SYNOPSISThe NSE opened the doors for many who worked under big brokers. The trading framework we have in place today is the outcome of efforts made by all market participants,…
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Your Money: Don’t Get Swayed, Focus On Your Portfolio
The Russia-Ukraine war does not change market fundamentals. India remains the growth story.Over the last two to three weeks, investors tracked global developments, not only from the human or emotional…
Index Funds: Check Their Tracking Errors Instead Of Returns
The lower the tracking error, the better the index fund and it’s getting better over time as index funds lower their expenses. The appeal of passive investments—putting money in funds…
What Not To Look For When Investing In Debt Funds
We usually discuss what to look for while investing in an asset class (such as equity, debt, gold, etc.) or through an investment vehicle (for example, mutual funds or portfolio…
Staying The Course
There is a subtle difference between the returns earned by the fund in which you are investing, and the returns you, as an investor, earn from the fund. And no,…
Smart Investing: Know How You Can Invest In Global Equities
While you can buy stocks directly at exchanges abroad, the mutual fund route where you buy units of Fund of Funds or Exchange Traded Funds is much more convenient. An…
Portfolio Yield Reset In Debt Mfs
In a longer maturity fund, the adverse impact of yields moving up is higher. We all know that interest rates are set to move up, rate cycle reversal is a…
RBI Holds The Horses This Time, But Rate Hikes A Matter Of Time
For investors in debt mutual funds, yield levels on bonds in the secondary market had moved up after the Union budget on very high government borrowing projected for 2022-23. As…
Should Mutual Fund Investors Buy The ‘Entire Market’?
SYNOPSIS Invest for an adequately long horizon, with diversification across segments (large/small /theme /passive), fund managers (multiple AMCs) and geographies. The equity market is apprehending volatility as global central banks…
Build A Defensive Debt Portfolio
The Union Budget, in plain words, is just that: the central government’s statement of inflow and expenditure for the next financial year. It is not supposed to be a life-changing…
The Importance Of Tax Fairness For MF Investors
SYNOPSISProper allocation of the portfolio to equity, debt, gold is important. Taxation on investment profits or gains is like the proverbial two sides of a coin: The investor would think…
Why Investing In A Bank Nifty Fund Makes Sense When The Economy Revives
The Nifty Bank TRI has outperformed the Nifty 50 TRI in six of the last 10 years. The debate and research on active versus passive have shown that passive large-caps…