FUND MANAGEMENT
Women fund managers deliver solid returns
Women are vastly outnumbered by men in fund-management ranks not only in absolute terms but also relative to other professional industries. This Morningstar study finds that the assets managed by women fund managers outperformed the benchmark over 1-, 3- and 5-year periods.
FUND AWARDS
Winners of Morningstar India Awards 2018
The finalists are selected using a quantitative methodology that considers the 1-, 3- and 5-year performance history of all eligible funds and adjusts returns for risk. There is also a qualitative overlay as Morningstar analysts carry out effective qualitative checks on potential winners to ensure that the performance can be sustainable going forward too.
EQUITY
10 traits to look for in multibaggers
We are aware of the conventional stock picking metrics; visionary promoters, good management, scalable business and rich ratios. The CEO of ShareBazaar App, Soumya Malani, suggests that investors get more specific in their hunt for alpha and narrows down on some patterns to keep an eye on.
INTERVIEW
I don’t understand how risk is determined in a portfolio based on market cap
R Srinivasan, fund manager of SBI Small and Midcap Fund, discusses what makes this fund a winner. And why capping the fund size at a reasonable level enabled them to go further down the curve where some good research arbitrage opportunities existed.
ADVISER
How Chirag Shah built Rs 125 crore worth mutual fund assets
This mechanical engineer turned financial adviser tells us how he stays on top of the game. With a career spanning over three decades, there is a lot one can learn from him.
FUND ANALYSIS
4 excellent funds from HDFC Mutual Fund
Our analyst revisited these four equity-oriented funds over the past two months and decided to assign Gold and Silver ratings to them.
ADVISER
21 must-have tools for IFAs to boost productivity
Anoop Nasa of Myfinkart on the most useful tools for advisers to increase productivity and engage with prospects. He divides them into five categories for easy reference.
FUND ANALYSIS
Why Prashant Jain's funds could be in for a bumpy ride
HDFC Equity and HDFC Top 200 have been assigned Gold ratings because they are excellent funds. But here's what investors need to keep in mind.
INVESTING INSIGHTS
7 nuggets of wisdom from Howard Marks
This world renown investor and billionaire shares some insights on how to be a good investor and scout for the right investment opportunities.
MUTUAL FUNDS
Why closed-end funds are not such a sweet deal
It appears that fund managers don’t pass up the chance to wax eloquent about the virtues of closed-end funds. We look into the veracity of their claims.
