Expense ratio
Mutual funds & ETFs
Vidya Bala

MF direct plans vs regular plans – Expense ratios investigated

Which categories of funds have unusually high expense ratio? Should you avoid them – be it regular or direct? In which categories of funds is the TER difference between regular and direct too high? And are you better off staying with direct in such categories?

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Accrual
Mutual funds & ETFs
Vidya Bala

What are accrual and duration strategies in debt? – Part I

When you choose funds, knowing risks alone may not be sufficient. You need to understand debt fund strategies. You will broadly know the following in this article
– What is accrual strategy
– Which categories follow accrual or a hybrid model
– How you can use accrual funds

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CAMS IPO
Stocks
Vidya Bala

CAMS IPO: Should you invest or avoid?

Computer Age management Services Limited (CAMS) is the leader in the two-player MF Registrar and transfer agent (RTA) industry, with a 70% market share. It services 16 of the 41 AMCs and 4 out of the top 5 AMCs that account for a lion’s share of Indian mutual fund assets.

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HDFC Top 100
Mutual funds & ETFs
Vidya Bala

The rise and fall of HDFC Top 100

HDFC Top 100 was the largest fund in its category for a long time (and is still among the top 5 in its category in AUM). It has shown great mettle in its comeback stories time and again.
Today, for us, it serves a different purpose. HDFC Top 100 is a great candidate for a serious case study on the changing performance of mutual funds in India and what it means to you.

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multi-asset allocation funds
Mutual funds & ETFs
Vidya Bala

Should you invest in multi-asset allocation funds?

Whenever the returns of any category tops equity fund returns, investor interest in such a category goes up. It’s the turn of the multi-asset allocation funds now. And going by the number of queries we have received, we know many of you want to know whether to invest in this category.

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Mutual funds & ETFs
Vidya Bala

Arbitrage funds vs liquid funds – which one to invest in?

Arbitrage funds and liquid funds are very different products although their returns are quite comparable. The difference between the spot and futures market is largely a reflection of the short-term interest rate. The additional returns in arbitrage, if any, come from the mispriced opportunities. In the absence of volatility, a liquid fund may provide better returns.

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Webinar
Mutual funds & ETFs
Vidya Bala

“Should I invest in mutual funds if I invest in stocks directly?”– and other questions from our webinar

We had a wonderful time answering your thought-provoking questions in our first, premium webinar on portfolio design. But the 40-minute QA could still not do justice to the questions we received. We have therefore answered more here.

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How to review your mutual fund portfolio
Mutual funds & ETFs
Vidya Bala

How to review your mutual fund portfolio

Every time you need to review your portfolio, no doubt your mind is flooded with questions.
“My fund is underperforming. Should I sell it or not?”.
“How to go about selling it – in one shot or in a staggered manner?”
“How long should I hold an underperformer?
“If I hold a mediocre fund but start SIPs in a fresh one, over time, the number of funds in my portfolio goes up. What to do?”
Before we move on to discussing these questions, to the extent we can, let’s first talk about the review process per se.

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