Capture ratio is one of the most understandable financial-ratio in which we (small investors) can gauge a mutual fund’s return from a perspective. I’ll tell you how. We often pick mutual funds for investment based […]
Let’s start with the most basic question. Why compare two mutual funds? It’s done to know which fund is better for investing. But such a comparative method is effective? If one knows the vital parameters for comparison, […]
There is a need for people to know about direct plan offered by mutual fund companies. What is the need? In good old days, mutual fund schemes could be sold to investors only through agents […]
Sharpe ratio is a measure of risk-adjusted returns generated by mutual funds. Looking at ‘returns’ through the filter of ‘risk’ is advisable for investors. What we need as an investor? High returns but at low […]
Systematic Transfer Plan (STP) is a useful tool like Systematic Investment Plan (SIP). SIP has become a synonym for mutual fund investing. People prefer buying mutual fund units through SIP route. Hence these days, it is […]
Fist things first, ELSS is NOT a savings plan. It is an investment plan which is equity-heavy, with a lock-in period. Hence offers moderate risk. What is ELSS? It is an acronym for ‘Equity Linked […]
You can check my mutual fund calculator here. It has been coded to help beginners to estimate ‘how much to invest’ for a financial goal. But why we need such a calculator? Why we cannot […]
If you are a beginner who wants to start a mutual fund investment, you have landed on the right page. In this mutual fund guide, we will try to cover all basics related to investment in general and about […]
Recently I was reading about the launch of India’s first Real Estate Invest Trust (REIT). As it was the first such financial instrument in India, I wanted to know more about it. Basically I wanted […]
In last decade, index funds have gained lot of popularity. What makes index funds attractive is their low cost. Compared to actively managed funds, index funds has lower expense ratio. ‘HDFC Index Fund – Sensex’ […]
In this blog post I will talk about Focused Mutual Funds. So why I am referring to Sun Pharma stock here? Because it will help me explain the utility of focused mutual funds in a […]
What will be the tax on mutual fund returns in India? To understand the tax treatment of mutual fund returns, we have to first answer a simple question. In what forms, an investor can earn […]
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