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Commentary

Large-cap funds are losing the appeal

Performance data is clearly showing a declining trend for large-cap funds. Further, data and index behaviour shows that large-cap equity funds will continue to struggle to beat their benchmark convincingly. Selectively picking large-cap stocks directly or a passive strategy of holding large-cap index funds may become necessary

Bhavana Acharya November 8, 2019 8 Comments

Mutual funds & ETFs

Should you buy and hold mutual funds?

One in three equity funds that have been in the top 2 quartiles for several years in the past have slipped to the bottom 2

Vidya Bala October 31, 2019 No Comments

Mutual funds & ETFs

Why looking at the 1, 3, or 5-year returns is not enough

Pick up any equity fund today and the 1-year return looks absolutely uninspiring. 8%? 9%? 11%? Losses? Where is that bumper equity return? But if

Bhavana Acharya October 5, 2019 No Comments

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