Smallcase has captured the imagination of the retail investor. But should you invest in a smallcase portfolio? How should you evaluate a smallcase? Let’s see if we can find some answers. Based on Business Today article dated Dec 2020, there were 2 million users and over Rs. 50,000 crores of transactions executed via the platform […]
2020: How much returns to expect from Mutual Funds?
As an investor, you choose mutual funds to earn a higher return than your other traditional investments. You expectation is based on the past returns of these funds and you hope to get the same result for yourself. Is that the right way to go about it? Let’s try and use a data based approach to […]
Questions on market crash, financial plans & investments
The VUCA world is now alive and kicking in its full form – Volatile, Uncertain, Complex and Ambiguous. Throw in some irony too! Imagine, we have the cleanest air in decades and yet we move around wearing masks. Well, I know that you are concerned about your investments in equity or equity mutual funds. And […]
Should you hedge investment portfolio against a market fall?
“Is there something like hedging investment portfolio of MFs?” A client sent this message this morning. My mind was thinking. Why would she ask that? Someone else has done it and told her? She has read about it somewhere and is curious? Is she scared about the current market scenario and how it will unfold […]
XIRR – How to evaluate your mutual fund portfolio performance?
Abhishek has been investing in mutual funds for many years now through SIPs as well as lumpsum. However, he is not sure how he should measure the return on his investments. His current statement tells him that in about 8 years, the total invested amount is 2.31 lacs and the current market value is 4.10 lacs. He wonders if […]
