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Tuesday, August 3, 2021
INVESTING - DEBT

What is Maturity and Duration?

They may sound somewhat alike, but mean very different things.

INVESTING - MUTUAL FUNDS

Only 46% of Large Cap funds outperformed BSE 100 in 10 years

Interesting data point, specifically when one sees that large-cap funds are the largest category of open-ended actively managed equity funds.

INVESTING - MUTUAL FUNDS

Know which funds own a particular stock

If you really need to know which are the stocks favoured by asset managers, this tool will help.

INVESTING - MUTUAL FUNDS

What is Swing Pricing?

The NAV is adjusted up/down based on a pre-determined level of inflow/outflow.

INVESTING - DEBT

Which debt funds to invest in now

Banking & PSU, Corporate Bond and some allocation to moderate Credit Risk Funds can be considered.

INVESTING - DEBT

What is YTM?

There is a lot of confusion with respect to yield, yield to maturity and coupon rate. Here is a quick and very basic primer to get it sorted out.

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Should I switch to Quant Tax Plan considering its recent performance?

A reader makes the age-old mistake of basing decisions only on recent performance.

INVESTING - ESG

3 asset managers share their views on ESG

Navneet Munot and Nilesh Shah ESG on Environmental Social and Governance.

Read More...
Morningstar Analyst Ratings TM
Gold Rated Funds
2 Funds		 Silver Rated Funds
16 Funds		 bronze Rated Funds
35 Funds
Neutral Rated Funds
82 Funds		 Negative Rated Funds
12 Funds		 Under Review Funds
3 Funds
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Best Performing Funds

As on 2021-08-03

Industry AUM Movement

Quarterly Average AUM (in Crores); Source: AMFI
Dec-2020
2933403.24
Sep-2020
2728610.03
Change 
204793.21 (7.51%)

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