Category: Mutual Funds

It is funny that to be in any business you need to have some qualification. Let us take the mutual fund business for example. To be the Asset management company – you need to have 5 years of track record… Read more

There are a few ways how you can invest in a mutual fund online. You already have an IFA (and you think he is adding value to your life): In this case you may already be an investor and may… Read more

If an investor is getting poor returns there is blame to be spread all around. Obviously there is conflict of interest, sales pressures, excessive loads, high fees, charges not being transparent, etc. However one thing the media surely does not… Read more

Recently 2 Nris asked me this often asked question. I remember Srikant doing a story on Moneycontrol sometime back regarding the same. I come from a school of thought that ‘whatever happens in my life is because of me’. However… Read more

Well depends on whom you listen to! There are many options about how to invest in a mutual fund. Let us see some of the broad options: Online Offline The options in offline are – You go to a mutual… Read more

Are there too many schemes in the mutual fund industry? Well it can be argued till the cows come home. Value fund, growth fund, large cap, mid cap, mid and small cap, large cap value, mid cap value, large cap… Read more

Who said performance is everything…well with no hidden meanings…I am talking about mutual funds..I have looked at many fund houses and wondered..what are they doing. The bad, bad capital markets are still giving money to these fund houses, they have… Read more

‘Surprisingly even mutual funds are judged by their size, not by their performance’ – why is this so asked a student. This is a good question – and therefore difficult to answer! This is like going to a doctor because… Read more

“So who still believes markets don’t work? Apparently it is only the North Koreans, the Cubans and the active managers.” — Rex Sinquefield, co-founder and board member Dimensional Fund Advisors Obviously what Rex means is that if you believe in… Read more