Arbitrage mutual funds: Equity funds that work like debt funds
Arbitrage funds generate returns close to the returns generated by short term debt funds. These schemes offer investors the best of both worlds: the safety of principal and the tax advantage available to equity funds.
Coronavirus crisis: Not sure if you should continue with equity investments? Read this
The long-term returns from equity investments tend to ...
To benefit from stock market turmoil, NPS investors should increase equity allocation
Since NPS is a long-term retirement product, maintainin...
Coronavirus and market crash: Why many first-time investors may turn away from equities forever
Covid-19 has eroded the wealth painstakingly built over the past 4-5 years. The bigger danger is that many first-time investors may turn away from equities forever even as a pauperised populace cuts back on consumption.
Coronavirus and stock market: How to make the market crash work for you
Is market entering the bear phase good news for investors? Market experts certainly think so.
Coronavirus impact: Don't panic buy, instead focus on identifying the better stock bets
Do not panic buy, since we are deep into a blind knee-jerk territory right now. This inevitably will again turn into a selling panic as something else happens tomorrow morning and back again in a couple of days.
Should you buy disruptive tech focused global equity mutual funds?
A tech-led disruption refers to a seismic shift which upturns established industries and overthrows existing market leaders. It is the outcome of an innovation that transforms a product, service or biz model, often creating an entirely new market.
Stock market hit by coronavirus: Reasons for turmoil, what equity investors should do now
The spread of the virus has triggered panic across the world and shaken the confidence of investors.
Should you worry about falling returns from equity and debt investments?
The concept of real return helps compare returns in different countries and currencies. For example, nominal return comparison between India and the US doesn’t make sense because the long term inflation in the US is quite lower than that in India.
MF Portfolio Doctor: Nagarkar should not switch mutual fund schemes based on recent returns
Do you know if your investment portfolio is on the right track? The mutual fund portfolio doctor assesses the health of the mutual fund portfolio, examines the schemes and their suitability with regard to the goals and recommends corrective measures.
Investing in these 7 equity mutual funds can give good risk-adjusted returns
The current economic environment is not conducive for equity markets and a broad-based equity recovery will only happen when the economy revives. Hence, it is advisable to look at risk-adjusted metrics to evaluate, identify good quality equity funds.
Focus on what will not change in uncertain times
In bad times, fundamental qualities and strengths of businesses shine through. The result is that although every company does badly, the good ones do less badly and recover better while many of their competitors just die out.
MF portfolio doctor: Rathi has to allocate more to equities to retire early by 50
The Portfolio Doctor assesses the health of the mutual fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures.
Investors should change mental gears to profit from a falling stock market
All successful investors start out in their investing life believing some things are actually not true. Some of those things are true in a particular phase of the equity markets. This has actually happened to many of us over the last three decades.
Active vs passive mutual funds: Which is better in multi-cap space?
Active multi-cap funds are expected to ferret out the best ideas from the index to build a portfolio. This should ideally allow the fund manager to fetch healthy alpha over the index. However, the truth is that fund managers have struggled to stay ahead of the index.
Copyright © 2020 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service