Steer Clear of Biases in Mutual Fund Investing
Steer Clear of Biases in Mutual Fund Investing
As an investor, have you ever chosen a fund simply because your friend did, or held on to a lossmaking scheme hoping it would bounce back? If yes, welcome to the club—biases often accompany us on our investment journey, sometimes silently sabotaging our financial goals.
The Diversification Dilemma: Navigating International MFs
The Diversification Dilemma: Navigating International MFs
Diversification is often seen as the holy grail of investing—a strategy that spreads risk across geographies, sectors, and asset classes.
Stay the Course: Why Consistent SIP Investing Beats Market Timing
Stay the Course: Why Consistent SIP Investing Beats Market Timing
Recent market volatility has led some domestic mutual fund investors to pause or stop their SIPs (systematic investment plans), with the latest data showing a slowdown in new SIP account openings and a SIP stoppage ratio above 60 per cent for the second consecutive month.
Mutual Funds: Heroes of Market Resilience
Mutual Funds: Heroes of Market Resilience
The Indian equity market has faced its share of turbulence in recent times, with external pressures and global uncertainties leading to increased volatility.
A Financial Plan for Mutual Fund Success
A Financial Plan for Mutual Fund Success
There’s a lot of buzz around the "Mutual Fund Sahi Hai" campaign, but amidst the noise,
SEBI's MF Reforms: Expanding Choices and Lowering Costs for Retail Investors
SEBI's MF Reforms: Expanding Choices and Lowering Costs for Retail Investors
The recent steps taken by the Securities and Exchange Board of India (SEBI) to introduce new investment options for high-net-worth investors and relax regulations on passive mutual funds are poised to reshape the mutual fund industry in India. These changes could benefit retail investors, offering more choices and lower costs in the long run.
Cash Piles Up: Higher Cash Holdings and MF Investors
Cash Piles Up: Higher Cash Holdings and MF Investors
The Indian equity market witnessed an unprecedented cash holding of ₹1.86 lakh crore at the end of August 2024, which accounts for around 5.2 per cent of the industry's equity AUM. This significant cash reserve raises critical questions about the market's direction and the implications for unit holders in these funds.
Smart Beta Funds: A Smarter Way to Invest
Smart Beta Funds: A Smarter Way to Invest
Its a well-known fact, supported by numerous studies, that many large-cap funds in India struggle to outperform their benchmarks.
Celebrating Mutual Fund Excellence
Celebrating Mutual Fund Excellence
Indian equity markets have shown remarkable resilience amidst recent challenges.
Navigating Volatility in Your Equity MF Portfolio
Navigating Volatility in Your Equity MF Portfolio
You may have noticed a significant dip in your equity mutual fund (MF) portfolio over the past week.
Focusing on Tax Simplification in Mutual Funds
Focusing on Tax Simplification in Mutual Funds
The latest Union Budget has significantly moved toward simplifying tax structures across various asset classes, offering greater clarity for investors and aiding in better post-tax return analysis for informed decision-making.
How Informative is Information Ratio?
How Informative is Information Ratio?
Equity indices in India have been reaching new all-time highs regularly over the past few weeks.