Category: Mutual Funds

Sensex in India is more than 40 years old. Throughout these years, countless number of investors have tried a number of investment strategies to gain profits. In a long line of such strategies, the recent player is the Smallcase. What makes this Smallcase attract more attention than the others? Smallcase Technologies is a startup company … Continue reading What is Smallcase Investing? Is it Better than Mutual Funds?

For the past few years, the debt market is sailing through some rough waters. It is true even for debt mutual funds in particular. They are widely regarded as “one of the safest investment modes” by investors. But it doesn’t look like the case anymore. In 2018 IL&FS Ltd. defaulted. DHFL followed with a liquidity … Continue reading Are Debt Funds Becoming as Risky as Equity Mutual Funds?

Every seasoned investor knows that asset allocation is the only control they have on their investment portfolio. Even Warren Buffet, as the CEO of Berkshire Hathaway, prioritises capital allocation over anything else. Whether you’re a billionaire investor or a retail investor, the fundamentals of investing doesn’t change. But what does change is your risk tolerance … Continue reading How Frequently Should You Review Your Mutual Fund SIP? And Rebalance Investment Portfolio?

“Don’t Try To Time The Market!” It is probably the first advice any investment advisor will tell you. It is an indirect way of saying: “don’t make any Lumpsum investment in equities”. There’s a good reason for it. With the stock market being highly volatile, there is a good chance you could end up investing … Continue reading When is the Right Time to Make Lumpsum Investment? Is Stock Market Recovery a Sign?

Choosing to invest in equity mutual funds is a power move in your financial life. But then comes the moment where you have to choose a mutual fund scheme to invest your money. There may be an NFO with the cheapest possible NAV price. Or a mutual fund scheme with the best returns, but there’s … Continue reading What is the Ideal Time to Evaluate a Fund Performance?

Every time the stock market crashes, Gold seems to reach a new height. The Covid19 stock market crash of 2020 was no different. But the momentum doesn’t seem to change even after the stock market recovery. It begs the question: Has Gold become more prominent as an asset class? Given the traditional soft spot for … Continue reading Which One to Choose? Gold or Other Investments?

Zoom Video Communications Stock price surged 425% in 2020 alone. Covid19 breakout and the subsequent global lockdown triggered this massive surge. The technology sector is second to none in seeing such a surge in stock price. With this enormous return potential, shouldn’t you look to invest in technology mutual funds? It is only reasonable to … Continue reading Should you invest in Technology Mutual Fund Post Covid19?

“There are decades where nothing happens, and there are weeks where decades happen.” It is a quote from Vladimir Lenin, a revolutionary leader of Soviet Russia. Ironically, it describes the nature of the stock market very well. In 2020, the SENSEX crashed 38% in a matter of weeks. Many investors lost their years of investments. … Continue reading Has the Mutual Fund Investment Rule Changed Post Covid19 Crash?

“Your house is not an asset!” —says Robert Kiyosaki in his book “Rich Dad Poor Dad.” He is one of the many millionaires who made a fortune out of rental income. And then there is Equity Mutual Fund investment. It has relatively lesser risk, better flexibility, and liquidity. Head to head, what should you choose? … Continue reading Rental Income Vs. Equity Mutual Fund Investment

In the wake of the Karvy stock broking fraud, many eyebrows have been raised about the safety of mutual funds. Can your stock broker liquidate your mutual fund units and elope with the money ? What happened at Karvy? Is investing in mutual funds safe? Let’s find out. Table of Contents About Karvy Broking Firm … Continue reading The Karvy Scam Fallout – How Safe Are Your Mutual Funds