Mutual Fund Blogs

When a mutual fund holds assets that suddenly turn risky or become hard to sell, it can impact all investors in the fund. That’s where side pocketing comes in. It’s a way to separate the troubled assets from the rest of the portfolio. So, every day, investors aren’t affected by defaults or delays. Read on …

Investing can be complicated for those starting out. With so many options to choose from – stocks, bonds, mutual funds, and more – deciding where to invest your money can be confusing. Fund of Funds (FOFs) aim to simplify investing. FOFs provide exposure to different assets and fund managers in one investment product.  So instead …

When it comes to evaluating the performance of your investments, understanding the right metrics is crucial. Two popular return measures are XIRR (Extended Internal Rate of Return) and CAGR (Compound Annual Growth Rate). Though both express investment returns as percentages, they calculate and interpret these returns differently. This space will break down the key difference …

Mutual funds are a preferred investment instrument for many Indian investors due to the ease and flexibility they provide to grow wealth over time. However, it is equally important to know what happens to your mutual fund investments if you pass away unexpectedly. How can your family members or nominees claim the units smoothly? Understanding …

What is the Sharpe Ratio and Why Does It Matter in Investing? Getting good returns is great but are you earning those returns wisely? It’s not just about how much your investments make but how much risk you’re taking to get there. That’s where the Sharpe Ratio comes in. Think of it as a reality …

When a person picks mutual funds, they often focus on returns from just 1 or 3 years. But that doesn’t always tell the full story. Markets go through ups and downs and fund returns change with them. That’s why rolling returns matter! They show how a mutual fund performs over many different time periods, giving …

When evaluating a mutual fund, past returns alone do not tell the complete story. The PE ratio in mutual fund analysis helps you understand how the underlying equity portfolio is valued relative to the earnings of the companies it holds. Two funds may show similar returns but carry very different valuation levels, sector exposure and growth expectations. Looking at the fund’s PE ratio …

Calculating turnover rates involves seeing how many assets are necessary to produce a company’s revenue. When we divide monthly net sales by the average amount of assets, we get the asset turnover ratio. A greater ratio says the business is making the most of its resources to achieve sales, but a lower rate may suggest …

When it comes to investing, mutual funds are a popular choice for both new and experienced investors. They offer portfolio diversification and access to a wide range of asset classes. One such option is offshore funds—mutual funds that provide exposure to international markets.   Typically managed outside the investor’s home country, these funds offer access to …

Growing your money through smart investments involves more than just selecting the right funds; it requires careful planning and ongoing management. It’s also about managing risk and one of the simplest and most effective ways to do that is through diversification. Diversification in mutual funds involves investing money across stocks, bonds and various sectors so …