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The big news today is that Groww is acquiring the Mutual Fund business of India Bulls. A few days back, NJ India got SEBI in-principle approval for their Mutual Fund License. Another 7 applications are queued up at SEBI. There was a time in the past when everyone wanted to become a Stock Broker. I think I myself was influenced...
International funds have been around for long. Value Research says that the oldest fund in existence is Principal Global Opportunities Fund which was launched in 2004. As on date there are 46 funds that come under the category of “International Funds”. For a really long time, International funds did not command any interest. Even today, the total assets under management...
The last one year has been fantastic for literally everyone other than those who held too much Cash or were straight away bearish. Nifty went up nearly 60% in the last one year. 65% of stocks traded on the NSE did even better than that. Trend following systems had a splendid time as did Value or Growth factors. Only the...
Franklin Templeton has made more news in the last one year or so than the rest of the Mutual Fund industry combined. Then again, I cannot remember the last time such a high profile asset management company decided to shut down and lock out investors in one of the premier funds. Even before they shut down the funds, I felt...
I don’t like writing reviews for New Fund Offers. Everyone claims to be doing something unique while all they are doing is the same old thing but offered in a new way. Once in a way, a fund comes that is truly different and worth looking deeper. For those of us who are Momentum affindos, it’s been a long wait...
Mutual Funds offer more options than those offered by Darshini Hotels. While the main course could be Large Cap, Large Cap and Mid Cap, Mid Cap and Small Cap, the number of side dishes that are available under various names would put to shame a Andhra Thali From Sector Funds to Focus Funds to Thematic Funds to what not, the...
Multiple times in the past I have tweeted that one shouldn’t try to generate Alpha through Debt. Debt is for Capital Preservation, Equity is for Growth. Yet, when one is full time involved in finance, we understate our own limits. Warren Buffett in the past has talked about Quotation Loss and Permanent Loss. If you invested in 2018 in a...
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