SynopsisSebi has been consistently reducing the recurring expenses (TER) that can be charged by mutual funds, thus making it more investor friendly. Expenses charged in a financial product by the…
Date Archives November 2018
Meet a fund category safer than liquid funds
Does the headline look surprising? It may, given the fact that liquid funds are supposedly the most stable among all mutual fund categories. However, given the negative returns in a…
Disinvestment: CPSE ETF – Invest With Caution As Returns Are Low
While performance of CPSEs in general and the CPSE Index in particular has been poor, valuations are attractive now for long-term investments. The Central Public Sector Enterprises (CPSE) Exchange Traded…
Disinvestment: CPSE ETF – Invest With Caution As Returns Are Low
By Joydeep Sen The Central Public Sector Enterprises (CPSE) Exchange Traded Fund (ETF) was launched as a route for divestment of part of the government’s stake in certain CPSEs. The…
The Concept Of Side-Pocketing, how It Matters
The concept of side-pocketing, in the context of mutual funds, has become relevant after the default by IL&FS and certain mutual funds giving negative returns. The negative returns have occurred because a…
Credit Risk: Defaults By High-Rated Issuers Show Avoiding Risk Is Not So Simple
Joydeep Sen In an earlier article, we had discussed the contours of credit risk funds, the risks and the mitigants. Today we discuss a related but slightly different concept: the…
Negative Returns From Liquid Funds? Here’s What You Should Do
By Joydeep Sen The USP of liquid funds is that these give stable returns even when the market is volatile. Individual investors use liquid funds for temporary parking of funds,…