months for the stock markets. A lot of things happened one after the other which created extreme volatility in global equity markets. Corona Virus is now a ver… Read More

The most important conclusion one can draw from the Indian Equity Markets after January 2020: Small and mid caps are now clearly outperforming the large caps! Small and mid caps versus large… Read More

India was the fastest growing large economy in the world until a few quarters ago. But the GDP grew at its slowest in over 6 years in the September 2019 quarter. The growth rate observed was… Read More

The first month of the new year was a real roller coaster ride. Wars and pandemic scares engulfed and continue to engulf the world. The markets had a mixed reaction – a bit scared in t… Read More

The first month of the new decade was rough for the markets. Wars and pandemic scares engulfed the world. The markets had a mixed reaction – a bit scared in the beginning but then all… Read More

‘Focused mutual fund’ sounds like a niche mutual fund category. However, it is simply a sub-category of multicap mutual fund with a restriction. The restriction being that a focu… Read More

Liquid funds are the most heavily invested mutual funds around. Why you may wonder! The reason being liquid funds are more popular among corporations or companies than they are among retail… Read More

When you go to your bank to start an FD, do you remember how fixed deposit interest rates vary for different periods? Why does this happen? Well, think about it for a second. The answer lies… Read More

2019 was really a out-of-the-whack year for the markets globally. There is very real disconnect between the performance of global equity indices and the GDP growths around the world. Read: T… Read More

According to the Finpeg CRAFT Framework, the following are the best large and mid cap funds to invest in 2020 – Mirae Asset Emerging Bluechip Fund SBI Large and Midcap Fund Kotak Equit… Read More

According to the Finpeg CRAFT Framework, the following are the best multi cap funds to invest in 2020 – Axis Multi Cap Fund SBI Focused Equity Fund Mirae Asset Focused Fund Kotak… Read More

According to the Finpeg CRAFT Framework, the following are the best ELSS funds for saving tax in 2020 – Mirae Asset Tax Saver Fund Axis Long Term Equity Fund DSP Tax Saver Fund These f… Read More

According to the Finpeg CRAFT Framework, the following are the best small cap funds to invest in 2020 – SBI Small Cap Fund HDFC Small Cap Fund Nippon India Small Cap Fund These funds w… Read More

According to the Finpeg CRAFT Framework, the following are the best mid cap funds to invest in 2020 – Axis Midcap Fund DSP Midcap Fund HDFC Midcap Opportunities Fund These funds were c… Read More

According to the Finpeg CRAFT Framework, the following are the best large cap funds to invest in 2020 – Mirae Asset Large Cap Fund DSP Top 100 Equity Fund Axis Bluechip Fund Nippon Ind… Read More

Arbitrage funds are among the less popular mutual funds around. However, this blog will bring to light how effective and useful arbitrage funds can be. Especially, under certain market envir… Read More

Liquid funds have undergone some major changes in the last few months. In this blog, we go through each of these changes. More importantly, we will discuss how liquid funds will be impacted… Read More

It was discovered earlier this week that mutual funds didn’t have the best of Novembers! Inflows from mutual funds plummeted on a month-on-month basis. Read more about it here –… Read More

It was discovered a couple of days ago that mutual funds didn’t have the best of Novembers! Inflows from mutual funds fell substantially on a month-on-month basis. Read more about it h… Read More

Liquid funds are safe funds. This probably the only thing the average mutual fund investor knows about liquid funds. What are liquid funds? Why are they safe? How safe are they? These are qu… Read More

October was a good month for the Indian capital markets. The markets remained cheerful and we saw some super quarterly results from the giant companies. The overall earnings season for giant… Read More

October was a pretty good month for the Indian capital markets. The markets continued to remain cheerful and we saw some amazing quarterly results from the giant companies. The overall earni… Read More

Liquid funds are probably the most invested mutual funds in India. While equity mutual funds are the most popular among retail investors, most corporates invest in liquid mutual funds. This… Read More

September 2019 saw a number of ups and downs in the markets especially in India! The talk of September 2019 was the corporate tax cut which has been hailed as one of the biggest fiscal stimu… Read More

September 2019 was a month of a lot of ups and downs! The biggest talk of 2019 was the corporate tax cut which is touted as one of the biggest fiscal stimuli ever in India. This move puts In… Read More

