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Value Mutual Funds – Meaning & Performance Analysis

Deepika Khude

In 2008, the world was facing a financial crisis. Lehman Brothers declared bankruptcy and modern ‘great depression’ began. Millions lost their jobs and stock markets fell worldwide. The Dow Jones Industrial Average (DJIA) fell 53% from its peak in October 2007. The BSE Sensex fell 60% to 8,535 levels from 21,000 levels. But something else… Continue reading Value Mutual Funds – Meaning & Performance Analysis

Arbitrage Funds – How Arbitrage Mutual Funds Profit from Price Differences in the Market

Deepika Khude

Do you remember the above game? Finding differences between two seemingly identical pictures? The differences were tiny but our happiness on discovering them was unparalleled. Let us revisit this game. Can you spot the difference between the below images? Image 1: Image 2: Both the snapshots show the share price of Reliance Industries. Ideally you… Continue reading Arbitrage Funds – How Arbitrage Mutual Funds Profit from Price Differences in the Market

Index Funds – Index Mutual Funds – Meaning, Types & Performance

Deepika Khude

The first index fund in India was launched in 1999. In the same decade, world’s first index fund, Vanguard 500 Index fund reached an Assets Under Management (AUM) of $1 Billion Dollars! It’s been 22 years since and Indian index fund AUM stands at a disappointing Rs 16,867 crores! While the AUM of Vanguard 500… Continue reading Index Funds – Index Mutual Funds – Meaning, Types & Performance

How Does a Mutual Fund Work? – A Detailed Explanation

Deepika Khude

‘We fear what we do not understand’. This quote perfectly sums up the relationship between mutual funds and Indian investors. Mutual fund is probably the most ‘misunderstood’ financial product. Majority of investors believe that mutual funds are too complicated. And what is complicated must be risky. Fortunately, this is not true. But since the best… Continue reading How Does a Mutual Fund Work? – A Detailed Explanation

Multi-Asset Allocation Funds – Do They Really Work?

Deepika Khude

A mutual fund investor is like a child in a candy shop. Everything looks delicious and everything must be bought. It doesn’t matter if you like the flavour or taste of the candy, you MUST have it. Similarly, investors are spoilt for choice. They are confused whether they should invest in – Equities Debt Gold… Continue reading Multi-Asset Allocation Funds – Do They Really Work?

Everything About Short Term Debt Funds in India

Deepika Khude

If you’ve ever been grocery shopping, then you are aware that everything comes with an expiry date. Green leafy vegetables expire within 1 day. Vegetables like tomatoes, brinjal remain fresh for 3-4 days. Onions and potatoes can remain fresh for months. Debt funds behave in the same manner. The debt mutual fund universe can be… Continue reading Everything About Short Term Debt Funds in India

Mutual Funds vs FD (Fixed Deposits)– Which is the Best Option in 2021?

Deepika Khude

Mutual Funds Vs FDs is an age-old argument. Informed investors support mutual funds while conservative investors still think bank FDs are the best investment option. Even after countless proofs on why mutual funds are superior than bank FDs, investors still prefer bank FDs! Why do you think this happens? In ‘the psychology of money’, Morgan… Continue reading Mutual Funds vs FD (Fixed Deposits)– Which is the Best Option in 2021?

Measuring Mutual Fund Returns – CAGR, XIRR & Absolute Returns

Deepika Khude

What is the first question that you ask when investing in a mutual fund scheme? ‘Kitna returns milega? Mutual fund return is the most important factor that investors look at while investing. And rightly so. You are after all investing your hard-earned money. So, you have every right to know what kind of mutual fund… Continue reading Measuring Mutual Fund Returns – CAGR, XIRR & Absolute Returns

Corporate Bond Funds – The Good Guys

Deepika Khude

The Franklin Templeton debt fund default was a big blow to debt fund investors. It changed their entire perception of debt funds. Debt funds were no longer considered as ‘safe’. Investors started moving back to the safety of their bank fixed deposits. But while this saga was unfolding, there was a particular category of debt… Continue reading Corporate Bond Funds – The Good Guys

Everything About Dynamic Bond Funds – The Virat Kohli of Debt Funds

Deepika Khude

Dynamic Bond Funds are the Virat Kohli of Debt Funds. Confused? Let me explain. Rohit Sharma, Cheteshwar Pujara or Virat Kohli – Who is the best batsman in India? We all have our personal favourites but let’s answer this practically. Rohit Sharma is a great ODI batsman. Cheteshwar Pujara is a great test batsman. Virat… Continue reading Everything About Dynamic Bond Funds – The Virat Kohli of Debt Funds

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