Thematic funds need timing, in entry and exit. They’re there to kick portfolio returns up a few notches. They’re useful in capitalising on pockets of opportunities. Now, what if there was a thematic fund that turned this on its head?
Whenever the returns of any category tops equity fund returns, investor interest in such a category goes up. It’s the turn of the multi-asset allocation funds now. And going by the number of queries we have received, we know many of you want to know whether to invest in this category.
Among the many queries we get, one that features frequently is why we have one fund recommended when another is doing well, or whether you can move from one fund to another that’s doing better. And that’s a great way to look at fund returns because a fund that’s able to beat both market and peers is a good one to have.
There are several ways to look at MF returns data, and not all of them are correct. And investors – novice to seasoned – often make mistakes in this regard. Many a time, they look at wrong data or look at right data and draw wrong conclusions.
Arbitrage funds and liquid funds are very different products although their returns are quite comparable. The difference between the spot and futures market is largely a reflection of the short-term interest rate. The additional returns in arbitrage, if any, come from the mispriced opportunities. In the absence of volatility, a liquid fund may provide better returns.
It appears to be ETF season now with many AMCs lining up or launching ETFs. ICICI Pru AMC’s new ETF launch aims to mirror the Nifty Alpha Low Vol 30 index. This multi-factor index combines the long-term benefits of containing downsides (through low volatility factor) along with higher returns (through high-alpha stocks).
In this Q&A article, we’ll cover two questions – no, they are not related. Just that they are interesting questions and which you may relate
When we were discussing how many mutual funds you should have in your portfolio, we made a point that you don’t need a fund from
Our quarterly review and changes to our Prime Portfolios for the June quarter has some changes to accomodate better returning debt options
There are many aspects to consder before you decide going for ndex funds or ETFs
Prime Funds is the list of funds that we recommend. This fund list uses Prime Ratings as a first filter, over which we analyse portfolios,
Our MF Review Tool provides our view on mutual funds. That is – whether a fund is a buy or hold or sell. We do a quarterly review of these views or change them as appropriate.
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