SIP (Systematic Investment Plan) is the most popular mutual fund investment method. In this blog post, we aim to educate our readers about SIP, the idea behind SIP and have a look at the adv… Read More

SIP is probably the most preferred method of investing in mutual funds in India. Learn how to invest in SIP online A close second, and the only other conventional method is lumpsum. Investor… Read More

August was yet another volatile month after July for the capital markets.. ‘Slowdown’ was the economic word of the month as the GDP growth of June quarter crashed to 5%. This is… Read More

August was yet another volatile month after July. ‘Slowdown’ was probably the economic word of the month as the GDP growth of June quarter was published as 5%. This is the lowest… Read More

Indexation is one of the more complex concepts in the world of mutual fund capital gains taxation. Let’s quickly go through the other easier to understand mutual fund capital gains tax… Read More

July 2019 was a rough month for the market and hence mutual funds. Headline indices corrected severely due to multiple factors. Primary of these factors were the newly levied surcharge on FP… Read More

July 2019 was a rough month for the market and hence mutual funds. Headline indices corrected severely due to multiple factors. Primary of these factors were the newly levied surcharge on FP… Read More

Cost Averaging and Value Averaging are probably the two most discussed investment approaches when it comes to Mutual Funds. Most people are familiar with Cost Averaging AKA SIP but Value Ave… Read More

Return and risk: The two most important characteristics of any investment venture may it be mutual funds or real estate. New mutual fund investors often grapple with different metrics used t… Read More

The recent default crisis in debt mutual funds has rocked investors’ faith. It has also sparked a debate on side-pocketing in debt mutual funds. In this blog, we understand side-pocket… Read More

There is no single best time to redeem your mutual fund holdings. Just like there is no single best mutual fund – it all depends up on your requirement followed by age and risk appetit… Read More

Most people these days are wondering what is happening with their mutual fund investments. The major market indices – NIFTY 50 and SENSEX – are simply rising but the portfolio re… Read More

Sensex breaches the magical 40,000 mark! NIFTY at an all-time high! Stock markets are soaring! And yet, your mutual fund portfolio is hardly moving up. Maybe even losing money. And you wonde… Read More

A wide-ranging debate has been on for quite some time now – do actively managed mutual funds outperform passive strategies (index funds or index-based ETFs)? Is it worthwhile to pay up… Read More

It is every investor’s dream to be invested in the best mutual funds all the time. But even for the most experienced and vigilant investors this is not an easy job. Moreover, no one ca… Read More

Investing in mutual funds is not a one-time process. It’s like driving a car. You either ask someone else to drive it, put it on auto-pilot or drive it yourself. But vigilance is neces… Read More

There are two key ingredients to successful mutual fund investing – Investing in the best mutual funds, and Investing according to an effective strategy that balances return and risk T… Read More

SIP it, shut it, forget it! The above has always seemed to be more promoted and followed than… Buy low, sell high! The supporters of ‘SIP it, shut it, forget it!’ have the… Read More

Trusting advisors can be difficult… Especially financial or mutual fund advisors! The financial industry is extremely notorious for doling out advise that is in the best financial int… Read More

NAV stands for Net Asset Value. Simply said, NAV or Net Asset Value is the price of one mutual fund unit. Just like shares or stocks make up a company, units make up a mutual fund. Again, ju… Read More

This is one of our debt mutual funds related articles. To be able to seamlessly understand the following content, you need to read the previous articles in this series – Debt 101: Unde… Read More

Negative returns on SIP, SEBI recategorization, news of AAA companies defaulting on their debt – 2018 was a roller coaster of a year for anyone remotely related to the market. How SEBI… Read More

This is a good question, isn’t it? Most of us take equity mutual funds’ outperformance over debt mutual funds for granted. Let’s see why this outperformance exists. Once th… Read More

Debt mutual funds receive little to no attention from retail investors. The most important reason being the difference in returns that debt mutual funds and equity mutual funds generate. Ove… Read More

Here’s the list of the best focused mutual funds to invest in 2019 – SBI Focused Equity Fund Franklin India Focused Equity Fund Aditya Birla SL Focused Equity Fund Here are the p… Read More