Thursday, April 15, 2021

A big draw of a passive fund is the low expense ratio. Here are three basic questions that are answered.

As expense ratios rise, should you exit your index fund?

Everyone loves a good profit, And companies know it. Always dig deeper.

How companies inflate their profits

These are closed ended schemes with target maturity.

Fund houses line up FMPs

These funds tactically manage allocation between equity and debt as per the market valuations.

Should you invest in dynamic asset allocation funds?

In CY 2020, only 6 out of 29 large cap funds outperformed the BSE 100 Index.

Large cap funds struggle to beat benchmark

What you believe may not be backed by reality. Control your investing narrative, don't let it control you.

Your story may derail your wealth creation plan

Once you adjust for taxes, the alpha shown by some vs. the benchmark, may turn to zero or negative.

Never ignore the post-tax return

Don't sell based on the 'what have you done for me lately' rationale.

Is there a 'good' time to buy or sell actively managed funds?

There are so many to choose from, but do you need them is what you need to ask yourself.

Do you need debt funds in a portfolio?

Fund Category Returns

As on 2021-04-14

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Index Returns new


Previous |  Next
* Closing rates.
- - - - - -
- - 0.7257 0.8356 109.0150 0.9232
- 1.3779 - 1.1514 150.2163 1.2720
- 1.1967 0.8685 - 130.4631 1.1048
- 0.0092 0.0067 0.0077 - 0.0085
- 1.0832 0.7861 0.9052 118.0902 -

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