Different asset classes have different risk / return characteristics and give different returns in different market conditions. The chart below shows calendar year returns of different asset classes over the last 10 years; BSE 100 TRI is used as the proxy for equity, CRISIL Short term Bond Fund Index for debt and MCX Gold futures for Gold...Read More
We have often heard that recent performance of a mutual fund is not always a good indicator of future performance. Yet some financial advisers cite last one year returns when selling mutual funds. In this article...Read More
As part of SEBI’s directive on mutual fund scheme rationalization and re-classification, some new scheme categories have been created to help investors understand the investment characteristics of different mutual fund schemes...Read More
After a prolonged period of volatility, the Nifty has stabilized and is consolidating near the all time highs. Even the broader market has shown solid signs of recovery, with Nifty Midcap 100 trading nearly 15% higher than its all time low. While historical data shows that equity is the best performing asset...Read More
The Reliance CPSE ETF was over-subscribed 4 times first day. As per a Business Today report, the anchor investors put in Rs 6,000 versus Rs 1,500 crores reserved for them. For the benefit of our readers, anchor investors are institutional investors who...Read More
There are several reasons to bullish about equity markets this Diwali. Post the state elections in Maharashtra and Haryana, the Government has announced some key policy measures. The long overdue diesel...Read More
Over the past few years, rising consumption demand and private sector capex spending in India have been two most popular investment themes among both foreign institutional investors and domestic fund managers. While we may have...Read More
When one talks about investments especially equity with a long-term horizon, it does not mean that once the investment is done the investor should forget about it for the next few years. Though it is the fund manager’s job to make sure that...Read More
There are concerns and there are more concerns about the fund performance, sector performance, open ended fund performance, close ended fund performance of Mutual Funds. In all this, what we...Read More
If you thought only ghosts could make horror stories let me tell you horror stories with humans as protagonists. It is only natural that we feel so safe and secured in our lives that we assume nothing could possibly...Read More