Generally, how we evaluate performance of mutual funds? By looking at their historical returns. Suppose there are two mutual funds A & B. The returns generated by these mutual funds in last 1 year has been as below: Most likely, in which mutual fund you will invest your money? Probably “A”, right? Now lets add…
Why investors should be concerned (or not concerned) about the low trading volume of ETFs? Let me give you a history about the origin on this question. The average trading volumes (30 day) of few stocks as on 03rd-Aug’18 are as below (in NSE): TCS: 37,63,490 nos shares. RIL: 90,05,800 nos shares. HDFC Bank: 26,59,164…
In this article, you can read an interesting study done on Small Cap mutual funds. Why small cap funds? Because it is a new exploration for me. I personally prefer to invest in stocks of big established companies. Why? Because such companies are less risky. They have a proven track record which makes them comparatively safer. But…
I have already written an article on Systematic Investment Plan (SIP). So why a separate post on SIP return calculator? Writing a separate post was necessary to explain a very important point about returns from SIP. To explain the concept of returns from SIP, it was also obvious to code a SIP return calculator. You can use…
I am sure you must also have pondered that which is a better investment, ULIP vs Mutual Fund SIP? Unfortunately, not much reliable information is available on internet related to ULIP vs Mutual Fund SIP. In this article, what is presented is more from my personal experience I gathered while dealing with ULIP and mutual fund SIP….
Lowest NAV mutual fund means it is undervalued? No necessarily. One can earn higher return if one buys a good mutual fund at undervalued NAV. There is a difference between “undervalued NAV” and “lowest NAV”. Low NAV does not necessarily mean the fund is undervalued. Lower NAV may be cheap for your pocket, but it…
Who will buy ETF in India? These are mainly those investors who want to buy stocks, but lacks the expertise. Who are these people? These are people who do not know how to screen and analyze stocks. [Check a list of top rated ETFs at the bottom of this post] Why screening and stock analysis…
Dividend paying mutual funds are my favourite investment vehicle. Why? I like them because it can generate short term income. “Income generation” and “equity investments” does not go hand in hand. This is why, regular dividends from equity based funds makes it unique. I love it. But income seekers must play cautiously with mutual funds….
