Membership Home Portfolio Mutual Funds Equities Personal Finance Tools Archives Videos Adviser Ask Morningstar
Tuesday, September 29, 2020
ASK MORNINGSTAR

Have a clear investment thesis for each fund

While an investment thesis is a must, each fund's position in your portfolio must be viewed in conjunction with the other holdings.

Have a clear investment thesis for each fund
INVESTING - MUTUAL FUNDS

Why we like this mid-cap fund

An experienced manager and robust strategy make this fund a worthy option for investors.

Why we like this mid-cap fund
INVESTING - LEARN FROM THE MASTERS

Risk is a mosaic, not a formula

Investors must take a holistic view of risk. It cannot be viewed through a narrow lens anymore.

Risk is a mosaic, not a formula
PERSONAL FINANCE

A basic primer on asset allocation

Dhaval Kapadia on why diversification is necessary to mitigate risk in one's portfolio from market crashes.

A basic primer on asset allocation
INTERVIEWS

7 questions for PPFAS

Rajeev Thakkar, CIO of PPFAS Mutual Fund, talks about ESG, whether tech stocks are overvalued and covered call options.

7 questions for PPFAS
INSIGHTS AND PERSPECTIVES

How to be a very smart contrarian

Investing is a zero-sum game. You think you're right. On the other side of that trade is someone who thinks that they are right, and you are wrong..

How to be a very smart contrarian
ACROSS THE GLOBE

Are Nasdaq stocks really overvalued?

The tech-focused index has hit record highs. How are its biggest companies valued after recent volatility?

Are Nasdaq stocks really overvalued?
PERSONAL FINANCE

Reframing risk

When we think about risk in terms of achieving a goal, we can reframe the narrative.

Reframing risk
NEWS AND ROUND-UP

SEBI to mandate minimum holding in liquid assets for debt schemes

This move will help fund houses meet sudden redemption pressures during uncertain events.

SEBI to mandate minimum holding in liquid assets for debt schemes
INTERVIEWS

Which debt funds to invest in now

The cycles across asset classes have changed. So one must understand the risks more clearly.

Which debt funds to invest in now
INSIGHTS AND PERSPECTIVES

3 major impacts of COVID-19

Main causal channels whereby COVID-19 could have a long-run impact on economic outcomes.

3 major impacts of COVID-19
Read More...

Fund Category Returns

As on 2020-09-28

Adviser Insights

ADVISER

'AUM based fee model is seamless'

AUM based fee model works for retail clients as they don't have to pay separately.

'AUM based fee model is seamless'
ADVISER PERSPECTIVES

SEBI's new RIA norm could increase cost of advice

There are higher costs related to net worth, rigid fee model and qualification requirements, among others.

SEBI's new RIA norm could increase cost of advice
Read More...

Stock Monitor

Portfolio Manager
Portfolio Manager

Index Returns new

Currencies

Previous |  Next
 
  INR USD GBP EUR JPY CHF
* Closing rates.
- 0.0136 0.0106 0.0116 1.4314 0.0126
73.7913 - 0.7787 0.8587 105.6250 0.9274
94.7585 1.2841 - 1.1027 135.6375 1.1909
85.9297 1.1645 0.9068 - 123.0000 1.0800
0.6986 0.0095 0.0074 0.0081 - 0.0088
79.5679 1.0783 0.8397 0.9260 113.8937 -

Compare performance of your Mutual Funds new

Do an Instant X-Ray of your holdings new

FUND FACTSHEETS
Need a snapshot for your fund? Get Morningstar's fund factsheet

Risers & Fallers

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBARODABNPBOIAXACANARADSPEDELWEISSESSELFRANKLINTEMPLETONHDFCHSBCICICIIDBIIDFCIIFLINDIABULLSINVESCOITIJMKOTAKLICLNTMAHINDRAMIRAEMIRAEMOTILALPGIMPPFASPRINCIPALQUANTQUANTUMRELIANCENIPPONSAHARASBISHRIRAMSUNDARAMTATATAURUSUNIONUTIYES
INSURANCE FUNDS
ABSLAEGONRELIGAREAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKDHFLPRAMERICAEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALIDBIFEDERALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFERELIANCESAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA
SitemapContactGlossaryMethodologyEventsInvesting MastermindLicensing OpportunitiesAffiliateCareersCSR PolicyTerms of Use and Disclaimers
© Copyright 2020 Morningstar, Inc. All rights reserved. Please read our Terms of Use above.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top
Mutual Fund Tools
Feedback