Category: Mutual Funds

One of the reputed asset management companies, BNP Paribas, is expected to launch its NFO “BNP Paribas Global Innovative Technology Fund”. Is BNP Paribas Global Innovative Technology Fund a good fund to invest? The NFO issue is scheduled to open on 16 August, 2019. One interesting thing about this NFO is that it is an … Continue reading NFO Review: BNP Paribas Global Innovative Technology Fund

ITI Mutual Funds has launched their ITI Long Term Equity Fund on July 15, 2019. This NFO issue will be a new addition to the funds categorized under ELSS Tax saving schemes. This review of ITI Long Term Equity ELSS Fund will give you an idea of whether to invest or not. Let’s see the … Continue reading NFO Review: ITI Long Term Equity (ELSS) Fund—Regular Plan

Mirae Asset Mutual Funds has announced its new Midcap Fund scheme and the investors are keeping a keen eye on it. The Mirae Asset Midcap Fund’s New Fund Offer period begins on July 08, 2019. From NFO unit price of ₹10 to having an objective of providing long-term capital appreciation, the Mirae Asset Midcap Fund … Continue reading Mirae Asset Midcap Fund NFO Review—Should You Invest?

Can you carry a Telephone in your pocket while shopping? NO. Even if you are not shopping, you cannot carry a telephone in your pocket. That is why a Cellphone was discovered. But the objective of a telephone and a cellphone are basically the same. Communicating to a person immediately over a distance is the … Continue reading PMS Vs Mutual Fund: Which one is RIGHT for you?

Each one of us loves a winner. It is a psychological need perhaps that gives us faith and confidence in the choices we make. But then, just as day has night, crests have troughs, and rise has fall, good performance is pitted against underperformance. Life needs to balance and mastering the ups and downs is … Continue reading How to validate the Underperformance of a Mutual Fund?

Introduction Mutual Fund managers are like gardeners who use different techniques to ensure that the money entrusted to them by the investors, grow and blossom well. Investors may not know what such techniques are, but may be keen to get an overview of the methods applied to manage Mutual Fundss. Let us take a look … Continue reading Which approach is better in managing Mutual Funds? Top Down Vs Bottom Up

Introduction A mutual fund’s performance and risk can be ascertained by many statistical tools. Among the tools are risk & reward ratios, which help to ascertain the level of risk and reward associated with a particular mutual fund in a given circumstance at a point of time. Here is an overview of Alpha and Beta. … Continue reading Two Important Statistical Tools to Select a Better Rewarding Mutual Fund

Why Dematerialization? In the modern financial world, the benefits of holding share and security investments in dematerialized format, is known to many. However, the consequences of holding or not holding mutual funds investments in the demat form , may not be that well known. How is Mutual Fund Demat different? Mutual Funds differ from shares … Continue reading To Demat or not to Demat Mutual Funds?

Bond fund and interest rate risk It is general perception that the equity market is more volatile than the bond market. However, it is a misnomer to believe that bonds are perennially safe. The greatest risk associated with the bond market is the interest rate risk. What is interest rate risk? A simple example will … Continue reading What is interest rate risk in a bond fund and how to manage it?

If flying thrills you then I am sure that given a chance to enter the cockpit of an aeroplane, you would certainly want to see how the aircraft is flown. Similarly, investors would be fascinated to learn about the concepts which fund managers apply to manoeuvre their money through different economic environments. Genesis of Debt … Continue reading How Accrual based debt funds are different from Duration based debt funds?