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...
Index Funds
2020 Predictions – does the rally have legs?
Even though flows globally in 2019 have predominantly been into...
Sensex highs, Muthoot AMC, Franklin side pocket & new PMS rules!
The much anticipated PSU disinvestment announcement came on Wednesday, November 20, 2019, by the...
Index, Rising Inflation & New Funds!
Index mutual funds are set to beat actively managed funds for the second year. Data from Refinitiv...
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...
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...
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...
Rally, Retail & Reliance!
The markets posted strong gains this week on the back of retail and foreign investor inflows,...
Steady SIP Flow, Fund M&A, and Behavior Gap
We discussed the pitfalls of chasing returns and the "behaviour gap" with Bloomberg...
Rate Cut, Stimulus & Gold!
Four of the five top-performing funds last week are gold funds. Gold provides...
Tax cut, market rallies & growth
Finance Minister, Nirmala Sitharaman announced a $20 billion tax cut to reduce the effective...
Defaults & Recovery, Fooled by Complexity & More!
In the fourth chapter of our serialized book, Zen And The Art Of Investing, we look at "complexity"...
Auto Sales, Investor Behavior & ITR Filings!
Retail auto sales dipped to a 20-month low in August. The slump in auto sales led Maruti and Toyota...
AUM Growth, 3 Down Months & PSU Bank Mergers!
The share of gross household financial assets doubled from 3% to 6% between 2014 and 2018, as per...
Small cap, stimulus & credit risk!
The BSE Small-Cap index fell 3.2% over the course of this week. BSE defines small-cap as the 250...
Auto sector weakness, yield curve inversion & other MF news!
Indian Auto Sector continues to go through a rough patch as passenger vehicle sales declined by 31%...
Total Expense Ratio (TER) in equity mutual funds – calculation and impact
Total Expense Ratio (TER) Definition Total Expense Ratio (TER) or Expense Ratio can be defined as...
SIP Flows, RBI Rate Cut & New Index Funds
SIP inflows were at an all-time high in July at Rs 8,324.28 crore. In comparison, SIP collection...
How bad is a 10% fall in Nifty – find out!
A drawdown is defined as - "A drawdown is a peak-to-trough decline during a specific period...
How to bridge the “Behaviour Gap” for higher returns?
Investors on Kuvera continue to invest with discipline. In line with time tested financial advice...
