Wednesday, July 20, 2022

Why are International Mutual Funds struggling

by , in

 

International mutual funds as a category have gained both prominence and acceptance in recent times by the average retail investor.


This should not come as a surprise given the recent outperformance by international mutual funds compared to the Indian markets.


So keeping in trend with investors hopping on to the latest fad that has outperformed, aum for international mutual funds has spiked up considerably.


As unhealthy as this trend may be, it is here to stay considering recent returns trumps planning when it comes to most retail investors and their portfolio creation.

Saturday, July 16, 2022

Quant Large Cap Fund NFO launched

by , in

 

Quant Mutual Fund is coming out with a NFO in the form of Quant Large Cap Fund.


Quant Large Cap Fund would be a large cap fund requiring minimum 80% allocation to large cap stocks at all times.


The fund would be open for subscription from July 20, 2022 to August 03, 2022.

Saturday, July 02, 2022

Edelweiss Focused Equity Fund NFO launched

by , in

 

Edelweiss Mutual Fund is coming out with a NFO in the form of Edelweiss Focused Equity Fund.


Edelweiss Focused Equity Fund would be a focused equity fund with no restriction to any caps.


The fund would be open for subscription from July 12, 2022 to July 25, 2022.

Tuesday, June 28, 2022

Understanding the basics of Mutual Funds

by , in


A mutual fund is an entity that pools money from various investors and then invests this money into various asset classes such as stocks, bonds, cash, short term debt, etc.


They are operated by professional fund managers and in compliance with various regulations.


Wherever a mutual fund invests and in what proportion is termed as its portfolio.


A mutual fund portfolio has to be in accordance with the requirements of both, the investment objectives stated in its prospectus as well as the category it belongs to.

Monday, June 20, 2022

Advantages of Mutual Funds explained in detail

by , in

 

Mutual Funds as a medium of investment has gained acceptance in the past few years.


Despite that, the ratio of mutual fund investors to the actual population is still on the lower side.


With any investment, it is only natural to look out for the advantages that it holds.

Monday, June 13, 2022

Your real test as an Equity Investor is now

by , in

 

The equity markets post the first lockdown in 2020 and throughout 2021 not only exceeded expectations but also left most experts unable to make sense of it.


2022 so far has been underwhelming in relation to how the equity markets performed throughout 2021.


So for two years post the first lockdown till now, it would not be wrong to comment that the equity markets could not have explained better as to why one should not expect linear growth when investing in equities.


There is no better time and situation to understand your true risk profile.


Your real test as an Equity investor is now !

Thursday, June 09, 2022

Why you should Not invest in Equity mutual funds

by , in


No, the headline was not a mistake.


Contrary to the most popular opinion in the room these days, there are enough reasons why you should not invest in equity mutual funds.


Either the reasons make the investment an unsuitable source of investment or may be your expectations are not aligned.


There are enough articles out there explaining why you should invest in mutual funds.


So this might come across as an aberration, one nevertheless worth perusing.

My Instagram