That's an interesting problem. Neither 15% nor 25% can be called as bad returns. After all, risk free rates are at 8% or even less. But ofcourse, we are greedy and we prefer higher returns. Isn't it? I recently wrote…
Read More Picking a Fund with 15% p.a. in 10 years Or a fund with 25% p.a. in 3 years?
I am planning to regularly track AMC level AUM data going forward. So hopefully, with each iteration, the information and details will increase. Please do note that the AUM figures are average quarterly figures published by AMFI. The table below shows…
Perfect Mutual Fund Portfolio. Yes I know that you are looking for exactly that. 😉 But you need to understand that there is no such thing as a ‘perfect mutual fund portfolio’. There can be numerous reasonably good portfolios, and…
Read More How to build your Mutual Fund Portfolio from scratch?
The ups and downs of the market can test investors’ resolve to remain invested (or invest more). In rising (bull) markets, it’s easy to say that you will do the right thing, i.e. remain invested + invest more even if…
Read More Why linking Investments to your Financial Goals helps?
Becoming a crorepati is most people’s wish in India. Atleast for those who still aren’t. And as an investment advisor, I regularly come across questions like: How to get Rs 1 crore in 20 Years by investing?How much to invest…
You have been investing in mutual funds for some time now. But in last few months, 3 big changes took place. And all those changes can and will impact all mutual fund investors in big ways. You remember the…
Read More Do you even have the ‘Right Mutual Funds’ in your portfolio?
Last few months have been very dynamic and interesting for the mutual fund industry. 3 big changes have taken place that are going to impact all mutual fund investors and how they take their investment decisions in future. If you…
Read More 3 Big Changes that will impact Mutual Fund Investors
If you are an existing mutual fund investor, you would already be aware that a lot of mutual funds schemes are being renamed, recategorised, merged or getting their mandates (investment objectives) changed. Technically, this is being referred to as 'Categorization…
Why do you need the mutual fund NAVs of 31st January 2018? Its because in the Budget 2018, a 10% Long Term Capital Gains Tax (without indexation) on Equity - on capital gains exceeding Rs One lakh from all direct…
Read More NAV of Mutual Funds on 31 Jan 2018 (for Grandfathering of LTCG & Tax)
Why commission based Mutual Fund Distributors (Agents) are unable to give proper financial advice? That’s a strong statement to make. Right? But this is a fact. Let me try to explain why I am saying this. But first, I hope…
Thousands of people rely on mutual fund star ratings for picking good or best mutual funds to invest in. It’s a popular metric amongst investors and advisors alike. These stars (ratings) are provided by agencies like Morningstar, Value Research, Money…
Do you wish to know how much your monthly SIP investments in mutual funds will grow over a period of 5 years, 10 years, 15 years, 20 years, 25 years or even 30 years? Then you will find answers to…
Read More Mutual Fund SIP Return Calculations – How much Wealth is Created?
Many people are of the view that they should only begin investing when they have a large sum to invest. The underlying belief is that small regular investments cannot create wealth. But this is not true! Did you know…
Do you wish to know where and how best to invest Rs 10000 per month? Then you are at the right place. Investing in mutual funds is one of the best ways to begin your wealth creation journey. And if…
Do you wish to know where and how best to invest Rs 15000 per month? Then you are at the right place. Investing in mutual funds is one of the best ways to begin your wealth creation journey. And if…
