UTI AMC IPO, Passive Funds, and the Behaviour Gap

We were on the hot seat on Startup Street show this Wednesday to discuss our future plans. If you...

UTI AMC IPO, Passive Funds, and the Behaviour Gap
SIP Flows, Gold, and Retail Investing!

SIP Inflows stood at Rs 8,272 crore in November, an increase of Rs 26 crore from the previous...

SIP Flows, Gold, and Retail Investing!
Rs 6,000 Cr AUA, Passive Funds & Repo Rates!

Thanks to your support and recommendation we now advise on over Rs 6,000 crores in assets on...

Rs 6,000 Cr AUA, Passive Funds & Repo Rates!
No Policy Sixer from RBI!

RBI keeps the repo rate unchanged at 5.15 % Both the market and market participants were in for a...

No Policy Sixer from RBI!
Understanding Equity Mutual Fund Factsheet

Fund Factsheet - Definition A Fund factsheet is an easy to understand general information document...

Understanding Equity Mutual Fund Factsheet
2020 Predictions – does the rally have legs?

Even though flows globally in 2019 have predominantly been into...

2020 Predictions – does the rally have legs?
Sensex highs, Muthoot AMC, Franklin side pocket & new PMS rules!

The much anticipated PSU disinvestment announcement came on Wednesday, November 20, 2019, by the...

Sensex highs, Muthoot AMC, Franklin side pocket & new PMS rules!
Dial “D” for.. Disinvestment!

PSU Disinvestment – meaning, history and way forward   The much anticipated PSU disinvestment...

Dial “D” for.. Disinvestment!
Vodafone Idea paper – more pain for Debt MF Investors?

There has been a lot of turbulence in the telecom space for quite some time now. The unprecedented...

Vodafone Idea paper – more pain for Debt MF Investors?
Index, Rising Inflation & New Funds!

Index mutual funds are set to beat actively managed funds for the second year. Data from Refinitiv...

Index, Rising Inflation & New Funds!
Real Estate Stimulus, SIP Inflows & Rating Downgrade!

The AUM of the mutual fund industry increased to Rs 26.33 lakh crore in October, a 7.4% increase...

Real Estate Stimulus, SIP Inflows & Rating Downgrade!
Sensex 40,000!

Sensex hit a record high last week as it rose 2.83% to close above the 40,000 mark while the Nifty...

Sensex 40,000!
Increasing Wealth, Ease of Doing Business & Index Out-performance

Credit Suisse Global Wealth Report released on Monday showed that 7,59,000 Indians have wealth over...

Increasing Wealth, Ease of Doing Business & Index Out-performance
Rally, Retail & Reliance!

The markets posted strong gains this week on the back of retail and foreign investor inflows,...

Rally, Retail & Reliance!
One Year since IL&FS meltdown and the latest PMC Bank crisis

Such has been the nature and scale of the IL&FS meltdown and its ripple effects on the overall...

One Year since IL&FS meltdown and the latest PMC Bank crisis
Steady SIP Flow, Fund M&A, and Behavior Gap

  We discussed the pitfalls of chasing returns and the "behaviour gap" with Bloomberg...

Steady SIP Flow, Fund M&A, and Behavior Gap
Rate Cut, Stimulus & Gold!

Four of the five top-performing funds last week are gold funds. Gold provides...

Rate Cut, Stimulus & Gold!
Index Funds – History, features and Active v/s Passive Investing

What are Index Funds? An ‘Index’ comprises of stocks or securities from a particular category,...

Index Funds – History, features and Active v/s Passive Investing
Of policy change, stock market rebounds and behavioural biases

Fridays are amazing. After four days of having put in your best (or worst), you can sleep in peace...

Of policy change, stock market rebounds and behavioural biases
Tax cut, market rallies & growth

Finance Minister, Nirmala Sitharaman announced a $20 billion tax cut to reduce the effective...

Tax cut, market rallies & growth