Arbitrage funds can replace money market funds but not liquid funds. Arbitrage funds are often compared with liquid funds to park short term money. In fact, many MFDs recommend arbitrage…
Posts TaggedPortfolio Analysis
Your Money: Need A Debt-Linked Savings Scheme Now
The popularity of ELSS shows the combination of tax benefit and decent performance works well. When we discuss categories of mutual funds, we discuss parameters of performance, quantum of funds…
How To Worry Better About Your Investments
There are aspects not within your control and there are events that do not change the fundamental quality of the investment. In one of our earlier columns we had discussed…
Benchmarking Portfolio Is All About Perspective
Performance of a mutual fund scheme or PMS portfolio is assessed with reference to a benchmark. There are various benchmarks available; the designated benchmark is the one with nearest correspondence…
Looking To Invest In Bank Perpetual Bonds? Beware Of Risks
The ICRA rating rationale states that rating for the Basel III compliant Tier I bonds is four notches lower than the Basel III complaint Tier II bonds of the bank…
Portfolio Review And Health Check-Ups: Similar Check-Points
Portfolio Review and Health Check-Ups: Similar Check-points We, financial planners, are like financial doctors for our clients. We will discuss here, the parameters on which financial portfolio review and medical…
Time To Review Your Allocation To Equities
Reviews should happen at regular intervals, but modifications in the portfolio should be done only when the event is significant. The environment around us is always abuzz with events. These…