A systematic withdrawal plan (SWP) is pretty straightforward. You hold an amount in a fund, fix the amount you want to withdraw periodically from this
For investors preferring to go the passive route, options were limited until recently. With the passive landscape changing now, it’s becoming increasingly possible to build
Q: There’s news that L&T AMC is on the lookout for a sale. There’s also news of key fund managers resigning or switching AMCs. What
Should Nifty 50 be your only choice to play passive? What if a smarter fund can return better than the Nifty 50 or the Nifty
If someone wants to allocate equal amounts to a Nifty 50 index fund and a Nifty Next 50 index fund, then is it better to allocate that amount to a single Nifty 100 index fund? This was a query we received from a subscriber, and one we thought would be interesting for you to know as well. After all, the Nifty 50 and the Nifty Next 50 anyway add up to the Nifty 100 so wouldn’t it amount to the investing in same thing?
Active funds or index funds is a call that continues to remain elusive in the Indian context. While that debate goes on, there is another emerging class of funds – not too active not fully passive. They are quant funds.
A recent query we received from a customer concerned Aditya Birla Sun Life Frontline Equity. Our MF Review tool throws up a sell on this fund. The questions raised were: Why, since it was a fund that had been delivering returns and was considered among the best funds and was highly rated.
Kotak Flexicap fund suits any investor with a timeframe of 4 years and above. Here’s why the fund makes a good investment. When stock markets are volatile and there’s uncertainty all around, you need an option that can navigate across markets, that’s steady in strategy, and that is large-cap based.
Many of you ask us about VRO Ratings or Morningstar ratings and why our ratings differs. We wish to take this event as an illustration to explain why our approach is different and why we are much more than a rating tool or an article publishing site.
When uncertainty is the name of the game today, investing in an equity fund may not be at the top of your to-do list. But for long-term investors, markets like these offer good buying opportunities. For such investors, a multi-cap fund that uses a core of large-cap stocks and adds returns by selectively picking mid-cap and small-cap stocks will serve well.
Over the past few weeks, we’ve received several questions from you on performance of the funds you hold, and what the course of action should be. In both debt and equity, recent returns have given enough cause for worry. So we’re listing out various categories of investments you may holding which are seeing volatility, and what you should do about them.
Several mutual funds that held Yes Bank’s perpetual bonds had to mark a loss, and this is a loss that can’t be recovered, as things stand. In this scenario, we’ve had many questions over the quantum of fund exposure to AT1 bonds. So here are the numbers.
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