Practical guide to choosing Equity mutual funds – Part 1

Posted on by Arun

There are several categories in Equity Mutual Funds.. Diversified Equity Funds Diversified across various sectors and stocks Further split into Large Cap, Mid Cap and Multi Cap funds (i.e mix of both large and mid cap funds) Sectoral/Thematic Equity Funds Concentrated towards a particular sector or theme Eg Pharma, Financials, Infrastructure, Consumption etc Global Funds … Continue reading Practical guide to choosing Equity mutual funds – Part 1

Equity Mutual Fund Selection – Process vs Outcome

Posted on by Arun

One of the world's best investors - Mr Warren Buffet.. If I asked you to name the world's best investor, most of you would answer Warren Buffet without the blink of an eye. He is currently the world's 3 rd richest man with around USD 60.8 bn  net worth, thanks to his long term investment … Continue reading Equity Mutual Fund Selection – Process vs Outcome

How to select the best equity mutual fund

Posted on by Arun

I don't know.. Yes. You heard that right. I am a part of a large investing firm.. I am expected to do this selection stuff day in and out for a living.. I write a blog on investing.. And yet, I don't know. Dumb me. Now before you curse yourself for having landed here and … Continue reading How to select the best equity mutual fund

Making sense of the recent fall in debt mutual funds

Posted on by Arun

The lure of past returns.. Let us assume you had to invest in debt funds a week back, i.e 7th,February 2017. And you are shown the last 3 year returns of the major debt fund categories. *Compounded annual returns as on 07-Feb-2017 , Source: Value Research Note: I have considered some sample funds from the major … Continue reading Making sense of the recent fall in debt mutual funds

Arnold Schwarzenegger and the Indian Equity Investor

Posted on by Arun

Suddenly off late, I have started to receive frequent calls from my friends asking for equity investment tips. And me being the boring conservative guy that I am, "Dude, start off with an SIP in X,Y & Z equity mutual funds" goes my response. And most often the response is "Can you suggest me some stocks instead. … Continue reading Arnold Schwarzenegger and the Indian Equity Investor