As an investor, you always had the choice between the relative stability and long-term growth of large-cap funds, and the potentially higher returns accompanied by higher volatility of small-cap funds….
Date Archives May 2018
Do Not Compare Apples With Oranges Post Scheme Merger
While comparing a fund’s performance vis-à-vis its peers, you need to ensure that you evaluate the performance of similar schemes. For example, comparing a short-term fund investing in high quality…
Mutual Fund Scheme Changes – What Should The Investor Do?
In the last few weeks, as a mutual fund investor you must have been getting notices from asset management companies (AMCs) on whether you want to exit from the fund…
New Mutual Fund Categories: What You Should Do In The Evolving Scenario
The new mutual fund categories notified by SEBI on 6 October 2017, to which the AMCs submitted their restructuring proposals by 15 December 2017, is now under the process of…
Need To Think Out Of The Box On Fund Expenses
For quite some time, we have been debating over direct versus distributor, lowering the cap on expenses, additional expenses for selling mutual funds to B30 locations (beyond the top 20…