Sunday, July 3, 2022

A reader wants to know what to do with his investment. Our analyst answers.

Ask Morningstar: Should I sell Axis Long Term Equity?

Cryptocurrencies have become increasingly popular and at $1.7 trillion in total market capitalization, this volatile asset class can no longer hide in the shadows.

5 myths about cryptocurrency

The price you pay matters, and great companies get overvalued, too.

The price you pay matters

These funds had the least drawdown YTD as of June 23, 2022.

Funds that protected the most downside during the recent market fall

These funds invest in other equity, debt and gold mutual funds.

What are Asset Allocator Fund of Funds?

All choices have consequences for our contact with the rest of the natural world because we are consumers of food, resources and energy.

A Reality Check: Green Energy, Alcohol, Vegetarianism

Knowing what not to do, is as important as knowing what must be done.

4 things investing is, and is not.

This legendary investor believes that it is the best guide to knowing what a manager is really like over a long period.

Is past performance the best guide to future success?

Sequence-of-returns risk is one of the more underappreciated dangers of investing.

Ask Morningstar: What is Sequence Risk?

Assets under management in this category have increased from Rs 3,550 crore in May 2020 to Rs 20,411 crore as of May 2022.

Fund houses start accepting fresh inflows in overseas funds

Valuation driven investing is rewarding because it provides a reliable path to help meet long term investment goals.

7 tips for valuation driven investing

A diversified portfolio will help you protect the downside in a volatile market.

How to build a diversified mutual fund portfolio

Risk cannot be properly measured in a spreadsheet and is deeply personal.

What is Risk?

The pioneer in behavioral economics notes that there doesn't seem to be any evidence that we do learn from past cycles.

Richard Thaler on the current market

Funds from the same AMCs have a similar thought process, fund management styles and investment philosophy.

Ask Morningstar: Diversification also applies to fund managers and AMCs

We all look for moats, but need to keep an eye out for crumbling castles. A moat without a castle defeats the entire purpose.

Don't just look at moats, keep an eye on crumbling castles too

Fund Category Returns

As on 2022-07-01

Adviser Insights

After acquiring over 5,000 sub-broking clients, Haresh Shah made foray in mutual funds and now has SIP book of Rs 1 crore.

Stock Monitor

Index Returns new

Currencies

Previous |  Next
 
  INR USD GBP EUR JPY CHF
* Closing rates.
- 0.0127 0.0105 0.0122 1.7096 0.0122
79.0312 - 0.8330 0.9623 135.1150 0.9633
94.8811 1.2006 - 1.1553 162.2126 1.1564
82.1257 1.0392 0.8656 - 140.4055 1.0010
0.5849 0.0074 0.0062 0.0071 - 0.0071
82.0465 1.0382 0.8647 0.9990 140.2699 -

NFO

NFOs will be displayed when available.

Compare performance of your Mutual Funds new

Do an Instant X-Ray of your holdings new

Risers & Fallers

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